What is Dynamics CRM 2011?

Pluralsight

Course Summary

This course is an introductory overview of Dynamics CRM 2011. Dynamics CRM is a powerful tool that can organize and automate the sales and marketing cycles of your business.

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Course Description

This course offers a basic understanding of Dynamics CRM and its capabilities. You will learn about the primary system entities, Account, Contact and Lead, and how they work together. In addition you will learn how to use marketing tools, reports, goals and workflows to further extend the usefulness of Dynamics CRM to your organization. Finally this course will show you how to customize Dynamics CRM to ensure a 360 view of your customers.

Course Description

This course offers a basic understanding of Dynamics CRM and its capabilities. You will learn about the primary system entities, Account, Contact and Lead, and how they work together. In addition you will learn how to use marketing tools, reports, goals and workflows to further extend the usefulness of Dynamics CRM to your organization. Finally this course will show you how to customize Dynamics CRM to ensure a 360 view of your customers.

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Course Syllabus

Introduction
- 27m 52s

—Introduction 5m 4s
—Form Basics Demo 1m 15s
—Why CRM? 2m 17s
—Security Roles 1m 13s
—CRM Form Basics 3m 28s
—Account and Contact Relationships 2m 34s
—Modules 0m 44s
—Navigation 2m 27s
—Specific Modules 2m 47s
—Settings 3m 58s
—Resource Center 2m 5s

Managing Your Sales Team
- 26m 0s

—Introduction 5m 0s
—Lead Demo 3m 29s
—Contact Records 0m 31s
—Contact Records Demo 3m 23s
—Account Entity 0m 36s
—Account Entity Demo 2m 47s
—Opportunity 0m 33s
—Opportunity Forms 2m 43s
—Connections 0m 55s
—Making Connections 1m 54s
—What to do, with what you know. 4m 9s

Marketing with Dynamics CRM
- 23m 36s

—Introduction 4m 12s
—Marketing List Demo 2m 55s
—CRM Campaigns 1m 30s
—Quick Campaigns in Action 4m 20s
—Marketing Campaigns 1m 3s
—Marketing Campaigns Demo 8m 12s
—Third Party Tools 1m 24s

Reporting in Dynamics CRM
- 27m 35s

—Introduction 3m 18s
—Built-in Charts 1m 25s
—Custom Charts 0m 38s
—Building a Custom Chart 4m 24s
—Dashboards 1m 45s
—System Dashboards 1m 49s
—Custom Dashboards 0m 43s
—Building Custom Dashboards 6m 36s
—Built-in Reports 1m 56s
—System Reports 2m 38s
—Summary 2m 23s

Processes
- 26m 2s

—Introduction 7m 6s
—Sales Environment Workflow 8m 23s
—Dialogs 1m 31s
—Quick Dialog Demo 6m 52s
—Starting the Dialog 1m 33s
—Summary 0m 37s

Customize Dynamics CRM 2011
- 27m 15s

—Introduction 5m 37s
—Editing a System Form 7m 37s
—Adding a Custom Field 5m 20s
—Building a Form 2m 20s
—Multiple Forms per Entity 5m 34s
—Summary 0m 47s