81066AE: Introduction To Microsoft Dynamics 365 Training

3896 Learners

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
Prerequisites

The candidates should have knowledge of Microsoft Windows.

Download Course Brochure

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
Prerequisites

The candidates should have knowledge of Microsoft Windows.

81066AE: Introduction To Microsoft Dynamics 365 Training Course Content

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

Learning Partner

Drop Us a Query

+91 9810306956

Available 24x7 for your queries

81066AE: Introduction To Microsoft Dynamics 365 Training Course Certificate

Our Training Certificates Get The Job Done

Multisoft Systems is the “one-top learning platform” for everyone.

Get trained with certified industry experts and receive a globally-recognized training certificate.

Multisoft Training Certificate Features :
  • Globally recognized certificate with complete name of the candidate
  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
certificate-sample

81066AE: Introduction To Microsoft Dynamics 365 Corporate Training & Certification Program

Employee training and development programs are essential to the success of businesses worldwide. With our best-in-class corporate trainings you can enhance employee productivity and increase efficiency of your organization. Created by global subject matter experts, we offer highest quality content that are tailored to match your company’s learning goals and budget.

Learn from the experts

Customized Training

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements of your workforce. You can even choose a trainer from our team of certified industry experts.

Learn from the experts

Expert Mentors

Get trained from our team of highly skilled and certified trainers, who are officially accredited professionals with relevant industry experience and adept in providing the knowledge and skills required to be successful.

Learn from the experts

360º Learning Solution

Engage your employees with our all-inclusive learning platform. Avail benefits of 24/7 access to the learning management system, industry-certified mentors, assessments & mock tests, real-time learning and more.

Learn from the experts

Learning Assessment

Check test score and performance with our skills analysis tools. Our detail scoreboard displays scores, areas of strength, detailed answer of questions and more for each employee.

Download Corporate Brochure

What Attendees are Saying

+91 9810306956

Available 24x7