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MICROSOFT DYNAMICS CRM 2013: GETTING STARTED 

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MICROSOFT DYNAMICS CRM 2013: GETTING STARTED
 at 
Skillsoft 
Overview

Essential Guide for Implementing Dynamics CRM 2013: Step-by-step Instructions for Effective Customer Relationship Management in Small to Medium Businesses

Duration

1 hour

Mode of learning

Online

Difficulty level

Intermediate

Official Website

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Credential

Certificate

Future job roles

ERP Coordinator -IT HEAD

MICROSOFT DYNAMICS CRM 2013: GETTING STARTED
 at 
Skillsoft 
Highlights

  • Earn a certification after the completion of the course
  • Learn from expert faculty
Details Icon

MICROSOFT DYNAMICS CRM 2013: GETTING STARTED
 at 
Skillsoft 
Course details

Who should do this course?
  • Small to medium-sized businesses, sales teams, marketing professionals, and customer service representatives who are new to Dynamics CRM and seeking guidance on implementing and utilizing the platform effectively for managing customer relationships and improving business processes
What are the course deliverables?
  • Understand the different CRM modules and their primary entities
  • Navigate the CRM 2013 web client
  • Create and manage account and contact records
  • Understand and work with the different activity records: emails, tasks, appointments, faxes, letters
  • Use connections to represent the relationships between different records in the system
More about this course
  • Microsoft Dynamics CRM 2013: Getting Started" is an essential guide for beginners to harness the power of Dynamics CRM
  • It covers core functionalities, customization options, and implementation strategies, offering step-by-step instructions to set up and optimize CRM processes. Ideal for businesses seeking efficient customer relationship management solutions

MICROSOFT DYNAMICS CRM 2013: GETTING STARTED
 at 
Skillsoft 
Curriculum

Getting Started

Navigation Basics

Customer Records

Working with Activities

Relating Data Using Connections

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MICROSOFT DYNAMICS CRM 2013: GETTING STARTED
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