|
|
|
|
|
Microsoft CRM 3.0 Service Scheduling
check scheduled dates Course Profile |
Learn More about
Training Services |
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 Service Scheduling
module.
This course teaches
the processes and functionality used by service scheduling managers and
service schedulers. The course starts with an introduction to the core
concepts of Microsoft CRM then an overview of the service scheduling
processes. Subsequent lessons explore the service scheduling concepts in
more detail. A complete understanding of the scheduling processes in
Microsoft CRM helps you receive the most out of the
system.
Microsoft CRM Service Scheduling training is recommended
for individuals or anyone that plans to implement, use, maintain, or
support Microsoft CRM in their organization. The class is targeted toward
service schedulers, administrators, office managers,
CEO’s, and
consultants who want 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.
|
Prerequisites
Before attending this course, students must have:
- General knowledge of Microsoft® Windows® - An understanding of
Customer Relationship Management solution processes and practices
|
Skills After completing this course students should understand:
- The Microsoft CRM User Interface and application terminology
- How to use options to personalize the Microsoft CRM User Interface
and personal settings
- Basic and advanced navigation and record maintenance
- Microsoft CRM Client for Outlook functionality and synchronization
- Account, Contact, and Activity record management
- Service Scheduling functionality. This includes Scheduling Services,
Scheduling Administration, and Defining Services.
- Microsoft CRM Advanced Find functionality to evaluate customer
data
|
|
|
|
|
|
|