Microsoft Dynamics CRM Training

• Professional Experience: Learners should have at least 1 year of experience in sales, marketing, or customer service to effectively apply the skills and strategies taught in this training. 

• Educational Background: While no specific educational qualifications are required, familiarity with CRM tools or marketing concepts is highly recommended. 

• Language Proficiency: A good command of English is required, as all course content, discussions, and assessments are conducted in English. 

• Comprehensive CRM Knowledge: Acquire a thorough understanding of Microsoft Dynamics CRM features and their applications. 

• Enhanced Workflow Efficiency: Discover how to streamline business processes and boost team productivity. 

• Insightful Data Analysis: Gain proficiency in leveraging Microsoft Dynamics’ reporting tools to interpret customer behaviours and track business performance. 

• Sales and Marketing Integration: Develop skills to align sales and marketing efforts for seamless and effective execution. 

• Automation Skills: Master marketing and sales automation techniques to save time and achieve optimal outcomes. 

• Strategic CRM Planning: Design and implement CRM strategies tailored to your organisation's unique needs for maximum impact. 

• Improved Customer Relations: Strengthen customer satisfaction and engagement through effective relationship management practices. 

• Professional Accreditation: Earn a certificate recognising your expertise in Microsoft Dynamics CRM, enhancing your professional credentials. 

The Microsoft Dynamics CRM Training is designed for professionals looking to maximise the potential of their CRM systems, including:

• IT Professionals

• Account Managers 

• Operation Supervisors

• CRM Developers 

• Digital Marketing Specialists

• Management Consultants 

• Entrepreneurs

Module 1: Introduction to Microsoft Dynamics CRM

• What is Microsoft Dynamics CRM?

• What is CRM?

• CRM and Default Solutions

• Default Solutions

• Creating a New Solution

• Publisher for the Solution

• Prefix for the Solution

• Creating a Publisher for the Solution

• Multiple Client Support

• Dynamics Portfolio
   

Module 2: Application Areas

• Financial Management

• Inventory Management

• Sales

• Purchasing

• Project Management

• Reporting and Analytics
   

Module 3: User Interface

• Searching for Pages and Reports

• My Settings

• Navigation Pane
   

Module 4: Learning the Basics

• Enter and Edit Information

• Excel

• Sending Reports

• Sorting Information
   

Module 5: Sales and Marketing

• Power of a Customer Relationship Management

• How to Understand Customers?
   

Module 6: Master Data for Sales and Purchase Processes

• Create a New Items Card

• Filter by Attributes

• Customers

• Vendors

• GL Accounts
   

Module 7: Process Sales and Purchases

• Process Flows

• Purchase Order

• Create Purchase Invoices

• Tools to Increase Productivity

• Outlook for Business Edition
   

Module 8: Components of CRM

• Creating New Entries and Leads

• Creating New Opportunities and Account

• Exporting Accounts into Excel

• Add Word Template