Dynamics CRM 101
This instructor-led course provides a key step for who are beginning their knowledge of CRM for Dynamics 365 in their learning evolution.
CRM for Dynamics 365 Overview and Navigation: Sales, Marketing and Customer Service
Provides the participants with a broad overview of Dynamics 365 applications. The participants will be introduced to each of the applications, articulate their business value, and discuss demo core functionality.
Users, Teams, Security Roles, and Security Structure
1) Define your organization in CRM, 2) Understand Access rights and privileges, and 3) Role-based security, Record-based security and Field-level security.
Customization and Configuration:
Customizations, also referred to as CRM extensions, include allocation of simple to complex customizations using CRM Software Development Kit. Configuration on the other hand refers to the structure and administration of the system.
Charts, Dashboards, Workflows, Business Process Flows and Report Wizard
A key benefit of Microsoft Dynamics CRM is how easily and efficiently you can display data in Charts and Dashboards and configure workflows and create Reports.
