MS
CRM
The Microsoft
CRM (MS CRM) Customization eCourse is designed to provide an
understanding of the features and benefits of Architecture,
Customization, Workflow, Reporting and using SDK for MS CRM. By the
end of this eCourse you will be able to understand the ease of
customizing and deploying the customizations of the MS CRM User
Interface to all the users. You will be able to enforce your
business processes via workflow rules, use out of the box reports
and customize and create new reports.
You will also
be introduced to Microsoft CRM SDK which provides an insight into
customizing MS CRM to a greater extent than is possible via out of
box MS CRM Customization tools.
The MS CRM
Applications Professional Edition eCourse is designed to give an
understanding of the different modules, features and functionality
included in the Professional Edition of MS CRM. The eCourse will
contain all the tutorials available with the Applications Standard
Edition eCourse, in addition to tutorials for the functions
available in Applications Professional. The tutorials will cover
such areas as the Core Functions, Sales - Standard, Sales -
Professional, MS CRM Sales for Outlook, Customer Service - Standard,
Customer Service - Professional, Applications Settings and Product
Catalog Settings.
This MS CRM
Applications Professional Edition eCourse will explore these
functions from an end-user perspective and by viewing the eCourse
you will be able to work with the application to carry out such
tasks as creating and working accounts, contacts, activities, leads,
opportunities, cases, and knowledge base articles. Additionally, you
will be able to work with Quotes, Orders, and Invoices, Product
Records, Sales Processes, and Customer Service Contracts, among many
other topics.
The MS CRM
Installation & Configuration eCourse focuses on the
installation, deployment and configuration of the Microsoft CRM
application. The course builds a foundation of knowledge on the
following topics: Technologies employed by MS CRM (e.g. Active
Directory, .NET, XML Web Services, ASP.NET, etc.), MS CRM
architecture, deployment considerations, server and client
installation, MS CRM Implementation Methodology, Sales for Outlook
Client, organizational setup, security, workflow, Reporting and
configuration.
By actively
participating in this class, you should learn how to install and
configure the MS CRM Server, the Sales for Outlook client, and the
MS CRM Exchange Email router. You will also learn how to configure
the application by defining business units, users, teams, and the MS
CRM security model. In addition, you will learn how to automate your
company's business policies by creating workflow rules and sales
processes. Finally, we will introduce Crystal Enterprise for MS CRM.
Discuss the architecture and services that drive this web-based,
on-demand report distribution system that is included with MS CRM.
We will also discuss several configuration options and best
practices for optimum performance. This course is designed for all
individuals who will be installing and configuring MS CRM.
