Microsoft Dynamics CRM Admin

 

The key to your empowerment of Microsoft CRM

Duration:  1 day

System Administrators responsible for the maintenance of Microsoft CRM.

Prerequisite: Microsoft Windows knowledge, Microsoft Internet Explorer, Microsoft Outlook and Word knowledge, Microsoft CRM Introduction and either Microsoft CRM Sales or Service knowledge

 

What you will learn: 

  • Learn how to create and manage Users and
    Security Roles within Microsoft CRM
  • Learn how to use the Product Catalogue as
    well as learn how to manage Products and
    Price Lists within a Product Catalogue.
  • Learn how to design and create new email
    templates as well as manage their use within
    Microsoft CRM.
  • Familiarise yourself on how to create a subject
    hierarchy in Microsoft CRM, creating efficient
    business category levels.
  • Learn how to customise screens, fields and
    views in Microsoft CRM to better suit your
    business processes - all with minimal technical
    knowledge!
  • Learn how to create and manage territories
    within Microsoft CRM to provide regional
    sales information.
  • Learn how to create important announcements
    with date sensitive broadcasting to Microsoft
    CRM users.
  • Learn how to design and create workflows
    and sales processes within Microsoft CRM to
    automate many of your company's sales and
    business activities, leading to significant
    reductions in the sales cycle - again all with
    minimal technical knowledge!
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