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MICROSOFT DYNAMICS CRM TRAINING IN KOCHI

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Overview

  • Benefits of Closed Loop Marketing
  • Creating and Using Marketing Lists
  • Marketing Campaigns and Quick Campaigns
  • Quick Campaigns
  • Introduction to Marketing Campaigns
  • Creating a Marketing Campaign
  • Creating and Using Campaign Templates
  • Importing Leads

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INTRO VIDEO

Why Radical Technologies

  • Highly practical oriented training
  • 25000+ Man-hours of Real-time projects & scenarios
  • 10 to 20+ year Experienced corporate trainers With Real Time Experience.
  • Building up professionals by highly experienced professionals
  • 100 % quality assurance in training .
  • 10000+ Placement Records and 180+ MNC’s and Consultancies Tie up

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Batch Schedule

Microsoft Dynamics CRM Training In KOCHI

Duration of Training : 40 hrs

Batch type : weekdays /weekends/ Customized Batches

Mode of Training: Offline / Online / Corporate Training

Projects Given : 2 Projects minimum

Trainer Profile : Experienced Faculty from IT Industry

Projects | Assignment |  Scenarios and Used Case Studies

Implementing and Managing Marketing Campaigns

  • Campaigns, Campaign Activities, and Marketing Lists
  • Creating and Using Email Templates
  • Sales Literature, Products, and Price Lists
  • Distributing Campaign Activities
  • Capturing and Viewing Campaign Responses
  • Working with Campaign Responses

Analysis, Reporting, and Goals

  • Analyzing Marketing Information with Lists, Views, and Charts
  • Working with Reports
  • Creating and Managing Marketing Goals
  • Creating Charts
  • Customizing and Working with Dashboards

Sales Management in Microsoft Dynamics

  • Introduction
  • Overview of the Sales Process in Microsoft Dynamics CRM
  • Core Records in the Sales Process
  • Tracking Competitors and Managing Sales Literature
  • Working with Leads
  • Working with Opportunities
  • Sales Processes, Workflows, and Dialogs

Working with the Product Catalog

  • The Product Catalog and the Sales Process
  • Unit Groups
  • Adding and Maintaining Products
  • Creating, Maintaining and Using Price Lists

Sales Order Processing

  • The Microsoft Dynamics CRM Sales Order Process
  • Opportunities, Quotes, and the Sales Process
  • Working with Orders
  • Working with Invoices

Analysis, Reporting, and Goals

  • Analyzing Sales Information with Lists, Views, and Charts
  • Working with Reports
  • Exporting Sales Information to Microsoft Office Excel
  • Creating and Managing Sales Goals
  • Creating Charts
  • Dashboards

Service Management in Microsoft Dynamics

  • Introduction
  • Getting Started with Service Management
  • Cases and the Service Management Process
  • Queues and Contracts in Service Management
  • Working with Cases in the Case Grid

Working with Cases and Contracts

  • Creating Case Records
  • Working with Cases
  • Contracts and Contract Templates
  • Creating and Working with Contracts
  • Using Contracts with Cases

Using the Knowledge Base

  • Article Templates
  • Creating, Approving and Publishing Articles
  • Using and Searching the Knowledge Base
  • Cases and Knowledge Base Articles

Working with Teams and Queues

  • Introduction to Teams
  • Introduction to Queues
  • Creating and Managing Queues
  • Working with Queues and Queue Items
  • Using Workflows with Queues

Analysis, Reporting, and Goals

  • Service Management Reports
  • Service Management Charts and Dashboards
  • Goal Management for Service

Service Scheduling in Microsoft Dynamics

Introduction

  • Service Scheduling Overview
  • Service Scheduling Scenarios
  • Service Scheduling Process
  • Working with Service Activities and the Service Calendar
  • Closing, Canceling or Rescheduling a Service Activity
  • Using Charts and Reports to Analyze Service Activities

Course Content

Advanced Topics

  • Understanding the Service Activity Scheduling Engine
  • Resources, Services and Selection Rules
  • Incorporating Customer Preferences
  • Resource and Service Capacity Requirements
  • Understanding Sites and Same-Site Requirements

Microsoft Dynamics Customization and Configuration

  • Business Units and Security Roles
  • Business Units
  • Managing Business Units
  • Security Features

Configuring Users and Teams

  • User Management Overview
  • Adding and Maintaining User Accounts
  • Team Configuration

Customizing Microsoft Dynamics CRM Overview

  • Customization Methodology
  • Who can Customize Microsoft Dynamics CRM?
  • Types of Customizations
  • Types of Customizations – Solutions

Customizing Fields

  • Customization Concepts
  • Field Data Types
  • Field Properties
  • Creating Fields
  • Creating Option Sets

Customizing Entities

  • Entity Concepts
  • Modifying Custom Entities

Customizing Relationships and Mappings

  • Types of Entity Relationships
  • Creating Entity Relationships
  • Entity Mapping

Customizing Forms, Views, and Charts

  • Basic UI Customization Capabilities
  • View Customization Overview
  • Charts
  • Form Customization Overview
  • Other Form Objects
  • Creating New Forms

Configuring Field Security

  • Field Security Scope
  • Field Security and Other Security Methods

Configuring Auditing

  • Enabling Auditing
  • Viewing Audit Data
  • Managing Audit Partitions

Configuring Solutions

  • Solutions Review
  • Exporting and Importing Unmanaged Solutions
  • Exporting and Importing Managed Solutions
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Training Options

Live Online Training

  • Highly practical oriented training
  • Installation of Software On your System
  • 24/7 Email and Phone Support
  • 100% Placement Assistance until you get placed
  • Global Certification Preparation
  • Trainer Student Interactive Portal
  • Assignments and Projects Guided by Mentors
  • And Many More Features

Course completion certificate and Global Certifications are part of our all Master Program

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Live Classroom Training

  • Weekend / Weekdays / Morning / Evening Batches
  • 80:20 Practical and Theory Ratio
  • Real-life Case Studies
  • Easy Coverup if you missed any sessions
  • PSI | Kryterion | Redhat Test Centers
  • Life Time Video Classroom Access ( coming soon )
  • Resume Preparations and Mock Interviews
  • And Many More Features

Course completion certificate and Global Certifications are part of our all Master Program

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Exam & Certification

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MICROSOFT DYNAMICS CRM TRAINING IN KOCHI

Very helpful for those who are unfamiliar with the current inner workings of microsoft DYNAMIC CRM and its various apps. Having an introduction to the programs is very useful, especially for CRM because of the amount of information that you have to know in order to effectively use it.

Course Provider: Organization

Course Provider Name: Radicals Technologies

Course Provider URL: https://radicals.in/

Editor's Rating:
5

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Radical Technologies is a recognized leader in training of Administrative and Soft ware Development courses since 1995 to empower IT individuals with competitive advantage of exploiting untapped jobs in IT sector

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