80734. Социальные функции в Microsoft Dynamics CRM 2016

Длительность курса 1 день/8 академ. часов.

20 000.00 Р


Microsoft Social Engagement offers great insight into your social media footprint. In this digital learning course, you will not only learn how to build search queries, you will also learn how to navigate Social Engagement to get the most out of it. Additionally you will learn about different strategies for managing your social presence.

What are the goals for this course?

  • Explore the social engagement circle and social strategy
  • Configure social settings, interaction roles, licenses, and connect to other domains
  • Navigate through various strategies in understanding and utilizing your social footprint
  • Examine brand reputation, and social business opportunities
  • Walk through the building and maintaining search query process
  • Examine post consumption and analytics
  • Walk through working with posts using alerts and filters
  • Explore viewing, analyzing, and changing sentiment
  • Define attributes and configure social to CRM automation options

What are the prerequisites to consume this course?

  • Some basic experience using Windows applications
  • Knowledge of basic sales, marketing, and customer service roles in a business
  • Completed the Introduction to CRM course


Module 01: Introduction and overview of Microsoft Social Engagement

  • Understand the current social landscape
  • Learn core capabilities of Social Engagement
  • Tour the navigation
  • Introduce sources
  • Learn about geography and languages in MSE

Module 02: Configuration

  • Use system settings
  • Use personal settings
  • Configure social accounts
  • Exporting chart data
  • Managing posts & quota
  • Managing users, roles & groups

Module 03: Strategy for using Social Engagement

  • Understand your social footprint
  • Examine your customers and their social footprints
  • Discover your competitors and their social footprints
  • Begin to discover social analytics

Module 04: Building and maintaining search queries

  • Define a search query
  • Describe each of the sources
  • Build your search queries
  • Learn from search queries
  • Edit queries

Module 05: Post consumption and analytics

  • Examine widgets
  • Build and modify alerts
  • Work with posts
  • Configure social center
  • Build and use streams

Module 06: Sentiment

  • Analyze sentiment
  • Change sentiment
  • Understanding Machine Learning

Module 07: Using Social Engagement with Dynamics CRM

  • Understand using social with your CRM
  • Learn how to add social to CRM forms & dashboards
  • Configure social to CRM automation options

Module 8: Course Review

  • CRM