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

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 email marketing campaign?

  7. How to create Marketing fields

  8. Learn 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 queue

  7. Explore service dashboard

Dynamics 365 Project Service Automation Module:

  1. Overview on 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

  • Basics Computer Knowledge
  • -Who want to learn Microsoft Dynamics 365 CRM
  • -Business users who want to learn Microsoft Dynamics 365 CRM
  • -Students who want to learn Microsoft Dynamics 365 CRM
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  • Section 1 : Introduction: Microsoft Dyanamics 365 CRM 1 Lectures 00:04:11

    • Lecture 1 :
    • What is Dynamics 365 CRM? Preview
  • Section 2 : Microsoft Dyanmics 365 CRM: Sales Module 21 Lectures 00:55:36

    • Lecture 1 :
    • Dynamics 365 CRM Sales Lifecycle : Part 1
    • Lecture 2 :
    • Dynamics 365 CRM Sales Lifecycle : Part 2
    • Lecture 3 :
    • Dynamics 365 CRM Sales Key Terminology
    • Lecture 4 :
    • Leads module Overview
    • Lecture 5 :
    • Leads Overview in Dynamics 365 CRM
    • Lecture 6 :
    • Lead Management Lifecycle
    • Lecture 7 :
    • Leads Module Navigation
    • Lecture 8 :
    • How to create leads manually ?
    • Lecture 9 :
    • How to import leads using Excel ?
    • Lecture 10 :
    • What is lead views ?
    • Lecture 11 :
    • Leads to opportunity process
    • Lecture 12 :
    • How to convert lead to opportunity ?
    • Lecture 13 :
    • Different ways to create opportunity
    • Lecture 14 :
    • Create opportunity from sales activity
    • Lecture 15 :
    • How to close opportunity
    • Lecture 16 :
    • How to re-open opportunity ?
    • Lecture 17 :
    • How to add products to opportunity ?
    • Lecture 18 :
    • What is Quotes in dyanmics 365 sale module ?
    • Lecture 19 :
    • Create quotes from opportunity
    • Lecture 20 :
    • Create order from quotes
    • Lecture 21 :
    • Activate and revise quote
  • Section 3 : Dynamics 365 CRM : Marketing Module 8 Lectures 00:45:20

    • Lecture 1 :
    • Microsoft dynamics 365 marketing module overview
    • Lecture 2 :
    • Why Marketing module ?
    • Lecture 3 :
    • Marketing module lifecycle
    • Lecture 4 :
    • Marketing foundation elements
    • Lecture 5 :
    • What is landing pages in marketing ?
    • Lecture 6 :
    • How to create marketing forms?
    • Lecture 7 :
    • Core marketing apps in Dyanmics 365 CRM
    • Lecture 8 :
    • create engaging marketing emails
  • Section 4 : Dyanmics 365 CRM :Customer Service Module 6 Lectures 00:28:07

    • Lecture 1 :
    • Customer Service Module Overview
    • Lecture 2 :
    • Customer Service lifecycle
    • Lecture 3 :
    • Why customer service and key componenets of customer service ?
    • Lecture 4 :
    • How to create case manually?
    • Lecture 5 :
    • How to create case from activity?
    • Lecture 6 :
    • Assign case to queue
  • Section 5 : Dynamics 365 CRM : Project Service Automation 4 Lectures 00:09:56

    • Lecture 1 :
    • Project service automation overview
    • Lecture 2 :
    • Why project service automation?
    • Lecture 3 :
    • Project service lifecycle
    • Lecture 4 :
    • Project Service Navigation
  • Section 6 : Bouns : Microsoft Finance and Operations (ERP) Overview 2 Lectures 00:06:16

    • Lecture 1 :
    • Dynamics 365 Finance and Operations Overview
    • Lecture 2 :
    • Dynamics 365 Finance and Operations UI navigation
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Microsoft technology expert in Dynamics 365 Finance and Operations, Power Platform, SharePoint, and Microsoft Dynamics CRM. Certifications: Microsoft Certified: Power Platform Functional Consultant Associate: PL-200 Microsoft Certified: Power Platform App Maker Associate: PL-100 Microsoft Certified: Power Platform Fundamentals: PL-900 Microsoft Certified: Dynamics 365 Fundamentals: MB-901 Microsoft Certified: Dynamics CRM LinkedIn Certificate: Agile Project Manager LinkedIn Certificate: Agile Foundation LinkedIn Certificate: Enterprise Architecture Design Thinking: Customer Experience Microsoft Flow Automate: Business Process Flow
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