Microsoft Dynamics CRM
2016
Course Content
Introduction to Microsoft Dynamics CRM 2013/2015
Dynamics product Stack
History of Microsoft Dynamics CRM
Editions in Microsoft Dynamics CRM
Deployment types & Licensing Options
Comparison with other CRM’s in the Market
XRM Framework
Out of Box Features (OOB Concepts)
Sales Module
Lead Management
Opportunity Management
Product Management
Quotes, Orders and Invoices
Goal Management
Marketing Module
M
arketing Lists
Campaigns
Sales Literature
Quick Campaigns
Service Module
Services
Service Calendar
Case Management
Knowledge Base
Contracts
Activity Feeds
Working with Dash Boards
Working with Reports
Process Driven UI
Accessing CRM from Outlook
Introduction to Social Listening
Administration, Settings & Configuration
Administration & Security
Creating and managing Business Units, Users and Teams
Privileges, Access Levels and Security
Roles
Positions & Hierarchies
Creating and managing Security Roles
Auto Numbering, Languages
System Settings
Auditing
Settings & Configuration
Business Management
Sites, Sales Territories, Facilities and Resource Groups
Working with Multi Currency
System Queues and Custom Queues
Services and Business Closures
Fiscal Year Settings
Subjects
Connections
Data Management
Duplication Detection Settings, Rules and Jobs
Bulk Record Deletion
Data Maps a
nd Imports
Product Catalog
Understanding the Product Catalog
Unit Groups
Adding Products
Creating Price Lists
Creating Discount Lists
Workflows & Real Time Workflows
Business Process Flows
Business Rules
Dialogs
Classified
