Microsoft Dynamics CRM 2011 Accelerated Boot Camp

Qixas Academy is pleased to present our accelerated 5 day Microsoft Dynamics CRM 2011 boot camp.  Our boot camp offers you the most comprehensive, in depth coverage of Microsoft Dynamics CRM available in the market today. We combine a mix of theory, practical hands-on exercises, labs, and extensive exam review to prepare you for success with CRM projects as well as the CRM certification exams.

Audience Profile

This boot camp is intended for individuals that plan to implement, use, maintain, or support Microsoft Dynamics CRM in their organization. The course is intended for power users, line of business managers, project managers, consultants, developers, and any other roles in the organization who want to gain foundational knowledge of the applications functionality as well as configuration and customization capabilities.

Agenda

Day 1: 8:30am – 5:30pm (After class assigned reading)
Day 2: 8:30am – 5:30pm (After class assigned reading)
Day 3: 8:30am – 8:00pm (Exam at 6pm)
Day 4: 8:30am – 5:30pm (After class assigned reading)
Day 5: 8:30am – 8:00pm (Exam at 6pm)
* PLEASE NOTE the extended class hours allow additional time after class to complete required readings

Exams covered in the Microsoft Dynamics CRM 2011 Accelerated Boot Camp

• MB2-868 Microsoft Dynamics CRM 2011 Applications
• MB2-866 Microsoft Dynamics CRM 2011 Customization and Configuration

Courses covered in the Microsoft Dynamics CRM 2011 Accelerated Boot Camp

• Course 80290 - Marketing Automation in Microsoft Dynamics CRM 2011
• Course 80291 – Sales Management in Microsoft Dynamics CRM 2011
• Course 80292 – Service Management in Microsoft Dynamics CRM 2011
• Course 80293 – Service Scheduling in Microsoft Dynamics CRM 2011
• Course 80294 - Microsoft Dynamics CRM 2011 Customization and Configuration

Microsoft Dynamics CRM 2011 Applications

At course completion students will be able to:
• Use the Microsoft Dynamics CRM user interface
• Working with dashboards
• Understanding the capabilities and scenarios for using workflows and dialogs
• Develop basic and advanced navigation and record maintenance
• Use the advanced find functionality to find and evaluate system data
• Understand core records and record hierarchy
• Working with the Outlook client
• Access the Microsoft Dynamics for Outlook functionality, including synchronization
• Manage CRM marketing automation applications
• Perform planning and budgeting tasks related to marketing campaigns
• Create and work with marketing lists
• Create and manage marketing quick campaigns, campaigns and campaign responses
• Report and analyze marketing data
• Create and maintain account, contact, and activity record management
• Manage metrics, goals, charts, and dashboards
• Working with leads and opportunities • Implementing a sales process
• Configure the product catalog
• Process quotes, orders, and invoices
• Understand Service management processes including managing service cases, knowledge base articles, contracts, queues, and reporting
• Access and maintain contracts, cases, the knowledge base, and queues
• Understand the service scheduling application and service management processes
• Set up service scheduling
• Manage services and selection rules
• Managing resources, facilities/equipment, resource groups, sites
• Working with service activities and the service calendar

Microsoft Dynamics CRM 2011 Customization and Configuration

At course completion students will be able to:
• Configure a company’s organizational structure within Microsoft Dynamics CRM
• Deploying, and implementing, CRM Managed Solutions
• Configure a company’s organizational structure within Microsoft Dynamics CRM
• Add and maintain user Accounts, Security Roles and Teams
• Manage business units
• Manage solutions and properties
• Create and configure security roles including how to apply the 5 types of access levels within security roles
• Create and manage teams and security via entity and task-based privileges
• Create and configure multiple organizations within one implementation
• Configure system settings, currency exchange rates, and multilingual user interface language packs
• Import and export customizations and manage permisssions
• Create and customize forms, views and charts
• Create and customize database entities and fields
• Customize entity relationships and mappings including creating and applying maps
• Identify areas where advanced customization functionality can be implemented
• Configure auditing and manage audit data, logs and permissions