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Start Up Guide For Microsoft Dynamics 365

Start Up Guide For Microsoft Dynamics 365

The course ends with a quick demonstration of a typical sales cycle for any organization and how it can be moulded in Dynamics CRM.


Explore a typical sales cycle for any organization and how that can be moulded in Dynamics CRM.

This course begins with an introduction to the concept of Customer Relationship Management (CRM) and why is it important for any business. We then quickly dive into a product Microsoft is offering in the CRM space - Dynamics CRM or Dynamics 365. Next, you’ll learn to set up a trial instance to play around with the system and get comfortable with it.

Moving on, the course walks you through different aspects of Dynamics CRM such as its data model, records management, and sales pipeline analysis using dashboards, charts, and reports. You will also see how bulk data can be modified via Excel and imported back into the system. We’ll also look at how data can be taken mobile with the Dynamics CRM mobile and tablet client and Microsoft Outlook so that the sales workforce who are in the field have the right access to the right resources at the right time.

The course ends with a quick demonstration of a typical sales cycle for any organization and how it can be moulded in Dynamics CRM.

About The Author

I'm Piyush Paliwal, your host for this course. I've been working as a Microsoft Dynamics CRM consultant for more than half a decade and have been associated with Microsoft for a few years now. During this time, I've helped various customers manage their sales pipeline by bringing their business processes in Dynamics CRM or Dynamics 365, which is what we have today. In my free time, I usually go for a drive and I also like to swim.

Course Information

Microsoft Dynamics CRM platform

Set up a Dynamics CRM trial instance
Understand basic navigation
Perform CRUD Operations on CRM records (Create, Retrieve, Update, Delete)
Analyze data using dashboards, charts, and reports
Import and export data from Dynamics CRM
Work with Dynamics CRM using mobile and tablet applications
Working with Dynamics CRM using Outlook
Working with Leads, Accounts, Opportunities, and Campaigns

This training course is for new users of the Microsoft Dynamics CRM platform, as well as existing users who want to learn more and become more proficient. The course will provide details on the platform core structure and functionality, then delve deeper into configuration and administration principles.

• Lifetime Access to Each Course
• Certificate on Completion of Course
• No Extra Charges Or Admin Fees
• Easy Access to Courses
• High Priority Support After Sales.
• Big Discounts on Individual Courses

Course Specifications

IT and Computing courses are available to study on our learning platform. 

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Adult education is the non-credential activity of gaining skills and improved education. 

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Online education is electronically supported learning that relies on the Internet for teacher/student interaction. 

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A short course is a learning programme that gives you combined content or specific skills training in a short period of time. Short courses often lean towards the more practical side of things and have less theory than a university course – this gives you a more hands-on experience within your field of interest.

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Course duration is 24 hours.

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