Microsoft Dynamics 365 Fundamentals (CRM)

CoPilot, Customers and Activities, Customer Insights, Dynamics 365 Sales, Dynamics 365 Customer Services, Field Service
4.00 (10 reviews)
Udemy
platform
English
language
IT Certification
category
Microsoft Dynamics 365 Fundamentals (CRM)
21
students
3 hours
content
Aug 2024
last update
$19.99
regular price

Why take this course?

It looks like you've outlined a structured training program for understanding and utilizing Microsoft Dynamics 365 across various modules and integrations. This course structure is well-organized and covers a broad range of functionalities within Dynamics 365, from CRM aspects like sales and customer service to integration with other Microsoft products and services. Here's a summary of the sections and lectures you've outlined:

  1. Introduction to Dynamics 365

    • Overview of Dynamics 365 and its place in the Microsoft ecosystem
    • Understanding the cloud-based nature of Dynamics 365 and its benefits
    • Introduction to key terms and concepts used throughout the course
  2. Dynamics 365 Common Data Service (CDS)

    • Exploring CDS as a unified data platform
    • Learning how CDS powers Dynamics 365 applications
    • Understanding the role of entities, relationships, and views in CDS
  3. Dynamics 365 Product Integration

    • Examining integrations with Microsoft Office products (Word, Excel, Outlook, Teams)
    • Learning how to export and import data between Dynamics 365 and Office applications
    • Understanding the benefits of these integrations for document management, email tracking, calendar synchronization, and more
  4. Dynamics 365 Customer Insights

    • Introduction to the Customer Insights module within Dynamics 365
    • Creating and managing customer journeys
    • Leveraging insights for marketing, sales, and customer service
  5. Dynamics 365 Customer Services

    • Overview of the Customer Service module
    • Understanding the service request lifecycle in Dynamics 365
    • Managing knowledge base articles and resolving issues efficiently
  6. Dynamics 365 Field Service

    • Introduction to the Field Service module for optimizing field operations
    • Scheduling resources, managing work orders, and ensuring effective service delivery

Each section concludes with a knowledge check or assessment to reinforce learning and ensure comprehension of the material covered. This course structure provides a comprehensive overview of Dynamics 365, covering both its core functionalities across various business processes as well as how it integrates with other Microsoft products for a seamless experience.

To enhance the learning experience, consider the following tips:

  • Interactive Learning: Include interactive exercises or real-world scenarios that allow learners to apply what they've learned directly within Dynamics 365 environments, possibly through sandbox instances or trials.

  • Hands-On Practice: Provide guided step-by-step tutorials for key tasks and processes, encouraging hands-on practice and reinforcement of concepts.

  • Community Engagement: Encourage learners to join Dynamics 365 communities, such as user groups, forums, or social media channels, to connect with peers and experts in the field.

  • Certification Pathways: Outline the pathway to official Microsoft certifications relevant to each module, motivating learners to achieve recognition of their skills.

This course structure is a solid foundation for anyone looking to master Dynamics 365 and its applications in business. It's clear that with this curriculum, learners will be well-prepared to implement and utilize Dynamics 365 across various aspects of an organization's operations.

Course Gallery

Microsoft Dynamics 365 Fundamentals (CRM) – Screenshot 1
Screenshot 1Microsoft Dynamics 365 Fundamentals (CRM)
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Screenshot 2Microsoft Dynamics 365 Fundamentals (CRM)
Microsoft Dynamics 365 Fundamentals (CRM) – Screenshot 3
Screenshot 3Microsoft Dynamics 365 Fundamentals (CRM)
Microsoft Dynamics 365 Fundamentals (CRM) – Screenshot 4
Screenshot 4Microsoft Dynamics 365 Fundamentals (CRM)

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6124467
udemy ID
13/08/2024
course created date
12/09/2024
course indexed date
GiantWizardEngineer
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