Introduction to Microsoft Dynamics
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Log in and system access types (laptop, tablet, phone)
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Overview of default dashboards or entity at point of log in
Navigation
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Setting personal user options
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Using the main navigation bar
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Using the breadcrumb trail
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Overview of the key CRM entities (bespoke to client)
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Navigating around records
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Viewing and editing data in the intelligent panes
Searching the program
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Using the global search functionality
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Searching within specific entities
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Creating and saving filters
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Advanced find and view creation
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Sharing and assigning views
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Exporting view data to excel (if required)
Entering New Account and Contact Data
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Principles of data entry including data entry rules (uses bespoke company protocol)
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Entering new Account and Contact data
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Using recently viewed records to locate data
Entering New Lead Data and Conversion Process
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Working with the principles of Lead data
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Entering new Lead data
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The Lead qualification/disqualification process
"Swiftpage ACT! Resellers, CRM Consultants and Trainers"
Entering Supplemental Data
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Working with Posts (auto and user)
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Entering Notes and Attaching Files
Additional Functionality
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Sharing and assigning records
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Using Email links
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Following Records
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Email Links
Activity Scheduling
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Scheduling Calls Incoming, outbound and future
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Scheduling and working with Tasks
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Locating scheduled tasks using the dashboard and task list view
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Scheduling Meetings and Outlook diary integration
Outlook Integration
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The basic principles of Outlook Integration
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Using set regarding to track incoming and outgoing emails
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Synchronising outlook data with CRM including contacts and meetings
Reporting in Sugar
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Working with standard reports
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Creating personal dashboards and dashlets
* Note: If additional modules and business process has been built around the solution then additional topics will be structured into this course to ensure that they are fully covered in the training.