Microsoft Dynamics CRM 3.0 - Application Series

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This course teaches the processes and functionality used by marketing managers and marketing representatives. It begins with an introduction to the core concepts of Microsoft CRM and then an overview of the marketing automation processes. Subsequent lessons explore the marketing concepts in greater detail. A thorough understanding of the marketing processes in Microsoft CRM helps you to get the most out of your system.

Course Contents: 

Microsoft CRM 3.0 Marketing Automation

  • Microsoft CRM Concepts
  • General server hardware knowledge and their installation
  • Configuration of server\'s hardware and software
  • Upgrading server\'s hardware and software
  • Proactive maintenance of server
  • Learn about the environment for server
  • Troubleshooting, problem determination and disaster recovery of server
  • Microsoft CRM Client for Outlook
  • Marketing Automation Life Cycle
  • Planning Marketing Campaigns
  • Campaign Creation
  • Campaign Execution and Response Management

    Microsoft CRM 3.0 Sales Management

  • Sales Management Life Cycle
  • Lead Management
  • Completing the Sale
  • Sales Productivity
  • Sales Administration
  • Microsoft CRM 3.0 Service Management

  • Service Management Life Cycle
  • Contract Management
  • Case Management
  • Creating a Knowledge Base
  • Managing Service Queues
  • Microsoft CRM 3.0 Service Scheduling

  • Service Scheduling Life Cycle
  • Scheduling Services for Your Customers
  • Maintaining User and Resources
  • Defining Services
  • Prerequisites: 

    Before attending this course, students must have:

  • General knowledge of Microsoft Windows
  • An understanding of Customer Relationship Management solution processes and practices
  • Benefits: 

    After completing this course, students will be prepared for Applications in Microsoft Dynamics CRM 3.0 Certification Exam (VUE Exam # CRM 30-423, Prometric Exam # MB2-423) Preparation Guide


    Microsoft CRM Sales Management training is recommended for individuals who plan to implement, use, maintain, consult, or support Microsoft CRM in their organization. The class is targeted toward sales representatives, administrators, office managers, CEO's, and consultants who need to understand the technical aspects of Microsoft CRM and gain foundational knowledge of the application functionality.
    Individuals wishing to obtain a certification on Microsoft Dynamics CRM 3.0 Applications should take this course.

    Materials Available: 
    24 hours
    For more information on Microsoft Dynamics CRM 3.0 - Application Series please feel free to contact us online or call us at 416-513-1535.