CRM 4.0 Applications

About this Course
This three-day instructor-led course, Applications in Microsoft Dynamics CRM 4.0, provides students with the necessary tools to use Microsoft Dynamics CRM 4.0. The course focuses on the user interface and application functionality, specifically: Sales, Marketing Automation, Service, and Service Scheduling.
Audience Profile
This course is intended for individuals that plan to implement, use, maintain, or support Microsoft Dynamics CRM in their organization. The course is intended for service schedulers, administrators, office managers, CEOs, and consultants who want to gain foundational knowledge of the application functionality.
At Course Completion
After completing this course, students will be able to:

Use the Microsoft Dynamics CRM user interface and application terminology
Develop basic and advanced navigation and record maintenance
Access the Microsoft Dynamics for Outlook functionality, including synchronization
Perform planning and budgeting tasks related to marketing campaigns
Create and manage customer lists
Create marketing campaigns
Manage campaigns and track campaign responses
Create and maintain account, contact, and activity record management
Schedule, administer, and define services
Use the advanced find functionality to evaluate customer data
Access and maintain contracts, cases, the knowledge base, and queues.
Create and manage accounts, contacts, leads, opportunities, and activities.
Use the sales functionality, including lead, opportunity, quotes, orders, invoices, and the product catalog.

For a Detailed Course Outline visit the Microsoft Learning course site at: http://www.microsoft.com/learning/en/us/course.aspx?ID=8913B&locale=en-us#tab2

Our Trainers:

Frank Grimberg - President

With 25 years of significant achievements in building technology solutions, Frank Grimberg has been directly involved with over 100 successful custom software implementations. As an accomplished speaker, Frank Grimberg spent 3 years as a guest instructor at the Singapore Institute of Management. Frank Grimberg is utilized as a subject matter expert for Microsoft CRM by Microsoft Learning. Consulting to every size business from the Fortune 100 to small businesses, Frank Grimberg combines in-depth understanding of leading technologies, business strategy, management, and finance to meet customer growth and bottom-line objectives.

Carl Willis - Lead Business Analyst

Carl Willis is Prosoft’s Lead Business Analyst with 7 years of experience as an analyst and 3 years with Microsoft CRM. Carl has worked on numerous projects for Prosoft. Most recently Carl led a consulting project that integrated CRM, SharePoint, and InfoPath to deliver a form management system. Carl’s ability to design and visualize end to end solutions has led to one of his projects being nominated for a “CRM Magazine Excellence Award”. Carl is an MCT and enjoys helping others by sharing his knowledge

CRM 4.0 Applications - 8913B