Microsoft Dynamics CRM Accelerated Boot Camp for Government

Qixas Academy is pleased to present our accelerated 5 day Microsoft Dynamics CRM boot camp for Government. Our boot camp offers you the most comprehensive, in depth coverage of Microsoft Dynamics CRM available in the market today. We combine a mix of theory and practical hands-on exercises to prepare you for success with CRM. The course will cover CRM fundamentals and core functionality.

Audience Profile

This boot camp is intended for individuals that plan to implement, use, maintain, or support Microsoft Dynamics CRM in their organization. The course is intended for power users, line of business managers, project managers, consultants, developers, system administrators and any other roles in the organization who want to gain foundational knowledge of the applications functionality as well as configuration and customization capabilities.

Agenda

Day 1: 8:30am – 12:00pm EST
Day 2: 8:30am – 4:30pm EST
Day 3: 8:30am – 4:30pm EST
Day 4: 8:30am – 4:30pm EST
Day 5: 8:30am – 4:30pm EST

Microsoft Dynamics CRM Application

At course completion students will be able to:

  • Use the Microsoft Dynamics CRM user interface.
  • Develop basic and advanced navigation and record maintenance.
  • Use the advanced find functionality to find and evaluate system data.
  • Understand core records and record hierarchy.
  • Working with the Outlook client.
  • Access the Microsoft Dynamics for Outlook functionality, including synchronization.
  • Create and maintain account, contact, and activity record management.
  • Manage metrics, goals, charts, and dashboards.
  • Working with leads and opportunities.
  • Understand Service management processes including managing service cases, knowledge base articles, contracts, queues, and reporting.
  • Access and maintain contracts, cases, the knowledge base, and queues.
  • Understand the service scheduling application and service management processes.
  • Set up service scheduling.
  • Manage services and selection rules.
  • Managing resources, facilities/equipment, resource groups, sites.
  • Working with service activities and the service calendar.

 

Microsoft Dynamics CRM Customization and Configuration

At course completion students will be able to:

  • Configure a company’s organizational structure within Microsoft Dynamics CRM.
  • Add and maintain business units, user accounts, security roles and teams.
  • Manage solutions and  development cycle.
  • Create and configure security roles.
  • Create and manage teams and security via entity and task-based privileges.
  • Create and customize forms, views and charts.
  • Create and customize database entities and fields.
  • Customize entity relationships and  mappings.
  • Configure auditing and manage audit data, logs and permissions.
  • Implement business processes using business rules and business process flows.
  • Design charts and dashboards.
  • Understand  analysis and reporting capabilities within CRM.
  • Identify areas where advanced customization functionality can be implemented.
  • Understand  the capabilities and scenarios for using workflows and dialogs.

Reserve a seat

Course ID: QIX1101
Duration: 5 Days
Price: $3450.00

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