Microsoft Dynamics 365 Customer Engagement (CRM) for System Administrators and Key Users

This course provides SysAdmins and Main users with the knowledge needed to successfully manage both the user interface and all customizable background tasks. Register now! We commit to make your two days valuable.

Difficulty
Rating
1800,00 

We are sorry, but currently we don't know when the course will be arranged next time.
Please contact sales: +358 20 7776 670 or myyntipalvelu@sovelto.fi

Take control of Your Microsoft Dynamics 365 CRM

Business requirements are rapidly changing and your CRM system needs to correspond to these requirements and needs. Are you willing to pay for every field to be added in your forms or for creations of  new system views? Or, would it be much more cost effective to be able to quickly take care of these tasks yourself?

Also, if you’re starting a career as a Dynamics CRM consultant, this course is definitely worth taking. Many of Finlands leading Dynamics CRM consultants are trained here at Sovelto.

Benefits to you and your organisation:
In all organisations using Microsoft Dynamics CRM, there should be a team of experts, who are able to administer the system. We call them either main users or system administrators.

Course prerequisites: Basic knowledge of Microsoft Dynamics CRM is required

Course material: Sovelto’s own course material in English

1. PÄIVÄ

User management/Security
  • Business units
  • Security roles/Job roles
  • Users
  • Teams
Main user responsibilities
  • Deleting of records
  • Sharing records
  • Bulk changes of records
  • Duplicate detection and merging duplicates
  • Exporting data, updating data and re-importing data to Dynamics
  • Auditing
Reports and Charts
  • Chart creation
  • Advanced Find
  • Create reports by using Report Wizard
  • Excel reports and pivots

2. PÄIVÄ

Workflows
  • Processes
  • Utilisation of Workflows
  • Create workflows
  • Business Rules
Customization
  • Entity creation
  • Creating fields in Dynamics CRM
  • Entity relations
  • Customization of views and creating new Views, Default Views
  • Columns and column modifications in Views

 

Places left:
No participant limit
1800,00  + VAT

Responsible person


Catarina  Linderborg

Catarina Linderborg

  • catarina.linderborg@sovelto.fi
Catarina is a package of experience and pragmatism in a professional way. She puts the focus on our customers situations and needs. With more than 20 years in business, of which most in the IT business, Catarina is familiar with both processes and scenarios that organizations are dealing with. The goal of Catarina’s training is to help our customers utilize their CRM software in the most effective way and to share knowledge, best practices and dos and don’ts to support our students daily work. This instructor is also responsible for the CRM environment here at Sovelto, hence the touch to real life is guaranteed. Training provided in Finnish, Swedish and in English.
The CompTIA CTT+ certificate theoretical part of the certificate passed.