Dynamics 365 Customer Engagement ( CRM ) Functional Consultant Course

Learn Dynamics 365 for Sales and Customer Service and Configuration

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Course Overview

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

Your Instructor

Firoz Muhammed
Firoz Muhammed

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.

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Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.