Microsoft Dynamics CRM 2011 - Application Professional Accelerated

Microsoft Dynamics CRM 2011 - Application Professional Accelerated Course Description

Intended Audience for the Microsoft Dynamics CRM 2011 - Application Professional Accelerated Course

• This course is intended 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.

Training Packages & Career Tracks that include the Microsoft Dynamics CRM 2011 - Application Professional Accelerated Course

• Microsoft Dynamics CRM 2011 - Accelerated

Microsoft Dynamics CRM 2011 - Application Professional Accelerated Course Objectives

• Use some of the most common service management applications of Queues and Contracts.
• Work with cases in the case grid.
• Understand the steps required to create a new case.
• Create and manage contract templates.
• Create and manage contracts.
• Add contract lines to a contract.
• Associate contracts with cases.
• Create, activate and deactivate, and delete Knowledge Base article templates.
• Search articles from within a case record and utilize articles to resolve cases.
• Create, manage and work with Teams.
• Define steps involved in creating and managing queues.
• Work with queue items.
• Build personal and system charts and dashboards to provide insight into important service management information.
• Examine the benefits of closed loop marketing
• Create and use marketing lists
• Introduce quick campaigns and marketing campaigns
• Plan marketing campaigns and create and use templates
• Import leads
• Associate sales literature, target products and price lists with marketing campaigns
• Capture and manage campaign responses
• Create and manage sales goals for individuals and teams within your organization
• Use Personal Charts, System Charts, and Dashboards to analyze marketing information
• Gain a conceptual understanding of the Microsoft Dynamics CRM sales process
• Understand the role of the core record types used in Sales Management
• Discuss when to use leads to qualify or disqualify opportunities
• Use process dialogs to automate lead and opportunity management
• Use the Product Catalog
• Create Price Lists for campaigns and special offers
• Create orders, quotes and track order fulfillment
• Use Lists, Views and Charts to obtain important sales information
• Work with and create dashboards
• Identify key service scheduling concepts
• Compare service scheduling business scenarios
• Understand the service scheduling process flow
• Set up work schedules for users, facilities or equipment
• Close, cancel or reschedule a service activity
• Learn how service activity records synchronize with Microsoft Office Outlook
• Incorporate customer preferences when scheduling service activities

The Microsoft Dynamics CRM 2011 - Application Professional Accelerated Course prepare students for the following Exams

• MB2-868 : Microsoft Dynamics CRM 2011 Applications

Microsoft Dynamics CRM 2011 - Application Professional Accelerated Course Outline

1. Introduction
2. Working with Cases and Contracts
   1. Creating Case Records
   2. Working with Cases
   3. Contracts and Contract Templates
   4. Creating and Working with Contracts
   5. Using Contracts with Cases
3. Using the Knowledge Base
   1. Article Templates
   2. Creating, Approving and Publishing Articles
   3. Using and Searching the Knowledge Base
   4. Cases and Knowledge Base Articles
4. Working with Teams and Queues
   1. Introduction to Teams
   2. Introduction to Queues
   3. Creating and Managing Queues
   4. Working with Queues and Queue Items
   5. Using Workflows with Queues
5. Analysis, Reporting and Goals
   1. Service Management Reports
   2. Service Management Charts and Dashboards
   3. Goal Management for Service
6. Introduction
   1. Service Scheduling Overview
   2. Service Scheduling Scenarios
   3. Service Scheduling Process
   4. Working with Service Activities and the Service Calendar
   5. Closing, Canceling, or Rescheduling a Service Activity
   6. Using Charts and Reports to Analyze Service Activities
7. Advanced Topics
   1. Understanding the Service Activity Scheduling Engine
   2. Resources, Services and Selection Rules
   3. Incorporating Customer Preferences
   4. Resource and Service Capacity Requirements
   5. Understanding Sites and Same-Site Requirements
8. Implementing and Managing Marketing Campaigns
   1. Campaigns, Campaign Activities and Marketing Lists
   2. Creating and Using Email Templates
   3. Sales Literature, Products and Price Lists
   4. Distributing Campaign Activities
   5. Capturing and Viewing Campaign Responses
   6. Working with Campaign Responses
9. Analysis, Reporting and Goals
   1. Analyzing Marketing Information with Lists, Views and Charts
   2. Working with Reports
   3. Creating and Managing Marketing Goals
   4. Creating Charts
   5. Customizing and Working with Dashboards
10. Working with the Product Catalog
    1. The Product Catalog and the Sales Process
    2. Unit Groups
    3. Adding and Maintaining Products
    4. Creating, Maintaining and Using Price Lists
11. Sales Order Processing
    1. The Microsoft Dynamics CRM Sales Order Process
    2. Opportunities, Quotes, and the Sales Process
    3. Working with Orders
    4. Working with Invoices
12. Analysis, Reporting and Goals
    1. Analyzing Sales Information with Lists, Views and Charts
    2. Working with Reports
    3. Exporting Sales Information to Microsoft Office Excel
    4. Creating and Managing Sales Goals
    5. Creating Charts
    6. Dashboards

Benefits of taking the Microsoft Dynamics CRM 2011 - Application Professional Accelerated course at NetCom

• Why choose Microsoft Dynamics Training at NetCom Learning?
  As a recognition for training excellence, NetCom Learning was chosen by Microsoft as the 2007 Worldwide Learning Solutions Partner of the year out of 1400 training companies.

  In addition, we have won numerous other training awards for quality and customer satisfaction by CompTIA, EC-Council and other vendors. We are simply passionate about learning and achieving the highest customer satisfaction in your learning experience!

  See the training value proposition below:

  Why Microsoft Dynamics Training at NetCom? NetCom Information Technology is a Microsoft Gold Certified Partner for Learning Solutions (CPLS). CPLS is the premier training channel and delivery mechanism for Microsoft Dynamics training content. On July 11, NetCom was honored by Microsoft as its Learning Solutions Partner of the Year. Selected as the Number One CPLS, from over 1400 worldwide CPLS's, Microsoft recognized our commitment and ability to deliver high-quality learning services using a consultative engagement model. We could not have achieved this coveted status without the help and support of our customers and well wishers - thank you!! Microsoft Certified Partner for Learning Solutions Value Proposition: Microsoft Certified Partner for Learning Solutions Non-authorized Training Center Only MCT (Microsoft Certified Trainers) are authorized to teach the class Non MCT can teach the course Taught using Microsoft Authorized Courseware (MOC), includes free evaluation software and online training Do not have access to official courseware Partners adhere to stringent Microsoft designated lab requirements Computer and lab equipment may not be up to requirements of course Successful candidates are awarded Certificate of Completion directly from Microsoft for most of the courses Not authorized to issue Certificate of Completion Overall, a better quality training experience Substandard training experience

• NetCom provides Authorized Training
  NetCom Learning is a Microsoft Gold Certified Partner for Learning Solutions (CPLS), Cisco Learning Partner, CompTIA Platinum Partner, EC-Council Accredited Training Center, Adobe Authorized Training Center, Autodesk Authorized Training Center and many others. We are proud to offer the highest quality, authorized training solutions from our many partners for our customers.

  See our comprehensive list of partner authorizations.

• Award winning, world-class Instructors

  Ginger M. - Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. - Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager. - Project Manager to various MS Dynamics Great Plains implementations. Bio: Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touché and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets. Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.

  Ignacio J. - Designs and architects Microsoft IT solutions since the early 1990s. - Hands-on experience in multiple Microsoft Dynamics products including CRM, GP, SL, AX and NAV since 2004. - Taught over 250 courses at NetCom Learning. Bio: Ignacio is a Senior Solutions Architect, Civil Engineer and Certified Expert Trainer. He has been designing and architecting Microsoft IT solutions since the early 1990s, and has extensive experience developing scalable and high performance integration solutions. In 2004, Ignacio expanded into business management and accounting software as well, where he gained hands-on experience in many Microsoft Dynamics products including CRM, GP, SL, AX and NAV. Ignacio holds a library of industry-wide certifications from Microsoft and other leading IT vendors. He has taught over 250 courses at NetCom Learning and is revered by students for his wide-ranging IT expertise.

  Lynn D. - Over 25 years of experience working as Senior Financial Analyst and Senior Auditor. - Professor of Graduate Management and Business School at the University of Phoenix since 2007. - Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009. Bio: Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX. Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.

  Ramesh P. Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases. With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.

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• Actual Client Testimonials

  May 21 2012 The lecturer is quite personable and is quite helpful with making sure we understand the material we have covered. He is also quite knowledge in the subject area. This training has cleaned up a lot of areas that I have been having issues with in my work environment and I will surely be able to put a lot of it in to practice. -Candice C. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 21 2012 Good course. Good service. Good instructor. -Raman T. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The instructor did an incredible job of presenting. -Kelly D. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The class provided the background I will need to build upon upcoming responsibilities. Satisfactory on all counts. -John B. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 Stan is an excellent instructor. He made the course very informative and kept it interesting. Sebastian S. Course(s) Taken Microsoft Dynamics GP 2010 - Installation and Configuration - Accelerated (MCTS)

  
  

  May 21 2012 Classes were awesome! Our teacher, Mr. Smith, was entertaining and kept us motivated. -Lily L. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 07 2012 It was a good experience. It will help me in my new position loading the CRM practices. -Adolfo R. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  

  Mar 12 2012 Ramesh our instructor was amazing. He has been the second amazing instructor through you guys!!! Nice, Knowledgeable and fun. -Kyle P. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  
• Awards won by NetCom
  NetCom Learning is an award winning, customer focused company. We are simply Passionate About Learning!

  See our list of awards.

• Specialized Boot Camp Training

  

  This training is also available as a boot camp. NetCom is world famous for delivering specialized boot camp training to our clients.

  For answers to questions regarding our boot camp training delivery format, please refer to our Boot Camp FAQ section.

Enrollment Options for the Microsoft Dynamics CRM 2011 - Application Professional Accelerated course

• Click on a date to register.
    Microsoft Dynamics CRM 2011 - Application Professional Accelerated in Las Vegas, Jun 20, 2012
    Microsoft Dynamics CRM 2011 - Application Professional Accelerated in New York, Jul 25, 2012
    Microsoft Dynamics CRM 2011 - Application Professional Accelerated in Las Vegas, Aug 29, 2012
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  For a customized version of this class, please contact us or call 1-888-563-8266.

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