Discover the essentials of CRM and why it’s crucial for your business. We will also give you an overview of Dynamics 365’s amazing features for sales, marketing, and customer service.
Get a comprehensive understanding on how to set goals and objectives to master CRM with Dynamics 365.
Get hands-on experience in setting up your Dynamics 365 CRM instance and configuring settings that suit your business needs.
Learn how to customize entities, fields, and forms to align with your sales process in Dynamics 365. We’ll also teach you how to import data into Dynamics 365 CRM from external sources and systems.
Organize and manage leads and opportunities like a pro! Use views, charts, and dashboards in Dynamics 365 CRM to track interactions and engagements with leads through emails, calls, and meetings.
Learn to use Dynamics 365 CRM features for lead qualification, opportunity tracking, and forecasting.
Time to kick your sales process into high gear! We’ll show you how to leverage Dynamics 365 CRM automation features for sales process automation and efficiency.
You’ll learn how to create and optimize sales processes, workflows, and business rules in Dynamics 365.
Wrapping up our course with a bang! We’ll share the best practices for ongoing CRM management, optimization, and maintenance with Dynamics 365.
You’ll also learn how to analyze CRM data and performance metrics to identify areas for improvement and optimization.
Also, get to work on projects to develop and present CRM optimization strategies for specific business scenarios. And, we’ll end with a fun Q&A session!
