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This plan includes
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What you'll learn?
- 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.
Course Overview
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:
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What is Dynamics 365 CRM?
-
Microsoft Dynamics 365 Overview
Marketing Module
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Overview of Marketing (Complete Guide)
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Marketing Flow
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Marketing core components
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How to design Marketing Pages?
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How to design Marketing Forms?
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How to design email marketing campaign?
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How to create Marketing fields
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Learn marketing scoring model
Sales Module :
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Sales Overview
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Sales Key Terminology
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Sales Flow
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Sales Lifecycle
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Creates Leads manually and bulk
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Leads Management Lifecycle
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Leads Main Sections
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Create Opportunity in Sales
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Create Quotes
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Create Orders from Quotes
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Sales Goal Overview
Customer Service Module :
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Service module overview
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Why customer Service module Key component
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Customer service lifecycle
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How to create cases
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How to convert activities t cases
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Assign cases to queue
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Explore service dashboard
Dynamics 365 Project Service Automation Module:
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Overview on Project Service management in Dynamics 365 CRM.
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Why Project Service Automation ?
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Project Service Automation Lifecycle
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Project Service Automation UI Navigation
Microsoft Finance and Operations (ERP)
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Microsoft Finance and Operations (ERP) Overview
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Dynamics 365 Finance and Operations UI Navigation
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Create Purchase Order in Microsoft Finance and Operations
Pre-requisites
- Basics Computer Knowledge
Target Audience
- -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
Curriculum 42 Lectures 02:29:26
Section 1 : Introduction: Microsoft Dyanamics 365 CRM
Section 2 : Microsoft Dyanmics 365 CRM: Sales Module
- 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
- 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
- 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
- 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
- Lecture 1 :
- Dynamics 365 Finance and Operations Overview
- Lecture 2 :
- Dynamics 365 Finance and Operations UI navigation
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Frequently Asked Questions
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It's simple. When you sign up, you'll immediately have unlimited viewing of thousands of expert courses, paths to guide your learning, tools to measure your skills and hands-on resources like exercise files. There’s no limit on what you can learn and you can cancel at any time.Are these video based online self-learning courses?
Yes. All of the courses comes with online video based lectures created by certified instructors. Instructors have crafted these courses with a blend of high quality interactive videos, lectures, quizzes & real world projects to give you an indepth knowledge about the topic.Can i play & pause the course as per my convenience?
Yes absolutely & thats one of the advantage of self-paced courses. You can anytime pause or resume the course & come back & forth from one lecture to another lecture, play the videos mulitple times & so on.How do i contact the instructor for any doubts or questions?
Most of these courses have general questions & answers already covered within the course lectures. However, if you need any further help from the instructor, you can use the inbuilt Chat with Instructor option to send a message to an instructor & they will reply you within 24 hours. You can ask as many questions as you want.Do i need a pc to access the course or can i do it on mobile & tablet as well?
Brilliant question? Isn't it? You can access the courses on any device like PC, Mobile, Tablet & even on a smart tv. For mobile & a tablet you can download the Learnfly android or an iOS app. If mobile app is not available in your country, you can access the course directly by visting our website, its fully mobile friendly.Do i get any certificate for the courses?
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