On-line training course catalogue
Microsoft CRM 3.0 Service Scheduling (Premium Series)
Type of course: Classroom
| Fee | £395 |
|---|---|
| Days | 1 |
| Course code | MS8524 |
We currently do not have public dates scheduled for this course.
If you have a requirement for this course, please contact us for the latest course information.
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Overview
This one-day course explores the Microsoft CRM application from a user’s perspective. Application functionality covered in the course includes Core CRM Navigation, User Interface, Outlook Client, and the Service Scheduling module. This application course does not include materials or instructor discussion of Microsoft CRM Installation, Application Configuration, Workflow Configuration, Customization, Back Office Integration, or Data Migration.
This course teaches the processes and functionality used by service scheduling managers and service schedulers. The course starts with an introduction to the core concepts of Microsoft CRM then an overview of the service scheduling processes. Subsequent lessons explore the service scheduling concepts in more detail. A complete understanding of the scheduling processes in Microsoft CRM helps you receive the most out of the system.
Prerequisites
Microsoft CRM Service training is recommended for anyone who plans to implement, use, maintain, or support Microsoft CRM in their organization. The class is targeted toward service representatives, administrators, office managers, CEO’s, and consultants who want to understand the technical aspects of Microsoft CRM and gain foundational knowledge of the application functionality.
Before attending this course, students must have a general knowledge of Microsoft Windows and an understanding of Customer Relationship Management solution processes and practices.
After completing this course, students should understand
- The Microsoft CRM User Interface and application terminology
- How to use options to personalize the Microsoft CRM User Interface and personal settings
- Basic and advanced navigation and record maintenance
- Microsoft CRM Client for Outlook functionality and synchronization
- Account, Contact, and Activity record management
- Service Scheduling functionality. This includes Scheduling Services, Scheduling Administration, and Defining Services.
- Microsoft CRM Advanced Find functionality to evaluate customer data
Leads to examination
- CRM 30-423 – Microsoft Dynamics CRM 3.0 Applications Certification Exam
Course Outline
- Microsoft CRM Concepts
- Microsoft CRM Client for Outlook
- Service Scheduling Life Cycle
- Scheduling Services for Your Customers
- Maintaining User and Resources
- Defining Services
Related Certifications
This course forms part of the following certification track(s):
Link to this page: http://www.xpertise.co.uk/MS8524
Xpertise – Microsoft CRM 3.0 Service Scheduling (Premium Series) training courses
Xpertise provides Microsoft CRM 3.0 Service Scheduling (Premium Series) training courses from 22 UK locations: in Aberdeen Scotland, Altrincham Manchester, Birmingham West Midlands, Bristol South West, Edinburgh Scotland, Glasgow Scotland, Hinckley East Midlands, Leeds Yorkshire, Leeds Yorkshire (Ring Road), London King William Street, London Middlesex Street, London Rosebery Avenue, London Tabernacle Street, Maidenhead Berkshire, Malmesbury Wiltshire, Manchester (Exchange Quay), Milton Keynes Buckinghamshire, Newcastle Tyne and Wear, Reading Berkshire, Stockport Manchester, Swindon Wiltshire and Washington Tyne and Wear – and at 44 partner locations nationwide.
Xpertise Training reserves the right to improve the specification and format of its courses for the benefit of its customers without notice to the customer.