What does the Microsoft Dynamics CRM course cover?
Microsoft Dynamics CRM is covered here in 12 modules: Introduction to Microsoft Dynamics CRM: Overview of Microsoft Dynamics CRM, Setting up Microsoft Dynamics CRM: Importing and Exporting Data, Navigation and Interface: Customizing the Interface, Navigation and Menu Systems and 9 more. The outline lists 48 specific topics, opening with Overview of Microsoft Dynamics CRM and closing with Conclusion and Final Thoughts.
How do you approach Microsoft Dynamics CRM step by step?
The work is sequenced in 12 stages. It starts with Introduction to Microsoft Dynamics CRM: Overview of Microsoft Dynamics CRM, moves through Setting up Microsoft Dynamics CRM: Importing and Exporting Data and Navigation and Interface: Customizing the Interface, Navigation and Menu Systems, and ends at Best Practices and Troubleshooting: Troubleshooting Common Issues.
What is in Module 1 of the Microsoft Dynamics CRM course?
Module 1 is Introduction to Microsoft Dynamics CRM: Overview of Microsoft Dynamics CRM. It works through Overview of Microsoft Dynamics CRM, History and Evolution of Microsoft Dynamics CRM, Key Features and Benefits of Microsoft Dynamics CRM and 1 more. It sets the vocabulary the remaining 11 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: Microsoft Dynamics CRM Toolkit, Microsoft Dynamics CRM Online Toolkit, Microsoft Dynamics CRM Online Self Assessment Checklist, Microsoft Dynamics CRM Online.
More answers: what you get with every course, refund policy, all help answers.
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
- 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: Importing and Exporting Data
- 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: Customizing the Interface, Navigation and Menu Systems
- Overview of the Microsoft Dynamics CRM Interface
- Navigation and Menu Systems
- Working with Forms and Views
- Customizing the Interface
Module 4. Accounts and Contacts: Account and Contact Reporting, Creating and Managing Accounts
- 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
- Creating and Managing Leads
- Converting Leads to Opportunities
- Managing Opportunities
- Opportunity Reporting
Module 6. Sales and Marketing: Overview of in Microsoft Dynamics CRM
- 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: Creating and Managing Cases, Overview of in Microsoft Dynamics CRM
- Overview of Customer Service in Microsoft Dynamics CRM
- Creating and Managing Cases
- Managing Customer Service Activities
- Customer Service Reporting
Module 8. Reporting and Analytics: Working with Dashboards, Creating and Managing Reports
- Overview of Reporting and Analytics in Microsoft Dynamics CRM
- Creating and Managing Reports
- Working with Dashboards
- Advanced Analytics
Module 9. Customization and Development: Customizing Entities and Fields
- 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: Configuring Auditing and Logging
- 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 in Microsoft Dynamics CRM
- 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: Troubleshooting Common Issues
- Best Practices for Implementing and Using Microsoft Dynamics CRM
- Troubleshooting Common Issues
- Advanced Troubleshooting and Debugging
- Conclusion and Final Thoughts