Course information

Microsoft Dynamics CRM Masterclass Outline

Module 1: Introduction to Microsoft Dynamics CRM

  • What is Microsoft Dynamics CRM?
  • What is CRM?
  • CRM and Default Solutions
  • Default Solutions
  • Creating a New Solution
  • Publisher for the Solution
  • Prefix for the Solution
  • Creating a Publisher for the Solution
  • Multiple Client Support
  • Dynamics Portfolio

Module 2: Application Areas

  • Financial Management
  • Inventory Management
  • Sales
  • Purchasing
  • Project Management
  • Reporting and Analytics

Module 3: User Interface

  • Searching for Pages and Reports
  • My Settings
  • Navigation Pane

Module 4: Learning the Basics

  • Enter and Edit Information
  • Excel
  • Sending Reports
  • Sorting Information

Module 5: Sales and Marketing

  • Power of a Customer Relationship Management
  • How to Understand Customers?

Module 6: Master Data for Sales and Purchase Processes

  • Create a New Items Card
  • Filter by Attributes
  • Customers
  • Vendors
  • GL Accounts

Module 7: Process Sales and Purchases

  • Process Flows
  • Purchase Order
  • Create Purchase Invoices
  • Tools to Increase Productivity
  • Outlook for Business Edition

Module 8: Components of CRM

  • Creating New Entries and Leads
  • Creating New Opportunities and Account
  • Exporting Accounts into Excel
  • Add Word Template

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Who should attend this Microsoft Dynamics CRM Masterclass Course?

The Microsoft Dynamics CRM Masterclass is designed for individuals who want to gain an in-depth understanding of Microsoft Dynamics CRM and develop advanced skills in its implementation, customisation, and management. This course can benefit a wide range of professionals, including:

  • CRM Professionals
  • Business Analysts
  • CRM Administrators
  • Sales and Marketing Professionals
  • IT Managers
  • CRM Consultants
  • Developers

Prerequisites of the Microsoft Dynamics CRM Masterclass

There are no formal prerequisites for attending this Microsoft Dynamics CRM Masterclass. However, prior knowledge of Microsoft Windows, Microsoft Office, and Customer Relationship Management solution processes and practices would be useful.

Microsoft Dynamics CRM Masterclass Overview

Microsoft Dynamics CRM stands as a cornerstone in the domain of Customer Relationship Management, offering a robust platform for businesses to manage and nurture their client relationships. The relevance of this system is paramount in today's competitive landscape, where effective customer engagement is a key driver of success.

Knowing Microsoft Dynamics CRM is essential for professionals in sales, marketing, and customer service roles who aim to master a versatile tool for client relationship management. As businesses increasingly rely on CRM systems to drive customer engagement, proficiency in Microsoft Dynamics CRM becomes a valuable skill for those seeking to enhance their career prospects in these fields.

The Knowledge Academy's 1-day Microsoft Dynamics CRM Masterclass is tailored to empower delegates with practical insights and skills. This intensive training equips participants with the ability to navigate and leverage Microsoft Dynamics CRM effectively. By the end of the course, delegates will have gained the knowledge needed to optimise customer relationships, streamline processes, and maximise the benefits of this dynamic CRM system in their professional roles.

Course Objectives

  • To understand the core functionalities and structure of Microsoft Dynamics CRM
  • To gain proficiency in using Microsoft Dynamics CRM for customer engagement
  • To navigate and leverage the features of Microsoft Dynamics CRM effectively
  • To optimise customer relationships through Microsoft Dynamics CRM
  • To streamline business processes using Microsoft Dynamics CRM
  • To maximise the benefits of Microsoft Dynamics CRM in professional roles

Upon completion of this course, delegates will benefit from enhanced skills in customer relationship management, empowering them to navigate Microsoft Dynamics CRM proficiently. This mastery will enable participants to streamline processes, optimise customer relationships, and contribute significantly to the success of their respective organisations.

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What’s included in this Microsoft Dynamics CRM Masterclass?

  • World-Class Training Sessions from Experienced Instructors  
  • Microsoft Dynamics CRM Certificate
  • Digital Delegate Pack

Why choose us

Our Pittsburgh venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Pittsburgh has around a population of 305,000 inhabitants living within the commonwealth’s second largest city. The city is located southeast of the Ohio River in the north east of the United States of America. Pittsburgh is characterized by the Appalachia border. The city is renowned for its number of bridges (446) and its steel-related businesses spanning over 300 of them. Pittsburgh has four main areas (North side, south side, east end and west end) surrounding the Golden triangle (downtown area) containing 90 neighbourhoods. The downtown area is the cultural district with art venues and theatres, sports and literature.Pittsburgh has several public schools including charter and magnet schools, City Charter High School, Pittsburgh Montessori School, Pittsburgh Gifted Center and Barack Obama Academy of International. The city also has many private schools including North Catholic High School, Bishop Canevin High School, Seton-La Salle Catholic High School and Central Catholic High School.Carnegie Mellon University is Pittsburgh main university with around, 15,000 students. It’s a private institution with 7 colleges and schools including, the College of Engineering, College of Fine Arts, Dietrich College of Humanities and Social Sciences. Carnegie was rated 24th university in the world and the best technology school in the United States.The University of Pittsburgh has 17 schools and colleges with around 28,000 enrolled students. Pittsburgh University is located within the Oakland neighbourhood working as a commonwealth system of higher education. The university has 17 undergraduate and graduate schools. There are four undergraduate schools including the western Pennsylvania: Bradford, Greensburg, Johnstown and Titusville. The university has a developed Greek system of 39 fraternities and sororities including Delta Phi, Pi Kappa Pi, Delta Zeta and Kappa Delta. The university has several sports teams including the Pittsburgh panthers (Athletics team), Football team and Pittsburgh panther’s men’s basketball team. 

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Address

Penn Center East Monroeville
201 Penn Center Boulevard
Suite 400
Pittsburgh
Pennsylvania
15235

T: +1 7204454674

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft CRM Training | Microsoft Dynamics CRM Training in Pittsburgh. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Microsoft CRM Training | Microsoft Dynamics CRM Training in Pittsburgh, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Microsoft CRM Training | Microsoft Dynamics CRM Training in Pittsburgh FAQs

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The training fees for certification in Pittsburgh starts from $1595
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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

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