Course information

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

Why choose us

Our Ahmedabad venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Ahmedabad is situated on the banks of the Sabarmati River, as well as it being the capital of Gujarat, it is also the largest city within the western part of India, however overall it is the sixth largest city. Amdavad as the city is otherwise known, has a population of around 5.5 million and was the third quickest growing city of the decade which was ranked by Forbes in 2010, with an extended population of around 6.3 million, the city has played an important part within India’s industrial and economic sectors. There are some well-known institutes within Ahmedabad such as the National Institute of Fashion Technology, the public business school – Indian Institute of Management. However the most important of these institutes are over looked by the Indian Space Research Organisation, these being the Space Applications centre and the Physical Research Laboratory, set up to improve the understanding of the different aspects of science. Ahmedabad is home to a number universities which include Dr. Babasaheb Ambedkar Open University, Nirma University of Science and Technology, Gurajarat Vidyapeeth and the Gujarat University which can be linked to the colleges within Ahmedabad offering students the opportunity to learn about Science, Commerce or the Arts, however when they are choosing a degree to study, their options can include the previous subjects as well as Law, Engineering, Management and Medicine.

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Address

11-103
GCP Business Centre
Vijay Char Rasta
Memnagar
Ahmedabad

T: +91 8037244591

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft CRM Training | Microsoft Dynamics CRM Training in Ahmedabad. 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 CRM Training | Microsoft Dynamics CRM Training in Ahmedabad, 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.

Experience the most sought-after learning style with The Knowledge Academy's Microsoft CRM Training | Microsoft Dynamics CRM Training in Ahmedabad. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Microsoft CRM Training | Microsoft Dynamics CRM Training in Ahmedabad sessions.

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Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

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Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

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Microsoft CRM Training | Microsoft Dynamics CRM Training in Ahmedabad FAQs

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The training fees for certification in Ahmedabad starts from INR39995
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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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