Managed Business & IT Training Solutions

MBIT Training Ltd

Data Management in Microsoft Dynamics CRM Online (80712)

This course provides students with the best practices, techniques, and tools required to evaluate, clean, prepare, and import data into Microsoft Dynamics CRM. It will focus on the important things to know before, during, and after a data import or migration process. From understanding Microsoft Dynamics CRM's entity hierarchy, to managing data with Microsoft Excel, ending with a lesson on troubleshooting the most common issues related to data import jobs and migrations.
SKU: 80712
GTIN: 80712
Manufacturer: Microsoft
£500.00 (GBP)

This course provides students with the best practices, techniques, and tools required to evaluate, clean, prepare, and import data into Microsoft Dynamics CRM. It will focus on the important things to know before, during, and after a data import or migration process. From understanding Microsoft Dynamics CRM's entity hierarchy, to managing data with Microsoft Excel, ending with a lesson on troubleshooting the most common issues related to data import jobs and migrations.

Format: Blended learning for on-site, private delivery. A combination of e-learning with trainer input from a Microsoft Certified Trainer.

WHAT ARE THE GOALS FOR THIS COURSE?

  • Tools to import data into CRM
  • Data Prepared for Import
  • Map data point to CRM entities and fields
  • Import Data with Import Data Wizard
  • Track data with Microsoft Dynamics CRM for Outlook client
  • Perform Data Duplication jobs

WHAT ARE THE PREREQUISITES TO CONSUME THIS COURSE?

Before viewing this course, students must have:

  • Basic understanding of Dynamics CRM