Microsoft Dynamics CRM Online Training

Introduction

Microsoft Dynamics CRM  Training

Microsoft Dynamics CRM is a CRM- customer relationship management software that allows businesses to advertise wiser, offer properly and successfully, and safely anywhere. Having a CRM program, from consumer records to sales prospects to client prospects and account activity while in the cloud, plus interactions regarding portable revenue, come right into straightforward view for quick and relationship decision-making. Store and control information and statistics for your big picture in your business from several sides. Or drill-down into the CRM system’s methods and capabilities designed for company, income, marketing, and interpersonal intelligence.

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COURSE SUMMARY

Course Name Microsoft Dynamics AX CRM Online Training
Contents Basics of Microsoft Dynamics AX CRM, architecture, Report Management, etc.
Duration 30 Hours with Flexible timings
Delivery Instructor Led-Live Online Training
Eligibility Any Graduate
Ideal For Freshers, aspirants seeking to learn the Microsoft Dynamics AX CRM
Live Online Training Live Interactive Training by Certified & Industry Expert Trainers by Providing Server and Lab access.
 Availability Regular/Weekend Batches. 24×7 teaching assistance and support.

Course Objectives

What you’ll learn in Microsoft Dynamics CRM Training Course?

  • Navigating and Working with Microsoft Dynamics CRM
  • How to create personalized views in CRM
  • Main functionalities of Dynamics CRM components
  • How to explore and find data
  • Create and manage CRM activities and records
  • Using CRM cases to track customer service issues

Course Curriculum

Download Course Curriculum

MODULE 1: MICROSOFT DYNAMICS AX CRM OVERVIEW

  • Basics
  • Architecture, Layers, and Technology
  • Accounts, Contacts, Activities
  • Basic Navigations

MODULE 2: SALES AND MARKETING MANAGEMENT

  • Opportunity Management
  • Campaign Management
  • Lead Management
  • Product Management
  • Marketing List Management
  • Marketing Materials and Sales Literature
  • Goal and Competitors Management

MODULE 3: SERVICE MANAGEMENT

  • Service Management
  • Case Management
  • Contract Management
  • Knowledge Base

MODULE 4: CUSTOMIZATION AND SOLUTIONS

  • System Entity, Custom Entity Customization
  • Entity Creation, Attribute Creations
  • Views creation
  • Templates creation

MODULE 5: REPORT MANAGEMENT

  • Dashboard
  • Customizing Reports
  • Import and Exports of Reports
  • Customizing RDL files
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