Mitch Milam's Dynamics CRM and xRM Discussions

Hi everyone. I'll be teaching this class tomorrow for the CRMUG Academy:

Dynamics CRM 2011 is so much more than just a place to store your business contacts. Want to really leverage the power of this dynamic platform? Don’t miss this unique class and learn how to tap the power of features that are readily available in your CRM system. This course is open to any CRM user.

Discover some of the deeper aspects and features readily available in Dynamics CRM 2011. We’ll cover a plethora of quick refinements you can implement now to better support your business and its processes. For example, you’ll learn how the user interface can be modified easily to better capture and display information relevant to your business, and how to make sure your users are recording the correct organization. CRM 2011 also features a number of improvements to provide you with valuable business insight that you can quickly configure. In this packed class we’ll cover:

• How to create and utilize Dashboards
• Reporting basics
• Recording the right data within a CRM entity
• Using Marketing Lists
• Modifying the data entry forms
• Creating custom views

Learning Objectives: Identify and quickly leverage standard features, and how to implement changes in CRM that will better support your organization’s processes, and your data capture and reporting needs.

Instructor: Mitch Milam, CRM Accelerators

Audience: The primary audiences for this class are managers, business owners, and “super-users”. End-users may benefit from the class as well if they have the rights to configure CRM and/or the opportunity to work with their support team to do so.

Level: Intermediate. You must be a Dynamics CRM 2011 user and familiar with its basic functionality.

Prerequisites: Students must understand the following Dynamics CRM 2011 topics or features:

• How the user interface functions: views, forms, etc.
• How to create records (Accounts, Contacts, Leads, etc. ) within CRM.
• Relationship between CRM entity records.

Preparation: The detailed instructions for connecting and attending the class will be sent a day prior to class. Students have the option of connecting to the class via conference call or VOIP. If using VOIP, a microphone is required to connect, and a headset with a microphone is strongly recommended. Approximately the first 15 minutes of class will be spent ensuring that everyone is connected and ready to start.

Delivery Method: Group Internet-based

CPE Credits: Earn up to 4 CPE credits. Please request credit via the class survey, which will be distributed after the class. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

The CRMUG Academy offers the unique ability to learn from recognized experts while sitting at your own desk. CRMUG Academy provides an instructor-led learning environment coupled with hands-on training. You can practice the content and apply the curriculum immediately, instead of just watching. Classes are conducted with a combination of a conference call/VOIP, and a remote desktop connection. The detailed instructions for connecting and attending the class will be sent a day or two prior to class.

Note: Preview Members are not eligible for the Premium Member discount.

To maintain an optimal training environment, each person attending the class is required to register separately. If more than one attendee per registration participates, their organization will be billed for the additional attendees. With registration, you agree to the terms related to Distance Learning classes as included here.

Event Type

Training

Registration Costs

Basic Membership Cost: $249.00
Premium Membership Cost: $179.00

Schedule

• CRMUG Academy – Taking Dynamics CRM Beyond Accounts and Contacts (May 2012)

  05/10/2012 01:00 PM (ET) – 05/10/2012 05:00 PM (ET)