Highlights
- Lead Management
- Sales Management
- Transaction Processing
- Marketing Management
- Case Management
- Knowledge Base
- Queue Management
- Service Scheduling Scenarios
- Analysis, Reporting, and Goals
- Customization
- Managing Relationships
- Business Rules
- Customizing Charts and Dashboards
- Additional Security Options
- Business Processes
Course Details
Application in Microsoft Dynamics CRM - 1 Day
Customization and Configuration in Microsoft Dynamics CRM - 2 Day
Who should attend
Office Users who need to learn how to use Dynamics CRM basic features and also to customise and configure the product further
Feedback
4.8 out of 5 average
"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Clive gave us some best practice ideas and tips to take away. Fast paced but the instructor never lost any of the delegates"
Brian Leek, Data Analyst, May 2022
“JBI did a great job of customizing their syllabus to suit our business needs and also bringing our team up to speed on the current best practices. Our teams varied widely in terms of experience and the Instructor handled this particularly well - very impressive”
Brian F, Team Lead, RBS, Data Analysis Course, 20 April 2022
