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.
This course is intended for individuals 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.
This module provides a high-level overview of Microsoft Dynamics CRM and describes ways to navigate the application.
This module explains how customer records are used in Microsoft Dynamics CRM. It describes how addresses, notes, attachments, connection records, and activities are recorded in Microsoft Dynamics CRM and how to configure personal options.
This module describes views and how to filter views. It further explains ownership of records, how to share records, how to delete and edit multiple records, how to import records, and how to run a mail merge.
This module explains how to work with Microsoft Dynamics CRM for Outlook, how to manage tracked items, how records are synchronized from Microsoft Dynamics CRM to Outlook, how conditional formatting can be applied to lists of records, and how Microsoft Dynamics CRM for Outlook offline capability works.
This module describes ways to find and report on data in Microsoft Dynamics CRM.
Lab: Navigate Microsoft Dynamics CRM
Lab: Work with Core Records and Personal Options
Lab: Import Contacts
Lab: Mail Merge
Lab: Tracking Records
Lab: Configure Outlook Synchronization Filters
Lab: Offline Capability
Lab: Search for Records
Lab: Export Records
After completing this course, students will be able to do the following: