Microsoft Dynamics CRM Boot Camp

CodeRight and Eastern Business Software, Inc. are excited to present our accelerated 5 day Microsoft Dynamics CRM boot camp. Our boot camp offers you the most comprehensive, in depth coverage of Microsoft Dynamics CRM available in the market today. We combine a mix of theory, practical hands-on exercises, labs, and basic exam review to prepare you for success with CRM projects as well as the CRM certification exams. The course will cover CRM fundamentals and core functionality.

Course Details

Bryan Tuttle has been a Microsoft Certified Trainer, solutions developer, and database administrator specializing in Microsoft Dynamics CRM since 1996.

 

For over 20 years he has been involved in software design, development, and deployment of enterprise Microsoft technologies and has worked for and with Microsoft, EMC, and other large consultancies. He has been on the Board of Directors for extremeCRM in Europe and the U.S divisions for the past 6 years. 

This Microsoft Dynamics CRM Accelerated Bootcamp takes place over the course of five days:

 

 

Day 1: 8:30am4:30pm EST – Sales Management in CRM

Day 2: 8:30am4:30pm EST - Sales Management in CRM

Day 3: 8:30am – 4:30pm EST - Customization

Day 4: 8:30am – 4:30pm EST - Customization

Day 5: 8:30am – 4:30pm EST - Customization

About the Instructor

Bryan is extremely knowledgeable, experienced, and a top-notch instructor!  His ability to convey both simple and complex concepts in a manner that is relaxed and educational is simply uncanny.  It made learning easy, and the educational experience highly effective.  I most certainly came away with actionable skills, and the ability to hit the ground running!

                                                                                                                                 - Martin Fowler

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It isn’t often that one comes across a professional who is as accomplished as Bryan.  His deep understanding of technology, appreciation for business issues, and the ability to teach these in a manner that addresses the spectrum of student learning skills make him an outstanding trainer!  I strongly recommend Bryan for CRM training.

                                                                                                                                    - Chris Farias

 

Discounts are available for two or more training registrants from the same company. 

 

Don't need all 5 days of instruction? You can register for just 2 or 3 days. Click the "Learn More" button to explore these options with a training support specialist at CodeRight.

This bootcamp is intended for individuals that plan to implement, use, maintain, or support Microsoft Dynamics CRM in their organization, and  who want to gain foundational knowledge of the applications functionality as well as configuration and customization capabilities. This includes sales and marketing personnel, as well as IT and technical application roles.

This virtual class includes all materials covered in the Accelerated Boot Camp in a virtualized online environment and covers the following topics:

 

Sales Management in Microsoft Dynamics CRM 

 

This course provides insight on sales process information and introduces the tools available to analyze and report on sales information.

 

After completing this course, students will be able to:

  • Understand the context of Sales Management and review real-life sales scenarios.

  • Identify the role of leads, and when they can be used.

  • Know the Lead to Opportunity process and the roles of these records.

  • Explore the steps to create and maintain Competitors.

  • Identify the features and benefits of the product catalog.

  • Create price lists and configure as appropriate for different customers, marketing campaigns and special offers.

  • Utilize the tools to available within Microsoft Dynamics CRM to capture important sales information and uncover new business opportunities.

 

Customization and Configuration in Microsoft Dynamics CRM

 

This course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. The topics covered include security; creation and configuration of entities; design of forms views and charts; auditing and solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution.

 

After completing this course, students will be able to:

  • Design and implement strategies for the creation of Business Units and Security Roles.

  • Configure Microsoft Dynamics CRM Users and Teams.

  • Describe the principles of customizing the system.

  • Create and configure fields for both custom and system entities.

  • Create and configure custom entities, including standard and activity entities.

  • Design, create and configure relationships between entities.

 

Course Curriculum

Who is This Course For?

Discounts are available for two or more training registrants from the same company. 

 

Don't need all 5 days of instruction? You can register for just 2 or 3 days. Click the "Learn More" button to explore these options with a training support specialist at CodeRight.