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Microsoft Dynamics CRM 2015/2016 Sales, Service and Customization Boot Camp - Dallas

Dynamics Edge, Inc., Microsoft Learning Gold Partner

Monday, December 12, 2016 at 9:00 AM - Friday, December 16, 2016 at 4:00 PM (CST)

Microsoft Dynamics CRM 2015/2016 Sales, Service and...

Ticket Information

Ticket Type Sales End Price Fee Quantity
Microsoft Dynamics CRM 2015/2016 Sales Service and Customization Boot Camp 19h 23m $2,546.00 $0.00

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Event Details

Course 805750
Microsoft Dynamics CRM 2015/2016 Sales Service and Customization Boot Camp

Course Description

In an accelerated learning environment, this boot camp incorporates selected modules from the following Microsoft Dynamics CRM courses: Sales Management in Microsoft Dynamics CRM (805705) Customer Service in Microsoft Dynamics CRM (805710) Customization and Configuration in Microsoft Dynamics CRM (805715)

Who Should Attend

New partners and customers of Microsoft Dynamics CRM that want to learn about the available features in the Microsoft Dynamics CRM product, including marketing, sales, service management, service scheduling along with a basic understanding of database principles to help prepare you for the Microsoft Dynamics CRM exams.

Certification

This course helps to prepare you for the following exams either 2015 or 2016:

2015

    Microsoft Dynamics CRM 2015 Applications (MB2-704)
    Microsoft Dynamics CRM 2015 Customization and Configuration (MB2-707)

2016

    Dynamics CRM 2016 Sales (MB2-713)
    Dynamics CRM 2016 Marketing (MB2-709)
    Microsoft Dynamics CRM 2016 Customization and Configuration (MB2-712)

Course Outline

Day 1: Sales (805705)

Module 1: Introduction to Sales Management

Lessons

  • Customer who use Dynamics CRM and scenarios
  • Basic Record Types for Sales Management
  • An overview of the Sales Process

Module 2: Lead Management

Lessons

  • Lead to Opportunity Process Form and Process Ribbon
  • Convert Activity Records to Leads
  • Qualifying and Disqualifying Leads
  • Create, Maintain, and Use Sales Literature
  • Create, Maintain, and Use Competitors

Module 3: Working with Opportunity Records

Lessons

  • Create Opportunities and Work with Opportunity Form
  • Changing Opportunity Status

Module 4: Working with the Product Catalog

Lessons

  • The Microsoft Dynamics CRM Product Catalog
  • Unit Groups
  • Adding and Maintaining Products
  • Creating, Maintaining and Using Price Lists
  • Currency Management
  • Creating a Price List

Module 5: Sales Order Processing

Lessons

  • Adding Line Items (Opportunity Products) to Opportunities
  • Quote Management
  • Working with Orders
  • Working with Invoices

Module 6: Marketing

Lessons

  • The Dynamics Marketing Module
  • Marketing List Management
  • Marketing Campaigns and Activities
  • Campaign Responses
  • Quick Campaigns
  • Marketing Goals and Reports
  • Microsoft Marketing as a Service and Marketing Professional Users
  • Dynamics Marketplace

Module 7: Metrics and Goals

Lessons

  • Configuring Goal Metrics
  • Configuring Fiscal Periods
  • Creating and Assigning Goal Records
  • Creating and Recalculating Parent and Child Goal Records
  • Creating a Rollup Query

Module 8: Sales and Marketing Analysis

Lessons

  • Running Built-in Reports
  • Exporting Sales Information to Excel
  • Working with Charts and Dashboards
  • Working with System Charts from the Opportunity List
  • Working with Dashboards
  • Create a New Dashboard in the Workplace
  • Sharing Dashboards, Charts, and Advanced Find Queries

Day 2: Service (805710)

Module 1: Introduction

Lessons

  • Customer Scenarios
  • Customer Service Entities and Record Types
  • What’s new in Dynamics CRM 2015 for Service Management
  • The process flow and steps and stages
  • How and why an organization

Module 2: Cases

Lessons

  • Creating Case Records
  • Understanding the Process Ribbon and Menu Options
  • Case Resolution, Canceling and Deleting
  • Assigning Case Records
  • Other Actions on Cases From Forms and Views
  • Working with the Subject Tree
  • Working with the Case List and Views

Module 3: Knowledge Base

Lessons

  • Article Templates
  • Creating, Approving and Publishing Articles
  • Using and Searching the Knowledge Base
  • Cases and Knowledge Base Articles
  • Sending Knowledge Base Articles

Module 4: Queue Management

Lessons

  • Queue Management
  • Assigning Teams or Users to Cases

Module 5: Contracts for Service and Support

Lessons

  • Contracts and Contract Templates
  • Incident based or Time Based Contracts
  • Creating and Working with Contracts
  • Using Contracts with Cases

Module 6: Analysis, Reports and Goals

Lessons

  • Improving Organizational Performance
  • Customer Service Reports
  • Customer Service Charts and Dashboards
  • Customer Service Goals and Metrics

Module 7: Service Scheduling

Lessons

  • Service Scheduling Scenarios
  • Service Scheduling Terminology
  • Service Scheduling Process
  • Resources, Services and Selection Rules
  • Include Customer Preferences
  • Understand Sites and Same-Site Requirements
  • Manage Business Closures
  • Explain the Service Activity Scheduling Engine
  • Working with Service Activities and the Service Calendar
  • Close, Cancel, or Reschedule a Service Activity

Day 3 to Day 5: Customization (805715)

Module 1: Introduction to Customizing Microsoft Dynamics CRM

Lessons

  • The Dynamics CRM project management process
  • Customization or Development
  • Dynamics CRM Solutions
  • Introduction to Entity Customization

Module 2: Building a Security Model in Microsoft Dynamics CRM

Lessons

  • Introduction to the Dynamics CRM Security Model
  • Business Units
  • Security Roles
  • User and Team Management
  • Assigning and Sharing with Users and Teams and Security Roles

Module 3: Customizing Entities

Lessons

  • Entity Customization Concepts
  • Create a Custom Entity
  • Additional Entity Properties
  • Modifying the Configuration of an Entity

Module 4: Customizing Fields

Lessons

  • Field Data Types
  • Field Display Formats
  • Field Properties
  • Customize Existing Fields
  • Configure Option Sets
  • Status and Status Reason Fields
  • Deleting Fields

Module 5: Managing Relationships

Lessons

  • Types of Entity Relationships
  • Create Entity Relationships One to Many (1:N) Relationship
  • Field Mapping between Entities
  • Many to One (N:1) Relationships between Entities
  • Many to Many (N:N) Relationships between Entities
  • Connections and Connection Roles

Module 6: Customizing Forms

Lessons

  • Financial Reason Codes
  • Create and Modify Forms
  • Quick Create and Quick View Forms
  • Main Forms and Mobil Forms
  • Manage Multiple Forms

Module 7: Configuring Business Rules

Lessons

  • Configure Business Rules

Module 8: Customizing View

Lessons

  • Creating View s
  • Customization Concepts
  • System and Personal Views
  • Removing Unwanted Views

Module 9: Customizing Charts and Dashboards

Lessons

  • Create and Modify Charts
  • Export and Import Charts
  • Create and Modify Dashboards

Module 10: Additional Security Options

Lessons

  • Field Security
  • Access Team Templates
  • Auditing Overview

Module 11: Business Process Flows Lessons

Lessons

  • Business Process Flows

Module 12: Adding functionally with Solutions

Lessons

  • The solution model
  • Choosing a Solution
  • Importing and Export a solution
Have questions about Microsoft Dynamics CRM 2015/2016 Sales, Service and Customization Boot Camp - Dallas? Contact Dynamics Edge, Inc., Microsoft Learning Gold Partner

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When & Where


Dynamics Edge
15150 Preston Road, Suite #300
Dallas, TX 75248

Monday, December 12, 2016 at 9:00 AM - Friday, December 16, 2016 at 4:00 PM (CST)


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Organizer

Dynamics Edge, Inc., Microsoft Learning Gold Partner

Dynamics Edge is a Microsoft Learning Gold Partner and offers on-site and virtual training options for Microsoft applications including:

- Dynamics AX R3, CRM 2015, GP and NAV 2015

- SQL, Exchange and Windows Server

- System Center

- Windows 7, 8 and 10

- SharePoint and MS Office

Our classes include:




Unlimited Lab Access

Unlimited Lab Access

24/7 access to virtual machines for 180 days after class.

Free Retakes

Free Retakes

Repeat any course within 6 months.

Train Anywhere

Train Anywhere

Attend online or in-person at
one of our 30+ locations.

Experienced Instructors

Experienced Instructors

We use only the best trainers with real-world experience.

Exam Preparation

Microsoft® Official Courseware

We exclusively use licensed MOC books and materials.

  Contact the Organizer
Microsoft Dynamics CRM 2015/2016 Sales, Service and Customization Boot Camp - Dallas
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