Microsoft CRM 2015 Applications Training Certifications
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Microsoft CRM 2015 Applications

  • Overview

    This training will focus on MS CRM Sales and Service modules. The Sales module will describe the components used in MS Dynamics CRM Sales Management and explain how these can be applied to a variety of business scenarios. Training will also specify the record types that MS Dynamics CRM employs to track sales from potential to close. The Service module will teach the procedure of working with consumers in MS Dynamics CRM, including cost-effective resolution of services issues and customer complaints. This course will cover: Customer management, Lead, Order, Quote, Opportunity, Invoice Management, Case management, Knowledgebase management, and Service Management.

    Audience : This course is best suited for customer service managers, sales operations managers, service schedulers, office managers, administrators, executives, and consultants.

     

    Certification Path Map of AX Functional

    Watch the CRM 2015 Course Video

    Course Objectives

    • Identify customers who would benefit from sales management
    • Identify core record types
    • Identify case lists and views
    • Describe how core record types are used in sales management
    • Create and maintain customer records
    • Determine when to use leads and opportunities
    • Identify benefits of case hierarchy, search for cases
    • Identify service management system dashboards
    • Describe the lead conversion process
    • Create case routing rules
    • Create a personal service dashboard
    • Create a system chart for service management

    Course Content / Exam(s)

    Schedule for Microsoft CRM 2015 Applications
    Course # Course Contents Exam # Exam Regular Track
    (days)
    80667 Introduction to Microsoft Dynamics CRM MB2-704 Microsoft Dynamics CRM 2015 Application 1
    80669 Sales Management 2
    80668 Customer Service Management 2
    Total 5
    Prerequisites
    • Basics of CRM.
    Recommended Courses and Certification:
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  • Schedule & Prices
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    Classes will be conducted from 09:00 am - 05:00 pm at Your Local Time
    Price includes Official Curriculum.
    For any Query or Custom Plan info@koenig-solutions.com +1 877 226 2244
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