Mastering Microsoft Dynamics CRM: Unlocking Sales Administration Efficiency
Course Overview This comprehensive course is designed to help sales administrators master the features and functionality of Microsoft Dynamics CRM. Participants will learn how to unlock the full potential of the platform, streamline sales processes, and drive business growth.
Course Objectives - Understand the fundamentals of Microsoft Dynamics CRM and its role in sales administration
- Learn how to configure and customize the platform to meet business needs
- Develop skills in data management, reporting, and analytics
- Improve sales processes and workflows using automation and workflows
- Enhance customer engagement and experience using CRM tools
- Gain hands-on experience with real-world applications and scenarios
Course Outline Module 1: Introduction to Microsoft Dynamics CRM
- Overview of Microsoft Dynamics CRM and its features
- Understanding the role of CRM in sales administration
- Setting up and configuring the platform
- Navigation and user interface
Module 2: Data Management and Import
- Understanding data entities and attributes
- Importing data from various sources
- Data validation and cleansing
- Using data templates and data maps
Module 3: Accounts and Contacts
- Creating and managing accounts and contacts
- Understanding account and contact relationships
- Using account and contact views and reports
- Managing account and contact data
Module 4: Leads and Opportunities
- Understanding leads and opportunities
- Creating and managing leads and opportunities
- Using lead and opportunity views and reports
- Managing lead and opportunity data
Module 5: Sales Processes and Workflows
- Understanding sales processes and workflows
- Creating and managing sales processes and workflows
- Using workflow automation and conditional logic
- Managing sales process and workflow data
Module 6: Reporting and Analytics
- Understanding reporting and analytics in CRM
- Creating and managing reports and dashboards
- Using data visualization and charting tools
- Managing report and dashboard data
Module 7: Customer Engagement and Experience
- Understanding customer engagement and experience in CRM
- Using CRM tools for customer engagement and experience
- Creating and managing customer journeys and interactions
- Managing customer engagement and experience data
Module 8: Security and Access Control
- Understanding security and access control in CRM
- Configuring and managing security roles and permissions
- Using access control and authentication mechanisms
- Managing security and access control data
Module 9: Customization and Configuration
- Understanding customization and configuration in CRM
- Configuring and managing system settings and options
- Using customization tools and techniques
- Managing customization and configuration data
Module 10: Advanced Topics and Best Practices
- Understanding advanced topics and best practices in CRM
- Using advanced features and functionality
- Implementing best practices for data management and security
- Managing advanced topic and best practice data
Course Features - Interactive and engaging learning experience
- Comprehensive and personalized course content
- Up-to-date and practical knowledge and skills
- Real-world applications and scenarios
- High-quality content and expert instructors
- Certificate issued upon completion by The Art of Service
- Flexible learning and user-friendly platform
- Mobile-accessible and community-driven
- Actionable insights and hands-on projects
- Bite-sized lessons and lifetime access
- Gamification and progress tracking
Certificate Upon completion of the course, participants will receive a certificate issued by The Art of Service, demonstrating their mastery of Microsoft Dynamics CRM and sales administration skills.,
- Understand the fundamentals of Microsoft Dynamics CRM and its role in sales administration
- Learn how to configure and customize the platform to meet business needs
- Develop skills in data management, reporting, and analytics
- Improve sales processes and workflows using automation and workflows
- Enhance customer engagement and experience using CRM tools
- Gain hands-on experience with real-world applications and scenarios
Course Outline Module 1: Introduction to Microsoft Dynamics CRM
- Overview of Microsoft Dynamics CRM and its features
- Understanding the role of CRM in sales administration
- Setting up and configuring the platform
- Navigation and user interface
Module 2: Data Management and Import
- Understanding data entities and attributes
- Importing data from various sources
- Data validation and cleansing
- Using data templates and data maps
Module 3: Accounts and Contacts
- Creating and managing accounts and contacts
- Understanding account and contact relationships
- Using account and contact views and reports
- Managing account and contact data
Module 4: Leads and Opportunities
- Understanding leads and opportunities
- Creating and managing leads and opportunities
- Using lead and opportunity views and reports
- Managing lead and opportunity data
Module 5: Sales Processes and Workflows
- Understanding sales processes and workflows
- Creating and managing sales processes and workflows
- Using workflow automation and conditional logic
- Managing sales process and workflow data
Module 6: Reporting and Analytics
- Understanding reporting and analytics in CRM
- Creating and managing reports and dashboards
- Using data visualization and charting tools
- Managing report and dashboard data
Module 7: Customer Engagement and Experience
- Understanding customer engagement and experience in CRM
- Using CRM tools for customer engagement and experience
- Creating and managing customer journeys and interactions
- Managing customer engagement and experience data
Module 8: Security and Access Control
- Understanding security and access control in CRM
- Configuring and managing security roles and permissions
- Using access control and authentication mechanisms
- Managing security and access control data
Module 9: Customization and Configuration
- Understanding customization and configuration in CRM
- Configuring and managing system settings and options
- Using customization tools and techniques
- Managing customization and configuration data
Module 10: Advanced Topics and Best Practices
- Understanding advanced topics and best practices in CRM
- Using advanced features and functionality
- Implementing best practices for data management and security
- Managing advanced topic and best practice data
Course Features - Interactive and engaging learning experience
- Comprehensive and personalized course content
- Up-to-date and practical knowledge and skills
- Real-world applications and scenarios
- High-quality content and expert instructors
- Certificate issued upon completion by The Art of Service
- Flexible learning and user-friendly platform
- Mobile-accessible and community-driven
- Actionable insights and hands-on projects
- Bite-sized lessons and lifetime access
- Gamification and progress tracking
Certificate Upon completion of the course, participants will receive a certificate issued by The Art of Service, demonstrating their mastery of Microsoft Dynamics CRM and sales administration skills.,
- Interactive and engaging learning experience
- Comprehensive and personalized course content
- Up-to-date and practical knowledge and skills
- Real-world applications and scenarios
- High-quality content and expert instructors
- Certificate issued upon completion by The Art of Service
- Flexible learning and user-friendly platform
- Mobile-accessible and community-driven
- Actionable insights and hands-on projects
- Bite-sized lessons and lifetime access
- Gamification and progress tracking