Formación en Microsoft Dynamics CRM 2013

Curso

En Madrid

151-300 €

Más información

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Descripción

  • Tipología

    Curso

  • Nivel

    Nivel intermedio

  • Lugar

    Madrid

  • Duración

    Flexible

  • 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

Madrid
Ver mapa
C/ Basauri, 17 Edificio Valrealty A, 28023
Horario: Lunes a Viernes

Inicio

Fechas a elegirMatrícula abierta

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.

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Opiniones

Materias

  • Dynamics
  • Competencias técnicas
  • Funcionales en CRM 2013

Profesores

Microsoft Certified Trainers (MCT) Reconocidos por Microsoft

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

  • Microsoft Dynamics CRM Offerings

  • On-Premises Licensing Model

  • Online Licensing Model

  • Supporting Technologies

  • Microsoft Dynamics CRM Server

  • Accessing Microsoft Dynamics CRM

  • Microsoft Dynamics CRM for Office Outlook

  • Managing Emails

  • Microsoft Dynamics CRM Reporting Extensions

  • Microsoft Dynamics CRM Language Packs

  • Planning Overview

    Module 2: Install Microsoft Dynamics CRM Server

  • Microsoft Dynamics CRM Server Requirements

  • Microsoft SQL Server Requirements

  • Active Directory Requirements

  • Components Installed During Server Setup

  • Microsoft Dynamics CRM Website

  • Required Installation Rights for Microsoft Dynamics CRM Server

  • Supported Server Topologies

  • Install Microsoft Dynamics CRM Server

  • Installation Troubleshooting

  • Post-Installation Tasks

  • Install Microsoft Dynamics CRM Using the Command Line

  • Deploy Microsoft Dynamics CRM Online

    Lab : Install Microsoft Dynamics CRM Server

    Lab : Load Sample Data

    Module 3: Install Microsoft Dynamics CRM Reporting Extensions

  • Microsoft Dynamics CRM Reporting Overview

  • Microsoft Dynamics CRM Reporting Extensions

  • Requirements for Microsoft Dynamics CRM Reporting Extensions

  • Microsoft Dynamics CRM Report Authoring Extension

  • Install Microsoft Dynamics CRM Reporting Extensions

    Lab : Install Reporting Extensions

    Module 4: Manage Microsoft Dynamics CRM with the Deployment Manager

  • Deployment Manager

  • Deployment Administrators

  • Create a New Organization

  • Manage Existing Organizations

  • Manage Servers

  • Configure Access from the Internet

  • Update Web Addresses

  • View License Information

  • Upgrade the Microsoft Dynamics CRM Edition

  • Redeploy Microsoft Dynamics CRM

  • Import Organizations

  • Administer the Deployment Using Windows PowerShell

    Lab : Duplicate the Adventure Works Cycles Organization

    Module 5: Upgrade to Microsoft Dynamics CRM 2013

  • Upgrade Considerations

  • Base and Extension Table Merge

  • Upgrade Process Phases

  • Phase 1 – Prepare to Upgrade

  • Phase 2 – Establish the Test Environment

  • Phase 3 – Upgrade and Validate the Test Environment

  • Phase 4 – Upgrade and Validate the Production Deployment

  • Perform an In-Place Upgrade of Microsoft Dynamics CRM 2011 Server

  • Perform a Migration Using the Same Instance of SQL Server

  • Perform a Migration Using a New Instance of SQL Server

  • Upgrade the Microsoft Dynamics CRM 2011 Email Router

  • Plan the Upgrade of Microsoft Dynamics CRM 2011 for Outlook

  • Upgrade Microsoft Dynamics CRM 2011 for Outlook

    Module 6: Email Management

  • Email Processing

  • Email Tracking and Correlation

  • Mailbox Monitoring

  • Synchronization Methods

  • Email Address Approval

  • Overview of the Email Router

  • Install the Email Router and Rule Deployment Wizard

  • Configure the Email Router

  • Set Up a Forward Mailbox for the Email Router

  • Deploy Inbox Rules

  • Install the Email Router on Multiple Computers

  • Troubleshooting

  • Overview of Server-Side Synchronization

  • Configure Server-Side Synchronization

  • Set Up a Forward Mailbox for Server-Side Synchronization

  • Migrate Email Router Settings

  • Email Integration Service Role

  • Test Email Configuration

  • 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

  • Microsoft Dynamics CRM for Outlook Overview

  • Installation Requirements

  • Deployment Methods

  • Install Microsoft Dynamics CRM for Outlook

  • Configure Microsoft Dynamics CRM for Outlook

  • Configure User Email Settings

  • Install Microsoft Dynamics CRM for Outlook Using the Command Line

  • 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

  • Overview of Claims-Based Authentication

  • Requirements for Configuring an Internet-Facing Deployment

  • Certificates

  • Install Active Directory Federation Services

  • Configure AD FS

  • Configure Claims-Based Authentication

  • Configure an IFD

    Module 9: Maintain and Troubleshoot a Deployment

  • Service Accounts

  • Manage System Jobs

  • Delete Records

  • Disaster Recovery

  • Manage SQL Databases

  • Troubleshooting

  • Configure Tracing

  • Update Microsoft Dynamics CRM

  • Manage Data Encryption

  • Best Practices Analyzer (BPA)

  • VSS Writer Service for Microsoft Dynamics CRM

  • Marketplace

    Lab : Configure Tracing

    Module 10: High-Availability Options

  • Install Microsoft Dynamics CRM Server on Multiple Computers

  • Network Load Balancing

  • Clustering Microsoft SQL Server

  • Other SQL Server High-Availability Solutions

  • High-Availability Options for Other Supporting Components


    CONFIGURACIÓN Y PERSONALIZACIÓN EN MICROSOFT DYNAMICS CRM 2013

    Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013

  • Customization or Development

  • Microsoft Dynamics CRM Solutions

  • Introduction to Entity Customization

    Lab : Create a Solution and publisher

    Module 2: Building a Security Model in Microsoft Dynamics CRM 2013

  • Introduction to Business Units

  • Overview of Security Roles

  • User Management

  • Overview

  • Team Management

  • Overview Teams and Sharing

  • Manage Security Roles for Users and Teams

    Lab : Configure Security Roles

    Lab : Configure User Access

    Module 3: Customizing Entities

  • Entity Customization Concepts

  • Create a Custom Entity

  • Additional Entity Properties

  • Modifying the Configuration of an Entity

    Lab : Create Custom Entities

    Lab : Create a Custom Activity Entity

    Module 4: Customizing Fields

  • Field Data Types

  • Field Display Formats

  • Field Properties

  • Customize Existing Fields

  • Configure Option Sets

  • Status and Status Reason Fields

  • Delete Fields

    Lab : Create and Modify a Global Option Set

    Module 5: Managing Relationships

  • Types of Entity Relationships

  • Create Entity Relationships1:N Relationship Behavior

  • Field Mappings in 1:N Relationships

  • Connections and Connection Roles

    Lab : Create New Relationships

    Lab : Customize Relationship Mappings

    Module 6: Customizing Forms

  • Form Customization Overview

  • Create and Modify Forms

  • Quick Create and Quick View Forms

  • Manage Multiple Forms

  • Mobile Clients

    Lab : Modify Form Layout and Add Fields

    Lab : Create a Role-Based Form for the Competitor entity.

    Module 7: Configuring Business Rules

  • Configure Business Rules

    Lab : Create a Business Rule

    Module 8: Customizing Views

  • View Customization Concepts

  • System Views

  • Create Custom Views

  • Remove Unwanted Views

    Lab : Modify a Quick Find View

    Lab : Create Custom Views

    Module 9: Customizing Charts and Dashboards

  • Create and Modify Charts

  • Export and Import Charts

  • Create and Modify Dashboards

    Lab : Create a Custom Chart

    Lab : Create a Dashboard

    Module 10: Additional Security Options

  • Field Security

  • Access Team Templates

  • Auditing Overview

    Lab : Configure Field Security

    Lab : Create and Configure an Access Team Template

    Module 11: Business Process Flows

  • Business Process Flows

    Lab : Create a Multi-Entity Business Process Flow

    SERVICIO AL CLIENTE EN MICROSOFT DYNAMICS CRM 2013

    Module 1: Introduction

  • Customer Scenarios

  • Customer Service Entities and Record Types

    Module 2: Cases

  • Creating Case Records

  • Understanding the Process Ribbon and Menu Options

  • Case Resolution, Canceling and Deleting

  • Assigning Case Records

  • Other Actions on Cases From Forms and Views

  • Working with the Subject Tree

  • Working with the Case List and Views

    Lab : Case Resolution Processing

    Module 3: Knowledge Base

  • Article Templates

  • Creating, Approving and Publishing Articles

  • Using and Searching the Knowledge Base

  • Cases and Knowledge Base Articles

  • Sending Knowledge Base Articles

    Lab : Managing Knowledge Base Articles

    Module 4: Queue Management

  • Queue Management

    Lab : Create and Manage Queues

    Module 5: Contracts

  • Contracts and Contract Templates

  • Creating and Working with Contracts

  • Using Contracts with Cases

    Lab : Resolving a Case with a Contract

    Module 6: Analysis, Reports and Goals

  • Customer Service Reports

  • Customer Service Charts and Dashboards

  • Customer Service Goals and Metrics

    Lab : Goals and Goal Metrics

    Module 7: Service Scheduling

  • Service Scheduling Scenarios

  • Service Scheduling Terminology

  • Service Scheduling Process

  • Resources, Services and Selection Rules

  • Include Customer Preferences

  • Understand Sites and Same-Site Requirements

  • Manage Business Closures

  • Explain the Service Activity Scheduling Engine

  • Working with Service Activities and the Service Calendar

  • 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

  • Customer Scenarios

  • Basic Record Types

    Module 2: Lead Management

  • Lead to Opportunity Process Form and Process Ribbon

  • Convert Activity Records to Leads

  • Qualifying and Disqualifying Leads

  • Create, Maintain, and Use Sales Literature

  • Create, Maintain, and Use Competitors

    Lab : Create and Disqualify a Lead

    Module 3: Working with Opportunity Records

  • Create Opportunities and Work with Opportunity Form

  • Changing Opportunity Status

    Lab : Managing Sales Opportunities

    Module 4: Working with the Product Catalog

  • The Microsoft Dynamics CRM Product Catalog

  • Unit Groups

  • Adding and Maintaining Products

  • Creating, Maintaining and Using Price Lists

  • Currency Management

  • Creating a Price List

    Lab : Managing Price List Items

    Lab : Managing the Product Catalog

    Module 5: Sales Order Processing

  • Adding Line Items (Opportunity Products) to Opportunities

  • Quote Management

  • Working with Orders

  • Working with Invoices

    Lab : Sales Order Process

    Module 6: Metrics and Goals

  • Configuring Goal Metrics

  • Configuring Fiscal Periods

  • Creating and Assigning Goal Records

  • Creating and Recalculating Parent and Child Goal Records

  • Creating a Rollup Query

    Lab : Goal Management for Individuals

    Module 7: Sales Analysis

  • Running Built-in Reports

  • Exporting Sales Information to Excel

  • Working with Charts and Dashboards

  • Working with System Charts from the Opportunity List

  • Working with Dashboards

  • Create a New Dashboard in the Workplace

  • Sharing DASHBOARDS, Charts and Advanced Find Queries

    Lab : Create a New Personal, Sales Dashboard

Información adicional

Formación en abierto dirigida a los que deseen introducirse, avanzar o ampliar sus conocimientos en el aplicativo de CRM 2013

Más información

¿Necesitas un coach de formación?

Te ayudará a comparar y elegir el mejor curso para ti y a financiar tu matrícula en cómodos plazos.

900 49 49 40

Llamada gratuita. Lunes a Viernes de 9h a 20h.

Formación en Microsoft Dynamics CRM 2013

151-300 €