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Microsoft Dynamics CRM Masterclass

Key points about this course


Duration: 1 Days*

Dates & Prices Enquire
  • Course materials, certificate, and refreshments included
  • Learn and train in one of our many venues across the globe
  • Microsoft Dynamics CRM Masterclass delivered by expert trainers

Available delivery methods for this course

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Classroom

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Onsite

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Live Virtual

Course Information

Microsoft Dynamics CRM Masterclass Overview

 

Attendance at this Microsoft Dynamics CRM Masterclass will give delegates a complete overview of this Customer Relationship Management (CRM) software package. It is designed to help those working in Sales, Marketing, and Financial Service sectors to easily manage and maintain customer relationships, track sales, and deliver significant, serviceable data. Explore basic functionalities, including generating reports and using analytics; sorting, searching, and filtering information; and setting up master data for sales and purchase processes. By enhancing understanding of using this integrated CRM solution, delegates will be capable of enhancing business intelligence, identifying growth opportunities, and increasing profitability. This course covers all versions of Microsoft Dynamics CRM and helps delegates realise how they can improve customer satisfaction through the automation of business processes.

Microsoft Dynamics CRM Masterclass Outline

 

Introduction

  • Introducing you to Dynamics
  • Dynamics Overview
  • Multiple Client Support
  • The Dynamics Portfolio

 

Application Areas

  • Financial Management
  • Inventory Management
  • Sales
  • Purchasing
  • Project Management
  • Reporting and Analytics

 

User Interface

  • Searching for Pages and Reports
  • My Settings
  • The Ribbon
  • The Navigation Pane
  • List Pages
  • Card Pages
  • The Role Center

 

Learning the Basics

  • Enter and Edit Information
  • Edit In Excel
  • Send Reports and Documents
  • Sort Information
  • Search and Filter Information

 

Sales and Marketing

  • The Power of a Customer Relationship Management
  • How to Understand your Customers
  • Combining Sales and Marketing using your CRM

 

Master Data for Sales and Purchase Processes

  • Items
  • Item Attributes
  • Customers
  • Vendors
  • GL Accounts

 

Process Sales and Purchases

  • Process Flows
  • From Purchase Order to Purchase Invoice
  • Create Purchase Invoices
  • From Sales Quote to Sales Invoice
  • Send Invoices to Customers

 

Tools to Increase Productivity

  • Outlook for Business edition
  • Microsoft Flow
  • Microsoft PowerApps
  • Power BI
  • Useful Extensions

Who should attend?

 

This course is for those who are working in specific roles that require Microsoft Dynamics CRM and are responsible for using this tool. Job roles include:

  • Customer service representatives

  • Service Schedulers

  • Consultants

  • Administrators

  • Office Managers

  • CEOs

 

Prerequisites

Before starting this course it is recommended that delegates have a general understanding of Microsoft Windows, Microsoft Office, and Customer Relationship Management solution processes and practices. 

Please arrive at the venue at 8:45am.
Before starting this course it is recommended that delegates have a general understanding of Microsoft Windows, Microsoft Office, and Customer Relationship Management solution processes and practices.
We are able to provide support via phone & email prior to attending, during and after the course.
All of our Microsoft Dynamics CRM course trainers are extremely knowledgeable and experienced.
This course is a one-day Masterclass.

What’s Included

 

We provide you with:

  • The Knowledge Academy Microsoft Dynamic CRM Masterclass Manual
  • Experienced Instructor
  • Certificate
  • Refreshments

 

Microsoft Dynamics CRM Masterclass Exam

 

There is no exam required for delegates to take to complete this course.

Dates & Prices

Select your preferred delivery method

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How will you be funding your training?

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Key points about this course


Duration: 1 Days*


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

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Various delivery methods

Flexible delivery methods are available depending on your learning style.

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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"

Joshua Davies, Thames Water

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"...the trainer for this course was excellent. I would definitely recommend (and already have) this course to others."

Diane Gray, Shell

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