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Microsoft Dynamics CRM Cloud

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Upcoming Courses

  • Microsoft Dynamics CRM Cloud
    7 days  (Instructor Led Online)  |  Microsoft Dynamics CRM

    Course Details

    The Microsoft Dynamics CRM Cloud course is a seven-day instructor-led training that provides you with the skills to enhance customer relationships, streamline business activities and work more productively with hands-on Dynamics CRM training.

     

    See other Microsoft courses

    Outline

    Dynamics CRM Online deployment 

    The course begins with an overview of Office 365 and the services provided by Office 365 including Dynamics CRM Online. The different methods for accessing Dynamics CRM Online are explained along with hardware and software requirements for the browser, Outlook and native app clients. The License and Subscription model for Dynamics CRM Online is explained.

    Planning the deployment of Dynamics CRM Online is then covered. This involves understanding of the Office 365 Administration portal and how Office 365 is used to manage Dynamics CRM Online users, licenses and storage. Security is explained along with how to implement Single Sign-On by federating local active directory domain with Office 365.

    The different options for importing data are explained including the new bulk import tool.

    The course then focuses on managing Dynamics CRM Online instances; both sandbox and production. This involves how to manage storage between instances and how to apply updates. The various options in copying and resetting instances are explained and how you would use multiple instances in ongoing developing and testing. The course then goes on to consider multi-country deployments and the implications of single vs multiple tenants.

    Office 365 has a number of services which can enhance the experience of Dynamics CRM Online users. These other services such as Yammer, SharePoint Online, OneNote, Skype for Business and OneDrive are explored. Other more deeply integrated services; Social Engagement, Microsoft Dynamics Marketing and Office 365 groups are examined. How to enable these services and enable their integration is a key topic in this course.

    How to install and manage the various clients for Dynamics CRM Online including Outlook and the native apps for phones and tablets is the next major topic of this course. This involves how to enable functionality such as entities and dashboards for mobile clients as well as the functionality for working offline. Handling email, appointments, contacts and tasks is a major requirement for CRM users. The course will explain the different methods for synchronising these between CRM Online and the various clients.

    The course shows how to manage the Outlook and mobile clients for Dynamics CRM Online and the different methods to configure synchronisation of email, contacts and appointments. The course will then cover how to monitor and manage your CRM Online system using built-in tools. The course will also show you how to diagnose issues with client connectivity and how to use the diagnostic tools provided by Microsoft and how to interact with Microsoft support and provide the information Microsoft will require for any support issues.

    Customising Microsoft Dynamics CRM Online is the final topic and focuses on basic field, form, view and dashboard customisation techniques.

     

    Dynamics CRM Sales 

    This course describes the features of Dynamics CRM 2016 Sales functionality. The course covers provide information about various business scenarios and how sales functionality can be employed within different organisations.

    The course describes lead and opportunity management, product catalogue, sales transaction processing, goal management, and sales analysis. The course then looks at mobile working and the various tools and Apps provided by Microsoft and how these work in Sales organisations.

    The course finally investigates at how Office 365 and associated services such as Yammer, SharePoint, Office Groups, One Note and Skype for Business can be configured for use with Dynamics CRM Online.

    Prerequisites

    Our course participants come from varied backgrounds and have different attributes. To make sure you have the best possible chances of benefitting from the course, we are available for you to discuss your goals and general expectations to your learning and results.

    Generally, though, we do recommend that you have:

    • Working knowledge of Dynamics CRM 2011 or later versions
    • Understanding of Sales Processes within businesses

    Experience in:

    • Office 365 Administration
    • Microsoft Office Outlook
    • Customising Dynamics CRM or have previously attended the Customisation course