Dynamics 365 Customer Engagement (CRM) Functional Consultant Course

Dynamics 365 Customer Engagement(CE) is the hottest CRM application available in the market today. Its the updated version of legacy Dynamics CRM with a lot new changes. Since the day Dynamics 365 is on market the demand for Dynamics 365 CE consultants are increasing.

And to become a Dynamics 365 CE functional consultant you need to know the functionality of the application in and out. That includes sales, customer service, marketing and field service functionality.

This video course on Dynamics 365 CE focuses on Sales and Customer service functionality of Dynamics 365 Customer Engagement(CRM).

Course Intro

This course is designed for sales professionals and pre-sales consultants who want to learn to utilize Dynamics 365 CRM in their work.  The course covers topics such as basic CRM technologies from the scratch and sales entities such as Accounts, Contacts, Leads and Opportunities.  It also walks you through sales process, sales life cycles, lead to opportunity qualification etc. You will learn to use Dynamics 365 CRM for your sales operations by working with records – perform operations like create, update, delete, assign and share records on basis records. Covers chapters on order processing – product catalog, quotes, orders and invoices and how to use them. Involves configuration of product catalog and its components.

What you will learn from this course?

• Dynamics 365 CE basics
• Dynamics 365 for Sales
• Working with Accounts and Contacts
• Lead management
• Opportunity management
• Product Catalog
• Marketing
• Marketing lists and Campaigns
• Quick campaings
• Dynamics 365 for Customer Service
• Case Management
• Queues and KB articles 
• Entitlements and SLAs
• Dynamics 365 CE Administration
• Administration setting
• Setting up Security
• Document management settings
• Data management settings
• Auditing

Target Audience

Anyone can attend this course who want to learn how to customize Dynamics 365 Customer Engagement.

• Sales professionals
• Marketing Consultants
• IT Business Analysts
• Pre-sales Consultants
• CRM Functional Consultants
• Testing Professionals
• Project Managers

Basic Requirements

Anyone who is using Dynamics 365 Customer Engagement (CR) for job can learn this course. You can be a sales professional, customer support manger or a project manager.  But these are the basic requirements to learn Dynamics 365 Customer Engagement (CE) Functional Consultant course are:

• A PC and a good internet connection
• Understanding of Sales or Customer Service process
• Basic CRM knowledge
• Passion to learn a new technology

Course Description

Are you a sales professional that want to keep track of sales leads in a CRM or customer service manager that need to measure the effectiveness of customer support team or a functional consultant who is responsible for implementing Dynamics CRM for the customer then functional knowledge of Dynamics Customer Engagement (CRM) is quite important.