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Course 850760
Price: $1995, Length: 3 days
Dynamics 365 Bundle (Sales & Sales App/Marketing/Customer Service)
This course helps you improve your Dynamics 365 skill set and get an edge in the modern Microsoft Dynamics 365 technology ecosystem.
Learn how to use Microsoft Dynamics 365 for Sales, Dynamics 365 for Marketing, Project Service Automation, and all of the other Dynamics 365 for Customer Engagement (CRM) key modules. This 5 day bundle teaches you the Customer Engagement Plan Apps.
These five workshops are included in this value-packed bundle that will help you make the most of Dynamics 365 through the Sales and Sales App, Marketing, Customer Service, Field Service and Project Service modules.
For more detailed outlines of each individual workshop that is included in this bundle, either look up the corresponding course numbers using our website search, or, use the links we have conveniently provided for you below.
Monday - 816705 Dynamics 365 Introduction, Sales & Sales Apps Workshop (CRM)
Use this Link for Details on Course 816705
Corresponding Exam: MB2-717
Tuesday - 816701 Dynamics 365 Marketing (CRM)
Use this Link for Details on Course 816701
Corresponding Exam: MB2-719
Wednesday - 81057 Dynamics 365 Customer Service (CRM)
Use this Link for Details on Course 81057
Monday - Course # 816705 Dynamics 365 Introduction, Sales & Sales Apps Workshop (CRM)
After completing this workshop, students will be able to understand and/or be able to:
- Setup Dynamics 365 for Sales for your organization
- Choose the feature and functions that will benefit your organization
- Work with The Sales and Sales Hub apps
- Keep track of customers
- Manage the sales process
- Create a marketing campaign
- Create and manage goals
- Import and export data
- Use Mobile Devices for Sales
- Get better sales performance, intelligence and results
Module 1: Dynamics 365 CRM for Sales Management
Module 2: Planning how your organization will use Dynamics 365
Module 3: Selling with Dynamics 365 Sales Apps and Sales Hub
Module 4: Setting up Sales Management for your organization
Module 5: Additional Sales Components
Module 6: Managing Sales Opportunities
Module 7: Working with the Product Catalog
Module 8: Sales Administration
Module 9 Dynamics 365 for Marketing
Module 10: Monitoring Sales progress with Sales Analysis
Module 11: Working with Sales Metrics and Goals
Module 12: Reporting and Power BI
Module 14: Workshop Review
Tuesday - Course # 816701 Dynamics 365 Marketing (CRM)
We'll be covering the equivalent of our Dynamics 365 Marketing course on this day.
Wednesday - Course # 81057 Dynamics 365 Customer Service (CRM)
We'll be covering the equivalent of our Dynamics 365 for Customer Service course on this day.
After completing this workshop, students will be able to understand and/or be able to:
- Service Management
- Case Management (The core element of service)
- Knowledge Base and Templates
- Service Queue Management
- Service Level Agreements and Entitlements
- The Interactive Service Hub to improve customer service
- Voice of the Customer in Microsoft Dynamics 365 for Customer Service.
- Customer Service and Field Service.
- Service Analysis and Reporting.
Module 1: Introduction to Service Management
Module 2: Case Management (The core element of service)
Module 3: Knowledge Base and Templates
Module 4: Service Queue Management
Module 5: Service Level Agreements and Entitlements
Module 6: The Interactive Service Hub to improve customer service
Module 7: Voice of the Customer in Microsoft Dynamics 365 for Customer Service
Module 8: Customer Service and Field Service
Module 9: Service Analysis and Reporting
Module 10: Review Workshop
We look forward to your great success!
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