Microsoft Dynamics 365 CRM : Zero to Hero

Microsoft Dynamics 365 CRM-Sales, Marketing, Customer Service,Project Services Automation, Bonus: Microsoft 365 Finance and operations

Created by : Rated :4.2 8836 views

Last Updated: 2022-05-04 05:05:55 English Course Type: Self Learning

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:

What is Dynamics 365 CRM?
Microsoft Dynamics 365 Overview

Marketing Module

Overview of Marketing (Complete Guide)
Marketing Flow
Marketing core components
How to design Marketing Pages?
How to design Marketing Forms?
How to design email marketing campaign?
How to create Marketing fields
Learn marketing scoring model

Sales Module :

Sales Overview
Sales Key Terminology
Sales Flow
Sales Lifecycle
Creates Leads manually and bulk
Leads Management Lifecycle
Leads Main Sections
Create Opportunity in Sales
Create Quotes
Create Orders from Quotes
Sales Goal Overview

Customer Service Module :

Service module overview
Why customer Service module Key component
Customer service lifecycle
How to create cases
How to convert activities t cases
Assign cases to queue
Explore service dashboard

Dynamics 365 Project Service Automation Module:

Overview on Project Service management in Dynamics 365 CRM.
Why Project Service Automation ?
Project Service Automation Lifecycle
Project Service Automation UI Navigation

Microsoft Finance and Operations (ERP)

Microsoft Finance and Operations (ERP) Overview
Dynamics 365 Finance and Operations UI Navigation
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

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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vijayraj Hole,

8836 Course Views

1 Courses

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