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OREGON AREA TRAINING |
Following are Microsoft CRM Public Classes. We also offer on-site private training of up to 10 students per class. Private training is especially useful for groups of new hires or in new implementations as it allows your Team to learn on your actual data. Contact us to learn more.
Rescheduling and Cancellation Policies
| MS-CRM101 - Microsoft CRM Sales and Marketing | ||||||||||
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(MS-CRM101) - This course is designed to take the student through a typical "Day in the Life" of a Microsoft Dynamics CRM user. In this course we cover managing Leads, Accounts, Contacts, calendar activities, sending letters, Outlook Client, creating Advanced Find Views and review the built-in reports. Presenters Page |
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| MS-CRM201 - Microsoft CRM Service and Support | ||||||||||
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(MS-CRM201) - This class is designed to provide insight into the Service and Support functions of MS CRM. Topics covered include managing Cases, Contract Managment, using the Knowledgebase, Manging Service Queues as well as using the Service Scheduling functions of CRM. Presenters Page |
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| MS-CRM301 - Microsoft CRM Administration | ||||||||||
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(MS-CRM301) - This 2-day class is meant for the Administration level of MS CRM.
Day 1-Topics include establishing the Organizational Heirachy, Managing Users and Security roles. Configuration topics include adding new fields and entities as well as the steps for modifying forms (Screen layouts).
Day 2-Topics include creating and managing Workflow processes as well as the exploration of Reports. Presenters Page |
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