Microsoft CRM 1.2 Applications Professional

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About this class

This 3 day course explores the Microsoft CRM application from a user's perspective. Modules in this hands-on classroom experience include functionality available in both Standard and Professional editions of Microsoft CRM. Application functionality covered in the course includes Core CRM Navigation, User Interface, Sales for Outlook Client, Sales, and Customer Service. This application course does not include materials or instructor discussion of Microsoft CRM Installation, Application Configuration, Workflow Configuration, Customization, Back Office Integration or Data Migration.

What prerequisites are required

Before attending this course, students must have:

Understanding of CRM solution processes and practices

What delegates will learn

After completing this course, students will be able to:

Microsoft CRM User Interface and application terminology

Basic and advanced navigation and record maintenance

Microsoft CRM Sales for Outlook functionality and synchronization

Account, Contact, Lead, Opportunity and Activity record management

Microsoft CRM Standard and Professional edition functionality

Sales functionality, including Lead, Opportunity, Quote, Order, Invoice, and Product Catalog management

Customer Service functionality, including Contract, Case, and Knowledge Base management

Options to personalize the Microsoft CRM User Interface and personal settings

Microsoft CRM 1.2 Applications Professional / MS8019 (M8019, MOC 8019)

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