Microsoft Dynamics CRM 2011/2013 Course
![]() by AADS EducationHyderabad, Bangalore |
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Medium of instruction: | English |
Introduction to Microsoft Dynamics CRM 2013
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Dynamics CRM Overview
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Working with Dynamics CRM
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Processes and Scenarios
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Working with Data
Microsoft Dynamics CRM 2013 Installation Deployment
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Plan the Microsoft Dynamics CRM Installation
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Install and Deploy Microsoft Dynamics CRM Server
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Configure Microsoft Dynamics CRM
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Configure and Manage Email Router
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Install and Deploy the Microsoft Dynamics CRM Client for Microsoft Outlook
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Upgrade a Microsoft Dynamics CRM Edition and Redeploy Microsoft Dynamics CRM
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Manage and Troubleshoot a Microsoft Dynamics CRM Deployment
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Deployment Management
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Report Manager
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Language Pack installation
Microsoft Dynamics CRM 2013 Application
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Manage Service Cases
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Manage the Knowledge Base
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Manage Queues and Contracts
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Manage Service Scheduling
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Manage Leads and Opportunities
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Manage Sales
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Manage Analysis and Reporting Features
Sales Management in Microsoft Dynamics CRM 2013
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Understand the context of Sales Management and review real-life sales scenarios
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Identify how the various elements of the Microsoft Dynamics CRM 2013 Sales fit together
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Review the basic terminology used throughout the application.
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Review how the basic flow of sales activity in Microsoft Dynamics CRM begins with the entry of leads, and review ways to manage leads in Microsoft Dynamics CRM
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Identify the role of leads, and when they can be used
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Know the Lead to Opportunity process and the roles of these records.
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Work with Sales Literature in Microsoft Dynamics CRM.
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Explore the steps to create and maintain Competitors.
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Identify the features and benefits of the product catalog.
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Create and maintain unit groups for the product catalog.
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Add products to the product catalog, and describe the use of kit products and substitute products.
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Create price lists and configure as appropriate for different customers, marketing campaigns and special offers.
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Set up different price lists for different types of customers and marketing campaigns
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Utilize the tools to available within Microsoft Dynamics CRM to capture important sales information and uncover new business opportunities.
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Identify how Goal Management enables organizations to manage and analyze performance.
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Use the Sales Analysis tools that Microsoft Dynamics CRM provides analyze and report on sales-related information
Customer Service in Microsoft Dynamics CRM 2013
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Identify the key set of terms, phrases and elements to effectively work with Customer Service Scenarios and Terminology
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Recognize why cases are the fundamental record type in service management, and represent a single incident of service.
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Use Queues to organize and store Activities and Cases that are waiting to be processed.
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Effectively search the Knowledge Base to access a repository of informational articles used to assist customer service representatives in the resolution of cases.
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Utilize Contract Management to specify the amount of support services a customer is entitled to.
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Use reporting functionality to gain insight into trends, performance, and identifying opportunities and potential issues.
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Practice Goal Management features to establish and track progress against target values for key performance indicators.
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Use the Service scheduling functionality and how it is designed to assist organizations when providing services that require complex combinations of resources.
Microsoft Dynamics CRM 2013 Customization and Configuration
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Create and Customize Solutions
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Customize Entities and Entity Relationships
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Customize Fields
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Manage Forms
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Manage Views
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Create and Customize Charts and Dashboards
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Manage Security
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Manage Business Processes and Rules
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Design and implement strategies for the creation of Business Units and Security Roles
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Configure Microsoft Dynamics CRM Users and Teams
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Describe the principles of customizing the system
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Create and configure fields for both custom and system entities
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Create and configure custom entities, including standard and activity entities
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Design, create and configure relationships between entities
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Create and configure Views, Charts and Forms for both system and custom entities
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Implement Field Security and Access Team Templates in Microsoft Dynamics CRM
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Design, create and configure Solutions in Microsoft Dynamics CRM
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Design, create and configure Business Rules and Business Process Flows to guide users through their work
Integration with Microsoft Dynamics CRM 2013
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Asp. Net Integration with MS CRM 2013
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Share Point Integration with MS CRM 2013
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SSIS Integration with MS CRM 2013
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SSRS Integration with MS CRM 2013
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Portal Integration with MS CRM 2013
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Outlook Offline Client Integration with MS CRM 2013
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Data Migration with MS CRM 2013
Extending Microsoft Dynamics CRM
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Planning the Deployment of Microsoft Dynamics CRM
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Performing Common Platform Operations (CURD) Server Side C# .Net
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Performing Common Platform Operations (CURD) Client Side JavaScript
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Performing Advanced Platform Operations
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Implementing Business Processes
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Creating Plug-ins
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Workflows
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Dialogs
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Implementing Business Rules
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Implementing Application Events
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Implementing Web Resources
Classroom - Regular | ||||
When | Duration | Where | Remarks | Price |
Not Specified | Not Specified | All Venues | Not Specified | Price On Request |
Bangalore, Rajaji Nagar (Center):- 2nd #131/A, 26th Cross, 2nd Block Rajaji Nagar, Bangalore - 560010, Karnataka, India
AADS Education
AADS Education was established a decade ago and has rich global experience in Education, online Media and IT services. Educational training programs offered by us have been very beneficial to both employed individuals, unemployed individuals and corporates. AADS Education is well established player in offering job oriented trainings, short term professional training and long term professional training in various fields. AADS Education tranings in IT, Marketing, Sales, Finance, HR, Teachers and Life Skills.Our Professional trainers and mentors are industry experts. Our ultimate goal through the training programs is to build high value and high end professionalism in every individual.