Overview of CRM for Project Managers

CRM (Customer Relationship Management)for Project Managers

Audience: Project Managers. This is not an IT perspective but a broad strokes Overview from a project management perspective.

One evening Join this class and acquire some new skills and understanding that will assist you greatly in project management.

Date & Time: Please check the above menu.

Location - Bellevue:SmartPath LLC Consulting & Training, 2018 156th Ave NE, Bellevue, WA 98007. Parking is easy and free.

Instructions: Pre-registration is required by noon 7 days before the first class begins. Register by clicking the "add to cart" button. Payment will be required at the same time. If you are paying by cashier's check or cash please call or email Nereda. There are only a maximum of 11 seats available so if you must have a certain date it is suggested you schedule this class 2-4 weeks in advance.

Class Outline

Section 1

• What is CRM – Microsoft Dynamics CRM

• The CRM Functionality

• The Business Roadmap

• Infrastructure needs

• Security

• Managing Leads

• Account details

• The sales funnel

• Marketing campaigns


Section 2

• Entering data as a sales person

• Configuration of interaction

• Contacts & activities

• Email connection

• Mail merge & Outlook

• Workflows – creation & management

• Support management

• Contracts and capturing time

• Scheduling


Section 3

• Reporting – Power of Excel combination

• Reporting

• Integration with other applications

• Microsoft CRM utilities

• Microsoft CRM development frameworks


You will receive

• 4 hours of training

• Certificate of completion

• Class materials

• Free parking, coffee, tea, hot chocolate, pizza, small snacks

Directions to SmartPath LLC Consulting & Training at 2018 156th Ave NE, Bellevue.

Coming from the West

Take 520E towards Redmond

Take Exit 148th Ave South

Turn left onto NE 20th St

Left on 156th AVE NE

Turn right into first driveway

Go straight up the hill to the first stop sign. It's the next building on the left after the STOP sign. You can park to the right of the STOP sign or in front of the building. There is always plenty of parking and it's easy. We are in the Regus building in the Unigard Park. Parking is free.