Can you believe the New Year is right around the corner? I tend to love this time of year because it’s a great time to start out fresh and commit to new resolutions and goals for 2011. One great way to start fresh within your business is to
Top Two Takeaways:
- How to convert leads to accounts within Microsoft Dynamics CRM.
- How to manage opportunities inside the application, including quote, order, and invoice tasks.
Preparation:
- If you are not currently a user of Microsoft Dynamics CRM, sign up for a trial account and get familiar with navigation of Microsoft Dynamics CRM.
*Tip: It is a good idea to talk to an experienced Microsoft Dynamics CRM partner before your making your software investment so you are aware of what it can do for you and your business. Our clients will often take this class at the beginning of a project to better understand the application during the planning and designing stage of a project.
Top Two Takeaways:
- How to configure tools, including setting up: business units, users, teams.
- How to set-up options for security privileges and roles, system settings.
Preparation:
- Take Microsoft Dynamics CRM Application: Sales and Marketing Training Class prior to customization course or at least have a basic understanding of Microsoft Dynamics CRM and how it works.
*Tip: It is a good idea to complete our training in our training facility with one of our instructors available for any questions and/or issues you may have with the chapter modules. But if this is not possible, we have remote training available and will modify the course to your needs, always ensuring optimal results.
Start the New Year off on the right foot and contact us to learn more about our Microsoft Dynamics CRM classroom training.
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