Microsoft Dynamics CRM Introduction


The foundation to using Microsoft CRM

Duration: Half day


What you will learn:  

  • Familiarise yourself with the Microsoft CRM
    Screens and set up your personal options.
  • Learn how to add Leads, Opportunities,
    Accounts and Contacts and save time entering
    related information between these records.
  • Record activities such as emails, faxes, phone,
    letters and appointments and learn how to
    organise these activities for the future.
  • Familiarise yourself with your personal work
    area in Microsoft CRM as well as the Sales
    and Service module screens.
  • Learn how to search for customer information
    quickly and efficiently using the Advanced
    Find search engine.
  • Learn how to print both numeric and
    graphical reports as well as drilling into the
    information with on-screen generated reports.

Prequisite:   Microsoft Windows knowledge, Microsoft Internet Explorer, Microsoft Outlook and Word knowledge


Who should attend: Anyone associated with sales prospects or customers


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