Microsoft CRM Training

Achieve your organization’s goals and add value with efficient contact and data management training.

MBI trains you to use, and configures Microsoft’s CRM to meet your organization's unique operational needs.

Click here to contact MBI about Microsoft CRM training 

Phone: (240) 280-2241

E-mail:  Info@MuchmoreBI.com

What to expect from a Compact CRM training session…

Jeff Muchmore, Muchmore Business Intelligence  

CRM Training

A “Compact CRM Training Session” is defined as half a day or less of Microsoft CRM training.  This should not be the extent of CRM training by any means.  It is ideally followed up by another half day session.   High volume administrative users can benefit from desk side or virtual desk side training.

During your CRM training, you need to be able to bring a range of users with varying computer skills to a level where they’re comfortable navigating CRM and able to find, open and create new records and activities.  

Even though not every attendee may be able to perform the following, all attendees should leave with the understanding of what can be done with their CRM in terms of advanced find, exporting to Excel, bulk email capabilities and reports. 

         Navigating Microsoft CRM

        Definitions  
o   Lead  is an unqualified prospect  
  -  Must qualify to determine  
  ·       Interest in doing business  
  ·       Ability to do business  
o   Contact is a Person with existing or established business relationship
  -  Qualified customer
  -  Other types of business relationship 
o   Account is a Business with existing or established relationship
  -  Qualified customer
  -  Other types of business relationship 
o   Opportunities
  -  Specific instance of business relationship

        Configure Workspace  
o   Landing Page  
o   Display Lines

         Lead (Prospect)  
o   Create New Lead  
o   Activities  
  -  Create Phone Log, Email, Appointment
  -  Activity vs. History  
o   Deactivate  
o   Promote to create
  -  Contact  
  -  Account
  -  Opportunity
  -  “View newly created”

         View contact
o   Mapped items from Lead   
  -  Activities promote
      ·  Create new activity – appointment

         View Account
o   Mapped items from Lead
o   Primary Contact
o   Additional Contacts
    -  Create new Contact for existing Account using mapping
  -  Existing Account > Contacts > New Contact
o   Contact Activities viewable in Account Activities
o   Sub-Accounts
  -  What are they
  -  Create new account from existing to capture account number
o   Addresses

         Activity Locations  
o   In Record
o   Workspace
o   Calendar (Appointments only)

         Opportunity
o   Locations of opportunity records
o   Adding data to support reports

         Advanced Find
o   Simple AF
o   Grouping “And” /Grouping “Or”
o   Adding Columns
o   Saving and Sharing
o   Export to Excel
o   Creating Custom Views  

In addition to everything above, all pertinent, employee-facing customizations need to be reviewed.  Employees should know that the forms can be configured to better meet their needs if it will help the organization overall.

For more information about CRM training, please contact Training at Muchmore Business Intelligence.

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