Microsoft Dynamics CRM Training Course::MOC 8522 M8522::Sheffield Leeds Manchester Yorkshire UK

Course Information

Course Code	MS8522 (MOC8522) (M8522)
Fee	£325 (Exclusive of VAT)
Duration	One Day
Delivery Format	Instructor-Led
Scheduled Dates:

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

TBA

Introduction

This one-day course explores the Microsoft CRM application from a user's perspective. Application functionality covered in the course includes:

Core CRM Navigation
User Interface
Outlook Client
Marketing Automation module

This application course does not include materials or instructor discussion of Microsoft CRM Installation, Application Configuration, Workflow Configuration, Customization, Back Office Integration, or Data Migration.

This course teaches the processes and functionality used by marketing managers and marketing representatives. It begins with an introduction to the core concepts of Microsoft CRM and then an overview of the marketing automation processes. Subsequent lessons explore the marketing concepts in greater detail. A thorough understanding of the marketing processes in Microsoft CRM helps you to get the most out of your system.

Audience

Microsoft CRM Marketing Automation training is recommended for individuals or anyone that plans to implement, use, maintain, consult, or support Microsoft CRM in their organization. The class is targeted toward marketing representatives, administrators, office managers, CEO's, and consultants who need to understand the technical aspects of Microsoft CRM and gain foundational knowledge of the application functionality.

Completion

After completing this course, students should understand:

Microsoft CRM User Interface and application terminology
Basic and advanced navigation and record maintenance
Microsoft CRM Client for Outlook functionality and synchronization
Planning and budgeting tasks related to marketing campaigns
Creating and managing customer lists
Creating marketing campaigns
Managing campaigns and tracking campaign responses

Prerequisites

Before attending this course, students must have:

General knowledge of Microsoft Windows
An understanding of Customer Relationship Management solution processes and practices

Examinations

TBC

Materials

The student kit includes a comprehensive workbook and other necessary materials for this class.

Course Outline

Chapter 1: Microsoft CRM Concepts
Chapter 2: Microsoft CRM Client for Outlook
Chapter 3: Marketing Automation Life Cycle
Chapter 4: Planning Marketing Campaigns
Chapter 5: Campaign Creation
Chapter 6: Campaign Execution and Response Management

8522: Microsoft CRM Marketing Automation