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Course content

About MS Dynamics CRM Training Program

  • Introduction
  • Welcome to Udemy
  • How to Get the Best out of Your Udemy Course
  • Do You Want Auto-Translated Subtitles in More Languages?
  • Curriculum
  • Resources
  • Creating a trial Dynamics 365 Customer Insights - Journeys environment
  • Describe built-in reporting capabilities: views, forms, search, filter
  • Describe built-in reporting capabilities: dashboards and charts
  • Describe customers and activities
  • Describe Microsoft Dataverse re Dynamics 365
  • Describe Microsoft Power Platform re Dynamics 365
  • Identify common customer engagement features
  • Lead generation by using marketing forms/pages; business process flows
  • Qualifying leads
  • Describe how to target customers by using segments
  • Marketing email
  • Event management features and capabilities including Microsoft Teams webinars
  • Automating marketing activities by using customer journeys
  • Using Copilot with Customer Insights - Journeys
  • Describe Dynamics 365 Marketing capabilities
  • Introduction to Dynamics 365 Sales
  • Describe leads and the process for qualifying leads
  • Describe the opportunity management process
  • Describe the quote lifecycle, and order and invoice management
  • Describe the product catalog, price lists, and unit groups
  • Describe Sales Accelerator
  • Describe Copilot for Sales
  • Describe the Dynamics 365 Sales lifecycle
  • Describe sales pipeline forecasting concepts
  • Describe capabilities of Dynamics 365 Sales Insights including assistant
  • Describe capabilities of LinkedIn Sales Navigator
  • Describe capabilities of LinkedIn Sales Insights
  • Describe the Dynamics 365 Sales mobile app
  • Dynamics 365 Sales Dashboards
  • Describe forecasting and sales-related app
  • Introduction to Dynamics 365 Customer Service
  • Describe the case lifecycle - creating a case
  • Case lifecycle - Service Level Agreements (SLAs)
  • Case lifecycle - entitlements
  • Describe how to use queues to manage work (basic routing)
  • Describe Knowledge Management
  • Describe use cases for Copilot in Customer Service
  • Describe use cases for agent productivity tools
  • Omnichannel for Customer Service
  • Unified Routing
  • Agent Inbox
  • Historical analytics
  • Dynamics 365 Customer Voice use cases
  • Dynamics 365 Customer Service Dashboards
  • Describe Dynamics 365 Customer Service components
  • Introduction to Dynamics 365 Field Service
  • Describe the work order lifecycle
  • Describe capabilities of the Inspections feature and the mobile app
  • Describe customer asset management and preventive maintenance processes
  • Describe use cases of Copilot in Field Service
  • Describe Field Service capabilities
  • Enable proactive customer asset maintenance - Connected Field Service
  • Describe resource and scheduling processes
  • Describe scheduling options - Schedule Board
  • Describe scheduling options - Schedule Assistant
  • Describe scheduling options - Resource Schedule Optimization (RSO)
  • Dynamics 365 Field Service Dashboards and Predictive Work Duration
  • Describe scheduling capabilities
  • Describe Microsoft Teams integration capabilities
  • Describe email capabilities including App for Outlook
  • Describe how Microsoft Excel can be used with Dynamics 365 apps
  • Describe Microsoft Word integration
  • Describe Microsoft SharePoint integration
  • Describe options for analyzing data by using Power BI
  • Describe integration options
  • Why Should You Learn MS Dynamics CRM Training?

    The annual salary of an MS Dynamics CRM is $125k.

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    What you will get at Zeblearnindia Learning?

    Zeblearnindia Learning is a premier institute offering training in SAP Online Courses, Web Designing, Data Science, Full-Stack Development, Salesforce, Workday, Machine Learning, Software Testing, and Video Editing. With the option to choose between online and offline (classroom) learning, our well-structured courses cater to students, working professionals, business owners, and entrepreneurs. Here’s what you can expect at Zeblearnindia Learning:

    •   Expert-Led Training
    •   Globally Recognized Certifications
    •   100% Job Placement Support
    •   Hands-On Learning
    •   Flexible Learning Options
    •   Affordable Course Fees
    •   Career Growth Opportunities
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    () 60 Minutes WEBINAR with CERTIFICATE

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