Please accept cookies to help us improve this website Is this OK? Yes No More on cookies »
Item number: 124776051

Microsoft Dynamics CRM Applications Training

Item number: 124776051

Microsoft Dynamics CRM Applications Training

159,00 192,39 Incl. tax

The Best Microsoft Dynamics CRM Applications Award-winning E-Learning Training Extensive interactive videos with spoken text Certified teachers Practical exercises Certificate.

Read more
Discounts:
  • Buy 2 for €155,82 each and save 2%
  • Buy 3 for €154,23 each and save 3%
  • Buy 5 for €147,87 each and save 7%
  • Buy 10 for €143,10 each and save 10%
  • Buy 25 for €135,15 each and save 15%
  • Buy 50 for €124,02 each and save 22%
  • Buy 100 for €111,30 each and save 30%
  • Buy 200 for €79,50 each and save 50%
Availability:
In stock
Delivery time:
Ordered before 5 p.m.! Start today.
  • Award Winning E-learning
  • Lowest price guarantee
  • Personalized service by our expert team
  • Pay safely online or by invoice
  • Order and start within 24 hours

Microsoft Dynamics CRM Applications E-Learning Training

Order this amazing, award-winning Microsoft Dynamics CRM 2013 Applications course online!
✔️ 1 year 24/7 access to comprehensive interactive videos, speeches and practical tasks.
✔️ Includes progress monitoring and an official certificate of attendance upon completion.

Why choose this course?

Microsoft Dynamics CRM 2013 provides powerful tools for managing customer relationships, marketing campaigns and business processes. This E-Learning course will give you the knowledge and skills to get the most out of this versatile software.

What you will learn:

  • Managing marketing campaigns: Learn how to introduce new products and services using marketing campaigns in Microsoft Dynamics CRM.
  • Customise and publish forms: Discover how to customise forms to your specific business needs and publish them for use within your organisation.
  • Optimise business processes: Work with workflows and business processes to increase efficiency and productivity.
  • Full insight: Get an in-depth overview of the applications and functionalities of Microsoft Dynamics CRM 2013.

With this course, you will not only learn how to use the software, but also how to implement it effectively and tailor it to your business needs.

Who should participate?

This course is ideal for:

  • Marketing professionals who want to improve their campaigns using Microsoft Dynamics CRM.
  • Business analysts and CRM administrators who want to optimise workflow and business processes.
  • Sales and account managers who want to strengthen customer relationships using advanced CRM tools.
  • IT professionals responsible for implementing and maintaining Microsoft Dynamics CRM within an organisation.
  • Anyone who works with Microsoft Dynamics CRM and wants to expand their skills.

Course content

Getting Started

Course: 30 Minutes

  • Course Introduction
  • Getting Started
  • Navigation Basics
  • Customer Records
  • Working with Activities
  • Relating Data Using Connections

The Dynamics CRM Outlook Client

Course: 38 Minutes

  • Installation and Configuration of the Outlook Client
  • Navigation in the Outlook Client
  • Synchronization Configuration
  • Contact Synchronization
  • Appointment, Recurring Appointments, and Task Tracking
  • Accessing Data Offline
  • Setting Personal Options

E-mail Management and Integration

Course: 26 Minutes

  • E-mail Configuration Options
  • E-mail Tracking
  • Turning E-mails into Actions
  • Automated E-mail Linking
  • Adding Content to E-mails

Business Process Automation

Course: 47 Minutes

  • Background Workflows
  • Real-Time Workflows
  • Introduction to Dialogs
  • Dialogs with Conditional Branches
  • Querying CRM Data in a Dialog
  • Monitoring Background Processes
  • Monitoring Real-Time Processes and Process Reporting

Turning Data into Information

Course: 12 Minutes

  • Introduction to Advanced Find
  • Looking Deeper with Advanced Find

Practice: Create Workflows

Course: 10 Minutes

  • Exercise: Create Workflows

Introduction to Sales Management

Course: 36 Minutes

  • Course Introduction
  • Introduction to Sales Management
  • The Sales Process
  • Lead Management and Lead Conversion
  • Working with Opportunity Records
  • Opportunity Resolution
  • Managing and Using Multiple Currencies
  • Keeping Track of the Competition

Configuring the Sales Module

Course: 31 Minutes

  • Introduction to the Product Catalog and Unit Groups
  • Price Lists and Products
  • Price List Items and Pricing Methods
  • Product Grouping and Price Rounding
  • Discount Lists
  • Sales Literature

Sales Order Processing

Course: 19 Minutes

  • Generating Quotes from Opportunities
  • Sending and Revising Quotes
  • Orders and Invoicing

Metrics and Goals

Course: 23 Minutes

  • Configuring Goal Metrics and Rollup Fields
  • Creating and Assigning Goal Records
  • Creating a Rollup Query
  • Parent Goals

Sales Analysis and Reporting

Course: 33 Minutes

  • Sales Reports
  • Exporting CRM Data to Excel
  • Using Excel to Analyze your CRM Data
  • Charts and Visualization
  • CRM Report Builder

Practice: Working with the CRM Sales Module

Course: 6 Minutes

  • Exercise: Use the Sales Cycle

Introduction to Marketing Automation

Course: 31 Minutes

  • Course Introduction
  • Creating and Using Marketing Lists
  • Dynamic Marketing Lists
  • Choosing Campaigns or Quick Campaigns
  • Quick Campaigns
  • Configuring Activity Feeds
  • Internal Communication and Social Interaction

Marketing Campaigns

Course: 36 Minutes

  • Marketing Campaign Templates
  • Marketing Campaigns
  • Campaign Activities
  • Distributing Campaign Activities
  • Capturing and Viewing Campaign Responses
  • E-mail Templates

Marketing Reports and Mail Merging

Course: 20 Minutes

  • Marketing Reports
  • Mail Merge Templates
  • Mail Merge

Importing Data

Course: 15 Minutes

  • The Import Data Wizard
  • Export and Import Data Using Excel

Data Quality Management

Course: 28 Minutes

  • Merge Duplicate Records
  • Duplicate Detection Rules
  • Catching Duplicate Records
  • Bulk Record Deletion
  • The Data Quality Dashboard

Practice: Creating a Quick Campaign

Course: 5 Minutes

  • Exercise: Set Up Quick Campaigns

Case Management

Course: 41 Minutes

  • Course Introduction
  • Creating a Service Case
  • The Subject Tree
  • Personal Queues
  • Shared Queues
  • Working with Queues and Queue Items
  • Customer Service Reports

Setting up a Knowledge Base

Course: 20 Minutes

  • Article Templates
  • Creating, Approving, and Publishing KB Articles
  • Using and Searching the Knowledge Base
  • Cases and Knowledge Base Articles

Managing Services Offerings with Service Contracts

Course: 18 Minutes

  • Contract Templates
  • Creating Contracts and Contract Lines
  • Using Contracts with Cases

Service Scheduling

Course: 45 Minutes

  • Service Module Initial Configuration
  • Creating Services
  • Schedule a Service
  • Restricting the Selection of Resources
  • Complex Service Scheduling
  • Service Calendar

Advanced Case Management

Course: 43 Minutes

  • Entitlements
  • Entitlements and Cases
  • Create Service Level Agreements
  • Service Level Agreements and Cases
  • Parent/Child Case Creation
  • Automatic Case Routing
  • Automatic Case Creation from E-mails

Practice: Using Automatic Case Routing

Course: 10 Minutes

  • Exercise: Use Automatic Case Routing

Get started with Microsoft Dynamics CRM!

✔️ Learn at your own pace with interactive videos and practical exercises.
✔️ Track your progress with reports and complete tests to reinforce your knowledge.
✔️ Earn a certificate of attendance and demonstrate your expertise in Microsoft Dynamics CRM.

Order your course now and start optimising your customer relationship management today!

Language English
Qualifications of the Instructor Certified
Course Format and Length Teaching videos with subtitles, interactive elements and assignments and tests
Lesson duration 10:19 Hours
Progress monitoring Yes
Access to Material 365 days
Technical Requirements Computer or mobile device, Stable internet connections Web browsersuch as Chrome, Firefox, Safari or Edge.
Support or Assistance Helpdesk and online knowledge base 24/7
Certification Certificate of participation in PDF format
Price and costs Course price at no extra cost
Cancellation policy and money-back guarantee We assess this on a case-by-case basis
Award Winning E-learning Yes
Tip! Provide a quiet learning environment, time and motivation, audio equipment such as headphones or speakers for audio, account information such as login details to access the e-learning platform.

There are no reviews written yet about this product.

Loading...

OEM Office Elearning Menu Genomineerd voor 'Beste Opleider van Nederland'

OEM Office Elearning Menu is trots genomineerd te zijn voor de titel 'Beste Opleider van Nederland' door Springest, een onderdeel van Archipel. Deze erkenning bevestigt onze kwaliteit en toewijding. Hartelijk dank aan al onze cursisten.

Reviews

There are no reviews written yet about this product.

Combideals

25.000+

Springest: 9.1 - Edubookers 9.0

3500+

20+