What is Microsoft Dynamics CRM Training?

The Microsoft Dynamics CRM Training is designed to provide learners with a comprehensive understanding of Microsoft’s CRM platform. It focuses on core functionalities such as sales management and analytics. This course explores Dynamics CRM tools for managing leads, tracking customer interactions, and customising workflows to align with business objectives.

Learners will gain hands-on experience configuring the CRM system, automating business processes, and generating actionable insights using Dynamics CRM’s analytics capabilities. The training ensures learners can optimise CRM use for better customer engagement, team collaboration, and business outcomes.

This comprehensive 1-day Microsoft Dynamics CRM Training Course by Oakwood International empowers professionals to utilise Dynamics CRM effectively, driving organisational efficiency and enhancing customer experiences.
 

Course Objectives:
 

  • To understand the fundamentals of Microsoft Dynamics CRM and its role in business operations
  • Learning to configure and customise Dynamics CRM to suit specific organisational needs
  • To manage customer data, leads, and sales opportunities effectively
  • To automate workflows for improved operational efficiency
  • To leverage Dynamics CRM for marketing campaign management and customer service
  • To explore reporting and analytics features for data-driven decision-making
  • To integrate Dynamics CRM with other Microsoft tools for seamless operations

Upon completion, learners will be equipped to use Microsoft Dynamics CRM effectively, improving customer relationship management and streamlining business processes.

Course Outline

Microsoft Dynamics CRM Training

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

Included

Included

  • No course includes are available.

Offered In This Course:

  • vedio Video Content
  • elearning eLearning Materials
  • exam Study Resources
  • certificate Completion Certificate
  • study Tutor Support
  • workbook Interactive Quizzes
Individual Training

Individual Training fosters personal growth, enhances professional skills, and builds confidence.

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Corporate Training

Corporate Training improves employee skills, increases productivity, and aligns teams with company objectives.

Learning Options

Discover a range of flexible learning options designed to meet your needs. Select the format that best supports your personal growth and goals.

Online Instructor-Led Training

  • Live virtual classes led by experienced trainers, offering real-time interaction and guidance for optimal learning outcomes.

Online Self-Paced Training

  • Flexible learning at your own pace, with access to comprehensive course materials and resources available anytime, anywhere.

Build your future with Oakwood International

We empower you with the skills, knowledge, and confidence to excel in your career. Join us and take the first step towards realising your professional goals.

Frequently Asked Questions

Q. What topics are covered in the Microsoft Dynamics CRM Training Course?

The course covers CRM configuration, sales and marketing automation, customer service management, reporting, and integration with other Microsoft tools.

Q. How can this training benefit my career?

This training enhances your ability to manage customer relationships using Dynamics CRM, positioning you as a valuable asset in sales, marketing, and customer service roles.

Q. Is Microsoft Dynamics CRM applicable across industries?

Yes, Microsoft Dynamics CRM is widely used in finance, healthcare, retail, and technology industries to enhance customer engagement and streamline operations.

Q. What support is provided during the training?

Learners receive comprehensive study materials, practical exercises, and expert guidance to ensure effective learning and application.

Q. Is this course suitable for beginners?

Yes, the course is designed for professionals at all levels. It starts with foundational concepts and progresses to advanced Dynamics CRM features.

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