Microsoft Dynamics CRM Training

CRM overview user training 

Based on standard CRM functionality, half a day limited to 6-8 attendees maximum, no hands on practical exercises, demonstration of the system only.

CRM introductory user training

 Based on standard CRM functionality, 1 day limited to 6-8 attendees maximum, access to client CRM system required, and minimum 1 workstation between 2 attendees to allow hands on practical exercises.

 CRM admin user training

 Based on standard CRM functionality, 1 day limited to 4 attendees maximum, access to client CRM system required, and minimum 1 workstation to allow practical demonstration on how to administer the system, including customising screen, managing standard templates, managing workflows, relationship roles, security roles and hints and tips on Outlook integration and using the Outlook client.

 CRM customised user training

 Based upon clients customised CRM system. 

 Requires a minimum of a 1 day’s workshop to work with the client to fully understand the customisations and what core business functionality and the business process(s) that the training needs to focus on.

A download of the client customisations to allow more detailed training exercises to be developed as part of a 1 day course preparation exercise.  

 Course delivery is usually over 1.5 days , half a day on CRM overview and 1 day on system specifics and hands on labs and is limited to 6-8 attendees maximum, access to client CRM system required, minimum 1 workstation between 2 attendees to allow hands on practical exercises.

Microsoft Dynamics CRM Training Content.

CRM overview training 

• System overview
• Menus and Icons
• Navigation
• Creating records
• Activities
• Managing records
• Leads
• Accounts
• Contacts
• Opportunities
• Marketing Overview
• Service Overview
• Reports Overview
• Excel integration
   

CRM introductory training 

• System overview
• Menus and Icons
• Navigation
• Creating records
• Activities
• Managing records
• Leads
• Accounts
• Contacts
• Opportunities
• Marketing Overview
• Service Overview
• Reports Overview
• Excel integration

 Hands on practical exercises covering

• Creating Leads
• Associating activities to leads
• Assigning activities
• Marketing to leads
• Converting a lead
• Building accounts and sub accounts
• Build contacts and sub contacts
• Creating and closing an opportunity.
• Creating Quick and marketing campaigns.
• Creating and managing service calls
• Reporting
• Advanced finds
• Creating, saving and sharing advanced finds and views.
• Exporting data to Excel.
   

CRM customised training 

• System overview
• Menus and Icons
• Navigation
• Client record naming conversions
• Client process flows
• Creating records
• Client specific requirements for record creation
• Activities
• Managing records
• Leads
• Accounts
• Contacts
• Opportunities
• Marketing Overview
• Service Overview
• Reports Overview
• Excel integration
• Client workflows and specific requirements for data utilisation, capture and procedures

Hands on labs focused on the client business process flow , client terminology, specific reference to clients customisation , workflows and data capture requirements that cover specific data entry and selection criteria covering

• Creating Leads
• Associating activities to leads
• Assigning activities
• Marketing to leads
• Converting a lead
• Building accounts and sub accounts
• Build contacts and sub contacts
• Creating and closing an opportunity.
• Creating Quick and marketing campaigns.
• Creating and managing service calls
• Reporting
• Advanced finds
• Creating, saving and sharing advanced finds and views.
• Exporting data to Excel
• Data workflows and process management

This course will require a 1 day preparation workshop to ensure that client specific requirements are identified for the user training.
 

Microsoft CRM Courses.

We can run these courses for the following elements of MS CRM 3.0 standard environment.

• CRM Sales Management

• CRM Service Management

• CRM Marketing Automation

• CRM Service Scheduling

These courses are all 1 day courses and are based upon a class room instructor led series of exercises and labs.

These courses require the client to have a class room environment supporting a maximum of 6 students and sufficient powerful hardware to run a virtual server and PC on the same PC hardware to be able to carry out all of the exercises and labs.

Equipment specification and hardware requirements can be supplied upon request.

Each course requires 1 day on site preparation at client site to install and test all necessary software for the class to be carried out.