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LinkedIn Learning

Access: Building a Sales Database

via LinkedIn Learning

Overview

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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

Reviews

4.7 rating at LinkedIn Learning based on 63 ratings

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