Dynamics 365 Customer Engagement ( CRM ) Introductory Course

Dynamics 365 Customer Engagement (CE) is the CRM solution from Microsoft corporation. Its helps you manage your sales, customer service, marketing and field service operations from a single window.

And this introductory is for you if you are just starting up on Dynamics 365 and learning the basics. It starts with topics like what is CRM, basic CRM terminologies. This course will help you understand what is Dynamics 365 CRM and how to start use it.

What you will learn from this Course?

This introductory course on Dynamics 365 Customer Engagement (CE) is for those beginners who are just staring on learning this new technology. You will learn everything from the scratch. Yay, you are not missing out anything.

If you have been thinking to take a course on Dynamics CRM to boost up your career then you are at the right spot.

This course on Dynamics 365 CE focus on the topics:

• What is CRM?
• Basic CRM terminology
• Intro to Dynamics 365
• Dynamics 365 CE basic modules
• Understanding Dynamics 365 for Sales.
• Work with Accounts and Contacts
• Lead Management
• Opportunity management

Target Audience

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

• Programmers
• Functional Consultants
• Software Testers
• Business users
• Business Analysts
• IT managers
• Or anyone who like to learn this amazing technology.

Basic Requirements

Anyone can learn this course who want to learn Dynamics 365 Customer Engagement. But these are the basic requirements:

• A computer and a good internet connection
• Passion to learn a new technology
• And a lot of excitement.

Course Description

CRM is for everyone. Every business needs CRM for smooth functioning and in future you are going to see more and more businesses are going to use CRM. That means the demand for qualified CRM resources will be on rise.

And demand for Dynamics 365 Customer Engagement (CE) is on rise for last 5 years and its got increased further when Microsoft released Dynamics 365. Dynamics 365 and Dynamics CRM is a safe bet if you are looking for career shift.

What is Customer Relationship Management?

Customer Relationship Management  is the strategy and mechanism used to manage all your customer interactions – that is sales, customer service, marketing, field service operations. Its can be done using spreadsheet or using a cloud application like Dynamics 365 CRM.

What is Dynamics 365?

Dynamics 365 is the latest enterprise business application suite from Microsoft corporation. It combines Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) functionality together. There is no other application in the market available provides CRM and ERP functionality together.

Dynamics 365 include two major categories of applications:

1. Dynamics 365 Customer Engagement (CE) – Microsoft CRM applications
2. Dynamics 365 Finance and Operations (FNO) – Microsoft ERP applications.

What is Dynamics 365 Customer Engagement?

Dynamics 365 Customer Engagement is the CRM suite from Dynamics 365. Or in a different way, it is the Dynamics 365 version of Dynamics CRM. It includes applications such as sales, customer services, marketing, field service, project service automation( PSA) etc and you can also create custom applications.

How this course will help you?

This course on dynamics 365 Customer Engagement will help you learn the basics of CRM, Dynamics 365 and Dynamics 365 Customer Engagement – the starting point to learn Dynamics 365 CRM in detail. After this course, you can learn other courses on Dynamics 365 CRM.