IT-kurs
Kurs i programvare og applikasjoner
Microsoft Dynamics
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3 dager 15 000 kr
På dette kurset lærer du deg verktøyene for å tilpasse og konfigurere en Dynamics 365 CRM implementering. [+]
På dette kurset lærer du deg verktøyene for å tilpasse og konfigurere en Dynamics 365 CRM implementering. Fokus er på bruk og forståelse for hvordan plattform-verktøyene kan brukes til å tilpasse brukergrensesnittet, automatisere oppgaver samt andre tilpasningsmuligheter.   Course goals How to successfully configure specific application features such as auto-numbering, data management, and CRM’s collaboration features. Provide guidance on the designing a CRM security model including configuration of Business Units, Security Roles, Users, and Teams. Using CRM’s security model to control access to data, features, and functions. How to create, package, manage, and deploy specific Dynamics CRM customization through solutions. Creating and maintaining custom entities, and custom fields based on specific needs. Working with specialized fields such as calculated and rollup fields. How to use CRM’s different relationship types to configure how related records work together. Creating and editing customized forms, as well as how to configure specialized components on them such as sub-grids, and quick views. How to apply Portable Business Logic control how users interact with specific data on forms and entities. Exploring the different tools available for creating specific views, charts, and dashboards based on specific needs. Provide an overview of the different processes that are available in Dynamics CRM and when each process type should be used. How to create Business Process Flows that assist in capturing specific data based on a specific business process weather, it includes one or Multiple CRM entities. How to bring all the individual topics covered together and apply them into one completed solution. [-]
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3 dager 15 000 kr
This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM that allow you to track and manage the sales process from potential to close. [+]
This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM that allow you to track and manage the sales process from potential to close. It provides insight on using the Product Catalog and process sales information.   Course goals Explore the default sales management functionality within Microsoft Dynamics CRM Guidance on the opportunity process flow Maintain lead record management Configure the product catalog Explain the sales ordering process Walk through the creation of metrics and goals within sales management Provide an overview of sales analysis and its business impact on an organization [-]
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4 dager 20 000 kr
The Microsoft Dynamics 365 Customer Service course focuses on how an organization can nurture customer satisfaction through automation of business processes. [+]
The Microsoft Dynamics 365 Customer Service course focuses on how an organization can nurture customer satisfaction through automation of business processes. It provides an insight into all of the powerful Customer Service and Service Scheduling functionality capabilities within Microsoft Dynamics 365. The Customer Service course guides you through the process of working with your customers in Microsoft Dynamics 365, including resolution of customer complaints and service issues cost effectively, and provides insight on managing all related correspondence, documents, contacts and conversations. This course demonstrates the rich and relevant view of your customer that provides your team with actionable insights, including the use of knowledge management in a centralized knowledge base.   Course content During this course you will learn to: Manage Cases, the Knowledge Base, and the Interactive Service Hub Manage Queues, Entitlements, and Service Level Agreements (SLAs) Implement Service Management Analysis and Voice of the Customer Surveys Manage the Unified Service Desk (USD) Manage Dynamics Field Service and the Interacitve Services Hub [-]
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