Microsoft Dynamics 365 (CRM): Introduction

Beskrivelse

This course provides information on the basic concepts of Microsoft Dynamics 365 - CRM. It provides an overview of information about application navigation, setting up accounts, contacts and activities, using the sales and customer service processes within Microsoft Dynamics 365 - CRM, and how to use data imports and exports. It also discusses how to create charts or dashboards that can be used to analyze data, along with how to integrate social media applications with Microsoft Dynamics 365 - CRM. The goals for this course:

• Explore the default deployment options, entities, records, forms and fields within Microsoft Dynamics 365 - CRM

• Examine offline capabilities and the using of security roles

• Navigate through various client types and work with records

• Demonstrate the sales process flow and communication tracking

• Walk through scenarios to demonstrate core components of case management, knowledge base SLAs, and entitlements

• Review basic steps of the marketing process and the importance of planning, budgeting, and reporting

• Explore OneDrive for Business, Office365 Delve and various integration methods

• Provide an overview of exporting data, interacting with default reports and the Report Wizard

• Explore the functionalities of PowerBI dashboards

• Define the capabilities of Word and Excel Templates

Indhold

• Module 01: Dynamics 365 CRM Overview

• Module 02: Navigating Dynamics 365 Sales, Customer Service, and Marketing

• Module 03: Sales Management

• Module 04: Customer Service

• Module 05: Marketing

• Module 06: Overview of Operations

• Module 07: Course Review