What does the Microsoft Dynamics CRM course cover?
Microsoft Dynamics CRM is covered here in 10 modules: Introduction to Microsoft Dynamics CRM: Key features and benefits, Sales Management: Managing sales orders and invoices, Using sales analytics and insights, Marketing Automation: Managing marketing lists and segments and 7 more. The outline lists 50 specific topics, opening with Overview of Microsoft Dynamics CRM and closing with best practices for advanced topics.
How do you approach Microsoft Dynamics CRM step by step?
The work is sequenced in 10 stages. It starts with Introduction to Microsoft Dynamics CRM: Key features and benefits, moves through sales Management: Managing sales orders and invoices, Using sales analytics and insights and Marketing Automation: Managing marketing lists and segments, and ends at Advanced Topics: Best practices for, Using advanced features and functionality.
What is in Module 1 of the Microsoft Dynamics CRM course?
Module 1 is Introduction to Microsoft Dynamics CRM: Key features and benefits. It works through Overview of Microsoft Dynamics CRM, key features and benefits, Setting up and configuring Microsoft Dynamics CRM and 2 more. It sets the vocabulary the remaining 9 modules build on.
How is the Microsoft Dynamics CRM course delivered?
The Microsoft Dynamics CRM course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.
How much does the Microsoft Dynamics CRM course cost?
The Microsoft Dynamics CRM course is $199 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.
Closely related courses: Dynamics CRM Toolkit, Microsoft Dynamics CRM Toolkit, Microsoft Dynamics CRM Online Toolkit, Microsoft Dynamics CRM Online Self Assessment Checklist.
More answers: what you get with every course, refund policy, all help answers.
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: Key features and benefits
- 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 orders and invoices, Using sales analytics and insights
- 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: Managing marketing lists and segments
- 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 requests and cases, Using analytics and insights
- 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: Best practices for, Creating and managing reports and dashboards
- 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: Best practices for, Using APIs and developer tools
- 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: Best practices for, Using auditing and logging tools
- 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: Best practices for, Testing and validating the system
- 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: Best practices for, Common troubleshooting scenarios
- 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: Best practices for, Using advanced features and functionality
- 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