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Microsoft Dynamics CRM Online Self Assessment Checklist Mastery

Microsoft Dynamics CRM Online Self Assessment Checklist Mastery

$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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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 Self Assessment Checklist Mastery



COURSE FORMAT & DELIVERY DETAILS

Course Overview

The Microsoft Dynamics CRM Online Self Assessment Checklist Mastery course is a comprehensive, self-paced online training program designed to equip learners with the knowledge and skills required to effectively utilize Microsoft Dynamics CRM Online.

Course Format

  • Self-Paced: Learn at your own pace, anytime, and anywhere.
  • Online: Access the course materials and resources online.
  • On-Demand: Start the course immediately and complete it at your convenience.

Course Schedule

  • No Fixed Dates or Times: Enroll and start the course at any time.
  • Typical Completion Time: 12-16 hours, depending on your pace.

Course Access

  • Lifetime Access: Get lifetime access to the course materials and resources.
  • Mobile-Friendly: Access the course on your mobile device or tablet.

Support and Resources

  • Instructor Support: Get support from our experienced instructors through email and discussion forums.
  • Downloadable Resources: Receive downloadable templates, toolkits, and checklists to support your learning.

Certificate of Completion

Upon completing the course, learners will receive a Certificate of Completion issued by The Art of Service, demonstrating their mastery of Microsoft Dynamics CRM Online Self Assessment Checklist.



EXTENSIVE & DETAILED COURSE CURRICULUM

Module 1: Introduction to Microsoft Dynamics CRM Online

  • Overview of Microsoft Dynamics CRM Online
  • Key Features and Benefits
  • Setting up your Microsoft Dynamics CRM Online instance
  • Navigating the Microsoft Dynamics CRM Online interface

Module 2: Understanding CRM Fundamentals

  • What is CRM?
  • CRM Best Practices
  • Understanding Customer Needs
  • Building Customer Relationships

Module 3: Configuring Microsoft Dynamics CRM Online

  • Configuring Security Roles
  • Setting up Business Units
  • Creating and Managing Teams
  • Configuring Entity Relationships

Module 4: Managing Customers and Contacts

  • Creating and Managing Customer Records
  • Managing Contact Information
  • Using Customer and Contact Views
  • Creating Custom Customer and Contact Entities

Module 5: Sales Process Automation

  • Understanding Sales Processes
  • Configuring Sales Stages
  • Using Sales Stage Automation
  • Creating Custom Sales Processes

Module 6: Marketing Automation

  • Understanding Marketing Automation
  • Creating and Managing Marketing Lists
  • Using Marketing Campaigns
  • Creating Custom Marketing Automations

Module 7: Customer Service and Support

  • Understanding Customer Service
  • Configuring Case Management
  • Using Entitlements and Service Level Agreements
  • Creating Custom Customer Service Processes

Module 8: Reporting and Analytics

  • Understanding Reporting and Analytics
  • Using Built-in Reports
  • Creating Custom Reports
  • Using Dashboards and Charts

Module 9: Advanced Microsoft Dynamics CRM Online Topics

  • Using Business Process Flows
  • Configuring SLA and Entitlement Management
  • Using Microsoft Dynamics CRM Online with Other Microsoft Products
  • Advanced Troubleshooting and Debugging

Module 10: Microsoft Dynamics CRM Online Best Practices

  • Best Practices for Implementation
  • Best Practices for Configuration
  • Best Practices for Data Management
  • Best Practices for User Adoption

Module 11: Final Project and Assessment

  • Completing a Comprehensive Project
  • Assessing Your Knowledge and Skills
  • Receiving Feedback and Guidance
  • Earning Your Certificate of Completion
By completing this comprehensive course, learners will gain a deep understanding of Microsoft Dynamics CRM Online and be equipped to effectively utilize the platform to drive business success.

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