Description

In this training workshop, we will introduce Dynamics CRM and cover the basics. We’ll discuss and explore the modules in Dynamics CRM. We will also see how to access and navigate through the product.

Agenda

• What is Microsoft Dynamics CRM?
• Evolution of Microsoft Dynamics CRM
• Dynamics CRM 2016
• Modules in CRM
• Accessing Dynamics CRM
• CRM Online v/s CRM Onpremise
• CRM Online + Office365
• Demo - Navigating the interface
• Q&A

Duration

1 hour 30 minutes

Intended Audience

• Anyone who is looking to learn Dynamics CRM
• No prerequisite required

Description

In this training workshop, we will explore and see all the new features introduced in Dynamics CRM 2016 as compared to the previous versions

Agenda

• New features in

- Sales

- Marketing

- Service

- Social

• Productivity features
• Mobility features
• Miscellaneous features
• Demo
• Q&A

Duration

2-3 hour

Intended Audience

Anyone who has used previous versions of Dynamics CRM and looking to learn the new features in CRM 2016

Description

In this training workshop, we will explore in detail the Sales module of Dynamics CRM. We’ll understand how to work with leads, opportunities, goals, products and do sales analysis.

Agenda

• Introduction to Sales Management
• Lead Management
• Working with opportunities
• Product Catalog
• Sales Order processing
• Metrics and Goals
• Sales Analysis
• Demo
• Q&A

Duration

2-3 hour

Intended Audience

• Sales teams
• Administrators
• CRM Users

Description

In this training workshop, we will explore the Marketing module in detail. We’ll understand working with leads, campaigns, finances and marketing analytics.

Agenda

• Introduction to Microsoft Dynamics Marketing
• Lead Management and Landing Pages
• Email Marketing and Social Media Out reach
• Marketing Campaign Automation
• Marketing Reports and Analytics
• Marketing Project Management
• Managing Marketing Finances
• The Microsoft Dynamics Marketing
• Setting up a Deployment for Success
• Demo
• Q&A

Duration

2-3 hour

Intended Audience

• Marketing teams
• Administrators
• CRM Users

Description

In this training workshop, we will explore customer service functionalities of Dynamics CRM in detail. We’ll cover Service management, cases, knowledge base and a few add-ons that help you deliver great customer service.

Agenda

• Introduction to Service Management
• Case Management
• Knowledge Base
• Queue Management
• Service Level Agreements
• Entitlements
• Service Scheduling
• Interactive Service Hub
• Unified Service Desk
• Service Management Analysis
• Demo
• Q&A

Duration

2-3 hour

Intended Audience

• Customer service representatives
• Administrators
• CRM Users

Description

In this training workshop, we will cover how Integration happens between Dynamics CRM and Microsoft SharePoint.

Agenda

• Introduction
• Overview of SharePoint and CRM Integration
• Architecture Overview
• Integration steps
• Integration- Look and Feel
• Demo
• Q&A

Duration

2 hour

Intended Audience

• Administrators
• Technical Decision Makers

Description

In this training workshop, we will understand how email synchronization happens with Dynamics CRM. We will cover both server side synchronization and client side synchronization.

Agenda

• Overview of email synchronization
• Synchronization options
• Exchange Synchronization and Configuration
• Appointments, Contacts, and Tasks Synchronization
• Outlook integration
• Email router configuration
• Additional Information
• Demo
• Q&A

Duration

2-3 hour

Intended Audience

• Administrators
• Technical Decision Makers

Description

In this training workshop, we will cover all integration points between Dynamics CRM Online and Office365 including integrations with Exchange, SharePoint, Skype and Yammer.

Agenda

• Introduction
• Dynamics CRM Online & Office 365 Benefits
• Dynamics CRM & Exchange Online
• Dynamics CRM & SharePoint Online
• Dynamics CRM & Yammer, Skype, Skype for Business
• Dynamics CRM Online Licensing
• Office 365 Licensing
• Demo
• Q&A

Duration

3-4 hour

Intended Audience

• Administrators
• Technical Decision Makers

Description

In this training workshop, we will understand how Power BI integrates with Dynamics CRM. We wll explore how to bring data from different sources and how to represent data in different visual forms.

Agenda

• Overview of Power BI
• Power BI Experiences
• Data Sources
• Create Power BI reports
• Integration of Power BI with CRM
• Demo
• Q&A

Duration

2-3 hour

Intended Audience

• Administrators
• Technical Decision Makers

Description

In this training workshop, we explore how to integrate Dynamics NAV with Dynamics CRM and look at the benefits of doing this.

Agenda

• Introduction
• What’s new
• Benefits for customers
• Functionality
• Integration of Dynamics NAV with CRM
• Demo
• Q&A

Duration

2-3 hour

Intended Audience

• Administrators
• Technical Decision Makers

Description

In this training workshop, we explore licensing and pricing models for both CRM Online and CRM On premise

Agenda

• Dynamics CRM Online Licensing and Pricing
• Dynamics CRM On-Premises
• Licensing and Pricing
• Q&A

Duration

2-3 hour

Intended Audience

• Sales/Pre-Sales teams

Description

In this training workshop, we explore how to customize Dynamics CRM to suit your business needs. We look at all the available out of the box customizations.

Agenda

• Introduction to Customizations
• Levels of Customizations in CRM
• Entity and Field Customizations
• Customizing Forms
• Customizing Views
• Business Rules
• Customizing Dashboards and Visualizations
• Solutions
• Demo
• Q&A

Duration

3-4 hour

Intended Audience

• Administrators
• Technical Decision Makers
• CRM Users

Description

In this training workshop, we look at all the Dynamics CRM Processes available including Business process flows, dialogs, workflows and custom actions.

Agenda

• Business Process Flow
• Dialogs
• Workflows
• Actions
• Demo
• Q&A

Duration

3-4 hour

Intended Audience

• Administrators
• Technical Decision Makers
• CRM Users

Description

In this training workshop, we’ll look at different options in Dynamics CRM for reporting. We’ll cover reporting, dashboards, charts and interactive service hub.

Agenda

• Dashboards
• Reporting
• Interactive Service Hub
• Demo
• Q&A

Duration

2-3 hour

Intended Audience

• Administrators
• Technical Decision Makers
• CRM Users

Description

In this training workshop, we’ll take a deep dive into Dynamics CRM administration and configuration. We’ll look at Business units, users, team and explore in detail the security model in CRM.

Agenda

• Administration
• Business Units
• User Management
• Team
• Security
• Business Management
• Demo
• Q&A

Duration

2-3 hour

Intended Audience

• Administrators
• Technical Decision Makers
• CRM Users

Description

In this training workshop, we’ll cover how to install and deploy Dynamics CRM. We’ll also look at the different upgrade paths to Dynamics CRM 2016.

Agenda

• Requirements for a Deployment
• Install Microsoft Dynamics CRM Server
• Install Microsoft Dynamics CRM Reporting Extensions
• Manage CRM with the Deployment Manager
• Upgrade to Microsoft Dynamics CRM 2016
• Maintain and Troubleshoot the Deployment
• Demo
• Q&A

Duration

2-3 hour

Intended Audience

• Administrators