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This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM 2013 that allow you to track and manage the sales process from potential to close. This course provides insight on sales process information, and introduces the tools available to analyze and report on sales information. This course guides you through the tools that help make the internal processes simpler and easier so your sales force can focus on what is important—creating a differentiated experience for your customers. The second course introduces you on how to use Microsoft Dynamics CRM to extend the effectiveness of your marketing department and provides context of how to use things such as marketing campaigns, marketing lists, and campaign templates in Microsoft Dynamics CRM. It also discusses the role of campaign activities and marketing lists in campaigns and discusses how to associate sales literature, target products and price lists with marketing campaigns. The third course focuses on how an organization can nurture customer satisfaction through automation of business processes within Microsoft Dynamics CRM 2013.
This course provides an insight into all of the powerful Customer Service and Service Scheduling functionality capabilities within Microsoft Dynamics CRM 2013. Additionally, this course guides you through the process of working with your customers in Microsoft Dynamics CRM 2013, including: resolution of customer complaints and services issues cost effectively, and provides insight on managing all related correspondence, documents, contacts and conversations. This course demonstrates the rich and relevant view of your customer that provides your team with actionable insights, including the use of knowledge management in a centralized knowledge base.
After completing this course, students should be able to:
This course is intended for individuals that plan to implement, use, maintain, or support Microsoft Dynamics CRM 2013 in their organization. The training is intended for sales representatives, administrators, office managers, CEOs, and consultants who want to learn the available sales features within Microsoft Dynamics CRM 2013.
Course 80546 Sales Management in Microsoft Dynamics® CRM 2013
Module 1: Introduction to Sales Management
The Sales module within Microsoft Dynamics CRM provides a flexible framework for organizations to track, manage, and analyze parts of their sales cycle as well as its overall success.
This course describes the components used in Microsoft Dynamics CRM Sales Management and explains how they can apply to various business scenarios. It also details the entities or record types that Microsoft Dynamics CRM uses to track sales from potential to close. With this information, organizations can determine which aspects of the Sales module framework are appropriate for their organization
After completing this module, students should be able to:
Module 2: Lead Management
This module introduces the tracking and management features of the Sales module in Microsoft Dynamics CRM. It is rare that two organizations follow the same sales process, even if the organizations are within the same industry. For this reason, Microsoft Dynamics CRM does not dictate a rigid process. Instead it provides a framework around which an organization can build a custom sales process.
This module describes the components of the Microsoft Dynamics CRM sales process. It also details the entities or record types Microsoft Dynamics CRM uses to track sales from potential to close. With this information, organizations can determine which aspects of the sales process framework are appropriate for them.
Lab: Create and Disqualify a Lead
Module 3: Working with Opportunity Records
In Microsoft Dynamics CRM, qualified leads, such as those that have estimated revenue associated with them, become opportunities. When a prospect or customer expresses qualified interest in buying the business' products or services, that prospect or customer is considered an opportunity.
This is an important part of the sales process because this is where the sales team spends most of its time and effort. The process of working on an opportunity may include several customer interactions. How well the sales team manages this stage can mean the difference between a win and a loss.
Lab: Managing Sales Opportunities
Module 4: Working with the Product Catalog
This course describes the role of the product catalog in Microsoft Dynamics CRM and the benefits of using it. It shows the tasks that are required to configure a product catalog, including setting up and maintaining unit groups, products, and price lists. It also describes and demonstrates the important role of the product catalog and price lists in the sales process.
Lab: Managing Price List Items
Lab: Managing the Product Catalog
Module 5: Sales Order Processing
Microsoft Dynamics CRM provides tools that capture important sales information and uncover new business opportunities. Although quotes, orders, and invoices are important to the sales process and provide a complete view of the customer, implementing a sales process allows users to initiate, track, and close sales consistently and efficiently.
The product catalog in Microsoft Dynamics CRM helps companies build a central repository for managing products, services, charges, and fees. The tasks required to set up a product catalog include setting up and maintaining unit groups, products, and price lists. Microsoft Dynamics CRM also supports discount lists, which help companies provide customers with incentives to buy more products.
Lab: Sales Order Process
Module 6: Metrics and Goals
Microsoft Dynamics CRM uses two record types known as Goal Metrics and Goals. These record types combine to provide a powerful, flexible set of goal management features. Goal management allows organizations to track individual, team, and organizational progress toward specific goals.
Lab: Goal Management for Individuals
Module 7: Sales Analysis
This module explains the tools that Microsoft Dynamics CRM provides to analyze and report on sales-related information.
Lab: Create a New Personal, Sales Dashboard
Course 80290 (Class Pack) Marketing Automation in Microsoft Dynamics® CRM 2011-2013
Module 1: Introduction
This module introduces you on how to use Microsoft Dynamics CRM to extend the effectiveness of your marketing department and provides context of how to use things such as marketing campaigns, marketing lists, and campaign templates in Microsoft Dynamics CRM.
Lab: Quick Campaigns
Lab: Create a Marketing Campaign
Module 2: Implementing and Managing Marketing Campaigns
This module discusses the role of campaign activities and marketing lists in campaigns. It also discusses how to associate sales literature, target products and price lists with marketing campaigns.
Lab: Create a Campaign Response
Module 3: Analysis, Reporting and Goals
This module discusses the built-in marketing reports that can be used to review campaign performance and compare campaigns. It also explains how to create and manage sales goals within the organization.
Lab: Create a Personal Chart for Appointments
Lab: Goal Management
Customer Service in Microsoft Dynamics® CRM 2013 Course 80545
Microsoft Dynamics CRM includes a comprehensive set of features that increases the efficiency of customer service operations. This module introduces Microsoft Dynamics CRM Customer Service terminology and customer scenarios that the Customer Service module might be used. The module discusses the basic components of case management, and works with the knowledge base, queues, and service contracts. The module also provides an overview of service scheduling and service management.
Module 2: Cases
Customer service is important to a customer relationship management strategy. Microsoft Dynamics CRM provides many features that organizations can use to manage the services they provide to customers. This module discusses cases and how the cases can be used together in service management functions.
Lab: Case Resolution Processing
Module 3: Knowledge Base
Most customer service organizations use a knowledge base to provide customer service representatives (CSRs) with the information that they must have to answer questions about a product or service. In Microsoft Dynamics CRM, the Knowledge Base provides a central repository for an organization's information, stored as Articles and organized by Subject.
Lab: Managing Knowledge Base Articles
Module 4: Queue Management
A queue is an area that is used to organize and store activities and work items that are waiting to be processed. A queue is also used for activities and work items that are currently being worked on. Microsoft Dynamics CRM includes queuing and workflow tools to improve how incoming requests for sales, marketing, and customer service are handled.
Lab: Create and Manage Queues
Module 5: Contracts
Microsoft Dynamics CRM provides many features that organizations can use to manage the services they provide to customers. This module describes how contracts can be used together with other record types in Microsoft Dynamics CRM to help service and manage functions.
Lab: Resolving a Case with a Contract
Module 6: Analysis, Reports and Goals
In Microsoft Dynamics CRM, many methods are available to analyze and report Service Management information. By default, several reports are available, and this includes the "Case Summary Table" report. This report is discussed in this module.
Lab: Goals and Goal Metrics
Module 7: Service Scheduling
This module provides an overview of the service scheduling features of Microsoft Dynamics CRM. The organizations that use service scheduling require a complex combination of resources. Service scheduling considers the availability of employees, facilities, and equipment to make sure that the resources are available to deliver service activities for customers.
Lab: Schedule a Service by Using a Same-Site Requirement
This course provides existing .NET developers with practical information and labs that enables them to build solutions on the Microsoft SharePoint 2010 platform.
After completing this course, students will have been taught information how to:
This course is intended for professional developers who use Microsoft SharePoint 2010 in a team-based, medium-sized to large development environment. Members of the audience are experienced users of Microsoft Visual Studio 2008 SP1. The audience understands how to use the new features of SharePoint 2010 and Visual Studio 2010.
Before attending this course, students must have:
Module 1: Introduction to the SharePoint 2010 Development Platform This module describes the SharePoint 2010 development platform and the benefits and features that it offers to developers. Lessons
Lab: Developing with the SharePoint 2010 Object Hierarchy
After completing this module, students will be able to:
Module 2: Using SharePoint 2010 Developer Tools This module describes how to use development tools that are integrated with the SharePoint 2010 development platform, such as Visual Studio 2010 and SharePoint Designer 2010. Lessons
Lab: Using SharePoint 2010 Developer Tools
Module 3: Developing SharePoint 2010 Web Parts This module describes how to develop Web Parts for SharePoint 2010 solutions. Lessons
Lab: Creating SharePoint 2010 Web Parts by Using Visual Studio 2010
Module 4: Working with SharePoint Objects on the Server This module describes how to develop code that uses the server-side objects provided by the SharePoint 2010 development platform. Lessons
Lab: Creating and Manipulating Server-Side Objects
Module 5: Creating Event Receivers and Application Settings This module describes how to develop event receivers and manipulate application settings for SharePoint 2010 solutions. Lessons
Lab: Creating Event Receivers and Web.Config Modifications
Module 6: Developing Solutions by Using Business Connectivity Services This module describes how to develop solutions that access external data by using Business Connectivity Services. Lessons
Lab: Building Business Connectivity Services Solutions
Module 7: Developing SharePoint 2010 Workflows This module describes how to develop workflows as part of SharePoint 2010 solutions. Lessons
Lab: Creating Workflows for SharePoint 2010
Module 8: Working with Client-Based APIs for SharePoint 2010 This module describes how to develop code that uses the client-side objects provided by the SharePoint 2010 development platform. Lessons
Lab: Developing .NET Applications by Using the SharePoint Client Object Model
Module 9: Developing Interactive User Interfaces This module describes how to develop server ribbon controls and client dialogs for the new user interface platform of SharePoint 2010. Lessons
Lab: Developing User Interface Components for SharePoint 2010 Solutions
Module 10: Developing Silverlight Applications for SharePoint This module describes how to develop Silverlight applications that are integrated with SharePoint 2010 data and solutions. Lessons
Lab: Developing Silverlight Applications by using the SharePoint Client Object Model
Module 11: Developing Sandboxed Solutions This module describes how to develop sandboxed solutions for SharePoint 2010. Lessons
Lab: Creating Sandboxed Solutions for SharePoint 2010
Module 12: Working with SharePoint Server Profiles and Taxonomy APIs This module describes how to develop code that uses the taxonomic and user profile services of the SharePoint 2010 development platform. Lessons
Lab: Working with User Profiles and Taxonomies Programmatically
Module 13: Developing Content Management Solutions This module describes how to develop code that uses the content management services of the SharePoint 2010 development platform. Lessons
Lab: Branding SharePoint Sites
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