Microsoft Dynamics CRM Training
Microsoft Dynamics CRM Training in Bangalore
Dsm Infotech, Bangalore is a leading training institute providing real-time and placement oriented Microsoft Dynamics CRM Training Courses in bangalore. Our Microsoft Dynamics CRM training course includes basic to advanced levels. we have a team of certified trainers who are working professionals with hands on real time Microsoft Dynamics CRM projects knowledge which will provide you an edge over other training institutes.
Our Microsoft Dynamics CRM training center is well equipped with lab facilities and excellent infrastructure for providing you real time training experience. We also provide certification training programs in Microsoft Dynamics CRM Training. We have successfully trained and provided placement for many of our students in major MNC Companies, after successful completion of the course. We provide placement support for our students.
Our team of experts at Dsm Infotech Training Institute, Bangalore have designed our Microsoft Dynamics CRM Training course content and syllabus based on students requirements to achieve everyone’s career goal. Our Microsoft Dynamics CRM Training course fee is economical and tailor-made based on training requirement.
We Provide regular training classes(day time classes), weekend training classes, and fast track training classes for Microsoft Dynamics CRM Training in our centers located across bangalore. We also provide Online Training Classes for Microsoft Dynamics
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Microsoft Dynamics CRM Course Syllabus
Introduction:
- Benefits of Closed Loop Marketing
- Creating and Using Marketing Lists
- Marketing Campaigns and Quick Campaigns
- Quick Campaigns
- Introduction to Marketing Campaigns
- Creating a Marketing Campaign
- Creating and Using Campaign Templates
- Importing Leads
Implementing and Managing Marketing Campaigns
- Campaigns, Campaign Activities and Marketing Lists
- Creating and Using Email Templates
- Sales Literature, Products and Price Lists
- Distributing Campaign Activities
- Capturing and Viewing Campaign Responses
- Working with Campaign Responses
Analysis, Reporting and Goals
- Analyzing Marketing Information with Lists, Views and Charts
- Working with Reports
- Creating and Managing Marketing Goals
- Creating Charts
- Customizing and Working with Dashboards
Sales Management in Microsoft Dynamics
- Introduction
- Overview of the Sales Process in Microsoft Dynamics CRM
- Core Records in the Sales Process
- Tracking Competitors and Managing Sales Literature
- Working with Leads
- Working with Opportunities
- Sales Processes, Workflows and Dialogs
Working with the Product Catalog
- The Product Catalog and the Sales Process
- Unit Groups
- Adding and Maintaining Products
- Creating, Maintaining and Using Price Lists
Sales Order Processing
- The Microsoft Dynamics CRM Sales Order Process
- Opportunities, Quotes, and the Sales Process
- Working with Orders
- Working with Invoices
Analysis, Reporting and Goals
- Analyzing Sales Information with Lists, Views and Charts
- Working with Reports
- Exporting Sales Information to Microsoft Office Excel
- Creating and Managing Sales Goals
- Creating Charts
- Dashboards
Service Management in Microsoft Dynamics
- Introduction
- Getting Started with Service Management
- Cases and the Service Management Process
- Queues and Contracts in Service Management
- Working with Cases in the Case Grid
- Working with Cases and Contracts
- Creating Case Records
Working with Cases
- Contracts and Contract Templates
- Creating and Working with Contracts
- Using Contracts with Cases
- Using the Knowledge Base
- Article Templates
- Creating, Approving and Publishing Articles
- Using and Searching the Knowledge Base
- Cases and Knowledge Base Articles
Working with Teams and Queues
- Introduction to Teams
- Introduction to Queues
- Creating and Managing Queues
- Working with Queues and Queue Items
- Using Workflows with Queues
Analysis, Reporting and Goals
- Service Management Reports
- Service Management Charts and Dashboards
- Goal Management for Service
Service Scheduling in Microsoft Dynamics
- Introduction
- Service Scheduling Overview
- Service Scheduling Scenarios
- Service Scheduling Process
- Working with Service Activities and the Service Calendar
- Closing, Canceling, or Rescheduling a Service Activity
- Using Charts and Reports to Analyze Service Activities
Advanced Topics
- Understanding the Service Activity Scheduling Engine
- Resources, Services and Selection Rules
- Incorporating Customer Preferences
- Resource and Service Capacity Requirements
- Understanding Sites and Same-Site Requirements
Microsoft Dynamics Customization and Configuration
- Business Units and Security Roles
- Business Units
- Managing Business Units
- Security Features
Configuring Users and Teams
- User Management Overview
- Adding and Maintaining User Accounts
- Team Configuration
Customizing Microsoft Dynamics CRM Overview
- Customization Methodology
- Who can Customize Microsoft Dynamics CRM?
- Types of Customizations
- Types of Customizations – Solutions
Customizing Fields
- Customization Concepts
- Field Data Types
- Field Properties
- Creating Fields
- Creating Option Sets
Customizing Entities
- Entity Concepts
- Modifying Custom Entities
Customizing Relationships and Mappings
- Types of Entity Relationships
- Creating Entity Relationships
- Entity Mapping
Customizing Forms, Views and Charts
- Basic UI Customization Capabilities
- View Customization Overview
- Charts
- Form Customization Overview
- Other Form Objects
- Creating New Forms
Configuring Field Security
- Field Security Scope
- Field Security and Other Security Methods
Configuring Auditing
- Enabling Auditing
- Viewing Audit Data
- Managing Audit Partitions
Configuring Solutions
- Solutions Review
- Exporting and Importing Unmanaged Solutions
- Exporting and Importing Managed Solutions