Microsoft Dynamics CRM Applications E-Learning Training

Bestel deze geweldige, bekroonde Microsoft Dynamics CRM 2013 Applications cursus online, 1 jaar 24/7 toegang tot uitgebreide interactieve video's, toespraken, praktische taken en voortgangsbewaking. Na de cursus ontvang je een certificaat van deelname.

In Microsoft Dynamics CRM 2013 kunt u marketingcampagnes gebruiken om nieuwe producten of services te introduceren. Ontdek hoe u formulieren aanpast en publiceert, werkt met de workflows van bedrijfsprocessen en marketingcampagnes implementeert.

Cursusinhoud

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