81066AE: Introduction To Microsoft Dynamics 365 Training

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81066AE: Introduction to Microsoft Dynamics 365 training aims to impart enlightenment on the managing the sales, and customer service using the tools of the software. The candidates would come to know all about concepts and components of Microsoft Dynamics 365. The training provides in-depth insight that helps in developing customer engagement strategy along with features and functionalities related to Operations.

After completing the  Microsoft Dynamics 365 Certification Course, the candidates would be able to:

  • Explore the different action types that can be taken on a record
  • Navigate through various client types
  • Track activities and data in Outlook
  • Examine marketing lists and how they can be used
  • Recognize how to plan and budget a marketing campaign
  • Understand what quick campaign is and when to use a marketing campaign
  • Work with records through various client types
  • Explore case types
  • Review the basic steps of the marketing process
  • Dive deeper into views and how they are utilized
  • Recognize the role of leads within Microsoft Dynamics 365
Target audience
  • Application Consultants
  • Technology Consultant
  • Marketing/Sales/Pre-Sales Executives

The candidates should have knowledge of Microsoft Windows.

1. Dynamics 365 CRM Overview

  • Functional Areas
  • Entity Relationship
  • Relationships and Records
  • Access Types
  • Help Area

2. Navigating Dynamics 365 Sales, Customer Service, and Marketing

  • Client Types
  • Open and Create Records
  • Accounts and Contacts
  • Other Actions on Records
  • Activities
  • Interaction Wall
  • Views
  • Search for Data

3. Sales Management

  • Overview of Sales
  • Leads
  • Opportunities

4. Customer Service

  • Overview Customer Service
  • Case Management

5. Marketing

  • Overview of Marketing
  • Marketing Lists
  • Marketing Campaigns
  • Campaign Responses

6. Overview of Operations

  • Cloud Based Solution
  • Value of Workspaces
  • Workflow Definition
  • Industry Focus
  • Reporting Tools


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