Introduction

This one-day course explores the Microsoft CRM application from a user's perspective. Application functionality covered in the course includes:

• Core CRM Navigation
• User Interface
• Outlook Client
• Marketing Automation module

This course teaches the processes and functionality used by marketing managers and marketing representatives. It begins with an introduction to the core concepts of Microsoft CRM and then an overview of the marketing automation processes.
Subsequent lessons explore the marketing concepts in greater detail. A thorough understanding of the marketing processes in Microsoft CRM helps you to get the most out of your system.

Pre-Requisites

Before attending this course, students must have:

• General knowledge of Microsoft Windows
• An understanding of Customer Relationship Management solution processes and practices

Outcomes

After completing this course, students should understand:

• Microsoft CRM User Interface and application technology
• Basic and advanced navigation and record maintenance
• Microsoft CRM Client for Outlook functionality and synchronisation
• Planning and budgeting tasks related to marketing campaigns