
Learn the origin and roadmap of Microsoft Dynamics 365 customer engagement, and review major CRM changes from the early versions to the current Dynamics 365.
Explore the history and evolution of Microsoft Dynamics 365 CRM from its origins to the current version, including pre-CRM context and major feature changes across nine modules.
Define the target audience for the Microsoft Dynamics 365 Customer Engagement course, with no prerequisites beyond internet access and a device, focusing on customer engagement apps, not erp.
Trace the origin and roadmap of Microsoft Dynamics 365, a CRM and ERP product line, from CRM 1.0 (2003) to Dynamics 365 (2016).
Explore the early evolution of Microsoft CRM 1.0 and 1.2, including sales and service models, Outlook integration, language expansion, and reporting enhancements that shaped its development.
Explore the major changes in Microsoft Dynamics CRM 3.0, including a new marketing module, redesigned navigation, custom entities, two-table database structure, and replacement of Crystal Reports with necessaries reports.
Explore major changes in Microsoft Dynamics CRM 4.0, including multi-language, multi-currency, multi-tenant support, on-premises and online services, Windows Workflow Foundation, built-in reporting, and plugins.
Discover major changes in Microsoft Dynamics CRM 2011, including solutions and solution layers, dashboards, ribbon UI, Outlook integration, cloud development, role-based forms, auditing, field security, and teams owning records.
Explores major changes in Microsoft Dynamics CRM 2013, including a flat user interface, multi-browser support, a single entity table, real-time workflows, auto-save, and mobile integration with Yammer and Skype.
Explore major changes in Microsoft Dynamics CRM 2015, including offline tablet apps, slider navigation, and enhancements to administration, with features like client API, branched processes, global search, and hierarchy visualization.
Module 1: Origin and Roadmap of Microsoft Dynamics 365 to date
Microsoft Dynamics 365 Introduction
History of Microsoft Dynamics 365
Details about Pre-CRM Era/ What was there before CRM?
Road-map of Microsoft Dynamics 365 from the first version till date
Module 2: Major Features Released in Microsoft CRM 1.0/1.2
Microsoft CRM 1.0/1.2 Introduction
Microsoft CRM 1.0 Functionalities
Microsoft CRM 1.0 Limitations
Microsoft CRM 1.2 Changes
Microsoft CRM 1.2 Limitations and Conclusion
Module 3: Major changes in Microsoft Dynamics CRM 3.0
Microsoft Dynamics CRM 3.0 Introduction
Microsoft Dynamics CRM 3.0 Improvements
Microsoft Dynamics CRM 3.0 New Features
Microsoft Dynamics CRM 3.0 Limitations and Conclusion
Module 4: Major changes in Microsoft Dynamics CRM 4.0
Microsoft Dynamics CRM 4.0 Introduction
Microsoft Dynamics CRM 4.0 Improvements
Microsoft Dynamics CRM 4.0 New Features
Microsoft Dynamics CRM 4.0 Limitations and Conclusion
Module 5: Major changes in Microsoft Dynamics CRM 2011
Microsoft Dynamics CRM 2011 Introduction
Microsoft Dynamics CRM 2011 Improvements
Microsoft Dynamics CRM 2011 New Features
Microsoft Dynamics CRM 2011 Limitations and Conclusion
Module 6: Major changes in Microsoft Dynamics CRM 2013
Microsoft Dynamics CRM 2013 Introduction
Microsoft Dynamics CRM 2013 Improvements
Microsoft Dynamics CRM 2013 New Features
Microsoft Dynamics CRM 2013 Limitations and Conclusion
Module 7: Major changes in Microsoft Dynamics CRM 2015
Microsoft Dynamics CRM 2015 Introduction
Microsoft Dynamics CRM 2015 Improvements
Microsoft Dynamics CRM 2015 New Features
Microsoft Dynamics CRM 2015 Limitations and Conclusion
Module 8: Major changes in Microsoft Dynamics CRM 2016
Microsoft Dynamics CRM 2016 Introduction
Microsoft Dynamics CRM 2016 Improvements
Microsoft Dynamics CRM 2016 New Features
Microsoft Dynamics CRM 2016 Limitations and Conclusion
Module 9: Major changes in Microsoft Dynamics 365
Microsoft Dynamics 365 Introduction
Microsoft Dynamics 365 Improvements
Microsoft Dynamics 365 New Features
Microsoft Dynamics 365 Conclusion
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