Price: $2,999.00
Length: 3 Days
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Microsoft Dynamics CRM Training

Microsoft Dynamics training by tonex – TONEX Microsoft Dynamics CRM training gives you the  skills needed to automate and streamline customer-relationship, services and supply-chain processes. Learn about Microsoft Dynamics CRM’s installation and Deployment, Customization and Configuration, Customer Service, Sales Management and Reporting. We also discuss Microsoft Dynamics CRM functionality, Dynamics CRM deployment options, Dynamics CRM 2011, Dynamics CRM 2013 and Dynamics CRM 2015, views, forms, fields, records, entities, entity relationship model, and navigation.

Microsoft Dynamics CRM training covers all aspects of customer relationship management (CRM) business solution, marketing,selling, social insights, business intelligence, effectively and productively, and care.

Customer relationship management AKA CRM or CRM software refers to a business solution helping organizations to improve marketing, sales, and service engagement to drive organizational efficiency and improving customer experience. Microsoft Dynamics CRM training covers also shows how to automate business processes related to customer relationships, service excellence and satisfaction across all interactions.

We also discuss mobile CRM apps and platforms  to manage your customer relationships on mobile devices and other tools to integrate data and reporting from social media into CRM application.

Dynamics-CRM-training

TONEX  Microsoft Dynamics CRM training boot camp gives the attendees  the skills to plan, architect and deploy flexible CRM solutions tailored to  your organizational needs and requirements to provide personalized, proactive, and predictive across marketing, sales, and service.

Learn how Microsoft Dynamics business solutions addresses customer engagement with real-time information and collaboration: customer engagement, customer relationship management (CRM), reporting, integration with Office, Skype, Yammer, collaboration and productivity to any device, anywhere.

Learning Objectives

Upon completion of  completing this course, attendees will:

  • Understand what CRM and Microsoft Dynamics CRM is
  • List Microsoft Dynamics CRM application terminology and features
  • Identify the key goals, functions and requirements of Microsoft Dynamics CRM
  • List necessary functions for Microsoft Dynamics CRM implementation
  • Describe the key technical components of Microsoft Dynamics CRM
  • Explore the role of Microsoft SharePoint in a Microsoft Dynamics CRM deployment
  • Understand Active Directory and Active Directory Federation Services in a Microsoft Dynamics CRM deployment
  • Install Microsoft Dynamics CRM Reporting Extensions, E-mail Router and Microsoft SQL Server and the databases
  • Explain the role of Microsoft Dynamics CRM Server in a Microsoft Dynamics CRM deployment
  • Explain the role of Microsoft CRM Client for Outlook functionality and synchronization
  • Discover the software and hardware requirements for Microsoft Dynamics CRM implementation
  • Compare and contrast Service functionalities such as Contract, Case, Knowledge Base, and Queue management
  • Review the certificates required for applications such as Internet-facing Deployments
  • Describe high availability options for Microsoft Dynamics CRM

Course Agenda

Introduction to  Microsoft Dynamics CRM

  • What is CRM?
  • CRM Sales and Service
  • CRM Marketing and Social Media
  • Customer and Service Engagement
  • Processes and Scenarios
  • Working with Data and Course Review
  • Intelligent Customer engagement
  • A CRM implementation strategy
  • CRM Relational knowledge
  • CRM Technological knowledge
  • What is Microsoft Dynamics CRM?
  • Working with Microsoft Dynamics CRM
  • Microsoft Dynamics CRM 2011, 2013 and 2015 Updates

Microsoft Dynamics CRM Technical Foundation

  • Microsoft Dynamics CRM Components
  • Microsoft Dynamics CRM Server
  • Microsoft Dynamics CRM for Office Outlook
  • Microsoft Dynamics CRM E-mail Router
  • Microsoft SQL Server 2008
  • Microsoft Dynamics CRM Reporting Extensions
  • Microsoft Dynamics CRM Language Packs
  • Microsoft SharePoint
  • Internet Information Services
  • Active Directory
  • Internet Facing Deployment and Active Directory Federation Services

Microsoft Dynamics CRM Architectural Components

  • Microsoft Dynamics CRM Components
  • Microsoft Dynamics CRM Server
  • Microsoft Dynamics CRM for Office Outlook
  • Microsoft Dynamics CRM E-mail Router
  • Microsoft SQL Server 2008
  • Microsoft Dynamics CRM Reporting Extensions
  • Microsoft Dynamics CRM Language Packs
  • Microsoft SharePoint
  • Internet Information Services
  • Active Directory
  • Internet Facing Deployment and Active Directory Federation Services

Deployment Options in Microsoft Dynamics CRM

  • Customization and Configuration in Microsoft Dynamics CRM
  • Customer Service in Microsoft Dynamics CRM
  • Sales Management in Microsoft Dynamics
  • Marketing Automation in Microsoft Dynamics CRM
  • Service Management in Microsoft Dynamics CRM
  • Service Scheduling in Microsoft Dynamics CRM
  • Extending Microsoft Dynamics CRM
  • Workflow and Dialog Processes in Microsoft Dynamics CRM
  • Reporting in Microsoft Dynamics CRM
  • Administering Microsoft Dynamics CRM
  • Working with the Product Catalog
  • Sales Order Processing
  • Analysis, Reporting and Goals

Business Management Functions  in Dynamics CRM

  • Business units
  • Users
  • Teams
  • Security privileges and roles
  • System Settings
  • Forms and Views
  • Entities and Attributes
  • Relationships
  • Entity Mappings
  • Application Event Programming
  • Client Extensions
  • Workflow
  • Business Units and Security Roles
  • Configuring Users and Teams
  • Customizing Fields, Entities, Relationships and Mappings, Forms Views and Charts
  • Configuring Field Security
  • Configuring Auditing
  • Configuring Solutions

Dynamics CRM Planning Processes and Operational Scenarios

  • Foundational knowledge of the application functionality
  • Processes
  • Service Scenarios
  • Sales Scenarios
  • Marketing Scenarios
  • Clients
  • Relationships
  • Records
  • Navigation
  • Accounts
  • Contacts
  • Activities, Notes and Attachments
  • Yammer and Social Integration
  • Views
  • Data Import
  • Security
  • Quick Find and Filtering
  • Find and Saved Views
  • Data Export
  • Reports
  • Charts and Goals
  • Dashboards
  • Working with Cases and Contracts
  • Using the Knowledge Base
  • Working with Teams and Queues
  • Analysis, Reporting and Goals

Microsoft Dynamics CRM Installation and Deployment

  • Sales Management
  • Marketing Automation
  • Service Management
  • Service Scheduling
  • Customization and Configuration
  • Intro to business processes
  • SLAs and entitlements
  • CRM for tablets

Microsoft Dynamics CRM Server Installation

  • Microsoft Dynamics CRM Server Architecture
  • Components Installed During Server Setup
  • Microsoft Dynamics CRM Website
  • Required Installation Rights for Microsoft Dynamics CRM Server
  • Install Microsoft Dynamics CRM 2011 Server
  • Installation Troubleshooting
  • Post-Installation Tasks
  • Install Microsoft Dynamics CRM using the Command Line
  • Sample Data
  • Microsoft Dynamics CRM Reporting Extensions
  • Installing and Deploying the E-mail Router
  • Microsoft Dynamics CRM for Microsoft Office Outlook

Configuring  Internet Facing Applications and Deployment

  • Microsoft Dynamics CRM Deployment Manager
  • High Availability Options and Features
  • Distributed Architecture
  • Network Load Balancing
  • Clustering

 

 

 

 

 

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