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Microsoft Dynamics CRM Online; Mastering a Complete Self-Assessment Guide

Microsoft Dynamics CRM Online; Mastering a Complete Self-Assessment Guide

$199.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
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30-day money-back guarantee — no questions asked
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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.
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Microsoft Dynamics CRM Online: Mastering a Complete Self-Assessment Guide



Course Overview

This comprehensive course is designed to help participants master Microsoft Dynamics CRM Online and receive a certificate upon completion, issued by The Art of Service. With interactive and engaging content, participants will gain practical knowledge and real-world applications to enhance their skills and expertise.



Course Features

  • Interactive and engaging content
  • Comprehensive and personalized learning experience
  • Up-to-date and high-quality content
  • Expert instructors with extensive experience
  • Certificate upon completion, issued by The Art of Service
  • Flexible learning options, including mobile accessibility
  • User-friendly interface and community-driven learning
  • Actionable insights and hands-on projects
  • Bite-sized lessons and lifetime access
  • Gamification and progress tracking features


Course Outline

Module 1: Introduction to Microsoft Dynamics CRM Online

  • Overview of Microsoft Dynamics CRM Online
  • Key features and benefits
  • Setting up and configuring Microsoft Dynamics CRM Online
  • Understanding the user interface and navigation

Module 2: Sales and Marketing Automation

  • Understanding sales and marketing processes in Microsoft Dynamics CRM Online
  • Configuring sales and marketing automation
  • Creating and managing leads, opportunities, and campaigns
  • Using workflows and business process flows

Module 3: Customer Service and Support

  • Understanding customer service and support processes in Microsoft Dynamics CRM Online
  • Configuring customer service and support
  • Creating and managing cases, incidents, and knowledge articles
  • Using service level agreements and entitlements

Module 4: Reporting and Analytics

  • Understanding reporting and analytics in Microsoft Dynamics CRM Online
  • Creating and managing reports and dashboards
  • Using data visualization and business intelligence tools
  • Configuring and using Power BI

Module 5: Security and Administration

  • Understanding security and administration in Microsoft Dynamics CRM Online
  • Configuring security roles and permissions
  • Managing users and teams
  • Using auditing and logging features

Module 6: Data Management and Integration

  • Understanding data management and integration in Microsoft Dynamics CRM Online
  • Importing and exporting data
  • Using data maps and data templates
  • Configuring and using Power Automate (formerly Microsoft Flow)

Module 7: Customization and Development

  • Understanding customization and development in Microsoft Dynamics CRM Online
  • Creating and managing custom entities and fields
  • Using JavaScript and HTML for client-side scripting
  • Configuring and using the Microsoft Dynamics CRM Online API

Module 8: Implementation and Deployment

  • Understanding implementation and deployment in Microsoft Dynamics CRM Online
  • Planning and executing a successful implementation
  • Configuring and using deployment options
  • Using the Microsoft Dynamics CRM Online implementation guide


Certificate and Completion

Upon completion of this course, participants will receive a certificate issued by The Art of Service, demonstrating their mastery of Microsoft Dynamics CRM Online. The certificate is a valuable credential that can be used to enhance career prospects and demonstrate expertise in Microsoft Dynamics CRM Online.

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