Introduction to Microsoft Dynamics CRM 2011

Course Code: 80442

Course Description

This one-day instructor-led course provides an introduction to Microsoft Dynamics CRM 2011. The course focuses on the user interface and working with the application and provides a foundation for other Microsoft Dynamics CRM 2011 courses. The course describes Microsoft Dynamics CRM concepts, the Web interface, the Microsoft Dynamics CRM for Outlook® interface, searching, and reporting.

Course Outcomes

Describe at a high level key Microsoft Dynamics CRM concepts.
Explain how customer records, addresses, notes, attachments, connection records, and activities are recorded in Microsoft Dynamics CRM and how to configure personal options.
Work with records and views.
Use Microsoft Dynamics CRM for Outlook to track and synchronize items and manage offline capability.
Search and report on Microsoft Dynamics CRM data.

Course Modules

This module provides a high-level overview of Microsoft Dynamics CRM and describes ways to navigate the application.

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.

This module describes ways to find and report on data in Microsoft Dynamics CRM.

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.

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.

Prerequisites

Before attending this course, students must have a working knowledge of Microsoft Windows operating systems, Microsoft Outlook, Microsoft Word and Microsoft Excel.

Next Steps

Workflow and Dialog Processes in Microsoft Dynamics CRM 2011 (80444)

Course Labs

Navigate Microsoft Dynamics CRM

Import Contacts

Tracking Records

Offline Capability

Export Records

Work with Core Records and Personal Options

Mail Merge

Configure Outlook Synchronization Filters

Search for Records

Reports

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