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Dynamics 365 CRM Bootcamp & Training

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Spanish Point Technologies

The Plaza EastPoint BusinessPark

3 Clontarf

Ireland

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Terms and Conditions

This event is strictly for professionals. To confirm your place on our Bootcamp, Spanish Point Technologies will request the following information via the email you provide when making the ticket purchase:

- Job Title - Company Name - Mobile Phone Number

Please note: Spanish Point Technologies will keep this information safe and not distribute to 3rd parties.

If attendees do not comply with the appropriate procedures. Spanish Point Technologies has the right to refuse attendance to any attendees. In this circumstance, a full refund will be remitted.

Event Description

This one day Bootcamp and Training will be presented by one of our Senior Dynamics 365 CRM Consultants, and is an updated version of our previous Dynamics CRM Bootcamp which will focus on its new features.

Topics will include:

  • New navigation Button
  • New logos and themes
  • Track exchange email activities with folder tracking
  • New CRM App for Outlook
  • Analysis with Excel Online from CRM Online
  • New Power Query Connects to CRM Online
  • Use OneNote in CRM Online (Demo)
  • Overview of business process flow capabilities
  • Rollup and calculated field
  • Hierarchical demo

It will be an all-day session with a maximum of six attendees. In this hands-on session attendees start with a “Vanilla” instance of the latest release of Microsoft Dynamics CRM Online 2016 and then proceed to configure and customise the CRM Online instance to meet the needs of a real business requirement identified by attendees. The end result is a solid understanding of the “out-of-the-box” capabilities of CRM Online as well as a practical perspective on how to extend the CRM Online platform to create a line of business application (xRM).

Dynamics 365 CRM Online Bootcamp Agenda

  • Overview of the Microsoft Dynamics Product Range
  • CRM Online for Sales, Marketing and Customer Services
  • xRM: Building a Line of Business application

Overview of the Microsoft Dynamics Product Range

  • CRM Online & On-Premise
  • Marketing
  • Microsoft Social Listening
  • Parature
  • Unified Service Desk
  • How Microsoft CRM fits with other Microsoft technologies

CRM Online for Sales, Marketing and Customer Services

  • Creating a trial instance of CRM Online
    – All attendees will create a 30 day trial of CRM Online for their own use.
    – Introduction to the user experience and navigation of CRM.
  • In this session we will first demo CRM in 3 simple use cases. Attendees will then choose one or more of these to run through in their own CRM Online instance
    – Sales: Lead ==> Opportunity
    – Marketing: Marketing List ==> Quick Campaign
    – Service: Phone Call ==> Case
  • Introduction to Configuring CRM Online
    – In this session we will demo how to configure CRM Online using the declarative framework (i.e. Point and Click configuration)
    – Users will add their own fields, create views, build charts and dashboards

xRM: Building a Line of Business (LoB) Application

  • Identifying LoB Apps
    – In this session we will use a generic business process as an example app
  • Design Stage
  • Building a Prototype
    – Creating Entities
    – Creating Relationships
    – Fields, forms, views, charts, dashboards
  • Automating your LoB App
    – Business Rules
    – Workflows
    – Client Side Scripting
  • Administration and Security

Settings and Admin Users, roles, teams, access teams SiteMap

  • Cleaning up the UI for user rollout (e.g. removing un-needed features)
    – End user experience
  • Using your app
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Date and Time

Location

Spanish Point Technologies

The Plaza EastPoint BusinessPark

3 Clontarf

Ireland

View Map

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