Microsoft Dynamics CRM
About Course
Configure and extend Microsoft Dynamics 365 CRM for sales, service, automation, reporting and secure customer engagement.
Course overview
Learn to configure Microsoft Dynamics 365 Customer Engagement solutions that support sales, customer service and business process automation. The course balances platform configuration with practical implementation decisions.
What you will learn
- Configure tables, forms, views, relationships and security roles
- Design sales and customer service processes
- Automate work with business rules, workflows and Power Automate
- Create dashboards, reports and data-quality processes
- Plan integrations, testing and solution deployment
Who should attend
CRM administrators, business analysts, functional consultants, sales-operations teams and Microsoft platform professionals.
Format and duration
10 weeks of live online instruction, configuration labs and a complete CRM implementation project.
Prerequisites
General business-process and application knowledge. No coding is required for the core track.
Course Curriculum
About the instructor
25 Courses
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