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Dynamics Edge
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Price: $1995
Duration: 3 days
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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.

Dynamics 365 for Sales Training D365 for Customer Engagement CRM Course 850760 Marketing Customer Service Field Service Project Service Automation Sales App Training

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!

*NOTE: if an average rating and rating count are shown on this page, they are based on all reviews associated with Dynamics Edge that are shown on the review page, and are not restricted to reviews only for the particular course offered on this page.


850760Dynamics 365 Bundle (Sales & Sales App/Marketing/Customer Service)