MS 80293 - Service Scheduling in Microsoft Dynamics CRM 2011
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 application course does not include materials or instructor discussion of Microsoft CRM Installation, Application Configuration, Workflow Configuration, Customization, Back Office Integration, or Data Migration.
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.
Located outside our service areas? No problem. We also offer this course in the Live Online format. If you prefer face-to-face interaction, we offer hotel/airfare packages that are extremely inexpensive. Quite often, we bundle the hotel stay into the cost of the class for no extra charge.
Audience
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.
At Course Completion
After you complete this chapter, you should be able to 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
Prerequisites
Before attending this course, students must have:
General knowledge of Microsoft Windows
An understanding of Customer Relationship Management solution processes and practices
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course currently.
Course Materials
The student materials include comprehensive courseware and other appropriate materials for this class.
