Course Introduction

Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications. Microsoft markets Dynamics applications through a network of reselling partners who provide specialized services.(Source)

Introduction

  •          Benefits of Closed Loop Marketing
  •          Creating and Using Marketing Lists
  •          Marketing Campaigns and Quick Campaigns
  •          Quick Campaigns
  •          Introduction to Marketing Campaigns
  •          Creating a Marketing Campaign
  •          Creating and Using Campaign Templates
  •          Importing Leads

Implementing and Managing Marketing Campaigns

  •          Campaigns, Campaign Activities and Marketing Lists
  •          Creating and Using Email Templates
  •          Sales Literature, Products and Price Lists
  •          Distributing Campaign Activities
  •          Capturing and Viewing Campaign Responses

Analysis, Reporting and Goals

  •         Analyzing Marketing Information with Lists, Views and Charts
  •         Working with Reports
  •         Creating and Managing Marketing Goals
  •         Creating Charts
  •         Customizing and Working with Dashboards

Sales Management in Microsoft Dynamics

Working with the Product Catalog

Sales Order Processing

  •          The Microsoft Dynamics CRM Sales Order Process
  •          Opportunities, Quotes, and the Sales Process
  •          Working with Orders
  •          Working with Invoices

Analysis, Reporting and Goals

Service Management in Microsoft Dynamics

Working with Cases and Contracts

Using the Knowledge Base

Working with Teams and Queues

Analysis, Reporting and Goals

Service Scheduling in Microsoft Dynamics

  • Introduction
  • Advanced Topics
  • Microsoft Dynamics Customization and Configuration
  • Configuring Users and Teams
  • Customizing Microsoft Dynamics CRM Overview
  • Customizing Fields
  • Customizing Entities
  • Configuring Field Security
  • Configuring Auditing
  • Configuring Solutions

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