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Dynamics CRM - Power User

Course Summary

In this course, you will explore the various features that power users need to know. Topics covered include case management, service scheduling, query building, data management, using CRM with Outlook and the various miscellaneous settings.


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    Course Syllabus

    ● Case Management in Dynamics CRM
        ◦ Introduction to Case Management in Dynamics CRM
        ◦ Demo: New Case Management form
        ◦ Demo: Classic Case Management Form
        ◦ Demo: Case follow-Up
        ◦ Wrapping up Case Management
    ● Service Scheduling in Dynamics CRM
        ◦ Introduction to Service Scheduling in Dynamics CRM
        ◦ The moving parts of Service Scheduling
        ◦ Demo: Schedule an Appointment Using Service Scheduling
        ◦ Demo: Setting Up The Moving Parts
        ◦ Demo: Scheduling an Appointment After Making Changes
        ◦ Service Scheduling: All In
    ● Building Queries in Dynamics CRM
        ◦ Getting Started Building Queries in Dynamics CRM
        ◦ Demo: Advanced Find
        ◦ Demo: Queries in Workflows
        ◦ Wrapping Up
        ◦ Data Management in Dynamics CRM
        ◦ Introduction to Data Import/Export in Dynamics CRM
        ◦ Data Import Wizard
        ◦ Demo: Import Contacts
        ◦ Demo: Import Leads
        ◦ Undo Import and Export
        ◦ Demo: Create Export
        ◦ Wrapping up Data Management
    ● Using Outlook with Dynamics CRM
        ◦ Using Outlook with Dynamics CRM
        ◦ Demo: The Outlook and CRM User Experience
        ◦ Wrapping up Outlook and CRM
    ● Finding Miscellaneous Settings in Dynamics CRM
        ◦ Miscellaneous Settings in Dynamics CRM
        ◦ Demo: System Settings
        ◦ Personal Options
        ◦ Demo: Personal Options
        ◦ Setting The Customization Prefix
        ◦ Demo: Changing The Publisher
        ◦ Dialog and Workflow Settings
        ◦ Demo: Additional Remaining Settings
        ◦ Wrapping up CRM Settings

     


Course Fee:
USD 29

Course Type:

Self-Study

Course Status:

Active

Workload:

1 - 4 hours / week

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