microsoft dynamics crm classroom training | Placement | pune

microsoft dynamics crm classroom training | Placement | pune
Course Outline

Module 1: Microsoft Dynamics CRM 2013 Concepts
This module provides a high-level overview of Microsoft Dynamics CRM and describes ways to navigate the application.
Lessons
•Microsoft Dynamics CRM functionality
•Microsoft Dynamics CRM clients
•Security
•Microsoft Dynamics CRM records
•The Get Started pane
•Application navigation
•Microsoft Dynamics CRM Help and the Resource Center
Lab : Navigate Microsoft Dynamics CRM

Module 2: Working with the Application
This module explains how customer records are used in Microsoft Dynamics CRM. It describes how addresses, notes, attachments, connection records, and activities are recorded in Microsoft Dynamics CRM and how to configure personal options.
Lessons
•Customer records
•Addresses
•Notes and attachments
•Connections
•Activities
•Personal options
Lab : Work with Core Records and Personal Options

Module 3: Working with Records
This module describes views and how to filter views. It further explains ownership of records, how to share records, how to delete and edit multiple records, how to import records, and how to run a mail merge.
Lessons
•Views
•Record ownership
•Sharing records
•Deleting and editing records
•Import records
•Mail merge with Microsoft Word
Lab : Import Contacts
Lab : Mail Merge

Module 4: Microsoft Dynamics CRM for Microsoft Office Outlook
This module explains how to work with Microsoft Dynamics CRM for Outlook, how to manage tracked items, how records are synchronized from Microsoft Dynamics CRM to Outlook, how conditional formatting can be applied to lists of records, and how Microsoft Dynamics CRM for Outlook offline capability works.
Lessons
•Integration with Outlook
•Tracking Outlook items
•Synchronizing records
•Conditional formatting
•Offline capability
Lab : Tracking Records
Lab : Configure Outlook Synchronization Filters
Lab : Offline Capability.

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