Microsoft Dynamics CRM Accelerated Boot Camp -Virtual

Qixas Academy is pleased to present our accelerated 5 day Microsoft Dynamics CRM boot camp. 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, practical hands-on exercises, labs, and basic exam review to prepare you for success with CRM projects as well as the CRM certification exams. 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.

This virtual class includes all materials covered in the Accelerated Boot Camp in a virtualized online environment. Please confirm all details or ask any questions to your account manager at academy@qixas.com.

Agenda

Day 1: 8:30am – 4:30pm 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

Courses covered in the Microsoft Dynamics CRM Boot Camp

Sales Management in Microsoft Dynamics CRM 
Customer Service in Microsoft Dynamics CRM 
Customization and Configuration in Microsoft Dynamics CRM 

Course Outline

Sales Management in Microsoft Dynamics CRM 

About this Course

This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM that allow you to track and manage the sales process from potential to close. This course provides insight on sales process information, and introduces the tools available to analyze and report on sales information.

At Course Completion

After completing this course, students will be able to:

    Understand the context of Sales Management and review real-life sales scenarios.
  • Identify how the various elements of the Microsoft Dynamics CRM sales fit together.
  • Review the basic terminology used throughout the application.
  • Review how the basic flow of sales activity in Microsoft Dynamics CRM begins with the entry of leads, and review ways to manage leads in Microsoft Dynamics CRM.
  • Identify the role of leads, and when they can be used.
  • Know the Lead to Opportunity process and the roles of these records.
  • Work with Sales Literature in Microsoft Dynamics CRM.
  • Explore the steps to create and maintain Competitors.
  • Identify the features and benefits of the product catalog.
  • Create and maintain unit groups for the product catalog.
  • Add products to the product catalog, and describe the use of kit products and substitute products.
  • Create price lists and configure as appropriate for different customers, marketing campaigns and special offers.
  • Set up different price lists for different types of customers and marketing campaigns.
  • Utilize the tools to available within Microsoft Dynamics CRM to capture important sales information and uncover new business opportunities.

Customer Service in Microsoft Dynamics CRM 

About this Course

This course focuses on how an organization can nurture customer satisfaction through automation of business processes within Microsoft Dynamics CRM.  This course provides an insight into all of the powerful Customer Service and Service Scheduling functionality capabilities within Microsoft Dynamics CRM . 

At Course Completion

After completing this course, students will be able to:

  • Identify the key set of terms, phrases and elements to effectively work with Customer Service Scenarios and Terminology.
  • Recognize why cases are the fundamental record type in service management, and represent a single incident of service.
  • Use Queues to organize and store Activities and Cases that are waiting to be processed.
  • Effectively search the Knowledge Base to access a repository of informational articles used to assist customer service representatives in the resolution of cases.
  • Utilize Contract Management to specify the amount of support services a customer is entitled to.
  • Use reporting functionality to gain insight into trends, performance, and identifying opportunities and potential issues.
  • Practice Goal Management features to establish and track progress against target values for key performance indicators.
  • Use the Service scheduling functionality and how it is designed to assist organizations when providing services that require complex combinations of resources.

Customization and Configuration in Microsoft Dynamics CRM

About this Course

This course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. The topics covered include security; creation and configuration of entities; design of forms views and charts; auditing and solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution.

At Course Completion

After completing this course, students will be able to:

  • Design and implement strategies for the creation of Business Units and Security Roles.
  • Configure Microsoft Dynamics CRM Users and Teams.
  • Describe the principles of customizing the system.
  • Create and configure fields for both custom and system entities.
  • Create and configure custom entities, including standard and activity entities.
  • Design, create and configure relationships between entities.

  • Reserve a seat

Course ID: QIX1158
Duration: 5 Days
Price: $3750.00

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