Customer Relationship Management (CRM) is the business philosophy that let’s you know your customers better, share information more thoroughly, and interact more completely. This is achieved by creating a CRM System through the integration of people, processes, and the use of technology.
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Microsoft CRM Administration Training
One of the Keys to Long Term CRM Success is having a well maintained CRM System. Let one of our experienced Microsoft CRM Administrators lead you through this 4 Part Interactive Webinar Learning Session. Each session is 90 minutes in length and is tailored to your learning requirements. Below is the complete session outline.
Learning Outline
- Configuring the Organizational Structure
- Business unit set up
- Managing Business Units - parent /child
- Configuring Security
 Privileges- Access Levels
- Roles
- Assigning roles to users
- Copying roles
- Configuring Users and Teams
- User management wizard
- Team management
- Assign a user manager
- Share records with a team
- Configuring System Settings
- Configure multi-currency exchange rates
- Manually update exchange rates
- Duplicate detection rules
- Publish and verify the rule
- Create a data map
- Import contact data
- Verify data imports
- Report Customizations
- Reporting and Microsoft Dynamics CRM
- Reporting features
- Creating basic reports
- Display and categorization options
- Controlling access to report
- Create excel reports
- Use the report wizard
- Advanced Find
- Personal Views and Exports
- Work with Advanced Find queries
- Save and export query results
- Customization
- Customizing forms
- Customizing Views
- Adding, modifying, renaming and deleting entities and attributes
- Publishing customizations
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