Microsoft Dynamics 365 CRM: MasterClass for Beginners

Microsoft Dynamics 365 CRM: MasterClass for Beginners free download

Microsoft Dynamics 365 CRM-Sales, Marketing, Customer Service,Project Services Automation, Bonus: Microsoft Flow

Are you still learning Microsoft Dynamics 365 CRM with an OLD User interface?  Learn modern Dynamics 365 with updated Unified Interface.

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:

1. What is Dynamics 365 CRM?

2. Microsoft Dynamics 365 Overview

Marketing Module

1. Overview of Marketing (Complete Guide)

2. Marketing Flow

3. Marketing core components

4. How to design Marketing Pages?

5. How to design Marketing Forms?

6. How to design an email marketing campaign?

7. How to create Marketing fields

8. Learn the marketing scoring model

Sales Module :

1. Sales Overview

2. Sales Key Terminology

3. Sales Flow

4. Sales Lifecycle

5. Creates Leads manually and bulk

6. Leads Management Lifecycle

7. Leads Main Sections

8. Create Opportunity in Sales

9. Create Quotes

10. Create Orders from Quotes

11. Sales Goal Overview

Customer Service Module :

1. Service module overview

2. Why customer Service module Key component

3. Customer service lifecycle

4. How to create cases

5. How to convert activities t cases

6. Assign cases to the queue

7. Explore service dashboard

Dynamics 365 Project Service Automation Module:

1. Overview of Project Service management in Dynamics 365 CRM.

2. Why Project Service Automation?

3. Project Service Automation Lifecycle

4. Project Service Automation UI Navigation

Microsoft Finance and Operations (ERP)

1. Microsoft Finance and Operations (ERP) Overview

2. Dynamics 365 Finance and Operations UI Navigation

3. Create Purchase Order in Microsoft Finance and Operations

Microsoft Power Automate introduction

1. Overview of Microsoft Power Automate

2. Part 2-Pull the data from the Google sheet and create a lead in CRM using Flow

3. Part 2-Pull the data from the Google sheet and create a lead in CRM using Flow