1 / 10

Introduction to Microsoft Dynamics CRM 2013

Dive into the world of Microsoft Dynamics CRM 2013 with Nick Scott, a skilled consultant from BKD Technologies. This course module focuses on essential data management practices such as Quick Find, Filtering, Advanced Find, and Saved Views. Learn to create and modify queries, export data to Excel, and generate meaningful reports with dynamic charts and dashboards. Understand how to set goals and track progress using customizable elements in dashboards. Gain practical insights that enhance your CRM skills and improve your ability to work with data effectively.

qiana
Télécharger la présentation

Introduction to Microsoft Dynamics CRM 2013

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Introduction to Microsoft Dynamics CRM 2013 Nick Scott | Dynamics CRM Consultant with BKD Technologies

  2. 04 | Working with Data Nick Scott | Dynamics CRM Consultant with BKD Technologies

  3. Module 4: Working with Data • Quick Find & Filtering • Advanced Find & Saved Views • Data Export • Reports • Charts • Goals • Dashboards

  4. Advanced Find • Create Advanced Find • Modify Query and Columns • Save as a new View • Share the View

  5. Data Import • How to Export to Excel • Dynamic vs. Static

  6. Charts • Expand Chart Pane • Drill Down Into Data • Create New Chart

  7. Dashboards • What is a Dashboard? • Change Dashboards • Create a New Dashboard • Add and Rearrange Elements

  8. Working with Data • Quick Find & Filtering • Advanced Find & Saved Views • Exporting Data • Reports • Charts • Goals • Dashboards

  9. Course Review Nick Scott | Dynamics CRM Consultant with BKD Technologies

More Related