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Microsoft Dynamics CRM Online Training

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JessieWimer View Drop Down Member Member

Joined: March 10 2014
Location: india
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    Posted: March 14 2014 at 11:49pm

KBS Training Institute is an innovative IT training institute providing a broad range of software training solutions to the scholars, Employees, companies such as Hyderabad, Bangalore, USA, UK, Singapore, Malaysia, Japan, Germany, France, Mumbai, Chennai, Pune, Noida, Goa, Dubai, Newzeland, Australia and etc. KBS Training Institute is offering online and corporate training at low-cost and specializes in "Microsoft Dynamics CRM Training"

Microsoft Dynamics CRM

Microsoft Dynamics applications optimize strategic business processes across supply chain management, customer management, e-commerce, analytics, project management, financial management, manufacturing and retail management. Microsoft Dynamics CRM offers a unified view of customer data and interactions through integrated sales, marketing, and customer service characteristics. This approach enables organizations to share information, accelerate sales, identify new revenue opportunities, and deliver more consistent customer service. Get Certified in Microsoft CRM in just 3, 5, 7 or 10 days flat with F1 Fast-Track courses. for more information visit here :

Microsoft Dynamics CRM Training: An introduction

Designed to help new users master the main processes and interface of Microsoft Dynamics CRM:

• Navigating Microsoft Dynamics CRM
• Working with Microsoft Dynamics CRM in Outlook
• Creating personalised CRM views
• The functionality of Dynamics CRM modules
• The relationship between account, contact and lead records
• How to search and find data
• Creating and managing CRM records and activities
• Progressing sales prospects from a lead to order
• Tracking customer service issues using CRM cases
• Using CRM dashboards

Microsoft Dynamics CRM for Sales Users

We’ll feature the CRM processes and functions used by sales teams to improve process efficiency for shortening sales cycles, reducing administration and improving the quality of sales forecasting:

• Introducing the core CRM record types used in Sales Management
• Qualifying and disqualifying leads and opportunities
• Working with CRM product tables
• Creating sales quotes and orders
• Using CRM lists, views and dashboard charts to review sales data
• Customising CRM sales reports, charts and dashboards
• Applying automated sales workflows
• Using goal tracking to measure performance

Marketing User Training 

In this course for marketing teams we provide tuition to utilise the campaign management and lead generation functions of Microsoft Dynamics CRM:

• Introducing CRM marketing campaigns
• Building and managing CRM marketing lists
• Creating marketing campaigns & quick campaigns
• Developing campaign templates
• Importing leads
• Capturing campaign responses
• Assigning campaign activities
• Working with & editing campaign reports & dashboards
• Creating & managing marketing goals

CRM Service Management Training

Designed for customer service and support teams this course will show you how to use Microsoft Dynamics CRM to improve service delivery and increase client retention:

• Getting Started with Service Management
• Tracking service cases
• Working with cases in the service list
• Using service dashboards & charts
• Understanding case queues & case routing
• Configuring automated service emails
• Automated case escalation and service level agreements
• Using CRM dialogs for service scripts
• Using the CRM knowledge base module
• Configuring service goals

Intermediate Training Course

Focusing on advanced functionality in Microsoft Dynamics CRM for power users including:

• Achieving customer centric views
• Creating and managing basic CRM workflows
• Developing wizard driven guided dialog call scripts
• Customising document templates
• Customising the CRM user interface and form customisations
• Managing accounts, contacts, leads, opportunities and activity records
• Finding and analysing customer data
• Developing the CRM knowledge base

Database Administrator Training

A comprehensive agenda for managing Microsoft Dynamics CRM including:

• Configuring an organisational structure
• Creating new user accounts with associated security roles
• Managing user teams
• Configuring the components that make up the Dynamics CRM security module
• Customising CRM forms and views
• Creating database entities
• Database management including mapping and data import / export
• Identifying areas where advanced customisation functionality can be implemented
• Creating and managing a product catalogue
• Configuring system settings

Contact Details:

KBS Training Institute,


+91 9848677004,,


India - Hyderabad - Bangalore

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