Introduction to Microsoft Dynamics CRM 2011

Course details

The student will focus on the user interface and working with the application, gaining a foundation for other Microsoft Dynamics CRM 2011 courses, Microsoft Dynamics CRM concepts, Web interface, Outlook interface, searching, and reporting.

Course Outline

1 - Microsoft Dynamics CRM Concepts

• Microsoft Dynamics CRM functionality
• Microsoft Dynamics CRM clients
• Security
• Microsoft Dynamics CRM records
• The Get Started pane
• Application navigation
• Microsoft Dynamics CRM Help and the Resource Center
• Lab : Navigate Microsoft Dynamics CRM

2 - Working with the Application

• Customer records
• Addresses
• Notes and attachments
• Connections
• Activities
• Personal options
• Lab : Work with Core Records and Personal Options

3 - Working with Records

• Views
• Record ownership
• Sharing records
• Deleting and editing records
• Import records
• Mail merge with Microsoft Word
• Lab : Import Contacts
• Lab : Mail Merge

4 - Microsoft Dynamics CRM for Microsoft Office Outlook

• Integration with Outlook
• Tracking Outlook items
• Synchronizing records
• Conditional formatting
• Offline capability
• Lab : Tracking Records
• Lab : Configure Outlook Synchronization Filters
• Lab : Offline Capability

5 - Searching and Reporting

• Search using quick find
• Search using Advanced Find
• Manage saved views
• Export to Excel
• Default reports
• The Report Wizard
• Overview of charts and dashboards
• Lab : Search for Records
• Lab : Export Records
• Lab : Reports

Target Audience: This course is intended for inpiduals who plan to implement, use, maintain, or support Microsoft Dynamics CRM in their organization. The course is intended for anyone who wants to gain foundational knowledge of Microsoft Dynamics CRM 2011.