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Microsoft Dynamics 365 Fundamentals (CRM) Training

Drive Team Excellence with Microsoft Dynamics 365 Fundamentals (CRM) Corporate Training

Empower your teams with expert-led on-site/in-house or virtual/online Microsoft Dynamics 365 Fundamentals (CRM) Training through Edstellar, a premier corporate training company for organizations globally. Our tailored Microsoft Dynamics 365 Fundamentals (CRM) corporate training course equips your employees with the skills, knowledge, and cutting-edge tools needed for success. Designed to meet your specific needs, this Microsoft Dynamics 365 Fundamentals (CRM) group training program ensures your team is primed to drive your business goals. Transform your workforce into a beacon of productivity and efficiency.

Microsoft Dynamics 365 Fundamentals (CRM) is a comprehensive customer relationship management (CRM) solution provided by Microsoft that helps organizations streamline their sales, marketing, and customer service processes. It is required for organizations to effectively manage their customer interactions, improve customer satisfaction, and ultimately drive business growth by providing a centralized platform for managing customer data, automating sales and marketing activities, and delivering personalized customer experiences. Training in Microsoft Dynamics 365 Fundamentals (CRM) equips individuals with the essential skills and knowledge needed to proficiently utilize the CRM system, empowering them to optimize customer relationships and contribute to organizational success.

The Microsoft Dynamics 365 Fundamentals (CRM) instructor-led training course provided by Edstellar can be customized to meet team requirements. The virtual/onsite Microsoft Dynamics 365 Fundamentals (CRM) training course led by expert trainers ensures that all features and capabilities of the software are utilized, enabling the organization to maximize its investment in the Dynamics 365 platform.

Key Skills Employees Gain from Microsoft Dynamics 365 Fundamentals (CRM) Training

Microsoft Dynamics 365 Fundamentals (CRM) skills corporate training will enable teams to effectively apply their learnings at work.

  • CRM Navigation
  • Data Management
  • Customer Engagement
  • Reporting Skills
  • Analytical Thinking
  • Process Automation

Key Learning Outcomes of Microsoft Dynamics 365 Fundamentals (CRM) Training

Edstellar’s Microsoft Dynamics 365 Fundamentals (CRM) training for employees will not only help your teams to acquire fundamental skills but also attain invaluable learning outcomes, enhancing their proficiency and enabling application of knowledge in a professional environment. By completing our Microsoft Dynamics 365 Fundamentals (CRM) workshop, teams will to master essential Microsoft Dynamics 365 Fundamentals (CRM) and also focus on introducing key concepts and principles related to Microsoft Dynamics 365 Fundamentals (CRM) at work.


Employees who complete Microsoft Dynamics 365 Fundamentals (CRM) training will be able to:

  • Analyze customer data to identify trends and opportunities for targeted marketing campaigns
  • Design customer journeys that automate interactions and nurture leads towards conversion
  • Create custom reports and dashboards to visualize key sales metrics and KPIs
  • Implement effective search and filter techniques to locate specific customer information 
  • Configure business process flows to streamline sales order processing and customer service workflows
  • Manage customer cases efficiently by utilizing SLAs, entitlements, and knowledge base articles
  • Optimize field service scheduling by leveraging resource allocation tools and mobile functionalities
  • Integrate Dynamics 365 with Microsoft Teams and Outlook to enhance collaboration and communication

Key Benefits of the Microsoft Dynamics 365 Fundamentals (CRM) Corporate Training

Attending our Microsoft Dynamics 365 Fundamentals (CRM) classes tailored for corporations offers numerous advantages. Through our on-site/in-house or virtual/online Microsoft Dynamics 365 Fundamentals (CRM) training classes, participants will gain confidence and comprehensive insights, enhance their skills, and gain a deeper understanding of Microsoft Dynamics 365 Fundamentals (CRM).

  • Empowers employees with the skills to manage customer interactions and track activities within Dynamics 365 CRM
  • Develops required skill in employees to create and customize reports and dashboards for data visualization and analysis
  • Provides insights into leveraging customer data to design targeted marketing campaigns and automate customer journeys
  • Equips the team with the techniques to streamline sales processes by configuring business process flows and managing sales opportunities
  • Cultivates ideas in teams to improve customer service through efficient case management, knowledge base utilization, and omnichannel support
  • Develops required skill in employees to optimize field service operations with mobile functionalities and resource scheduling tools
  • Empowers employees with the skills to integrate Dynamics 365 with Microsoft Teams and Outlook for enhanced collaboration

Topics and Outline of Microsoft Dynamics 365 Fundamentals (CRM) Training

Our virtual and on-premise Microsoft Dynamics 365 Fundamentals (CRM) training curriculum is divided into multiple modules designed by industry experts. This Microsoft Dynamics 365 Fundamentals (CRM) training for organizations provides an interactive learning experience focused on the dynamic demands of the field, making it relevant and practical.

  1. Introduction to CRM
    • Defining CRM
    • Benefits of using CRM
  2. Overview of Power Platform and Dynamics 365
    • Components of Power Platform
    • How Dynamics 365 integrates with Power Platform
  3. Introduction to Microsoft Dataverse
    • Key features of Dataverse
    • Data modeling in Dataverse
  4. Dynamics 365 Apps use cases
    • Examples in sales, service, and marketing
    • Customizing apps for business needs
  5. Navigating Dynamics 365 Apps
    • Basic navigation techniques
    • Tips for efficient use
  1. Managing customers and activities
    • Creating and updating customer records
    • Tracking customer interactions
  2. Using search and filters
    • Effective searching techniques
    • Custom filters and their uses
  3. Reporting with charts, dashboards, and views
    • Building custom reports
    • Analyzing data through dashboards
  4. Integrations: Excel, Microsoft Teams, and Outlook
    • Syncing data with Excel
    • Collaborating with Teams
    • Managing communications through Outlook
  1. Customer insights for marketing
    • Analyzing customer data
    • Leveraging insights for strategy
  2. Exploring marketing journeys
    • Designing effective journeys
    • Automation and orchestration of journeys
  3. Email marketing strategies
    • Crafting compelling emails
    • Segmentation and personalization
  4. Customer targeting: lists and segments
    • Building and maintaining lists
    • Effective segmentation techniques
  5. Managing customer journeys and leads
    • Nurturing leads through journeys
    • Conversion strategies
  6. Marketing forms and event management
    • Designing forms for lead capture
    • Organizing and managing events
  1. Analyzing customer data insights
    • Deep dives into data analysis
    • Predictive insights and their applications
  2. Engaging customers with Dynamics 365 voice
    • Collecting feedback
    • Integrating feedback into business processes
  1. Dynamics 365 sales overview
    • Key features and benefits
    • Customizing the sales module
  2. The sales lifecycle: from leads to sales
    • Stages of the sales process
    • Best practices in sales management
  3. Qualifying leads and managing opportunities
    • Criteria for qualifying leads
    • Strategies for opportunity management
  4. Business process flows and sales order processing in Dynamics 365 sales
    • Configuring business process flows
    • Managing sales orders and invoicing
  1. Enhancing Dynamics 365 sales with related apps
    • Integrating with other Dynamics 365 apps
    • Third-party app integration
  2. Sales pipeline and forecasting
    • Managing and analyzing the sales pipeline
    • Forecasting sales trends
  3. Sales insights and linkedIn integration
    • Using AI for sales insights
    • Leveraging LinkedIn for networking and sales
  4. Dynamics 365 sales mobile and copilot features
    • Mobile app features
    • Using Copilot for sales assistance
  1. Exploring Dynamics 365 customer service
    • Overview of features
    • Setting up a customer service hub
  2. Managing the case lifecycle
    • Tracking and resolving cases
    • Using SLAs and entitlements
  3. Workload and knowledge management in customer service
    • Allocating resources and managing workloads
    • Utilizing the knowledge base
  4. Business process flows in customer service
    • Creating and customizing flows
    • Improving service with process automation
  1. Omnichannel customer service
    • Setting up omnichannel
    • Managing interactions across channels
  2. Reporting and visualizations in customer service
    • Custom reports and visualizations
    • Using data to improve service
  3. Customer feedback with Dynamics customer voice
    • Collecting and analyzing feedback
    • Integrating feedback into continuous improvement
  1. Managing field operations with Dynamics 365
    • Overview of field service management
    • Best practices for field operations
  2. The work order lifecycle and inspections
    • Creating and managing work orders
    • Conducting and recording inspections
  3. Dynamics 365 field service mobile features
    • Mobile app capabilities
    • Offline access and sync
  1. Scheduling and resource management
    • Advanced scheduling techniques
    • Resource optimization and allocation
  2. Managing customer assets and connected services
    • Tracking customer assets
    • Integrating IoT with Field Service

Target Audience for Microsoft Dynamics 365 Fundamentals (CRM) Training Course

The Microsoft Dynamics 365 Fundamentals (CRM) training course is ideal for sales professionals, marketing professionals, customer service representatives, CRM administrators, customer engagement consultants, CRM project managers, and consultants.

The Microsoft Dynamics 365 Fundamentals (CRM) training program can also be taken by professionals at various levels in the organization.

  • Microsoft Dynamics 365 Fundamentals (CRM) training for managers
  • Microsoft Dynamics 365 Fundamentals (CRM) training for staff
  • Microsoft Dynamics 365 Fundamentals (CRM) training for leaders
  • Microsoft Dynamics 365 Fundamentals (CRM) training for executives
  • Microsoft Dynamics 365 Fundamentals (CRM) training for workers
  • Microsoft Dynamics 365 Fundamentals (CRM) training for businesses
  • Microsoft Dynamics 365 Fundamentals (CRM) training for beginners
  • Microsoft Dynamics 365 Fundamentals (CRM) group training
  • Microsoft Dynamics 365 Fundamentals (CRM) training for teams
  • Microsoft Dynamics 365 Fundamentals (CRM) short course

Prerequisites for Microsoft Dynamics 365 Fundamentals (CRM) Training

Employees with a basic understanding of customer engagement principles, business operations, and cloud computing can take up the Microsoft Dynamics 365 Fundamentals (CRM) training course.

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Corporate Training Delivery Modes
for Microsoft Dynamics 365 Fundamentals (CRM) Training

At Edstellar, we understand the importance of impactful and engaging training for employees. To ensure the training is more interactive, we offer Face-to-Face onsite/in-house or virtual/online for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.

 Virtual trainig

Our virtual training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.

With global reach, your employees can get trained from various locations
The consistent training quality ensures uniform learning outcomes
Participants can attend training in their own space without the need for traveling
Organizations can scale learning by accommodating large groups of participants
Interactive tools can be used to enhance learning engagement
 On-site trainig

Edstellar's onsite training delivers immersive and insightful learning experiences right in the comfort of your office.

Higher engagement and better learning experience through face-to-face interaction
Workplace environment can be tailored to learning requirements
Team collaboration and knowledge sharing improves training effectiveness
Demonstration of processes for hands-on learning and better understanding
Participants can get their doubts clarified and gain valuable insights through direct interaction
 Off-site trainig

Edstellar's off-site training programs offer a unique opportunity for teams to immerse themselves in focused and dynamic learning environments away from their usual workplace distractions.

Distraction-free environment improves learning engagement
Team bonding can be improved through activities
Dedicated schedule for training away from office set up can improve learning effectiveness
Boosts employee morale and reflects organization's commitment to employee development
Testimonials

What Our Clients Say

We pride ourselves on delivering exceptional training solutions. Here's what our clients have to say about their experiences with Edstellar.

"Edstellar's IT Service Management training has been transformative. Our IT teams have seen significant improvements through multiple courses delivered at our office by expert trainers. Excellent feedback has prompted us to extend the training to other teams."

Liam Anderson
HR Head,
A Global Technology Company

"Edstellar's quality and process improvement training courses have been fantastic for our team of quality engineers, process engineers and production managers. It’s helped us improve quality and streamline manufacturing processes. Looking ahead, we’re excited about taking advanced courses in quality management, and project management, to keep improving in the upcoming months."

David Park
Operational Manager,
A Global High-Tech Engineering and Manufacturing Company

"Partnering with Edstellar for web development training was crucial for our project requirements. The training has equipped our developers with the necessary skills to excel in these technologies. We're excited about the improved productivity and quality in our projects and plan to continue with advanced courses."

Carlos Fernandez
Technical lead,
Global e-Learning Company

"Partnering with Edstellar for onsite ITSM training courses was transformative. The training was taken by around 80 IT service managers, project managers, and operations managers, over 6 months. This has significantly improved our service delivery and standardized our processes. We’ve planned the future training sessions with the company."

Ewan MacLeod
IT Director,
Innovative IT Company

"Partnering with Edstellar for onsite training has made a major impact on our team. Our team, including quality assurance, customer support, and finance professionals have greatly benefited. We've completed three training sessions, and Edstellar has proven to be a reliable training partner. We're excited for future sessions."

Rajesh Mehta
Operational Manager,
Sustainable Mobility Company

"Edstellar's online training on quality management was excellent for our quality engineers and plant managers. The scheduling and coordination of training sessions was smooth. The skills gained have been successfully implemented at our plant, enhancing our operations. We're looking forward to future training sessions."

David Harris
Head of Quality Assurance,
Leading IT Services Company

"Edstellar's online AI and Robotics training was fantastic for our 15 engineers and technical specialists. The expert trainers and flexible scheduling across different time zones were perfect for our global team. We're thrilled with the results and look forward to future sessions."

John Smith
Head of Technology Development,
Defense Technology Company

"Edstellar's onsite process improvement training was fantastic for our team of 20 members, including managers from manufacturing, and supply chain management. The innovative approach, and comprehensive case studies with real-life examples were highly appreciated. We're excited about the skills gained and look forward to future training."

James Carter
Head of Operations,
Global Food Company

"Edstellar's professional development training courses were fantastic for our 50+ team members, including developers, project managers, and consultants. The multiple online sessions delivered over several months were well-coordinated, and the trainer's methodologies were highly effective. We're excited to continue our annual training with Edstellar."

John Davis
Head of Training and Development,
Leading Tech Consultancy

"Edstellar's IT service management training for our 30 team members, including IT managers, support staff, and network engineers, was outstanding. The onsite sessions conducted over three months were well-organized, and it helped our team take the exams. We are happy about the training and look forward to future collaborations."

John Roberts
Head of IT Operations,
Leading Broadband Provider

"Edstellar's office productivity training for our 40+ executives, including project managers and business analysts, was exceptional. The onsite sessions were well-organized, teaching effective tool use with practical approaches and relevant case studies. Everyone was delighted with the training, and we're eager for more future sessions."

Andrew Scott
Head of Training and Development,
Leading Real Estate Firm

"Edstellar's quality management training over 8 months for our 15+ engineers and quality control specialists was outstanding. The courses addressed our need for improved diagnostic solutions, and the online sessions were well-organized and effectively managed. We're thrilled with the results and look forward to more."

Olivia Martin
Head of Quality Assurance,
Innovative Diagnostics Solutions Provider

"Edstellar's digital marketing training for our small team of 10, including content writers, SEO analysts, and digital marketers, was exactly what we needed. The courses delivered over a few months addressed our SEO needs, and the online sessions were well-managed. We're very happy with the results and look forward to more."

Emily Brown
Head of Digital Marketing,
Leading Market Research Firm

"Edstellar's telecommunications training was perfect for our small team of 12 network engineers and system architects. The multiple online courses delivered over a few months addressed our needs for network optimization and cloud deployment. The training was well-managed, and the case studies were very insightful. We're thrilled with the outcome."

Matthew Lee
Head of Network Services,
Leading Telecom Solutions Provider

"Edstellar's professional development training was fantastic for our 50+ participants, including team leaders, analysts, and support staff. Over several months, multiple courses were well-managed and delivered as per the plan. The trainers effectively explained topics with insightful case studies and exercises. We're happy with the training and look forward to more."

Sarah Mitchell
Head of Training and Development,
Leading Outsourcing Firm

Course Completion Certificate

Upon successful completion of the Microsoft Dynamics 365 Fundamentals (CRM) training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

Course Completion Certificate

Meet Our Elite Trainers

The instructor-led training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Access practices.

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