Crm Dynamics 365 Orientation

What you'll learn
Understanding CRM Dynamics 365 and Office 365
Knowing Sales process & Service Process in CRM
Managing CRM Configuration & Management
Learning Automation with Dynamics 365
Requirements
No programming experience is need. You will learn everything you need in this course
Description
Welcome to the Dynamics CRM 365 orientation course, your first step towards mastering the world of Customer Relationship Management (CRM). In this orientation program, you'll learn the benefits and features offered by CRM systems, particularly Dynamics CRM 365.This course is designed for business owners and managers who wants to understand CRM benefits as well as for CRM implementors who do their first step.Our curriculum will guide you through understanding the core functionalities of CRM, emphasizing its pivotal role in enhancing customer relationships, streamlining processes, and boosting overall efficiency. You'll explore the intricacies of system configuration and security measures to ensure seamless operation and safeguard sensitive data.Moreover, we'll equip you with the knowledge and skills to customize CRM according to your organization's unique requirements, empowering you to tailor the system to suit your specific needs effectively. Additionally, we'll unravel the magic of automation, demonstrating how it revolutionizes workflows and amplifies productivity.This course is designed to arm you with the foundational understanding necessary to leverage CRM to its fullest potential. Upon completion, you'll not only grasp the essence of CRM but also become eligible for an exclusive discount on our full implementation course, propelling you further towards CRM mastery. Embark on this journey today and unlock the transformative power of Dynamics CRM 365.
Overview
Section 1: Introduction
Lecture 1 Dynamics 365 Orientation Intro
Section 2: CRM Basics
Lecture 2 CRM Vocabulary
Lecture 3 CRM Common Entities
Lecture 4 Sales Process in CRM
Lecture 5 Service Process in CRM
Section 3: Permissions & Configuration
Lecture 6 Configuration
Lecture 7 Permissions
Section 4: Data Management
Lecture 8 Export & Import from Excel
Lecture 9 Document Management
Section 5: Outlook Integration
Lecture 10 Working with Outlook on CRM
Section 6: CRM Customization
Lecture 11 Customization in CRM
Section 7: Automation in CRM
Lecture 12 Workflow & Power Automate
Anyone who wants to know what is CRM and Why using it,Beginners in Dynamics 365 should start here

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