Microsoft Dynamics CRM Training Overview

Microsoft Dynamics CRM Masterclass Outline

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

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Who should attend this Microsoft Dynamics CRM Masterclass Course?

The Microsoft Dynamics CRM Masterclass is designed for individuals who want to gain an in-depth understanding of Microsoft Dynamics CRM and develop advanced skills in its implementation, customisation, and management. This course can benefit a wide range of professionals, including:

  • CRM Professionals
  • Business Analysts
  • CRM Administrators
  • Sales and Marketing Professionals
  • IT Managers
  • CRM Consultants
  • Developers

Prerequisites of the Microsoft Dynamics CRM Masterclass

There are no formal prerequisites for attending this Microsoft Dynamics CRM Masterclass. However, prior knowledge of Microsoft Windows, Microsoft Office, and Customer Relationship Management solution processes and practices would be useful.

Microsoft Dynamics CRM Masterclass Overview

Microsoft Dynamics CRM stands as a cornerstone in the domain of Customer Relationship Management, offering a robust platform for businesses to manage and nurture their client relationships. The relevance of this system is paramount in today's competitive landscape, where effective customer engagement is a key driver of success.

Knowing Microsoft Dynamics CRM is essential for professionals in sales, marketing, and customer service roles who aim to master a versatile tool for client relationship management. As businesses increasingly rely on CRM systems to drive customer engagement, proficiency in Microsoft Dynamics CRM becomes a valuable skill for those seeking to enhance their career prospects in these fields.

The Knowledge Academy's 1-day Microsoft Dynamics CRM Masterclass is tailored to empower delegates with practical insights and skills. This intensive training equips participants with the ability to navigate and leverage Microsoft Dynamics CRM effectively. By the end of the course, delegates will have gained the knowledge needed to optimise customer relationships, streamline processes, and maximise the benefits of this dynamic CRM system in their professional roles.

Course Objectives

  • To understand the core functionalities and structure of Microsoft Dynamics CRM
  • To gain proficiency in using Microsoft Dynamics CRM for customer engagement
  • To navigate and leverage the features of Microsoft Dynamics CRM effectively
  • To optimise customer relationships through Microsoft Dynamics CRM
  • To streamline business processes using Microsoft Dynamics CRM
  • To maximise the benefits of Microsoft Dynamics CRM in professional roles

Upon completion of this course, delegates will benefit from enhanced skills in customer relationship management, empowering them to navigate Microsoft Dynamics CRM proficiently. This mastery will enable participants to streamline processes, optimise customer relationships, and contribute significantly to the success of their respective organisations.

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What’s included in this Microsoft Dynamics CRM Masterclass?

  • World-Class Training Sessions from Experienced Instructors  
  • Microsoft Dynamics CRM Certificate
  • Digital Delegate Pack

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Why choose us

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft Dynamics CRM Training. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Microsoft Dynamics CRM Training, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

What our customers are saying

Microsoft Dynamics CRM Training FAQs

Microsoft Dynamics CRM Training Courses educate delegates on effectively utilising the software for managing customer relationships. They cover features, customisation, and implementation best practices. Tailored for various skill levels, the training includes hands-on exercises and interactive sessions.
Before starting this Microsoft Dynamics CRM Certification Course, it is recommended that delegates have a general understanding of Microsoft Windows, Microsoft Office, and Customer Relationship Management solution processes and practices.
This Microsoft Dynamics CRM Training spans 1 day.
To become a Microsoft Dynamics Technical Consultant, pursue a degree in IT or related fields. Gain hands-on experience in Dynamics implementation and support roles. Obtain certifications like Dynamics 365 or Microsoft Dynamics CRM Training to showcase expertise.
A Microsoft Dynamics Consultant specialises in counselling businesses on leveraging Dynamics software effectively. They analyse client needs, customise Dynamics solutions, and oversee implementation, ensuring alignment with business goals.
Yes, Dynamics CRM (Customer Relationship Management) continues to be in high demand due to its robust features for managing customer relationships, sales, and marketing activities.
A career in CRM offers promising opportunities. Professionals proficient in CRM platforms like Dynamics CRM find roles as Consultants, Analysts, or Managers. Salaries vary by location and experience but tend to be competitive. The Knowledge Academy’s Microsoft Dynamics CRM Training is a great place to start your career in CRM.
Start by exploring online resources and Microsoft Dynamics CRM Training Courses for Dynamics CRM. Consider specialised Microsoft CRM Training Courses or register for certifications like Dynamics 365 Fundamentals. Additionally, join forums or user groups for insights and practical tips while learning Dynamics CRM.
In this Microsoft Dynamics CRM Training Course, you will delve into advanced CRM functionalities. Expect to learn about Customer Relationship Management strategies, CRM customisation, data management, workflow automation, and integrations with other business systems.
Yes, The Knowledge Academy offers Microsoft Dynamics CRM Training Courses.
The Knowledge Academy offers Online Instructor-led, Online Self-paced, Classroom, and On-site Microsoft Dynamics CRM Training.
The key modules in Microsoft Dynamics CRM include sales, marketing, customer service, field service, project service automation, finance and operations, customer insights, and power platform, offering comprehensive functionalities for managing sales, marketing, customer service, operations, and analytics.
Microsoft Dynamics CRM Training is crucial to maximise efficiency, enhance user adoption, ensure data accuracy, support customisation, and improve customer experience, ultimately driving business success by effectively utilising CRM capabilities.
Yes, this Microsoft Dynamics CRM Online Training is available for different skill levels. Courses are typically tailored for beginners, intermediate users, and advanced administrators, ensuring that individuals at various proficiency levels can benefit from targeted learning materials and hands-on exercises.
Upon completing this Microsoft Dynamics CRM Training, individuals can pursue roles such as CRM Administrator, Sales Operations Specialist, Customer Relationship Manager, Project Manager, Business Analyst, Solution Architect, and Technical Support Specialist, among others, spanning diverse industries and organisations.
Taking the Microsoft Dynamics CRM Training Course offers benefits such as gaining proficiency in customer relationship management software, enhancing career prospects with in-demand skills, and improving efficiency in managing customer interactions and data.
Microsoft Dynamics CRM Training can enhance your current job by equipping you with the skills to efficiently manage customer relationships, streamline sales and marketing processes, and leverage data-driven insights for informed decision-making, thereby increasing productivity and customer satisfaction.
Microsoft Dynamics CRM Training can enhance your current job by equipping you with the skills to effectively manage customer relationships, streamline sales and marketing processes, and leverage data analytics for informed decision-making, ultimately improving overall productivity and customer satisfaction.
To obtain a Microsoft Dynamics Certificate, individuals typically need to complete relevant training courses provided by Microsoft, pass the associated certification exams, and meet any additional requirements specified for the specific certification track.
The Knowledge Academy is a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking Microsoft Dynamics CRM Courses.
The training fees for Microsoft Dynamics CRM Training certification in Canada starts from CAD2195
The Knowledge Academy is the Leading global training provider for Microsoft Dynamics CRM Training.
Please see our CRM Training courses available in Canada
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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.


Many delivery methods

Flexible delivery methods are available depending on your learning style.


High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

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