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BootCamp Catalog

Microsoft Dynamics CRM 3.0 - Application Series
Course Code : B47
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Skill Level: Beginner+
    

Course Benefits :
                    
After completing this course, students will be prepared for Applications in Microsoft Dynamics CRM 3.0 Certification Exam (VUE Exam # CRM 30-423, Prometric Exam # MB2-423) Preparation Guide
  • FREE complete set of course materials
  •  
    Who Should Attend?
    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.

    Individuals wishing to obtain a certification on Microsoft Dynamics™ CRM 3.0 Applications should take this course.

    Course Overview
                        
    This course teaches the processes and functionality used by marketing managers and marketing representatives. It begins with an introduction to the core concepts of Microsoft CRM and then an overview of the marketing automation processes. Subsequent lessons explore the marketing concepts in greater detail. A thorough understanding of the marketing processes in Microsoft CRM helps you to get the most out of your system.

    Course Pre-requisites
                        
    Before attending this course, students must have: • General knowledge of Microsoft Windows • An understanding of Customer Relationship Management solution processes and practices
    Course Contents
                        
      Microsoft® CRM 3.0 Marketing Automation
    • Microsoft CRM Concepts
    • Microsoft CRM Client for Outlook
    • Marketing Automation Life Cycle
    • Planning Marketing Campaigns
    • Campaign Creation
    • Campaign Execution and Response Management

      Microsoft CRM 3.0 Sales Management
    • Sales Management Life Cycle

    • Lead Management

    • Completing the Sale

    • Sales Productivity

    • Sales Administration

      Microsoft® CRM 3.0 Service Management
    • Service Management Life Cycle

    • Contract Management

    • Case Management

    • Creating a Knowledge Base

    • Managing Service Queues


    • Microsoft® CRM 3.0 Service Scheduling
    • Service Scheduling Life Cycle

    • Scheduling Services for Your Customers

    • Maintaining User and Resources

    • Defining Services
     
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  • Facts you must know before booking a course
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    Duration: 3 Days

    1. 8521: Microsoft Dynamics CRM 3.0 Sales Management
    2. 8522: Microsoft® Dynamics CRM 3.0 Marketing Automation
    3. 8523: Microsoft® Dynamics CRM 3.0 Service Management
    4. 8524: Microsoft® Dynamics CRM 3.0 Service Scheduling
    5. 8525: Microsoft® Dynamics CRM 3.0 Customization
    6. 8526: Microsoft® Dynamics CRM 3.0 Installation and Configuration
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