Formación en Microsoft Dynamics CRM 2013
Curso
En Madrid
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Descripción
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Tipología
Curso
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Nivel
Nivel intermedio
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Lugar
Madrid
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Duración
Flexible
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Inicio
Fechas a elegir
Cursos formativos en Microsoft Dynamics CRM 2011, de carácter técnico y funcional:
- Instalación y Despliegue.
- Configuración y Personalización.
- Aplicaciones (Marketing, Servicios y Ventas).
- Ampliación
Información importante
Bonificable:
Curso bonificable para empresas
Si eres trabajador en activo, este curso te puede salir gratis a través de tu empresa.
Instalaciones y fechas
Ubicación
Inicio
Inicio
A tener en cuenta
El alumno aprenderá el proceso para poder trabajar con sus clientes de Microsoft Dynamics CRM 2013, resolver sus quejas, solucionar temas de servicios de forma más rentable, gestionar la correspondencia, documentos, contactos y conversaciones.
El presente curso va dirigido a personas que planean implementar, usar, mantener o apoyarse en Microsoft Dynamics CRM 2013 en su organización. Se dirige a representantes de servicio al cliente, programadores de servicios, administradores, gerentes de oficina, directores generales, y consultores que deseen obtener conocimientos básicos de la funcionalidad de la aplicación.
Certificado de asistencia otorgado por Prodware Spain S.A.
Prodware posee la Competencia CPLS (Certified Partner for Learning Solutions) o SILVER LEARNING PARTNERS, certificado por Microsoft y convirtiéndose en el primer Partner en España autorizado por Microsoft para impartir cursos de formación a partners y clientes de Microsoft.
Desde Prodware, le facilitaremos toda la información de impartición de clases modalidades, horarios y precios.
Opiniones
Materias
- Dynamics
- Competencias técnicas
- Funcionales en CRM 2013
Profesores
Microsoft Certified Trainers (MCT) Reconocidos por Microsoft
El perfil de todos nuestros profesores es Senior
Nuestros profesores están certificados por Microsoft y tienen una amplia experiencia no sólo como docentes, sino también como programadores y consultores, ya que diariamente están inmersos en diferentes proyectos nuevos y de mantenimiento dentro de Qurius Spain, el cual es el partner número uno de Microsoft reconocido mundialmente.
Temario
Consultar fechas y cursos disponibles.
Cursos Disponibles sobre CRM 2013:
INSTALACIÓN Y DESPLIEGUE EN MICROSOFT DYNAMICS CRM 2013
Module 1: System Requirement and Required Technologies
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Microsoft Dynamics CRM Offerings
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On-Premises Licensing Model
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Online Licensing Model
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Supporting Technologies
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Microsoft Dynamics CRM Server
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Accessing Microsoft Dynamics CRM
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Microsoft Dynamics CRM for Office Outlook
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Managing Emails
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Microsoft Dynamics CRM Reporting Extensions
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Microsoft Dynamics CRM Language Packs
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Planning Overview
Module 2: Install Microsoft Dynamics CRM Server
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Microsoft Dynamics CRM Server Requirements
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Microsoft SQL Server Requirements
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Active Directory Requirements
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Components Installed During Server Setup
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Microsoft Dynamics CRM Website
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Required Installation Rights for Microsoft Dynamics CRM Server
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Supported Server Topologies
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Install Microsoft Dynamics CRM Server
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Installation Troubleshooting
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Post-Installation Tasks
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Install Microsoft Dynamics CRM Using the Command Line
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Deploy Microsoft Dynamics CRM Online
Lab : Install Microsoft Dynamics CRM Server
Lab : Load Sample Data
Module 3: Install Microsoft Dynamics CRM Reporting Extensions
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Microsoft Dynamics CRM Reporting Overview
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Microsoft Dynamics CRM Reporting Extensions
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Requirements for Microsoft Dynamics CRM Reporting Extensions
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Microsoft Dynamics CRM Report Authoring Extension
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Install Microsoft Dynamics CRM Reporting Extensions
Lab : Install Reporting Extensions
Module 4: Manage Microsoft Dynamics CRM with the Deployment Manager
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Deployment Manager
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Deployment Administrators
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Create a New Organization
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Manage Existing Organizations
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Manage Servers
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Configure Access from the Internet
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Update Web Addresses
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View License Information
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Upgrade the Microsoft Dynamics CRM Edition
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Redeploy Microsoft Dynamics CRM
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Import Organizations
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Administer the Deployment Using Windows PowerShell
Lab : Duplicate the Adventure Works Cycles Organization
Module 5: Upgrade to Microsoft Dynamics CRM 2013
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Upgrade Considerations
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Base and Extension Table Merge
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Upgrade Process Phases
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Phase 1 – Prepare to Upgrade
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Phase 2 – Establish the Test Environment
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Phase 3 – Upgrade and Validate the Test Environment
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Phase 4 – Upgrade and Validate the Production Deployment
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Perform an In-Place Upgrade of Microsoft Dynamics CRM 2011 Server
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Perform a Migration Using the Same Instance of SQL Server
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Perform a Migration Using a New Instance of SQL Server
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Upgrade the Microsoft Dynamics CRM 2011 Email Router
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Plan the Upgrade of Microsoft Dynamics CRM 2011 for Outlook
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Upgrade Microsoft Dynamics CRM 2011 for Outlook
Module 6: Email Management
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Email Processing
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Email Tracking and Correlation
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Mailbox Monitoring
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Synchronization Methods
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Email Address Approval
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Overview of the Email Router
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Install the Email Router and Rule Deployment Wizard
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Configure the Email Router
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Set Up a Forward Mailbox for the Email Router
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Deploy Inbox Rules
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Install the Email Router on Multiple Computers
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Troubleshooting
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Overview of Server-Side Synchronization
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Configure Server-Side Synchronization
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Set Up a Forward Mailbox for Server-Side Synchronization
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Migrate Email Router Settings
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Email Integration Service Role
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Test Email Configuration
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Synchronize Appointments, Contacts, and Tasks
Lab : Install the Email Router
Lab : Configure the Email Router
Lab : Configure Server-Side Synchronization
Module 7: Microsoft Dynamics CRM for Microsoft Office Outlook
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Microsoft Dynamics CRM for Outlook Overview
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Installation Requirements
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Deployment Methods
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Install Microsoft Dynamics CRM for Outlook
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Configure Microsoft Dynamics CRM for Outlook
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Configure User Email Settings
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Install Microsoft Dynamics CRM for Outlook Using the Command Line
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Using Microsoft Dynamics CRM for Outlook with Offline Capability
Lab : Install Microsoft Dynamics CRM for Outlook
Lab : Offline Capability
Module 8: Configure an Internet-Facing Deployment
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Overview of Claims-Based Authentication
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Requirements for Configuring an Internet-Facing Deployment
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Certificates
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Install Active Directory Federation Services
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Configure AD FS
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Configure Claims-Based Authentication
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Configure an IFD
Module 9: Maintain and Troubleshoot a Deployment
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Service Accounts
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Manage System Jobs
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Delete Records
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Disaster Recovery
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Manage SQL Databases
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Troubleshooting
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Configure Tracing
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Update Microsoft Dynamics CRM
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Manage Data Encryption
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Best Practices Analyzer (BPA)
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VSS Writer Service for Microsoft Dynamics CRM
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Marketplace
Lab : Configure Tracing
Module 10: High-Availability Options
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Install Microsoft Dynamics CRM Server on Multiple Computers
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Network Load Balancing
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Clustering Microsoft SQL Server
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Other SQL Server High-Availability Solutions
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High-Availability Options for Other Supporting Components
CONFIGURACIÓN Y PERSONALIZACIÓN EN MICROSOFT DYNAMICS CRM 2013Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013
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Customization or Development
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Microsoft Dynamics CRM Solutions
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Introduction to Entity Customization
Lab : Create a Solution and publisher
Module 2: Building a Security Model in Microsoft Dynamics CRM 2013
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Introduction to Business Units
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Overview of Security Roles
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User Management
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Overview
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Team Management
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Overview Teams and Sharing
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Manage Security Roles for Users and Teams
Lab : Configure Security Roles
Lab : Configure User Access
Module 3: Customizing Entities
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Entity Customization Concepts
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Create a Custom Entity
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Additional Entity Properties
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Modifying the Configuration of an Entity
Lab : Create Custom Entities
Lab : Create a Custom Activity Entity
Module 4: Customizing Fields
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Field Data Types
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Field Display Formats
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Field Properties
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Customize Existing Fields
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Configure Option Sets
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Status and Status Reason Fields
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Delete Fields
Lab : Create and Modify a Global Option Set
Module 5: Managing Relationships
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Types of Entity Relationships
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Create Entity Relationships1:N Relationship Behavior
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Field Mappings in 1:N Relationships
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Connections and Connection Roles
Lab : Create New Relationships
Lab : Customize Relationship Mappings
Module 6: Customizing Forms
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Form Customization Overview
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Create and Modify Forms
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Quick Create and Quick View Forms
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Manage Multiple Forms
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Mobile Clients
Lab : Modify Form Layout and Add Fields
Lab : Create a Role-Based Form for the Competitor entity.
Module 7: Configuring Business Rules
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Configure Business Rules
Lab : Create a Business Rule
Module 8: Customizing Views
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View Customization Concepts
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System Views
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Create Custom Views
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Remove Unwanted Views
Lab : Modify a Quick Find View
Lab : Create Custom Views
Module 9: Customizing Charts and Dashboards
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Create and Modify Charts
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Export and Import Charts
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Create and Modify Dashboards
Lab : Create a Custom Chart
Lab : Create a Dashboard
Module 10: Additional Security Options
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Field Security
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Access Team Templates
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Auditing Overview
Lab : Configure Field Security
Lab : Create and Configure an Access Team Template
Module 11: Business Process Flows
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Business Process Flows
Lab : Create a Multi-Entity Business Process Flow
SERVICIO AL CLIENTE EN MICROSOFT DYNAMICS CRM 2013
Module 1: Introduction
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Customer Scenarios
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Customer Service Entities and Record Types
Module 2: Cases
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Creating Case Records
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Understanding the Process Ribbon and Menu Options
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Case Resolution, Canceling and Deleting
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Assigning Case Records
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Other Actions on Cases From Forms and Views
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Working with the Subject Tree
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Working with the Case List and Views
Lab : Case Resolution Processing
Module 3: Knowledge Base
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Article Templates
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Creating, Approving and Publishing Articles
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Using and Searching the Knowledge Base
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Cases and Knowledge Base Articles
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Sending Knowledge Base Articles
Lab : Managing Knowledge Base Articles
Module 4: Queue Management
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Queue Management
Lab : Create and Manage Queues
Module 5: Contracts
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Contracts and Contract Templates
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Creating and Working with Contracts
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Using Contracts with Cases
Lab : Resolving a Case with a Contract
Module 6: Analysis, Reports and Goals
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Customer Service Reports
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Customer Service Charts and Dashboards
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Customer Service Goals and Metrics
Lab : Goals and Goal Metrics
Module 7: Service Scheduling
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Service Scheduling Scenarios
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Service Scheduling Terminology
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Service Scheduling Process
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Resources, Services and Selection Rules
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Include Customer Preferences
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Understand Sites and Same-Site Requirements
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Manage Business Closures
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Explain the Service Activity Scheduling Engine
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Working with Service Activities and the Service Calendar
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Close, Cancel, or Reschedule a Service Activity
Lab : Schedule a Service by Using a Same-Site Requirement
GESTIÓN DE VENTAS EN MICROSOFT DYNAMICS CRM 2013
Module 1: Introduction to Sales Management
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Customer Scenarios
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Basic Record Types
Module 2: Lead Management
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Lead to Opportunity Process Form and Process Ribbon
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Convert Activity Records to Leads
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Qualifying and Disqualifying Leads
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Create, Maintain, and Use Sales Literature
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Create, Maintain, and Use Competitors
Lab : Create and Disqualify a Lead
Module 3: Working with Opportunity Records
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Create Opportunities and Work with Opportunity Form
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Changing Opportunity Status
Lab : Managing Sales Opportunities
Module 4: Working with the Product Catalog
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The Microsoft Dynamics CRM Product Catalog
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Unit Groups
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Adding and Maintaining Products
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Creating, Maintaining and Using Price Lists
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Currency Management
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Creating a Price List
Lab : Managing Price List Items
Lab : Managing the Product Catalog
Module 5: Sales Order Processing
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Adding Line Items (Opportunity Products) to Opportunities
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Quote Management
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Working with Orders
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Working with Invoices
Lab : Sales Order Process
Module 6: Metrics and Goals
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Configuring Goal Metrics
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Configuring Fiscal Periods
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Creating and Assigning Goal Records
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Creating and Recalculating Parent and Child Goal Records
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Creating a Rollup Query
Lab : Goal Management for Individuals
Module 7: Sales Analysis
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Running Built-in Reports
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Exporting Sales Information to Excel
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Working with Charts and Dashboards
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Working with System Charts from the Opportunity List
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Working with Dashboards
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Create a New Dashboard in the Workplace
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Sharing DASHBOARDS, Charts and Advanced Find Queries
Lab : Create a New Personal, Sales Dashboard
Información adicional
¿Necesitas un coach de formación?
Te ayudará a comparar y elegir el mejor curso para ti y a financiar tu matrícula en cómodos plazos.
Formación en Microsoft Dynamics CRM 2013