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This one-day course explores the Microsoft® CRM application from a user's
perspective. Application functionality covered in the course includes Core
CRM Navigation, User Interface, Outlook Client, and the Sales Management
module.
This course teaches the processes and functionality used by sales
managers and sales representatives. The course begins with an introduction
to the core concepts of Microsoft CRM then an overview of the sales
processes. Subsequent lessons explore the sales concepts in greater detail.
A thorough understanding of the sales processes in Microsoft CRM helps you
to get the most out of your system.
Microsoft CRM Sales Management training is recommended for individuals or
anyone that plans to implement, use, maintain, consult, or support Microsoft
CRM in their organization. The class is targeted toward sales
representatives, administrators, office managers, CEO’s, and consultants who
need to understand the technical aspects of Microsoft CRM and gain
foundational knowledge of the application functionality.
Note: This application course does not include materials or instructor
discussion of Microsoft CRM Installation, Application Configuration,
Workflow Configuration, Customization, Back Office Integration or Data
Migration.
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Skills After completing this course students should understand:
- Microsoft CRM User Interface and application terminology
- Basic and advanced navigation and record maintenance
- Microsoft CRM Client for Outlook functionality and synchronization
- Account, Contact, Lead, Opportunity and Activity record management
- Sales functionality, including Lead, Opportunity, Quote, Order,
Invoice, and Product Catalog management
- Microsoft CRM Advanced Find functionality to evaluate customer
data
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