Skip to main content
Mastering Microsoft Dynamics CRM; A Comprehensive Guide to Maximizing Sales, Marketing, and Customer Service

Mastering Microsoft Dynamics CRM; A Comprehensive Guide to Maximizing Sales, Marketing, and Customer Service

$199.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
Your guarantee:
30-day money-back guarantee — no questions asked
Who trusts this:
Trusted by professionals in 160+ countries
Toolkit Included:
Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
Adding to cart… The item has been added

Mastering Microsoft Dynamics CRM: A Comprehensive Guide to Maximizing Sales, Marketing, and Customer Service



Course Overview

This comprehensive course is designed to equip participants with the skills and knowledge needed to maximize sales, marketing, and customer service using Microsoft Dynamics CRM. Participants will receive a certificate upon completion, issued by The Art of Service.



Course Features

  • Interactive and engaging learning experience
  • Comprehensive and up-to-date content
  • Personalized learning experience
  • Practical and real-world applications
  • High-quality content and expert instructors
  • Certification upon completion
  • Flexible learning options
  • User-friendly and mobile-accessible platform
  • Community-driven learning environment
  • Actionable insights and hands-on projects
  • Bite-sized lessons and lifetime access
  • Gamification and progress tracking


Course Outline

Module 1: Introduction to Microsoft Dynamics CRM

  • Overview of Microsoft Dynamics CRM
  • Key features and benefits
  • Setting up and configuring Microsoft Dynamics CRM
  • Navigation and user interface
  • Customizing and personalizing the system

Module 2: Sales Management

  • Managing sales processes and pipelines
  • Creating and managing sales opportunities
  • Managing sales orders and invoices
  • Tracking and analyzing sales performance
  • Using sales analytics and insights

Module 3: Marketing Automation

  • Creating and managing marketing campaigns
  • Managing marketing lists and segments
  • Creating and sending marketing emails
  • Tracking and analyzing marketing performance
  • Using marketing analytics and insights

Module 4: Customer Service

  • Managing customer service requests and cases
  • Creating and managing customer service processes
  • Managing customer interactions and communications
  • Tracking and analyzing customer service performance
  • Using customer service analytics and insights

Module 5: Reporting and Analytics

  • Creating and managing reports and dashboards
  • Using data visualization and business intelligence tools
  • Tracking and analyzing key performance indicators (KPIs)
  • Using data analytics and insights to inform business decisions
  • Best practices for reporting and analytics

Module 6: Integration and Customization

  • Integrating Microsoft Dynamics CRM with other systems
  • Customizing and extending Microsoft Dynamics CRM
  • Using APIs and developer tools
  • Best practices for integration and customization
  • Common integration and customization scenarios

Module 7: Security and Administration

  • Managing security and access controls
  • Configuring and managing user roles and permissions
  • Managing data backup and recovery
  • Using auditing and logging tools
  • Best practices for security and administration

Module 8: Implementation and Deployment

  • Planning and executing a successful implementation
  • Configuring and deploying Microsoft Dynamics CRM
  • Managing data migration and integration
  • Testing and validating the system
  • Best practices for implementation and deployment

Module 9: Troubleshooting and Support

  • Troubleshooting common issues and errors
  • Using support resources and tools
  • Managing and resolving support requests
  • Best practices for troubleshooting and support
  • Common troubleshooting scenarios

Module 10: Advanced Topics

  • Using advanced features and functionality
  • Customizing and extending Microsoft Dynamics CRM
  • Integrating with other Microsoft products and services
  • Using machine learning and artificial intelligence
  • Best practices for advanced topics


Certification

Upon completion of the course, participants will receive a certificate issued by The Art of Service. This certificate demonstrates expertise and knowledge in using Microsoft Dynamics CRM to maximize sales, marketing, and customer service.

,
!