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This half-day course is designed to introduce the first time CRM user to the features and functions of Microsoft Dynamics CRM. It is offered in a four hour seminar with hands-on exercises to ensure you retain the new topics. This course can be delivered on-site or via the web. The course addresses the most commonly used features of CRM with a heavier focus on the entities (records) used by all three modules CRM: sales, marketing, and service.

Topics we will cover include:
* Introduction to Microsoft CRM Modules - Job functions supported
* Using Microsoft CRM
* Core Concepts: Leads, Contacts, Accounts & Opportunities
* Activities & Notes
* Ownership & Sharing of Records
* Deactivate versus Delete
* Different Ways to Access CRM (Clients)
* How to Start CRM
* Finding Records
* Relationships & Roles
* Using the CRM Outlook client
* Organizing for Productivity
* Daily Operations
* Remote Access / VPN

Audience: First time users or administrators of Microsoft CRM in any department

Prerequisites: None

Cost: $125 US per registrant
SPECIAL: Registation fee is waived for the first attendee from each company for the first 25 companies.

System Requirements
PC-based attendees
Required: Windows® 2000, XP Home, XP Pro, 2003 Server, Vista

Macintosh®-based attendees
Required: Mac OS® X 10.3.9 (Panther®) or newer