Course
Microsoft Dynamics CRM Overview (CRM100)
Microsoft Dynamics CRM Overview (CRM100)
[Estimated Time: 30 minutes] This course will provide you with a general overview of Microsoft Dynamics CRM . See how to navigate, learn about the different deployment options available and discover the Microsoft Dynamics CRM functionality.
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Microsoft Dynamics CRM: Sales Module (CRM101)
Microsoft Dynamics CRM: Sales Module (CRM101)
[Estimated Time: 2 hours] The Sales module within Microsoft Dynamics CRM provides a flexible framework for organizations to track, manage, and analyze parts of their sales cycle as well as its overall success. This course describes the...
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Microsoft Dynamics CRM: Dashboards, Views and Charts (CRM102)
Microsoft Dynamics CRM: Dashboards, Views and Charts (CRM102)
[Estimated Time: 1 hour] This course explains the tools that Microsoft Dynamics CRM provides to analyze and report including teaching users how to best utilize the Dashboards, Views and Charts functions to enhance the success of business processes.
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Microsoft Dynamics CRM: Activities (CRM103)
Microsoft Dynamics CRM: Activities (CRM103)
[Estimated Time: 1 hour] Microsoft Dynamics CRM Activities are used to record a specific type of communication and the subject, time and details of that communication. Activities are actions such as emails, phone calls, meetings, etc. Using...
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Microsoft Dynamics CRM: Marketing Module (CRM104)
Microsoft Dynamics CRM: Marketing Module (CRM104)
[Estimated Time: 1.5 hours] The Marketing module within CRM provides basic marketing features and gets you started with running marketing campaigns. This course describes how to create and manage marketing lists, the difference between a...
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Customizing Dynamics CRM: Part 1 (CRM105)
Customizing Dynamics CRM: Part 1 (CRM105)
[Estimate Time: 30 mins] This course is for those are new to Dynamics CRM and is responsible for the customization and upkeep of their organization's CRM environment. In this session, we will discuss the considerations you should make as you...
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Customizing Dynamics CRM: Part 2 (Advanced) (CRM106)
Customizing Dynamics CRM: Part 2 (Advanced) (CRM106)
[Estimated Time: 1 Hour (Advanced Part 1)/ 3+ Hours (Advanced Part 2)] This course will give you tips to help define and create the primary components of customizations as you begin to design your Dynamics CRM environment. Topics will...
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10 Things You Need To Know Before Successfully Implementing A CRM System
10 Things You Need To Know Before Successfully Implementing A CRM System
[Estimated Time: 1 Hour] In this course, you will learn: - Everything you need to know prior to implementing CRM into your business - The benefits of adopting a CRM system - Useful tips and tricks for your everyday work
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Fascinating Microsoft Dynamics CRM Tactics That Can Help Your Business Grow
Fascinating Microsoft Dynamics CRM Tactics That Can Help Your Business Grow
[Estimated Time: 1 Hour] In this course, you will learn: - Key features such as the sales area, data that will comprise charts, different types of dashboards - Tips on how to use visual data to drive your sales process - Timesaving tips to...
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Top 5 New Features in Microsoft Dynamics CRM 2015
Top 5 New Features in Microsoft Dynamics CRM 2015
[Estimated Time: 1 Hour] In this course, you will learn: - Key features in Dynamics CRM 2015 such as global search, calculated and rollup fields and hierarchy visualization - Tips and tricks for using new features in Dynamics CRM 2015
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