learnex

 
Microsoft CRM
  • Course Content 

    • General Concepts
      • Microsoft CRM Concepts
      • Accounts and Contacts
      • Outlook Client
    • Sales Management
      • Sales Management Life Cycle
      • Lead Management
      • Completing the Sale
      • Sales Productivity
      • Sales Administration

     

    • Marketing Automation
      • Marketing Automation Life Cycle
      • Planning Marketing Campaigns
      • Campaign Creation
      • Campaign Execution and Response Management
    • Service Management
      • Service Management Life Cycle
      • Contract Management
      • Case management
      • Creating a Knowledge Base
      • Managing Service Queues

     

    • Service Scheduling
      • Service Scheduling Life Cycle
      • Scheduling Services
      • Scheduling Administration
      • Defining Services
    • Planning Customizations
      • Align customizations with Microsoft CRM design
      • Recognize capabilities for extended development
      • Recognize core Customization capabilities
      • Recognize capability to transport customizations

     

    • Customize Entities
      • Transport customizations
      • Customize forms, previews & views
      • Work with entity attributes
      • Modify entity mapping
      • Renaming entities
    • Work with Custom Entities
      • Identify when to use custom entities
      • Define custom entities
      • Plan entity relationships
      • Define entity relationships
      • Delete custom entities and relationships

     

    • Customize Reports
      • Report Planning
      • Managing Reports
      • Create or Modify Reports
    • Configure Application Integrations
      • Configure application integrations using IFrame
      • Create controls using isv.config
      • Using URL addressable forms
      • Modify navigation with sitemap
      • Recognize capabilities for server programming

     

    • Application Event Programming
      • Using form and field events
      • Referencing Microsoft CRM values
    • Components of a Microsoft CRM Deployment
      • Understand Features of the Microsoft CRM Server
      • Understand Features of the Microsoft CRM Clients
      • Using the Microsoft CRM Laptop Client in Offline/Online modes
      • Understand Microsoft CRM e-mail processing concepts
      • Understand SQL Reporting Services and Filtered Views

     

    • Planning a Microsoft CRM Deployment
      • Deploy Microsoft CRM in supported Active Directory configurations
      • Deploy Microsoft CRM in supported SQL Server configurations
      • Understand the Microsoft CRM 3.0 Licensing Model
    • Installing Microsoft CRM
      • Install Microsoft CRM Server
      • Install and manage Microsoft CRM Sample Data
      • Install Microsoft CRM Exchange E-mail Router
      • Install the Microsoft CRM client for Microsoft Office Outlook

     

    • Configuring Microsoft CRM
      • Create and Maintain Business Units and Sites
      • Maintain Microsoft CRM security roles and understand Microsoft CRM security concepts
      • Create Teams and deploy them in Microsoft CRM
      • Configure Microsoft CRM System Settings
      • Configure Microsoft CRM using Server Mgr and License Mgr
      • Import and Export Customizations
    • Maintaining Microsoft CRM
      • Redeploy Microsoft CRM
      • Upgrade Microsoft CRM
      • Uninstall and Repair Microsoft CRM

     

    • Workflow
      • Define a workflow rule
      • Define a sales process
      • Set values using dynamic text
      • Manage workflows and sales processes
      • Troubleshoot problems with workflow