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Dynamics 365 (CRM) Intro-All Modules-(Updated-2021)

Learn Sales,Marketing,Project Services Automation,Customer service ,Finance & Operations and Microsoft Flow
Instructor:
Vijayraj Hole
75 students enrolled
Complete training course to learn Microsoft Dynamics 365 CRM.
You will gain in-depth knowledge of CRM application modules-Marketing,Sales,Service,Project Service ,Finance and Operations and Microsoft Flow Automations.
You will learn practically every module step by step. Topics and Modules :-
What is CRM ?
Why CRM ?
Practical Use Case to Use CRM Application. Module Names :-
1-Marketing Module -Marketing Flow,Create Leads,Ceate Marketing List,Create Campaign and Quick Campaigns,Marketing Dashboard
2-Sales Module-Sales Flow,Opportunity Creation,Orders,Quotes,Invoices,Sales Dashborad Overview
3-Service Module-Service Flow,Create Cases,Add Cases to Queues,Dashboard Details
4-Project Service-What is Project Service ,Resources ,Schedule Board,Approval
5-Finance & Operations Module(ERP)-F&O Overview,Navigation,Module Overviews ,Purchase Order Creation
6-Microsoft Flow-Learn to create no-code automation flows in Dynamics CRM to automate daily task.

Are you still learning Microsoft Dynamics 365 with an OLD User interface?  Learn modern Dynamics 365 with updated Unified Interface.

Learn HIGH demands skill Microsoft Dynamics 365 step by step.

This course is designed for Dynamics 365 BEGINNERS and BUSINESS users.

You will learn all CRM modules practically.

Get complete knowledge on Marketing, Sales, Service, Project Service and Finance, and Operations with flow automation.

This course definitely helps you to get a NEW JOB or GROW your business.

Learn how to use dynamics CRM to improve productivity by AI and Power platform automation.

Learn how to use Dynamics 365 CRM to grow your business and manage business digitally.

Learn how to get 360 views of your customers, understand customer needs and analyse customer data.

Get complete knowledge on Sales, Marketing, Services, Finance & Operations, and Microsoft Flow.

What you will learn :

Introduction:

  1. What is Dynamics 365 CRM?

  2. Microsoft Dynamics 365 Overview

Marketing Module

  1. Overview of Marketing (Complete Guide)

  2. Marketing Flow

  3. Marketing core components

  4. How to design Marketing Pages?

  5. How to design Marketing Forms?

  6. How to design email marketing campaign?

  7. How to create Marketing fields

  8. Learn marketing scoring model

Sales Module :

  1. Sales Overview

  2. Sales Key Terminology

  3. Sales Flow

  4. Sales Lifecycle

  5. Creates Leads manually and bulk

  6. Leads Management Lifecycle

  7. Leads Main Sections

  8. Create Opportunity in Sales

  9. Create Quotes

  10. Create Orders from Quotes

  11. Sales Goal Overview

Customer Service Module :

  1. Service module overview

  2. Service Flow

  3. Log Cases

  4. Assign cases to queue

Microsoft Finance and Operations (ERP)

  1. Microsoft Finance and Operations (ERP) Overview

  2. Dynamics 365 Finance and Operations UI Navigation

  3. Create Purchase Order in Microsoft Finance and Operations

Microsoft Power Automate introduction

  1. Overview of Microsoft Power Automate

  2. Part 2-Pull the data from Google sheet and create lead in CRM using Flow

  3. Part 2-Pull the data from Google sheet and create lead in CRM using Flow

Introduction

1
Microsoft Dynamics 365 CRM Course Overview

First of all thanks for joining this Dynamics 365 CRM (Zero to Hero) course! In this course, you will learn all the modules practically in Dynamics 365

  1. Dynamics 365 Marketing

  2. Dynamics 365 Sales

  3. Dynamics 365 Customer Service

  4. Dynamics 365 Project Service Automation

  5. Dynamics 365 Finance and Operations

  6. Dynamics 365 field Service

  7. Bonus: Power Platform Introduction

Let's start the journey together !!!

Dynamics 365 CRM Marketing Module Overview

1
Marketing Module Introduction
2
Why Dynamics 365 Marketing?
3
Core Marketing Apps in Dynamics 365 ?
4
Marketing Journey or Marketing Lifecycle
5
Marketing Foundation Elements
6
How to Create Marketing Forms?
7
Why and How to Create Landing Pages (Marketing Pages) ?
8
How to Design Engaging Marketing Emails ?
9
How to Schedule Social Media Post to Keep Audience Engage ?

Sales Module (Complete Guide)

1
Sales Overview

Learning Objectives :

  1. Sales Overview

  2. Leads

  3. Opportunities

  4. Order

  5. Key terminology

  6. Test your Knowledge

2
Sales Module Overview Quiz
3
Learn Sales Flow

Create contacts-Best ways to connect with customers, Qualify Prospects, Nurture prospects, Present Offers, and convert leads into customers.

4
Sales Lifecycle 2
5
Sales Lifecycle Quiz
6
Sales Key Terminologies
7
Customer Quiz
8
How To Create Leads manually in Dynamics CRM 365 Marketing ?

There are two ways to create leads in Dynamics 365 Leads :


  1. Manually

  2. Bulk Import

In this video let's learn how to create leads manually ..

9
Create Leads Using Excel Template -(Bulk Import)
10
Lead Management Lifecycle Overview

Learn Leads Management Lifecycle :

  1. Leads Views

  2. Leads 4 main sections

  3. Leads Process

11
Learn Leads Views in Sales

  • Open Leads- All leads that are currently open, regardless of who the lead owner is.

  • Closed Leads- All leads that have been closed. Both qualified and disqualified leads are included.

  • All Leads- All open and closed leads.

  • My Open Leads- All the open leads that are assigned to the signed-in user.

  • Leads opened last week- All leads that were created last week.

  • Leads opened this week- All new leads created during the current week.

12
Leads Main Sections

Learn about the main sections in the leads area :


  1. Timeline

  2. BFS

  3. Relationship assistant

  4. Stakeholders


13
Opportunities Entity Overview
14
Manage opportunities
15
Create Opportunity Manually and Converts Leads to Opportunity
16
Convert Activities to Opportunity
17
Leads to Opportunity Process

Learn how the lead is converted into an opportunity

18
How to Create Opportunities in Sales?

After meeting, qualification criteria lead is qualified.  Qualified lead automatically converted to opportunity record.

19
How to Close Opportunity as Lost
20
How to Re-Open Opportunity
21
How to add Product to Opportunity
22
Quotes Overview
23
How To Create Quotes from Opportunities?
24
How to Generates Orders from Quotes?
25
How Activate and Create Revise Quote ?
26
How to Generate Invoices from Orders?
27
How to Store Sales Literatures?
28
Sales Goals Overview
29
Why Sales Dashboard?

Customer Service Module in Dynamics 365

1
Service Module Overview
2
Why Customer Service module and Key componenet ofcustomer service module?
3
Customer Service Lifecycle
4
How to create Cases?
5
How to convert activities to case ?
6
How to Assign Cases to Queue?
7
Explore Service Dashboard

Dynamcis 365 Project Service Automation Module

1
Welcome : Project Service Automation: Learnig Objectives
2
Why Project Service Automation ?
3
Project Service Automation Lifecycle
4
Project Service Automaion UI Navigation

Bonus: Introduction of Dynamics 365 Finanace and Operations (ERP) Overview

1
Microsoft Finance and Operations (ERP) Overview
2
Dynamics 365 Finanace and Operations UI Navigation
3
Create Purchase Order in Microsoft Finanace and Operations

Bonus: Create Microsoft Flow Automation in Dynamics 365 (Step by Step Guide)

1
Microsoft Flow Overview
2
Part 2-Pull the data from Google sheet and create lead in CRM using Flow
3
Part 2-Pull the data from Google sheet and create lead in CRM using Flow
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Certificate of Completion
Dynamics 365 (CRM) Intro-All Modules-(Updated-2021)
Category:
IT & Software
Teacher
Daniel W
Price:
$29.98 $24
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