If you need Support, please click here and fill out our brief support form.
Click a link below for more information about our Microsoft CRM offerings.
Note: web-based training is presented live and is copyrighted by Core Solutions, Inc. Unauthorized recording and/or distribution of the presentation or supplied materials is strictly prohibited. All dates are subject to change without notice.
Web-Based Training: Microsoft Dynamics CRM Sales End User, Cost $359 Tues. July 28, August 25, September 29
- Overview of main screen
- Navigation
- Entering new Contacts and Accounts
- Updating records
- Searching records
- Advanced Find
- Scheduling Activities
- Creating Opportunities
- Creating Quotes
- Integration with Outlook
Register: July 28 (8:30 - Noon Eastern) |
Register: August 25 (1-4:30 PM Eastern) |
Register: Sept 29 (8:30 - Noon Eastern)
Web-Based Training: Microsoft Dynamics CRM Marketing End User, Cost $359 Wed. June 24, July 29, September 30
- Advanced Find
- Creating Marketing Lists
- Creating Campaigns
- Creating Campaign Activities
- Distributing Campaign Activities
- Tracking Campaigns
Microsoft Dynamics CRM Admin at our Training Facility in Newton, MA - Call for Pricing 2-Day Class; Thur./Fri., July 15/16
- User Settings
- Creating Attributes
- Creating Entities
- Creating Forms
- Creating Lists
- Publishing Your Work
- Configuring Outlook Integration
- System Settings
- Creating Products
- Creating Templates
