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| Microsoft CRM EU: 4.0 Introduction |
| Vendor Course Code: | MSCRMINTRO |
| Course Length: | 1 day |
| Course Price: | $680.00 + GST |
| Availability: | Please call DDLS on 1800 U LEARN (1800 853 276) or  click here to register your interest. |
| Overview: | This one-day instructor-led course provides students with basic knowledge of using Microsoft CRM to perform their day-to-day activities. |
| Skills Gained: | After completing this course, students will be able to:
• Navigate Microsoft CRM and understand the standard application terminology
• Microsoft CRM User Interface and application terminology
• Basic and advanced navigation and record maintenance
• Microsoft CRM Client for Outlook functionality and synchronization
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| Key Topics: | Module 1: Overview of Microsoft CRM
1.1 Microsoft CRM Modules
1.2 Sales Management Module
1.3 The Marketing Automation Module
1.4 The Service Management Module
Module 2: Accessing MICROSOFT CRM
2.1 Web Client
2.2 Outlook Client
2.3 The Outlook/MS CRM Relationship
2.4 Working Offline
Module 3:Navigating MICROSOFT CRM
3.1 Menu
3.2 The Standard Toolbar
3.3 Actions Toolbar
3.4 Navigation Pane
3.5 List
3.6 Locating Records
Module 4: Module Specific Navigation
4.1 Navigating Workplace
4.2 Navigating Sales
4.3 Navigating Marketing
4.4 Navigating Service
Module 5:Performing Daily Activities
5.1 Understanding Customer Records
5.2 Accounts
5.3 Contacts
5.4 Address and Sub-Records
5.5 Activities
5.6 Notes and Attachments
5.7 Look for Records
Module 6: Tracking Activities with MS CRM 4.0
6.1 Managing Outlook and Microsoft CRM
6.2 Emails
6.3 Tasks
6.4 Appointments
6.5 Phone Calls
Module 7: Advanced Features
7.1 Advanced Find and Views
7.2 Mail Merging
7.3 Direct Email
7.4 Working offline and synchronizing
Module 8: Reporting Overview
8.1 Accessing Reports
8.2 Report Wizard
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| Target Audience: | New users of CRM 4.0 |
| Prerequisites: | |
