Microsoft Dynamics 365 CRM Complete Fundamentals(2025)

Explore who counts as a customer, define customers and sellers, and distinguish B2B, B2C, and hybrid models with real-world examples like solar manufacturers, retailers, and automotive repair shops.

Discover the sales lifecycle and its phases from lead to customer, identify potential customers, and engage website visitors who show interest to gather information.

Learn how leads arise from marketing efforts, website interactions, ads, and social media, capture contact details, and progress from lead to opportunities in the sales process.

Learn the lead qualification process in Microsoft Dynamics 365 CRM, including qualifying or disqualifying leads, researching prospects, and moving leads through the qualified and developed stages.

Navigate Microsoft Dynamics 365 sales navigation and create leads by applying the lead lifecycle, business process flow, and timeline, while managing stakeholders, competitors, and automated activities such as appointments.

Drive lead generation and customer conversion through drag-and-drop email campaigns, landing pages, surveys, and social media integration in Dynamics 365 Marketing, with automated workflows and personalized customer journeys.

Explore the dynamics 365 marketing life cycle and the customer journey, from email and social media campaigns to lead capture, contact, and conversion through landing pages and events.

Explore core marketing modules in Dynamics 365, from Dynamic 360 integration and drag-and-drop email marketing campaigns to landing pages, surveys, events, and LinkedIn lead generation, boosting marketing and sales collaboration.

Learn how landing pages in Dynamics 365 marketing act as lead capture, destination pages with a single focus that boost conversion through guided forms, CTAs, templates, and no navigation.

Explore the microsoft dynamics 365 customer service model, its importance for high customer expectations, multi-channel research, and how case lifecycle and knowledge management support timely resolutions.

Master manual case creation in the Dynamics 365 service model by logging new cases with subjects, customers, origins, and timelines, and using knowledge articles for resolutions.

Learn how Dynamics 365 project service automation automates resource allocation, task management, and expenses to maximize project profitability and client satisfaction, while navigating the project lifecycle and creating projects.

Identify opportunities with customers and initiate projects through planning, resource management, and collaboration. Track time and expenses, manage billing, and close the project after delivery.

Explore the project service automation UI to manage resources, assign roles, track utilization, and oversee projects with a scalable, cross-device dashboard for scheduling, export, and import.

Explore Microsoft Dynamics 365 finance and operations, a complete ERP rivaling SAP, with 20+ models to manage finance, ledgers, accounts, bank management, and operations like supply chain, inventory, and production.

Explore Microsoft Dynamics 365 Finance and Operations navigation to manage procurement, sourcing, purchase orders, purchase agreements, vendors, and approvals across multiple legal entities.

Automate repetitive business tasks with Microsoft Flow using built-in connectors to pull data from social media and cloud services, enabling no-code lead capture and error-free processes.