Microsoft Dynamics CRM revolves entirely around customer relationship management and takes care of customer satisfaction. It looks after customer loyalty, looking forward for business growth and development.Microsoft Dynamics CRM professionals are in high demand in business management tasks because they seek for sustenance of business expansion.
CRM also known as CRM system or CRM software is a business solution. It helps organizations and companies improve service engagement with sales and marketing. It helps companies improve customer experiences. It helps in lowering costs by increasing profit. Through sales force automation, marketing automation and customer service, it delivers return on investment (ROI).
Course Content for Microsoft Dynamics CRM Training:
Introduction
· Overview of Dynamics CRM
· Dynamics CRM working
· Processing
· Functions
· Working with data
· Architecture
· Technology
· Layers
· Basic navigation
· Basics
o Contacts
o Accounts
o Activities
· Deployment options
· Entity relationship model
Marketing and sales in Dynamics CRM
· Sales management introduction
· Types of management
o Lead management
o Campaign management
o Opportunity management
o Marketing list management
o Product management
o Quotes management
o Invoice management
o Competitors and goal management
o Order management
· Marketing materials
· Working with
o Product catalog
o Opportunity records
· Processing of sales order
· Transaction processing
· Analyzing sales
<<Register for Training and Placement by OPT Nation>>
Functional areas of CRM
· Sales
· Marketing
· Customer care
Sales functionality
· Leads
· Product database
· Opportunities
· Sales processes
· Communication tracking
Client-care functionality
· Knowledge base
· Case recording
· Scheduling appointments
· Contract management
· Resources management
· Services management
Marketing functionality
· Lists
· Campaigns
· Planning
· Budgeting
· Tracking
· Reporting
Customer care
· What is customer service?
· Customer scenarios
· Case management
· Entitlements
Business management
· Introduction
· Fiscal years
· Resource groups
· Goal metrics
· Business closures
· Sales territories
· Equipment
· Facilities
· Subjects
· Site management
· Queue management
· Relationship rules
· Connections
· Quota management
Document management
· Introduction
· Components management
· Document locations
<<Register for Microsoft Dynamics CRM Online Training and Placement>>
Service management
· Introduction
· Knowledge base article management
· Case management
· Contract management
Database management
· Introduction
· Data imports
· Templates
· Bulk deletion
· Data maps
· Duplication detection
o Settings
o Jobs
o Rules
Data management
· Introduction to extending Dynamics CRM
· Data for import
· Importing data via Microsoft Excel and Import Wizard
· Methods of importing data
· Data utilities
· Duplication detection management
· Troubleshooting
Goal management
· Audit settings
· Settings for entity audit
· Settings for field audit
· Audit log management
· Summary of audit
Deployment
· Administering Microsoft Dynamics CRM
· Email management
· Setting up
· Instances management
· Dynamics CRM for Outlook
· Managing online subscriptions
· Managing online updates
· Managing online instances
· Server-side synchronization
Automating Microsoft Dynamics CRM with business process management (BPM)
· Why automate?
· Introduction to BPM
· BPM solutions
· Workflows
· Dialogs
· Business rules
· Troubleshooting process issues
Installation
· System requirements
· Technologies required
· Server installation
· Installing reporting extensions
· Managing with the deployment manager
· Maintain a deployment
· Troubleshoot a deployment
· Email management
· High availability options
Configuration and customization
· Business units
· Security roles
· Managing business units
· Security features
· Configuring users and teams
· Adding user accounts
· Maintaining user accounts
· Customization methodology
· Customizations types
· Solutions to types of customizations
· Customization concepts
· Field data types
· Fields creation
· Option sets creation
· Customizing entities
· Customizing mappings
· Customizing forms
· Customizing relationships
· Customizing charts and views
· Configuring solutions
· Configuration of field security
· Configuring auditing
o Enabling auditing
o Managing audits
o Viewing audit data
Max Troy is the Career Counsellor as well as a passionate Author. Well, he has years of experience in the Career and Jobs industry. As a part of his career at OPTnation, he helped various OPT and CPT candidates to shape their Career. Through his knowledge and writing skill, he is contributing to the students to find the best Career advice and immigration topics. Do share the information if you like it.