Friday, 1 July 2016

Microsoft Dynamics CRM 2016 Training | Administration & Technical Modules

Microsoft Dynamics CRM Online Training

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM 2016 Online Training: Microsoft Dynamics CRM 2016 is our customer relationship management (CRM) solution that enables companies to care everywhere, sell effectively, and market smarter.  We provide social insights, business intelligence, and productivity with One Microsoft solutions. And we deliver Microsoft Dynamics CRM in the cloud, on-premises, or with a hybrid combination.

What is CRM? Customer relationship management—often called CRM, CRM system, or CRM software—is a business solution that helps companies improve marketing, sales, and service engagement with their customers to drive organizational efficiency, while helping to improve customer experience.

What can CRM do for my organization? CRM can help reduce costs and increase profitability by organizing and automating business processes that nurture customer relationships and satisfaction across all interactions—marketing, sales, and customer service. CRM solutions can deliver return on investment (ROI) through marketing automation, customer service, and sales force automation.



Course outline :

1. Getting Started

Introducing Dynamics CRM 2016
Features of Dynamics CRM 2016
Global Data Center Locations for Dynamics CRM Online
Advantages of Choosing Dynamics CRM Online
What do you need to customize Dynamics CRM?
Steps to Setting up an Environment
Integrating Dynamics CRM Online with Outlook
Configure a domain name for your environment
Integrating with Office 365 E3 trial services

2. The Dynamics CRM Application Structure

Dynamics CRM modules
CRM Sales module
CRM Sales module Entities
Shared Entities
Sales specific Entities
Sales Processes
The Sales Dashboards
Sales Reports
Marketing features
CRM Service module
Interactive Service Hub
Service Entities
Service Processes
Service Dashboards
Service Reports
CRM Marketing Module
Marketing Entities
Dynamics CRM Marketing Module Dashboards
Marketing Dashboard
Marketing Social Dashboard
Marketing Reports
Dynamics CRM application elements
Modules
Entities
Processes
Dashboards
Reports
The Extensibility options
Application navigation

3. Dynamics CRM Customization

Solution Package
Components of Solution
Types of Solution
Entity Elements
Business versus Custom Entities
Extending Entities
Record Images
Entity Forms, Quick View, and Quick Create Forms
Customizing Forms
Entity Views and Charts
Entity Relationships
Messages
Composite fields
Calculated Fields
Rollup fields
SLAs and the Timer Control
Working with Documents
Office Graph Integration
Geolocation



4. Building Better Business Functionality

What are Processes?
Dialogs
Workflows
Real-time Workflows
Actions
Quick View and Quick Create Forms
Business Rules
Business Process Flows
Excel Enhanced Integration
Document Templates
Automated Document Generation Templates
Mobile and Task-based Experience
Dynamics CRM for Outlook
Dynamics CRM App for Outlook
An Enhanced Search Functionality



5. Dynamics CRM – Additional Features

Social Pane
Office 365 Features and Integration
OneNote Integration
Interactive Service Hub
Enhanced Knowledge Management
Office Delve recommendations
Field Service Capabilities
Adxstudio Portals
Voice of the Customer
Insight by InsideView
Yammer
Web API
Microsoft Social Listening Integration
Microsoft Dynamics Marketing Integration
Power BI and Dynamics CRM



6. Dynamics CRM 2016 Administration

Administration oncepts
The Settings Area
Business Management
Service Management
Templates
Product Catalog
Administration
Security
Data Management
Monitoring System Jobs
Document Management
Auditing
E-mail configuration
Configuring Activity Feeds
CRM App for Outlook
Process Center
Working with Business Units
Defining Security Roles
Managing Users and Teams
Mobile Experience
Cortana for CRM
.
On-Demand Fast track Specto Training globally available also at Singapore, Dubai, Malaysia, London, San Jose, Beijing, Shenzhen, Shanghai, Ho Chi Minh City, Boston, Wuhan, San Francisco, Chongqing.