Microsoft Dynamics CRM 365

Microsoft Dynamics CRM Course Outline 

Module-I  Dynamics CRM Applications Overview 

• Introduction of CRM
• Introducing you to Dynamics
• Dynamics Overview
• Multiple Client Support
• The Dynamics Portfolio
• Application Areas
• Financial Management
• Inventory Management
• Sales Management Overview
• Purchasing
• Project Management
• Reporting and Analytics
• User Interface

Module-II  Application Administration and Configuration Setups 

• Searching for Pages and Reports
• My Settings
• The Ribbon
• The Navigation Pane
• Learning the Basics
• Enter and Edit Information
• Excel
• Sending Reports
• Sorting Information
• Search and Filter Information

Module-III  Working with Sales and Marketing 

• Sales and Marketing
• The Power of a Customer Relationship Management
• How to Understand your Customers
• Combining Sales and Marketing using your CRM
• Master Data for Sales and Purchase Processes

Module-IV  Understanding Inventory Items and GL Accounts 

• Items
• Item Attributes
• Customers
• Vendors
• GL Accounts
• Process Sales and Purchases

Module-V   Working with Process flow and Sales Order 

• Process Flows
• Purchase Order
• Create Purchase Invoices
• From Sales Quote to Sales Invoice
• Send Invoices to Customers
• Tools to Increase Productivity
• Outlook for Business edition

Requirements

• Students should have basic computer skills.
• Students should be able to use Web Browsers like Internet Explorer, Google Chrome or any other Web Browser to access internet.

International Student Fee (online classes) 500 USD | 1875 AED | 1875 SAR