Microsoft Dynamics CRM Training
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.
The training sessions may be delivered online or in-person at your office or at the KBS Training Institute in USA, UK, France, Japan, Germany, Italy, UAE, Newzeland, Australia, Singapore and etc. You may opt to have the training delivered as it was designed or select individual courses to build training. With classes no larger than 20 students, group learning provides the unique opportunity to compare notes with other organizations. Laptops and course material are provided for students.
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 Online 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.
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.
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
Introduction to Charts
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
Contact Us For More Information
Mail ID: email@example.com / firstname.lastname@example.org
Course Site: https://www.kbstraining.com/microsoft-dynamics/microsoft-dynamics-crm.html
Home Page: https://www.kbstraining.com/
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Click2Undo is a productivity app that helps you to undo changes in the data in Dynamics 365 CRM with a single click. Be it the last change that you’d want to restore, or the changes that were done in the past which you would like to get back, Click2Undo can do it without any hassle. This provides a safety net within which users can conduct day-to-day activities without fear of losing data due to human or technical errors.
Click2Undo is available for Dynamics CRM 8.2 and above, Dataverse (Power Apps). It supports deployment models - On-Premises and Online.
• Entity Support: Click2Undo provides support to all OOB as well as Custom Entities
• Undo Last Changes: Ability to restore the last changes done to a Dynamics 365 CRM record by clicking the Click2Undo button
• Undo Past Changes: Ability to undo past changes made to multiple fields on Dynamics 365 CRM records in one go using History button
• Undo Bulk Changes: Ability to undo changes on multiple records at one go.
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Maplytics™ is now one of the first map visualization app to be certified for Microsoft Dynamics (CfMD), which indicates that the solution has met Microsoft Corp.’s highest standard for partner-developed software. Maplytics is geospatial mapping app that seamlessly integrates Bing Maps with Microsoft Dynamics 365 to visualize Dynamics CRM/365 data on a map and improve business processes and engage right customers at the right time. It supports Dataverse/PowerApps for Citizen Developers to Map Dynamics CRM data.
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Alerts4Dynamics is productivity app for Dynamics 365 CRM that helps to create, schedule, manage and track alerts. It helps to notify and pass relevant information to target audience right within Dynamics 365 CRM. These notifications can be created and displayed indefinitely or for a defined scheduled period. Notification button is available on all entities and can be accessed from anywhere in the CRM.
• Create Announcement and Rule Based/Record Based alerts.
• Alerts can be sent as Pop-ups, Form Notifications or Email to target Dynamics 365 CRM users.
• Categorize alerts as Information, Warning or Critical.
• Track log of read/dismissed alerts by users.
• Define process start date from when the notifications will start getting created and process end date when creation of new notifications will stop. Also, add the display end date for notification.
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