Dynamics CRM Marketing Automation
School: Martin & Associates Venue: Cincinnati, Columbus Tel.: (513)772-7284This one day course explores the Microsoft CRM application from a users perspective. Application functionality covered in the course includes Core CRM Navigation, User Interface, Outlook Client, and the Marketing Automation module. This course teaches the processes and functionality used by marketing managers and marketing representatives. By actively participating in this class, you should learn: Basic and advanced navigation and record maintenance Microsoft Dyn...
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Dynamics CRM Sales Management
School: Martin & Associates Venue: Cincinnati, Columbus Tel.: (513)772-7284This one day course explores the Microsoft CRM application from a users perspective. Application functionality covered in the course includes Core CRM Navigation, User Interface, Outlook Client, and the Sales Management module. This course teaches the processes and functionality used by sales managers and sales representatives. By actively participating in this class, you should learn: Basic and advanced navigation and record maintenance Microsoft Dynamics CRM Cl...
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Dynamics GP Bank Reconciliation
School: Martin & Associates Venue: Cincinnati, Columbus Tel.: (513)772-7284Bank Reconciliation is designed to teach the basic features of this module and how to use them effectively. This class will teach you setup procedures, how to use key reports and inquiries, proper period-end and year-end procedures, and tips to speed data entry. By actively participating in this class, you should learn how to: Customize the setup to fit your business Set up key records, such as checkbooks Enter and post transactions using various methods Maintain the d...
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Dynamics GP Fixed Assets
School: Martin & Associates Venue: Cincinnati, Columbus Tel.: (513)772-7284Fixed Assets is designed to teach the basic features of the accounting cycles and the process required to enter, depreciate, and retire fixed assets. You will also learn how to perform additional functions such as changing asset information, mass changes, partial transfers, partial retirements and retirement undo. By actively participating in this class, you should learn how to: Perform all Fixed Assets data entry functions Maintain assets records using transfers, changes...
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Dynamics GP Financials Receivables Management
School: Martin & Associates Venue: Cincinnati, Columbus Tel.: (513)772-7284Receivables Management is designed to teach the basic features of the module and how to use them effectively. This class will teach you setup procedures, how to enter and post transactions, the purpose and use of the utility functions, how to use key reports and inquiries, proper period-end and year-end procedures, and tips to speed data entry. By actively participating in this class, you should learn how to: Customize the setup to fit your business Set up key records,...
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