(Retired) Applications in Microsoft Dynamics CRM 4.0


This three-day instructor-led course provides students with the knowledge and skills to improve their business processes by using the key features of sales management, marketing automation, service management, and service scheduling. It explores the Microsoft Dynamics CRM application from a user's perspective.


Before attending this course, students must have a general knowledge of Microsoft Windows and an understanding of Customer Relationship Management solution processes and practices.


At the completion of this course, participants will be able to:

  • Use Microsoft CRM User Interface and application terminology
  • Use basic and advanced navigation and record maintenance
  • Use Microsoft CRM Client for Outlook functionality and synchronization
  • Plan and budget tasks related to marketing campaigns
  • Create and manage customer lists
  • Create marketing campaigns
  • Manage campaigns and track campaign responses
  • 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
  • Service functionality. This includes Contract, Case, Knowledge Base, and Queue management
  • Account, Contact, Lead, Opportunity and Activity record management
  • Sales functionality, including Lead, Opportunity, Quote, Order, Invoice, and Product Catalog management

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Course Info

  • Code: 8913
  • Duration: 3 days
  • Price: Call for price

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