Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service Course Overview
Unlock the full potential of Microsoft Dynamics 365 CRM with this comprehensive course. Designed for sales professionals, customer service representatives, and field service technicians, it covers essential tools and strategies for optimizing customer relationships, enhancing service delivery, and driving sales success. Elevate your career and gain mastery in one of the leading CRM solutions on the market.
Course outline & what you'll learn
Overview of CRM concepts
- Importance of CRM in business
- User interface navigation
- Setting up Dynamics 365 environment
- Lead management and opportunity tracking
- Sales forecasting and pipeline management
- Integration with Microsoft Outlook and Teams
- Sales analytics and reporting
- Case management and ticketing system
- Customer service dashboards and reporting
- Knowledge base and self-service portals
- Service level agreements (SLAs) in Dynamics 365
- Managing work orders and service scheduling
- Inventory management and asset tracking
- Utilizing mobile capabilities for field technicians
- Customer insights and service analytics
- Customizing entities, forms, and views
- Workflow automation and business process flows
- Integration with Power Apps and Power Automate
- Change management strategies
- Training and support for end-users
- Measuring success and continuous improvement
- Real-world applications of Dynamics 365 CRM
- Presentation of project findings and insights
- Recap of key learnings
- Resources for continued learning and certification options
Why train with Traincrest
This Microsoft course is delivered by Traincrest's certified instructors, live online or in the classroom, with hands-on labs and a 98% exam success rate. Trusted by 500+ companies and 50,000+ students worldwide.