Skip to main content
Mastering Microsoft Dynamics CRM; Unlocking Efficient Customer Relationship Management

Mastering Microsoft Dynamics CRM; Unlocking Efficient Customer Relationship Management

$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: Unlocking Efficient Customer Relationship Management



Course Overview

This comprehensive course is designed to equip you with the skills and knowledge needed to master Microsoft Dynamics CRM and unlock efficient customer relationship management. With a focus on interactive and engaging learning, this course provides a personalized and up-to-date approach to learning Microsoft Dynamics CRM.



Course Features

  • Interactive and Engaging: Interactive lessons and hands-on projects to keep you engaged and motivated
  • Comprehensive: Covers all aspects of Microsoft Dynamics CRM, from basics to advanced topics
  • Personalized: Learn at your own pace and focus on the topics that matter most to you
  • Up-to-date: Stay current with the latest features and updates in Microsoft Dynamics CRM
  • Practical and Real-world Applications: Learn how to apply Microsoft Dynamics CRM in real-world scenarios
  • High-quality Content: Expertly crafted content to ensure you receive the best possible education
  • Expert Instructors: Learn from experienced instructors with extensive knowledge of Microsoft Dynamics CRM
  • Certification: Receive a certificate upon completion, issued by The Art of Service
  • Flexible Learning: Access the course from anywhere, at any time, and learn at your own pace
  • User-friendly: Easy-to-use interface and navigation to ensure a seamless learning experience
  • Mobile-accessible: Access the course from your mobile device, making it easy to learn on-the-go
  • Community-driven: Join a community of learners and instructors to connect, share, and learn from each other
  • Actionable Insights: Gain practical insights and skills that can be applied immediately
  • Hands-on Projects: Complete hands-on projects to reinforce your learning and gain practical experience
  • Bite-sized Lessons: Learn in bite-sized chunks, making it easy to fit learning into your busy schedule
  • Lifetime Access: Enjoy lifetime access to the course, allowing you to review and refresh your knowledge at any time
  • Gamification: Engage in a fun and interactive learning experience with gamification elements
  • Progress Tracking: Track your progress and stay motivated with progress tracking features


Course Outline

Module 1: Introduction to Microsoft Dynamics CRM

  • Overview of Microsoft Dynamics CRM
  • History and Evolution of Microsoft Dynamics CRM
  • Key Features and Benefits of Microsoft Dynamics CRM
  • Microsoft Dynamics CRM vs. Other CRM Systems

Module 2: Setting up Microsoft Dynamics CRM

  • Installing and Configuring Microsoft Dynamics CRM
  • Setting up Organizations and Business Units
  • Configuring Security Roles and Permissions
  • Importing and Exporting Data

Module 3: Navigation and Interface

  • Overview of the Microsoft Dynamics CRM Interface
  • Navigation and Menu Systems
  • Working with Forms and Views
  • Customizing the Interface

Module 4: Accounts and Contacts

  • Creating and Managing Accounts
  • Creating and Managing Contacts
  • Account and Contact Relationships
  • Account and Contact Reporting

Module 5: Leads and Opportunities

  • Creating and Managing Leads
  • Converting Leads to Opportunities
  • Managing Opportunities
  • Opportunity Reporting

Module 6: Sales and Marketing

  • Overview of Sales and Marketing in Microsoft Dynamics CRM
  • Creating and Managing Sales Campaigns
  • Creating and Managing Marketing Campaigns
  • Sales and Marketing Reporting

Module 7: Customer Service

  • Overview of Customer Service in Microsoft Dynamics CRM
  • Creating and Managing Cases
  • Managing Customer Service Activities
  • Customer Service Reporting

Module 8: Reporting and Analytics

  • Overview of Reporting and Analytics in Microsoft Dynamics CRM
  • Creating and Managing Reports
  • Working with Dashboards
  • Advanced Analytics

Module 9: Customization and Development

  • Overview of Customization and Development in Microsoft Dynamics CRM
  • Customizing Entities and Fields
  • Creating and Managing Workflows
  • Advanced Customization and Development

Module 10: Administration and Security

  • Overview of Administration and Security in Microsoft Dynamics CRM
  • Managing Security Roles and Permissions
  • Configuring Auditing and Logging
  • Advanced Administration and Security

Module 11: Integration and Migration

  • Overview of Integration and Migration in Microsoft Dynamics CRM
  • Integrating with Other Microsoft Products
  • Migrating Data from Other CRM Systems
  • Advanced Integration and Migration

Module 12: Best Practices and Troubleshooting

  • Best Practices for Implementing and Using Microsoft Dynamics CRM
  • Troubleshooting Common Issues
  • Advanced Troubleshooting and Debugging
  • Conclusion and Final Thoughts


Certification

Upon completion of this course, participants will receive a certificate issued by The Art of Service, demonstrating their expertise and knowledge in Microsoft Dynamics CRM.

,
!