KBS Training Institute is passionate about offering responsive support to Microsoft Dynamics CRM users. Our awesome support staffs provide on-demand technical assistance with routine maintenance, technical issues and small CRM additions and changes. They are experienced, dedicated, and ready to respond quickly to customers needs.

With a focus on the business use of Microsoft Dynamics CRM, this covers the entire application in detail. Using hands-on labs in training environment with fictional data, participants gain a broad overview of everything Microsoft Dynamics CRM Training can do out-of-the-box. This includes the sales, marketing, and service processes, as well as the reports and dashboards, system administrator functions, and system customizing functions.

Participants: Intermediate technical recommended. Understanding of data and relational databases helpful. Since the CRM course is focused on the application and not on processes, this training is not recommended for end-users, but rather is more appropriate for those who will be customizing or supporting the application.

Topics Covered CRM Overview and Navigation Sales, Marketing, Service, and Service Scheduling Advanced Find, Charts, Dashboards, and Report Wizard Users, Teams, Security Roles, and Security Structure Data Management and Duplication Detection Processes: Workflows, Dialogs, and Process Flows Configuration: Forms, Fields, System Views and Charts

CRM Foundation Course This CRM Dynamics course provides the essentials skills for all users of Microsoft Dynamics CRM; all of the content is relevant throughout the system. Navigating the system Key Data Entities Searching for Records Working with Records Personal Views Introduction to Charts Activity Management Outlook Integration

CRM Sales Course Designed specifically for sales staff this course covers the areas of: Working with Leads Telesales / Lead Qualification Working with Opportunities Creating Quotes / Adding Products Goals & Metrics

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