Microsoft Dynamics 365 Fundamentals (CRM) Course Overview
In order for businesses to generate income, they must have a strong grasp on how to best communicate and interact with their customers and prospects. To introduce strong strategies, businesses recruit software and applications to help them track and share critical information that could make or break a sale. When the software seamlessly integrates with other applications the business uses, this is a winning combination.
Microsoft Dynamics 365 is a commonly used cloud-based business application suite that combines features of an Enterprise Resource Planning system (ERP) and components of Customer Relationship Management (CRM). This allows businesses to monitor day-to-day activities and translate the information down to strong results. Getting Microsoft Dynamics 365 Fundamentals (CRM) certified is an asset to any professional looking to firmly establish themselves as a leader in the CRM sphere. Check out the dates below to enroll in this Microsoft Dynamics 365 Fundamentals course today.
Module 1: Examine the core capabilities of Microsoft Dynamics 365 customer engagement apps
- Navigate the Dynamics 365 customer engagement apps
- Explore common Dynamics 365 activities and integration options
- Lab : Validate lab environment and work with the customer engagement apps
- Lab : Manage Customers and Activities
Module 2: Learn the fundamentals of Dynamics 365 Marketing
- Explore Dynamics 365 Marketing
- Explore other marketing capabilities and apps
- Lab : Create a Customer Journey
- Lab : Create a Segment
Module 3: Learn the fundamentals of Dynamics 365 Sales
- Examine Dynamics 365 Sales
- Use sales capabilities
- Lab : Create and manage a Lead
- Lab : Create and manage an Opportunity
Module 4: Learn the Fundamentals of Dynamics 365 Customer Service
- Explore Dynamics 365 Field Service
- Examine knowledge management in Dynamics 365 Customer Service and related apps
- Lab : Create and manage Cases
- Lab : Create and publish a Knowledge Base article
Module 5: Learn the Fundamentals of Dynamics 365 Field Service
- Explore Dynamics 365 Field Services
- Describe the scheduling process
- Lab : Create work orders in Dynamics 365 Field Service
- Lab : Create an Inspection