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Access: Building a Sales Database

Offered By: LinkedIn Learning

Tags

Microsoft Access Courses Customer Relationship Management Courses Relational Databases Courses Database Management Courses Macros Courses Data Entry Courses

Course Description

Overview

Find out how to use Microsoft Access to build your sales solution. Learn to build a custom CRM for sales or customer service.

Syllabus

Introduction
  • Building a sales database
1. Planning Your Sales Solution Database
  • Storyboarding
  • Brainstorming
2. Creating Your Sales Solution Tables
  • Table-building tips
  • Choosing the right data type
3. Field Customization
  • Validation rules and defaults
  • Input masks
  • Lookup tables
4. Relationships
  • Laying the groundwork for relationships
  • Creating basic relationships between tables
  • Editing relationships
5. Forms
  • Create a form for each table
  • Adding interactive data entry controls to a form
  • Adding related table-based controls to a form
  • Creating lookup controls
  • Multiple-customer record form
  • Create a read-only form
  • Adding a field to a form
  • Using tab order to change interactive form order
  • Creating navigation buttons for forms
6. Queries
  • Customer status
  • Customers reviewing quotes
  • Customers last order date
  • Products by vendor
  • Customer orders over a specific amount
  • Concatenating/combining fields in a query
7. Reports
  • Customer directory
  • Product price list
  • Adding record counts and net profits
  • Order report
  • Formatting: Add graphic, change background colors, and add lines
8. Macros
  • Creating a macro that opens a form
  • Adding macro buttons on forms and reports
  • Creating a macro to display a report that contains a button that runs a query
9. Sales Solution Interface
  • Sales solution navigation form
  • Edit the navigation form
  • Make a navigation form that opens when you open Access
Conclusion
  • Next steps

Taught by

Laurie Ann Ulrich

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