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Microsoft Dynamics 365 Fundamentals (CRM) Training Course

Microsoft Dynamics 365 Fundamentals (CRM) is a powerful customer relationship management (CRM) platform designed to streamline sales,…

Microsoft Dynamics 365 Fundamentals (CRM) is a powerful customer relationship management (CRM) platform designed to streamline sales, marketing, and customer service operations. This course provides a comprehensive introduction to the core functionalities of Dynamics 365 CRM, helping participants understand how to manage customer interactions efficiently.

Learners will explore key modules such as Sales, Customer Service, and Marketing, along with automation tools, workflow management, and integrations with Microsoft applications. The course also covers best practices for CRM implementation and prepares participants for the Microsoft Dynamics 365 Fundamentals (CRM) certification.

Ideal for business professionals, sales teams, customer service managers, and IT administrators, this training equips learners with essential CRM skills to enhance productivity and drive business success.

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What Will You Learn?

  • • Understand the core concepts and functionality of Microsoft Dynamics 365 CRM.
  • • Navigate and utilize the Dynamics 365 interface effectively.
  • • Learn the key modules, including Sales, Customer Service, and Marketing.
  • • Manage customer relationships and interactions efficiently.
  • • Automate business processes and workflows using Dynamics 365.
  • • Integrate Dynamics 365 with other Microsoft applications.
  • • Gain foundational knowledge to prepare for Microsoft certification exams.

Course Curriculum

Introduction to Microsoft Dynamics 365 CRM
• Overview of CRM and its role in business • Understanding the Dynamics 365 ecosystem • Key benefits and capabilities of Dynamics 365 CRM

Navigating the Dynamics 365 Interface
• User interface and dashboard overview • Customization and personalization options • Security roles and access management

Sales Management in Dynamics 365
• Managing leads, opportunities, and accounts • Sales process automation and pipeline management • Reporting and analytics for sales performance

Customer Service Module
• Case management and service requests • Knowledge base and self-service portals • Service level agreements (SLAs) and escalation management

Marketing Automation with Dynamics 365
• Creating and managing marketing campaigns • Email marketing and customer segmentation • Tracking campaign performance and customer engagement

Workflow Automation and Integration
• Automating business processes with Power Automate • Integrating Dynamics 365 with Microsoft 365 and Power BI • Enhancing productivity with AI-driven insights

Best Practices and Certification Preparation
• CRM best practices for businesses • Real-world case studies and practical applications • Exam preparation for Microsoft Dynamics 365 Fundamentals (CRM) certification

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