Microsoft Dynamics CRM Training - United States

Microsoft Dynamics CRM Masterclass Outline

Module 1: Introduction to Microsoft Dynamics CRM

• What is Microsoft Dynamics CRM?
• CRM and Default Solutions
• Default Solutions
• 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
• 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

Who Should Attend this Microsoft Dynamics CRM 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.

Microsoft Dynamics CRM 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.

What’s included in this Microsoft Dynamics CRM Masterclass?

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

You’ll also get access to the MyTKA Training Portal, which will be your go to hub for all your training.
Hands-On Labs: Included as part of our online instructor-led delivery, these labs provide real-world exercises in a simulated environment guided by expert instructors to enhance your practical skills.