Microsoft
CRM
The Microsoft CRM Customization eCourse is
designed to provide an understanding of the features and benefits of
Architecture, Customization, Workflow, Reporting and using SDK for
Microsoft CRM. By the end of this eCourse you will be able to
understand the ease of customizing and deploying the customizations
of the Microsoft 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 Microsoft CRM to a
greater extent than is possible via out of box Microsoft CRM
Customization tools.
The Microsoft CRM Applications Professional
Edition eCourse is designed to give an understanding of the
different modules, features and functionality included in the
Professional Edition of Microsoft 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,
Microsoft CRM Sales for Outlook, Customer Service - Standard,
Customer Service - Professional, Applications Settings and Product
Catalog Settings.
This Microsoft 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 Microsoft 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 Microsoft CRM (e.g. Active Directory, .NET, XML Web
Services, ASP.NET, etc.), Microsoft CRM architecture, deployment
considerations, server and client installation, Microsoft 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 Microsoft CRM Server,
the Sales for Outlook client, and the Microsoft CRM Exchange Email
router. You will also learn how to configure the application by
defining business units, users, teams, and the 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 Microsoft CRM. We will discuss
the architecture and services that drive this web-based, on-demand
report distribution system that is included with Microsoft 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 Microsoft
CRM.
