Microsoft CRM 3.0 Service Scheduling (MB8524)

Themen:
The Microsoft CRM User Interface and application terminology
How to use options to personalize the Microsoft CRM User Interface and personal settings
Basic and advanced navigation and record maintenance
Microsoft CRM Client for Outlook functionality and synchronization
Account, Contact, and Activity record management
Service Scheduling functionality. This includes Scheduling Services, Scheduling Administration, and Defining Services.
Microsoft CRM Advanced Find functionality to evaluate customer data
Inhalt:
Microsoft CRM Concepts

• Microsoft CRM Modules, Accessing Microsoft CRM, Customer Records, Customer Relationships, Understanding customization availability

Microsoft CRM Client for Outlook

• Identifying the functionality available in the Microsoft CRM Client for Outlook, Navigate within the Microsoft CRM client for Outlook user interface, Navigate within the Microsoft CRM client for Outlook user interface, Create and manage Microsoft CRM records and activities in Outlook

Service Scheduling Life Cycle

• Understand the service scheduling process flo- in Microsoft CRM, Vie- a demonstration of the service scheduling process

Scheduling Services for Your Customers

• Navigate and book service activities in the Service Calendar, Schedule a service activity for your customers Close, Cancel or reschedule a service activity, Vie- service activities and appointments, Set Customer preferences for a service activity

Maintaining User and Resources

• Understand the concepts of scheduling users and other resources in Microsoft CRM, Set up a schedule for a user, facility or equipment, Create, and Add users, facility or equipment to a resource group Vie- schedules for resources, Remove resources from the scheduled services, Set or edit business closures

Defining Services

• Define rules and resources for services, Create or edit a service