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RELEASE NAME....: Lynda.com.Microsoft.Dynamics.CRM.Essential.Training-ELOHiM
RELEASE DATE....: 2016-09-28
RELEASE SIZE....: 26x15Mb
FORMAT..........: Bookware
LANGUAGE........: English
URL.............: http://www.lynda.com
Explore the essentials of customer relationship management using Microsoft
Dynamics. This course demonstrates how to use this CRM platform to manage
information, track leads, create action items, and enhance your sales
process so you can have current data readily available, for more
intelligent engagements with your customers. First, take a tour of the
interface, starting with the dashboard, and then dive into specific
functions. This course examines how to leverage Dynamics from both a sales
and a customer service point of view. Whether you are new to CRM tools,
migrating from another tool, or are upgrading from a previous version,
this course covers the fundamental features you'll need to get started.
Topics include:
* Viewing personal and team dashboards
* Creating and qualifying leads
* Converting activities to opportunities
* Working with customer service cases
* Managing case queues
* Researching solutions
* Running and exporting reports
Subjects: Business, Enterprise Content Management, IT, Databases, Dynamics
Author: Gini von Courter
Level: Beginner
Duration: 3h
Released: 9/27/2016