Microsoft Dynamics 365: Analyse your CRM data
About this course
This one-day instructor-led course introduces students to Microsoft Dynamics 365. In this course you will learn how to find and analyse your data, how to filter, use views and even how to make reports. The course focuses on finding and analysing your data; it is not module nor role specific.
This training will be given by a certified trainer from Admiral Dynamics, in cooperation with knowledge center SBM. Therefore, subscriptions will be done through the SBM website.
Target group
This course is intended for individuals who plan to implement, use, maintain or support Microsoft Dynamics CRM in their organisation. The course is intended for end users, key users and managers who use Microsoft Dynamics 365.
Course topics
This hands-on course gives a high level overview of the possibilities to analyse your data and to search within Microsoft Dynamics CRM.
- Introduction to Dynamics CRM data structure
- Quick find & Advanced find
- Use, filter and create views
- System views versus personal views
- Charts and dashboards
- Export and import data
- Default reports
- Report wizard
- Word and Excel templates
- Possibilities with advanced reporting
When acquiring new skills, learning by doing is the best method. Hands-on exercises are an important part of the training.
Prerequisites
The participant needs working knowledge on Microsoft Windows, Microsoft Outlook, Microsoft Word and Microsoft Excel.
This training will be given in Dutch.
Methodology
The CRM trainer will alternate his/her explanation of CRM concepts and demos (50% of the course) with hands-on exercises (50%).
Important: Participants should bring their own laptop. Each student will get access to an individual online Microsoft Dynamics demo environment.
Maximum number of students is limited to 12, because of didactic reasons.
Tip: This training can also be organised as an inhouse/customised training! Please get in touch if this would be more appropriate for your company.
Date and location
| Date | Location |
| Thursday 28 February 2019 | SBM, Tramstraat 63, 9052 Gent (Zwijnaarde) |
Time
- 9:00 – 12:00: Session 1
- 13:00 – 16:00: Session 2
Price
325 euro per participant (VAT exclusive).
Questions or other requirements?
Do you have questions about this session? Want to know more about other courses? Would you like to receive an in-house/customised training?
Don’t hesitate to contact us, we are happy to help you.