Realdolmen Education

Details

Microsoft Dynamics CRM for mobile

This course is currently not scheduled on the open calendar, but can be organized on request.

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Duration

0.5 day(s)

Audience

All users that have a mobile device on which they can use the CRM app for phones.

Prerequisites

Basic knowledge of Microsoft Dynamics CRM and know how to use your mobile devices.

Objectives

Get the best out of the CRM app for phones if you are out of the office.

Methods

Class training with individual guidance and the possibility to ask questions. The student can immediately put the possibilities of the program into practice by means of exercises. Each student brings their own device on which they will do the exercises.

Description

Within this short course we will show you how to use the CRM app for your mobile device. We will start showing you how to log in or connect with your crm-environment as well as workin,g offline and logging out of the environment. After that we will explain uou the basic elements of the screen and the navigation within the app and tell you how you can easily connect with your customers. We will aslo explain how you can search for things within the app, how to travk your pogress with charts, how to manage your activities and how to track customer service cases. We will also teach you how to use Cortana voice commands. Interesting to know: this course can be given device dependently (Windows, Android or Apple).

Contents

  • Get started
    • Install the mobile apps
    • Sign in/sign out
    • Work offline
  • Connect with your customers
    • Get around in the apps
    • Manage your accounts, contacts, leads, and opportunities
    • Nurture leads through the sales process
    • Pin your favorites
    • Email and call customers
  • Search, track progress, and more
    • Search in the mobile apps
    • Track your progress with charts
    • Manage your activities
    • Track customer service cases
    • Use Cortana voice commands