Microsoft Dynamics CRM 2013 Introduction Courseware

Microsoft Dynamics CRM 2013 Applications

Introduction Training Material

Version 2.0



Introduction to Microsoft Dynamics CRM 2013

Course content Module 0 ? Course Content and Plan ..................................................................................................... 4

Objectives ........................................................................................................................................... 4 Course Plan ......................................................................................................................................... 4 Course Modules .................................................................................................................................. 5 Resources ............................................................................................................................................ 6 Module 1 ? Dynamics CRM 2013 Applications Overview ....................................................................... 7 Objectives ........................................................................................................................................... 7 Lesson 1-1 CRM Overview .................................................................................................................. 7 Lesson 1-2 What's New in CRM 2013 ............................................................................................... 11 Lesson 1-3 Navigation ....................................................................................................................... 15 Labs ................................................................................................................................................... 22 Module 2 ? Working with the Dynamics CRM Application...................................................................23 Objectives ......................................................................................................................................... 23 Lesson 2-1 Working with the Dynamics CRM Application ................................................................ 23 Module 3 ? Working with Dynamics CRM Records .............................................................................. 27 Objectives ......................................................................................................................................... 27 Lesson 3-1 Working with Dynamics CRM Records............................................................................27 Labs ................................................................................................................................................... 31 Module 4 ? Working with Dynamics CRM Data....................................................................................32 Objectives ......................................................................................................................................... 32

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Introduction to Microsoft Dynamics CRM 2013

Lesson 4-1 Working with Dynamics CRM Data ................................................................................. 32 Lesson 4-2 Data Export and Import .................................................................................................. 34 Labs ................................................................................................................................................... 35 Module 5 ? Working with Dynamics CRM Processes ........................................................................... 36 Objectives ......................................................................................................................................... 36 Lesson 5-1 Working with Dynamics CRM Processes.........................................................................36 Labs ................................................................................................................................................... 41

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Introduction to Microsoft Dynamics CRM 2013

Module 0 ? Course Content and Plan

Objectives

The key objectives of this course are to enable you to understand the basic functionality of Dynamics CRM 2013 before examining the detailed functional areas of CRM 2013.

What this course covers

Dynamics CRM Overview What's New in CRM 2013 Navigating Dynamics CRM Working with the Dynamics CRM Application Working with Dynamics CRM Records Working with Dynamics CRM Data Working with Dynamics CRM Processes

What this course does not cover

Sales functionality Marketing functionality Service functionality

Course Plan

This course takes half day to complete and helps prepare for the Microsoft Dynamics CRM 2013 Applications certification exam.

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Course Modules

1. Dynamics CRM Overview 2. Working with the Dynamics CRM Application 3. Working with Dynamics CRM Records 4. Working with Dynamics CRM Data 5. Working with Dynamics CRM Processes

Introduction to Microsoft Dynamics CRM 2013

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