Overview

Professionals who need to demonstrate their competency with fundamental Dynamics 365 CRM (Customer Relationship Management) capabilities and concepts should take the Microsoft Dynamics 365 Foundations (CRM) course. This is an introductory course designed for students who have already had some exposure to the principles of Microsoft Dynamics CRM. The course material offers a thorough overview of Dynamics 365 CRM's major concepts and features, including the user interface, data management, personalization choices, and process automations. Additionally, it offers practical experience working with customer data, organizing and managing workflow, and fostering client relationships. You will be able to set up, configure, and utilize Dynamics 365 CRM to its fullest extent in a customer relationship situation after completing this course.

Prerequisites

• Be familiar with the fundamentals of client relationship management (CRM)
• Have a basic understanding of marketing and sales automation
• Have a basic understanding of business process modeling
• Be familiar with business intelligence
• Have knowledge of data security and information management
• Be familiar with the Microsoft Office suite of programmes

Target audience

• Those who want to learn more about Dynamics 365 CRM and the skills required to manage it successfully
• Both technical and non-technical personnel that work in fields including sales, customer service, project management, and finance
• Responsible for creating, deploying, configuring, and managing CRM solutions in their organization are IT experts, business analysts, system architects, developers, and technical consultants.

Training outcomes

• Get familiar with the Dynamics 365 architecture and all of the solution's parts.
• Learn about the administrative roles in Dynamics 365 Business Central and specify user access.
• Build and modify marketing lists and campaigns.
• Get knowledge about how to streamline activities using workflows, process flows, and views.
• To add greater precision, use customer service automation tools.
• Use the analytics, data insights, and reporting tools in Dynamics 365.
• Design service level agreements and create and manage sales processes.
• Recognize implementation consequences and make use of various integrations.
• Become an expert in data import and export techniques as well as identity and access management.
• Have the ability to evaluate and enhance organizational procedures.