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81066: Introduction to Microsoft Dynamics 365

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  • Learn with practical projects and hands on real tools.
  • Official Curriculum & Courseware Content.
  • Online Interactive Lab's Access.
  • Adaptive e-Learning with trainer's support.
  • Access Class via PC, Mobile App or on a large screen.
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  • Attend Live HD Training Sessions via Go To MeetingTM. Interact with trainer and peers like in a real classroom via voice, video conference and live chat.

Course Description

About the Course

This course provides insight on the components within the Customer Service module to put customer service at the forefront of an organization’s intelligent customer engagement strategy.

Introduction to Microsoft Dynamics 365 (CRM) course provides information on the basic concepts of Microsoft Dynamics 365. It discusses some of the terms, concepts and many of the components that make up the Microsoft Dynamics 365 system. In addition, it provides an overview of information about application navigation, setting up accounts, contacts and activities, using the sales, customer service, and marketing processes within Microsoft Dynamics 365.

  • This course helps prepare you for assessment Microsoft Dynamics 365 Enterprise for Customer Service.
  • This course helps prepare you for assessment Microsoft Dynamics 365 Enterprise for Sales.
  • This course helps prepare you for exam MB2-717.

 

Objectives

  • Discover how to navigate through various client types
  • Work with records through various client types
  • Explore the different action types that can be taken on a record
  • Track activities and data in Outlook
  • Dive deeper into views and how they are utilized
  • Review how to search for data using Global Search
  • Recognize the role of leads within Microsoft Dynamics 365
  • Examine the Lead to Opportunity Process Flow
  • Discuss communication tracking
  • Explore case types
  • Review the basic steps of the marketing process
  • Recognize how to plan and budget a marketing campaign
  • Examine marketing lists and how they can be used
  • Discuss quick campaign and when to use a marketing campaign

 

Course Curriculum

Course # : 81066
Exam : Introduction to Microsoft Dynamics 365

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