Introduction to Microsoft Dynamics CRM 2016 (cours 80442)
Cours disponible en français ou en anglais - Training available in French or in English
Durée: 1 jour
Objectifs du cours :
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.
Compétences acquises :
Les stagiaires seront à même d'effectuer les tâches suivantes :
- Summarize at a high-level Microsoft Dynamics CRM and its sales, marketing, and service areas.
- Describe the Microsoft Dynamics CRM Web and the Microsoft Dynamics CRM for Outlook clients.
- Explain the Microsoft Dynamics CRM security model.
- Summarize Microsoft Dynamics CRM records.
- Explain the purpose of the get started pane.
- Describe ways to navigate the application.
- Show how to use Microsoft Dynamics CRM Help and the Resource Center
- Explain how customer records are used in Microsoft Dynamics CRM.
- Record addresses.
- Use notes and attachments.
- Describe the purpose of connection records.
- Use activity records to track customer interactions.
- Personalize Microsoft Dynamics CRM
- Describe views and how to filter views.
- Explain ownership of records.
- Describe the purpose of sharing and how to share records.
- Describe how to delete and edit multiple records.
- Describe how to import records into Microsoft Dynamics CRM.
- Describe the process for running mail merge on Microsoft Dynamics CRM records
- Find records using quick find.
- Search for records using Advanced Find.
- Manage saved views.
- Export records to Microsoft Excel.
- Describe the default reports included in a new installation of Microsoft Dynamics CRM.
- Create reports using the Report Wizard.
- Provide an overview of dashboards and charts
Connaissances requises :
Pour suivre ce cours, les stagiaires doivent disposer des connaissances suivantes :
- Microsoft Windows operating systems
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel
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