Free

CRM 101 Training

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Madison College Foundation Centre

3591 Anderson Street

Room 114

Madison, WI 53704

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Event description

Description

General training for new users in Microsoft Dynamics CRM.

Training sessions are two hours long - plan accordingly. Registration is required. Users must complete training in order to receive an account and access to the CRM.

PREREQUISITE: View the 4 training videos below before attending the in-person training session so you are prepared for the training material. To see the transcript of the narration, click on the ? icon in the lower right corner of the video and choose ‘View Slide Notes’.

Training 1: Orientation and Usage (3:59 mins)

Training 2: Access and Navigation (4:38 mins)

Training 3: Dashboard and Contact Records (4:51 mins)

Training 4: Cases and Activities (9:27 mins)

Event is subject to cancellation one business day in advance of scheduled date if there are no enrollments and will be reflected on the registration calendar.

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Date and Time

Location

Madison College Foundation Centre

3591 Anderson Street

Room 114

Madison, WI 53704

View Map

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