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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