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

$197.00
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.
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What does the Microsoft Dynamics CRM Online course cover?

Microsoft Dynamics CRM Online is covered here in 8 modules: Introduction to Microsoft Dynamics CRM Online: Key features and benefits, Sales and Marketing Automation: Using workflows and business process flows, Customer Service and Support: Using service level agreements and entitlements and 5 more.

How do you approach Microsoft Dynamics CRM Online step by step?

The work is sequenced in 8 stages. It starts with Introduction to Microsoft Dynamics CRM Online: Key features and benefits, moves through Sales and Marketing Automation: Using workflows and business process flows and Customer Service and Support: Using service level agreements and entitlements, and ends at Implementation and Deployment: Configuring and using deployment options.

What is in Module 1 of the Microsoft Dynamics CRM Online course?

Module 1 is Introduction to Microsoft Dynamics CRM Online: Key features and benefits. It works through Overview of Microsoft Dynamics CRM Online, key features and benefits, Setting up and configuring Microsoft Dynamics CRM Online and 1 more. It sets the vocabulary the remaining 7 modules build on.

How is the Microsoft Dynamics CRM Online course delivered?

The Microsoft Dynamics CRM Online 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 Online course cost?

The Microsoft Dynamics CRM Online 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.

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: Key features and benefits

  • 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: Using workflows and business process flows

  • 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: Using service level agreements and entitlements

  • 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: Configuring and using Power BI

  • 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: Managing users and teams, Using auditing and logging features

  • 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: Importing and exporting data

  • 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 in Microsoft Dynamics CRM Online

  • 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: Configuring and using deployment options

  • 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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