CRM Training Courses and Workshops
School(s) providing training of Customer Relationship Management

Microsoft CRM 4.0 Customization & Configuration
Course Format: Classroom
School/Trainer: Unitek Information Systems [>>]
Training Center(s)/Venue(s): Atlanta, Austin, Boston, Chicago, Dallas, Fremont, Portland, Sacramento, San Diego, Seattle, United States

This three-day instructor-led course provides students with the knowledge and skills to plan, develop, and apply Microsoft CRM 4.0 Customizations. The course focuses on using Microsoft CRM 4.0 Customization tools. This three-day training material provides individuals with the tools to configure and customize Microsoft Dynamics CRM 4.0. Configuration topics include setting up business managem......

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Chapter 1: Microsoft Dynamics CRM Components Lessons Microsoft Dynamics CRM Server Microsoft Dynamics CRM for Office Outlook Microsoft Dynamics CRM E-mail Router Microsoft SQL Server 2005 Active Directory Internet Information Services Chapter 2: Planning the Implementation of Microsoft Dynamics CRM 4.0 Lessons Planning the Microsoft Dynamics CRM Deployment Hardware Requirements ......

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Installation & Deployment Microsoft Dynamics CRM 4.0 Components Planning the Implementation of Microsoft Dynamics CRM 4.0 Microsoft Dynamics CRM 4.0 Server Installation Microsoft Dynamics CRM 4.0 E-mail Router Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook Redeploying Microsoft Dynamics CRM 4.0 Upgrading to Microsoft Dynamics CRM 4.0 Uninstalling and Repairing Microsoft Dynami......

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Marketing with GoldMine (1 Day) Advanced Filters and groups Mail Merge and E-mail Merge Basic Automated Processes Linking to your Web Site Managing a Campaign Marketing reports ...

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GoldSync Training (1 day) Setting up a synchronisation server Setting up Sites and Remote Users Installing Remote GoldMine Send and Receive Options Linked Document Synchronisation...

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GoldMine Systems Administrator Training (1 Day) Customisation (Fields and Detail Records) Users and Security Importing and Exporting Database Structures De-duplicating data Global Replace ...

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GoldMine Advanced Training (1 day) Opportunity and Project Manager Advanced Filters and Groups The link to Word Macros User Preferences Organisation Tree Creating and Amending GoldMine Reports...

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Layout of GoldMine and Navigation Finding Information Entering New Contact Records Managing Activities Correspondence Simple Filters and Advanced Searches Basic Reports Great for anyone new to GoldMine...

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HEAT Administrator (2 - 4 Days) Module 1 HEAT Overview Call Logging Basics HEAT Board Adding Customers Profile Searches Calls on Hold Attachments Asset Configuration Transfer Mail Alarms Module 2 Call Groups Hot Lists Autotasks Module 3 Databases - Brief overview Quick Customise Edit sets Constrained Validation Module 4 Import / Export ......

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HEAT Call Logging (1 - 2 Days) Subset Screen Call Log Screen Detail Screen Assignments Journals Alert Monitor Additional Functions Print Calls Re-open Calls Delete Calls Profile Searches Adding Customers Creating Call Groups HEAT Features Calls on Hold Call Locking File Attachments Configure Tools Asset Transfer Heat Mail Alarms ...

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Facts: We serve the schools and students around the world. Major visitors come from India, United States, United Kingdom, Canada, Australia, Philippines, Malaysia, Singapore and South Africa.