Introduction to Microsoft Dynamics CRM 2013 Nick
Description: 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
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slide1. Introduction to Microsoft Dynamics CRM 2013 Nick Scott | Dynamics CRM Consultant with BKD Technologies<br>
slide2. 01 | Course Introduction
Microsoft Dynamics CRM Overview Nick Scott | Dynamics CRM Consultant with BKD Technologies<br>
slide3. Module 1: Dynamics CRM Overview Microsoft Dynamics CRM Functionality
Deployment Options
Forms, Fields, Records & Entities
Entity Relationship Model
Navigation<br>
slide4. Dynamics CRM Functionality Support Sales, Marketing & Service
Customizable
Marketplace<br>
slide5. CRM Functional Areas<br>
slide6. Sales Functionality Leads
Opportunities
Communication tracking
Product database
Sales processes<br>
slide7. Sales Process<br>
slide8. Client Care Functionality Case Recording
Contract Management
Services & Resources Management
Appointment Scheduling
Knowledge Base<br>
slide9. Marketing Functionality Planning & Budgeting
Marketing Lists
Campaigns
Tracking and Reporting<br>
slide10. Marketing Process<br>
slide11. CRM Functional Areas Leads
Opportunities
Communication
Database
Process Planning
Budgeting
Marketing Lists
Campaigns
Tracking
Reporting Cases
Contracts
Resource Mgmt.
Scheduling
Knowledge Base<br>
slide12. Deployment Options and Clients Deployment Options
Web Client
Outlook Client
Mobile & Tablet Client<br>
slide13. Deployment Options On-Premise Online/Cloud Partner Hosted<br>
slide14. Web Client<br>
slide15. Outlook Client<br>
slide16. Mobile Client<br>
slide17. Deployment and Clients Deployment options
On-Premise
Cloud
Partner hosted
Access CRM
Web
Outlook
Mobile/Tablet App<br>
slide18. Entity, Form, Field & Record<br>
slide19. Entity Relationships Example Opportunity<br>
slide20. Entity Relationships<br>
slide21. Dynamics CRM 2013 Security Active Directory CRM 2013<br>
slide22. Navigating Dynamics CRM Basic Navigation
Working with Records
Navigating within a Record<br>
slide2. 01 | Course Introduction
Microsoft Dynamics CRM Overview Nick Scott | Dynamics CRM Consultant with BKD Technologies<br>
slide3. Module 1: Dynamics CRM Overview Microsoft Dynamics CRM Functionality
Deployment Options
Forms, Fields, Records & Entities
Entity Relationship Model
Navigation<br>
slide4. Dynamics CRM Functionality Support Sales, Marketing & Service
Customizable
Marketplace<br>
slide5. CRM Functional Areas<br>
slide6. Sales Functionality Leads
Opportunities
Communication tracking
Product database
Sales processes<br>
slide7. Sales Process<br>
slide8. Client Care Functionality Case Recording
Contract Management
Services & Resources Management
Appointment Scheduling
Knowledge Base<br>
slide9. Marketing Functionality Planning & Budgeting
Marketing Lists
Campaigns
Tracking and Reporting<br>
slide10. Marketing Process<br>
slide11. CRM Functional Areas Leads
Opportunities
Communication
Database
Process Planning
Budgeting
Marketing Lists
Campaigns
Tracking
Reporting Cases
Contracts
Resource Mgmt.
Scheduling
Knowledge Base<br>
slide12. Deployment Options and Clients Deployment Options
Web Client
Outlook Client
Mobile & Tablet Client<br>
slide13. Deployment Options On-Premise Online/Cloud Partner Hosted<br>
slide14. Web Client<br>
slide15. Outlook Client<br>
slide16. Mobile Client<br>
slide17. Deployment and Clients Deployment options
On-Premise
Cloud
Partner hosted
Access CRM
Web
Outlook
Mobile/Tablet App<br>
slide18. Entity, Form, Field & Record<br>
slide19. Entity Relationships Example Opportunity<br>
slide20. Entity Relationships<br>
slide21. Dynamics CRM 2013 Security Active Directory CRM 2013<br>
slide22. Navigating Dynamics CRM Basic Navigation
Working with Records
Navigating within a Record<br>