DYNAMICS 365 FUNDAMENTALS (CRM)
Dynamics 365 Fundamentals, also known as Dynamics 365 CRM Fundamentals, refers to a Microsoft certification that provides individuals with foundational knowledge of Microsoft Dynamics 365 Customer Engagement, commonly known as Dynamics 365 for Customer Relationship Management (CRM). Earning the Dynamics 365 Fundamentals certification demonstrates your foundational knowledge of Dynamics 365 CRM, making it a valuable credential for individuals starting their journey with Dynamics 365.
DYNAMICS 365 FUNDAMENTALS (CRM) Training in Pune/ Online
Duration of Training : 4 months
Batch type : Weekdays/Weekends
Mode of Training : Classroom/Online/Corporate Training
Describe Microsoft Dynamics 365 Marketing
Explore Dynamics 365 Marketing
– Describe use cases for Dynamics 365 Marketing
– Describe lead generation and qualification
– Describe use cases for marketing forms
– Describe how to target customers by using segments and subscription lists
– Describe email marketing
– Describe customer journeys
– Describe event management features and capabilities
Describe Dynamics 365 Marketing related apps
– Describe use cases of and capabilities for Customer Insights
– Describe use cases of Customer Voice for Marketing
Describe Dynamics 365 Sales
Explore Dynamics 365 Sales
– Describe use cases for Dynamics 365 Sales
– Describe leads and the process for qualifying leads
– Describe the opportunity management process
– Describe the quote lifecycle
– Describe the order management and invoice management processes
– Describe use cases for business process flows
Describe Dynamics 365 Sales capabilities and related apps
– Describe sales pipeline and forecasting concepts
– Describe use cases for and capabilities of Sales Insights
– Describe use cases for and capabilities of LinkedIn Sales Navigator
– Describe use cases for the Dynamics 365 Sales mobile app
Describe Dynamics 365 Customer Service
Explore Dynamics 365 Customer Service
– Describe use cases for Dynamics 365 Customer Service
– Describe the functionality for workload management, including basic routing (basic queues), Unified Routing, and Agent Inbox
– Describe Knowledge Management in Dynamics 365 Customer Service
– Describe the case lifecycle including service-level agreements (SLAs) and entitlements
Describe Dynamics 365 Customer Service capabilities and related apps
– Describe Omnichannel for Customer Service
– Describe reporting and data visualization options in Dynamics 365 Customer Service
– Describe use cases of Dynamics 365 Customer Voice for Customer Service
Describe Dynamics 365 Field Service
Explore Dynamics 365 Field Service
– Describe use cases for Dynamics 365 Field Service
– Describe common field service processes
– Describe the work order lifecycle
– Describe inspections in Dynamics 365 Field Service
– Describe the Field Service mobile app
Describe the scheduling capabilities of Dynamics 365 Field Service
– Describe resource and scheduling processes
– Describe asset management and customer assets
– Describe Connected Field Service for Dynamics 365
Explore the core capabilities of Dynamics 365 customer engagement apps
Describe the foundations of Dynamics 365 customer engagement apps
– Describe use cases for Dynamics 365 customer engagement apps
– Describe Microsoft Power Platform as it relates to Dynamics 365 customer engagement apps
– Describe Microsoft Dataverse as the foundation for Dynamics 365 customer engagement apps
– Navigate to and within Dynamics 365 customer engagement apps
Describe shared activities and integration options in Dynamics 365 customer engagement apps
– Describe customers and activities
– Describe search options and filter criteria
– Describe reporting capabilities including dashboards, charts, and views
– Describe Microsoft Teams integration
– Describe Microsoft Outlook integration
– Describe Microsoft Excel integration
