Microsoft Dynamics CRM 2013: Forms, Marketing, Contacts, and Processes

Overview/Description
Target Audience
Prerequisites
Expected Duration
Lesson Objectives
Course Number
Expertise Level

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Overview/Description
In Microsoft Dynamics CRM 2013, you can use marketing campaigns to introduce new products or services, or to simply create some buzz to get people talking about your products or services. In this course, you'll learn how to use these features in Microsoft Dynamics CRM 2013 and enable your business to improve sales, marketing, and service for customers. You’ll begin by learning how to modify and publish forms, how to work with the business process workflow's, how to manage data using contacts, and how to implement marketing campaigns. You will also learn how to run reports using the Reporting Wizard.

Target Audience
Users who want to become familiar with completing basic tasks within Microsoft Dynamics CRM for marketing and sales

Prerequisites
None

Expected Duration (hours)
0.9

Lesson Objectives

Microsoft Dynamics CRM 2013: Forms, Marketing, Contacts, and Processes

start the course

describe the application in Dynamics CRM 2013

describe the minor additions to the quick commands

describe the process-oriented workflow form

manage dashboards

work with dashboard presentations

modify and publish forms

modify the field properties of a form

modify the business process workflow

use the new case resolution process to resolve cases

enable and use Bing Maps from within Dynamics CRM 2013

work with marketing campaigns to introduce or popularize products

work with marketing lists for a marketing campaign

work with marketing lists to create a mail merge document

import a contact list

create a report and run it using the Report Wizard

Course Number:
er_dcrb_a01_it_enus

Expertise Level
Beginner