Dynamics 365 Customer Engagement (CRM) is the leading application in the market. It includes business applications like sales, customer service, field service, marketing etc. You can utilize these Dynamics 365 CE applications to manage your sales, customer service, marketing operations.
This video course on Dynamics 365 CE covers the most commonly used applications Dynamics 365 for sales and Dynamics 365 for customer service.
What you would learn
- CRM Basics
- What is Dynamics 365
- Overview of Sales
- Sales lifecycle
- Managing Customers
- Managing Leads and Opportunities
- Product Catalogue
- Managing Cases
- Using Queues and rules
- Configuring Entitlements
- Using SLAs with Cases
Detailed Course Content
This video course contains 4 sections that walk you through the overview of Dynamics 365 CE, how to use Dynamics 365 for Sales and Dynamics 365 for Customer Service application, and finally the configuration of Dynamics 365 CE.
Section 1 - Overview of CRM and Dynamics 365
Section 2 Dynamics 365 for Sales
Section 3 Dynamics 365 for Customer Service
Section 4 Configure Dynamics 365 Customer Engagement
Once you finish the course you will be able to:
- Work with Dynamics 365 CE comfortably
- Use Dynamics 365 CE for your sales operations
- Perform customer service operations
- Perform Order processing
- Setup and Configure Product Catalog
- Setup Entitlements for Customer support
- Configure SLAs and entitlements
- Configure security structure
- Integration SharePoint with Dynamics 365 CE
- Configure duplicate detection rules, data import
Other Dynamics 365 Courses You Can buy Together!
The author of this course is Firoz Muhammed who is a Microsoft Certified Trainer(MCT), Dynamics 365 Architect and corporate trainer. He has more than 11 years of experience into IT industry into consulting, implementation and corporate training.
He carries experience on technologies like C++, C#.Net and Microsoft Dynamics 365 CE, Power Platform. As part of his work life he worked for companies like HP, Capgemini, Wipro, Qatar Airways and Accenture. Presently he is working as a Dynamics 365 CE architect at Magnifez Technologies and also handle corporate training assignments on Dynamics 365 CE.
He has trained more than 1000 professionals on Dynamics 365 CE/CRM as part of his corporate training stint. He trained professionals from corporate like IBM, Sony, Adobe, UST Global, Capgemini and many more. He likes to explore new technologies and like to share his knowledge thorough his training programs and video courses.