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CRM Fundamentals: Grasp customer relationship lifecycle and core engagement strategies.
Sales & Marketing Automation: Set up automated workflows for lead generation and campaign execution.
Customer Service Management: Configure service processes including case resolution and SLA tracking.
Customization & Configuration: Tailor CRM modules and data structures to meet unique business needs.
Integration & Analytics: Use Power BI and other tools to create insightful CRM dashboards and reports.
From Learning to Leading.
Dynamics 365 CRM: Streamline Engagement & Workflows
Gain end-to-end proficiency in Microsoft Dynamics 365 CRM to enhance customer relationships, automate business processes, and drive operational efficiency.
What you'll learn
Develop advanced skills in Microsoft Dynamics 365 CRM to streamline customer engagement, sales operations, and service management.
This course is designed for CRM admins, analysts, consultants, and IT professionals aiming to specialize in Microsoft Dynamics 365 CRM.
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Course Content
- Deep dive into CRM architecture and deployment
- Role-based access control and security models
- Managing CRM data models, entities, and relationships
- Lead generation, opportunity tracking, and forecasting
- Designing case management and SLA workflows
- Generating CRM insights through dashboards and reports
Requirements
- Foundational knowledge of business workflows
- Interest in CRM and digital transformation
- Familiarity with Microsoft 365 is an advantage
Description
- Learn to configure and manage Microsoft Dynamics 365 CRM
- Automate customer-facing workflows for sales and service
- Customize CRM to match organizational goals
- Use Power BI to build CRM reports and dashboards
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