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Microsoft Dynamics 365 CRM: MasterClass for Beginners
Rating: 3.8 out of 5(39 ratings)
199 students

Microsoft Dynamics 365 CRM: MasterClass for Beginners

Microsoft Dynamics 365 CRM-Sales, Marketing, Customer Service,Project Services Automation, Bonus: Microsoft Flow
Created byVijayraj Hole
Last updated 2/2022
English

What you'll learn

  • Complete training course to learn Microsoft Dynamics 365 CRM.
  • You will gain in-depth knowledge of CRM application modules-Marketing,Sales,Service,Project Service ,Finance and Operations and Microsoft Flow Automations.
  • You will learn practically every module step by step. Topics and Modules :-
  • What is CRM ?
  • Why CRM ?
  • Practical Use Case to Use CRM Application. Module Names :-
  • 1-Marketing Module -Marketing Flow, Marketing Pages ,Email Campaign , Marketing Scoring Model, Landing page and Email Campaign Designer, A/B Testing
  • 2-Sales Module : Sales Overview Sales Key Terminology Sales Flow Sales Lifecycle Creates Leads manually and bulk Leads Management Lifecycle
  • 3-Customer Service Module-Service Flow,Create Cases, Add Cases to Queues, Dashboard Details
  • 4-Project Service-What is Project Service ,Resources ,Schedule Board, Approval
  • 5-Finance & Operations Module(ERP)-F&O Overview,Navigation,Module Overviews ,Purchase Order Creation
  • 6-Microsoft Flow-Learn to create no-code automation flows in Dynamics CRM to automate daily task.

Course content

7 sections • 53 lectures • 3h 10m total length

  • Microsoft Dynamics 365 CRM Course Overview4:11

    First of all thanks for joining this Dynamics 365 CRM (Zero to Hero) course! In this course, you will learn all the modules practically in Dynamics 365

    1. Dynamics 365 Marketing

    2. Dynamics 365 Sales

    3. Dynamics 365 Customer Service

    4. Dynamics 365 Project Service Automation

    5. Dynamics 365 Finance and Operations

    6. Dynamics 365 field Service

    7. Bonus: Power Platform Introduction

    Let's start the journey together !!!

Requirements

  • Basic Computer Skill
  • Curiosity to learn CRM

Description


Are you still learning Microsoft Dynamics 365 CRM with an OLD User interface?  Learn modern Dynamics 365 with updated Unified Interface.

Learn HIGH demands skill Microsoft Dynamics 365 CRM step by step.

This course is designed for Dynamics 365 CRM BEGINNERS and BUSINESS users.

You will learn all CRM modules practically.

Get complete knowledge on Marketing, Sales, Customer Service, Project Service and Finance, and Operations with flow automation.

This course definitely helps you to get a NEW JOB or GROW your business.

Learn how to use dynamics CRM to improve productivity by AI and Power platform automation.

Learn how to use Dynamics 365 CRM to grow your business and manage business digitally.

Learn how to get 360 views of your customers, understand customer needs and analyze customer data.

Get complete knowledge on Sales, Marketing, Services, Finance & Operations, and Microsoft Flow.

What you will learn :

Introduction:

  1. What is Dynamics 365 CRM?

  2. Microsoft Dynamics 365 Overview

Marketing Module


  1. Overview of Marketing (Complete Guide)

  2. Marketing Flow

  3. Marketing core components

  4. How to design Marketing Pages?

  5. How to design Marketing Forms?

  6. How to design an email marketing campaign?

  7. How to create Marketing fields

  8. Learn the marketing scoring model

Sales Module :

  1. Sales Overview

  2. Sales Key Terminology

  3. Sales Flow

  4. Sales Lifecycle

  5. Creates Leads manually and bulk

  6. Leads Management Lifecycle

  7. Leads Main Sections

  8. Create Opportunity in Sales

  9. Create Quotes

  10. Create Orders from Quotes

  11. Sales Goal Overview

Customer Service Module :

  1. Service module overview

  2. Why customer Service module Key component

  3. Customer service lifecycle

  4. How to create cases

  5. How to convert activities t cases

  6. Assign cases to the queue

  7. Explore service dashboard

Dynamics 365 Project Service Automation Module:

  1. Overview of Project Service management in Dynamics 365 CRM.

  2. Why Project Service Automation?

  3. Project Service Automation Lifecycle

  4. Project Service Automation UI Navigation

Microsoft Finance and Operations (ERP)

  1. Microsoft Finance and Operations (ERP) Overview

  2. Dynamics 365 Finance and Operations UI Navigation

  3. Create Purchase Order in Microsoft Finance and Operations

Microsoft Power Automate introduction

  1. Overview of Microsoft Power Automate

  2. Part 2-Pull the data from the Google sheet and create a lead in CRM using Flow

  3. Part 2-Pull the data from the Google sheet and create a lead in CRM using Flow







Who this course is for:

  • Microsoft Dynamics 365 CRM beginners or business users curious about CRM and Finance & Operations
  • This course for business owners or consultant who want to grow business using CRM application.
  • This course for students to start career in Microsoft Dynamics CRM.

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