Microsoft CRM Public Classes

We believe that you will benefit immensely from our public Microsoft Dynamics CRM training classes, which are packed with best practices as well as time-saving tips. You will accomplish much more and achieve clearer results!

What CRM trainings are offered?

* Note: All classes are from 9:00am-4:00pm in our Training Lab near LAX

Microsoft Dynamics CRM – Sales Professionals (February 23, 2011; May 18, 2011; August 10, 2011; November 2, 2011)

Overview and navigation within CRM
Outlook Integration
Working with Leads, Accounts, Contacts
Searching and Finding
Calendaring
Managing and converting Leads
Creating and managing Opportunities
Effectively working with Quotes and Products
Advanced Queries
Using CRM's workflow to automate the Sales Process
Analyzing data via Microsoft Excel as well as other tools
Tips and tricks for productivity and efficiency

Microsoft Dynamics CRM – Marketing Professionals (March 23, 2011; June 15, 2011; September 7, 2011; December 7, 2011)

Overview and navigation within CRM
Outlook Integration
Searching and Finding
Calendaring
Fundamentals of Mail-Merge
Understanding Mail Merge to Word
Configuring E-mail Templates
How to use Quick Campaigns
Using Bulk E-mail properly
Analyzing data via Microsoft Excel as well as other tools
Developing Formalized Campaigns
Developing, segmenting and analyzing Targeted Client Lists

Microsoft Dynamics CRM – Customer Service Professionals (April 20, 2011; July 20, 2011; October 12, 2011)

Overview and navigation within CRM
Outlook Integration
Understanding Leads, Accounts, Contacts
Calendaring - scheduling Services
Mastering Scheduling within CRM
Creating and working with Service Contracts
Managing Service Contract Templates
Managing Service Queues
Working with Cases and Case Routing
Understanding and managing the Knowledge Base
Understanding Leads, Accounts, Contacts

Microsoft Dynamics CRM – Database Manager (Date TBD)

Overview and navigation within CRM
Outlook Integration
Searching and Finding
Calendaring
Understanding User and Role options
Understanding basic customization options
Understanding workflow options
Importing data into CRM
Exporting data out of CRM
Best Practices for Data Enrichment and Migration

Contact

For any questions regarding public, onsite or online trainings fill out our Contact Form or Contact:

Karin Shaw - Director of Training

Director of Training
Accent Gold Solutions
Phone: (310) 645-0006
Email