Microsoft Dynamics 365 Fundamentals (Crm)

Microsoft Dynamics 365 Fundamentals (Crm)
Published 8/2024
MP4 | Video: h264, 1920×1080 | Audio: AAC, 44.1 KHz

CoPilot, Customers and Activities, Customer Insights, Dynamics 365 Sales, Dynamics 365 Customer Services, Field Service

What you’ll learn

Discover how to seamlessly integrate Dynamics 365 with other Microsoft tools like Excel, Word, Teams, and Outlook, enhancing productivity and collaboration

Understand how to manage customer data, track activities, and optimize customer interactions using Dynamics 365’s CRM capabilities
Learn to manage the entire sales process, from lead generation to closing deals, using the Dynamics 365 Sales module

Master the tools available in Dynamics 365 to efficiently manage customer service requests, including logging, tracking, and resolving issues

Learn how to optimize field service operations, including scheduling, work order management, and resource allocation, using the Dynamics 365 Field Service

Gain skills in using the Dynamics 365 Customer Insights module to analyze customer data, understand behaviors

Requirements

Basic Computer Skills

Familiarity with Microsoft Office

Interest in Business Applications

No prior experience with Dynamics 365 or other CRM systems is necessary.

A basic understanding of Microsoft Office applications like Word, Excel, and Outlook is beneficial

Description

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 Content of this course

Lecture 3 Try Dynamics 365 for free

Section 2: What to know in Dynamics 365

Lecture 4 What’s around Dynamics 365

Lecture 5 What is CoPilot

Lecture 6 How to access Dynamics 365

Lecture 7 Test your knowledge

Lecture 8 Customers and activities

Lecture 9 Excel and Word integration and PDF

Lecture 10 Teams integration

Lecture 11 Outlook integration

Lecture 12 Test your knowledge

Section 3: Dynamics 365 Customers Insights

Lecture 13 What is Customers Insights Dynamics 365

Lecture 14 Your Journeys

Lecture 15 Test your knowledge

Section 4: Dynamics 365 Sales

Lecture 16 What is Dynamics 365 Sales

Lecture 17 Product catalog

Lecture 18 Opportunities Dynamics 365 Sales

Lecture 19 Sale orders Dynamics 365 Sales

Lecture 20 Sales acceleration Dynamics 365 Sales

Lecture 21 Test your knowledge

Section 5: Dynamics 365 customer services

Lecture 22 What is Dynamics 365 customer services

Lecture 23 Dynamics 365 customer services life cycle

Section 6: Dynamics 36 field service

Lecture 25 What is Dynamics 36 field service

This course is specifically designed for beginners who are new to Microsoft Dynamics 365