MSCRM is Microsoft's contact management software. It combines the functions of a database, word processing, and scheduling software into a fully integrated package. Users can schedule Calls, Meetings, and Things To Do using the calendar feature, and be reminded automatically by customizable Word form letters, envelopes, and fax cover sheets are automatically addressed and can be printed, or faxed, from within MSCRM. Various progress reports can be customized and printed to monitor and maximize the use of the user's time. This course includes tips and short cuts to make maximum use of the software as soon as possible. Over 75% of the class involves hands-on practice. By the end of the course, the participants will be able to:
* Load MSCRM and Lookup contacts by Name, Company, City, and other standard fields
* Edit contact information, correcting and adding data
* Add new contacts, and Delete unwanted records
* Schedule Calls, Meetings, and Things To Do
* Clear and record completed Calls, Meetings, and Things Done
* Write a customized form letter to one or many contacts
* Print Envelopes, Fax Cover sheets
* Adjust the field variables on form letters and reports
* Lookup contacts by constructing your own criteria
* Use the Phone feature to automatically dial contacts
* View Today's Tomorrow's, or past things to do
* Create and view progress reports and forms
* Use the Automatic Timer feature to record time spent
* Use DOS commands or other software from within MSCRM
* Make maximum use of MSCRM to make maximum use of time.
Introduction to MSCRM
Agenda / Schedule
9:00
Load MSCRM and Lookup contacts by Name, Company, City, and other standard fields
9:30
Edit contact information, correcting and adding data
9:45
Add new contacts, and Delete unwanted records
10:00
Schedule Calls, Meetings, and Things To Do
10:30 MORNING BREAK
10:45
Clear and record completed Calls, Meetings, and Things Done
11:15
Write a customized form letter to one or many contacts
11:45
Print Envelopes, Fax Cover sheets
12:00 LUNCH BREAK
1:00
Adjust the field variables on form letters and reports
1:15
Lookup contacts by constructing your own criteria
1:45
Use the Phone feature to automatically dial contacts
2:00
View Today's Tomorrow's, or past things to do
2:30 AFTERNOON BREAK
2:45
Create and view progress reports and forms
3:15
Use the Automatic Timer feature to record time spent
3:30
Use DOS commands or other software from within MSCRM
3:45
Summary, Questions on making maximum use of MSCRM