Customer Service in Microsoft Dynamics CRM 2013
Training
Inhouse
Description
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Type
Training
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Methodology
Inhouse
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Duration
46 Days
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Start date
Different dates available
This course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. The topics covered include security; creation and configuration of entities; design of forms views and charts; auditing and solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution.
Facilities
Location
Start date
Start date
Reviews
Subjects
- Auditing
- CRM
- Microsoft Dynamics
- IT Auditing
- Customer Service
- Design
- Reading
- Microsoft
- Dynamics crm
- Birmingham
- Tewkesbury
- Worcester
- Gloucester
- Swindon
- Bristol
- Oxford
- Coventry
Teachers and trainers (1)
Course programme
Audience Profile:
This training is intended for both novice and experienced customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software. No programming skills are required, but a basic understanding of database principles will be an advantage.
At Course Completion:
After completing this course, students will be able to:
- Design and implement strategies for the creation of Business Units and Security Roles
- Configure Microsoft Dynamics CRM Users and Teams
- Describe the principles of customizing the system
- Create and configure fields for both custom and system entities
- Create and configure custom entities, including standard and activity entities
- Design, create and configure relationships between entities
- Create and configure Views, Charts and Forms for both system and custom entities
- Implement Field Security and Access Team Templates in Microsoft Dynamics CRM
- Design, create and configure Solutions in Microsoft Dynamics CRM
- Design, create and configure Business Rules and Business Process Flows to guide users through their work
(cited from Microsoft Learning website)
Customer Service in Microsoft Dynamics CRM 2013