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Introduction to Microsoft Dynamics CRM 2013

Introduction to Microsoft Dynamics CRM 2013. Nick Scott | Dynamics CRM Consultant with BKD Technologies. 01 | Course Introduction Microsoft Dynamics CRM Overview. Nick Scott | Dynamics CRM Consultant with BKD Technologies. Module 1: Dynamics CRM Overview.

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Introduction to Microsoft Dynamics CRM 2013

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  1. Introduction to Microsoft Dynamics CRM 2013 Nick Scott | Dynamics CRM Consultant with BKD Technologies

  2. 01 | Course Introduction Microsoft Dynamics CRM Overview Nick Scott | Dynamics CRM Consultant with BKD Technologies

  3. Module 1: Dynamics CRM Overview • Microsoft Dynamics CRM Functionality • Deployment Options • Forms, Fields, Records & Entities • Entity Relationship Model • Navigation

  4. Dynamics CRM Functionality • Support Sales, Marketing & Service • Customizable • Marketplace

  5. CRM Functional Areas Sales Marketing Customer Care

  6. Sales Functionality • Leads • Opportunities • Communication tracking • Product database • Sales processes

  7. Sales Process

  8. Client Care Functionality • Case Recording • Contract Management • Services & Resources Management • Appointment Scheduling • Knowledge Base

  9. Marketing Functionality • Planning & Budgeting • Marketing Lists • Campaigns • Tracking and Reporting

  10. Marketing Process

  11. CRM Functional Areas Sales Marketing Customer Care • Leads • Opportunities • Communication • Database • Process • Cases • Contracts • Resource Mgmt. • Scheduling • Knowledge Base • Planning • Budgeting • Marketing Lists • Campaigns • Tracking • Reporting

  12. Deployment Options and Clients • Deployment Options • Web Client • Outlook Client • Mobile & Tablet Client

  13. Deployment Options On-Premise Online/Cloud Partner Hosted

  14. Web Client

  15. Outlook Client

  16. Mobile Client

  17. Deployment and Clients • Deployment options • On-Premise • Cloud • Partner hosted • Access CRM • Web • Outlook • Mobile/Tablet App

  18. Entity, Form, Field & Record Entity Form Contact Field Record

  19. Entity Relationships Example Opportunity

  20. Entity Relationships Contact Account Opportunity

  21. Dynamics CRM 2013 Security Active Directory CRM 2013

  22. Navigating Dynamics CRM • Basic Navigation • Working with Records • Navigating within a Record

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