Microsoft Dynamics CRM Masterclass |CRM Training

Name: Microsoft Dynamics CRM Masterclass
Brand: The Knowledge Academy
Rating: 4.9 (38503 reviews)

Microsoft Dynamics CRM Masterclass - United Kingdom

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Microsoft Dynamics CRM Masterclass

Course Information

Microsoft Dynamics CRM Masterclass Outline

Module 1: Introduction to Microsoft Dynamics CRM

What is Microsoft Dynamics CRM?
What is CRM?
CRM and Default Solutions
Default Solutions
Creating a New Solution
Publisher for the Solution
Prefix for the Solution
Creating a Publisher for the Solution
Multiple Client Support
Dynamics Portfolio

Module 2: Application Areas

Financial Management
Inventory Management
Sales
Purchasing
Project Management
Reporting and Analytics

Module 3: User Interface

Searching for Pages and Reports
My Settings
Navigation Pane

Module 4: Learning the Basics

Enter and Edit Information
Excel
Sending Reports
Sorting Information

Module 5: Sales and Marketing

Power of a Customer Relationship Management
How to Understand Customers?

Module 6: Master Data for Sales and Purchase Processes

Create a New Items Card
Filter by Attributes
Customers
Vendors
GL Accounts

Module 7: Process Sales and Purchases

Process Flows
Purchase Order
Create Purchase Invoices
Tools to Increase Productivity
Outlook for Business Edition

Module 8: Components of CRM

Creating New Entries and Leads
Creating New Opportunities and Account
Exporting Accounts into Excel
Add Word Template

Who should attend this Microsoft Dynamics CRM Masterclass?

The Microsoft Dynamics CRM Masterclass is designed for individuals who want to gain an in-depth understanding of Microsoft Dynamics CRM and develop advanced skills in its implementation, customisation, and management. This course can benefit a wide range of professionals, including:

CRM Professionals
Business Analysts
CRM Administrators
Sales and Marketing Professionals
IT Managers
CRM Consultants
Developers

Prerequisites of the Microsoft Dynamics CRM Masterclass

There are no formal prerequisites for attending this Microsoft Dynamics CRM Masterclass. However, prior knowledge of Microsoft Windows, Microsoft Office, and Customer Relationship Management solution processes and practices would be useful.

Microsoft Dynamics CRM Masterclass Overview

Microsoft Dynamics CRM stands as a cornerstone in the domain of Customer Relationship Management, offering a robust platform for businesses to manage and nurture their client relationships. The relevance of this system is paramount in today's competitive landscape, where effective customer engagement is a key driver of success.

Knowing Microsoft Dynamics CRM is essential for professionals in sales, marketing, and customer service roles who aim to master a versatile tool for client relationship management. As businesses increasingly rely on CRM systems to drive customer engagement, proficiency in Microsoft Dynamics CRM becomes a valuable skill for those seeking to enhance their career prospects in these fields.

The Knowledge Academy's 1-day Microsoft Dynamics CRM Masterclass is tailored to empower delegates with practical insights and skills. This intensive training equips participants with the ability to navigate and leverage Microsoft Dynamics CRM effectively. By the end of the course, delegates will have gained the knowledge needed to optimise customer relationships, streamline processes, and maximise the benefits of this dynamic CRM system in their professional roles.

Course Objectives:

To understand the core functionalities and structure of Microsoft Dynamics CRM
To gain proficiency in using Microsoft Dynamics CRM for customer engagement
To navigate and leverage the features of Microsoft Dynamics CRM effectively
To optimise customer relationships through Microsoft Dynamics CRM
To streamline business processes using Microsoft Dynamics CRM
To maximise the benefits of Microsoft Dynamics CRM in professional roles

Upon completion of this course, delegates will benefit from enhanced skills in customer relationship management, empowering them to navigate Microsoft Dynamics CRM proficiently. This mastery will enable participants to streamline processes, optimise customer relationships, and contribute significantly to the success of their respective organisations.

What’s included in this Microsoft Dynamics CRM Masterclass ?

World-Class Training Sessions from Experienced Instructors
Microsoft Dynamics CRM Certificate
Digital Delegate Pack

Why choose us

Ways to take this course

Our easy to use Virtual platform allows you to sit the course from home with a live instructor. You will follow the same schedule as the classroom course, and will be able to interact with the trainer and other delegates.

Learn more in our FAQs

Our fully interactive online training platform is compatible across all devices and can be accessed from anywhere, at any time. All our online courses come with a standard 90 days access that can be extended upon request. Our expert trainers are constantly on hand to help you with any questions which may arise.

Learn more in our FAQs

This is our most popular style of learning. We run courses in 1200 locations, across 200 countries in one of our hand-picked training venues, providing the all important ‘human touch’ which may be missed in other learning styles.

Highly experienced trainers

All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning experience.

State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

Small class sizes

We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience

Great value for money

Get more bang for your buck! If you find your chosen course cheaper elsewhere, we’ll match it!

Learn more in our FAQs

This is the same great training as our classroom learning but carried out at your own business premises. This is the perfect option for larger scale training requirements and means less time away from the office.

Tailored learning experience

Our courses can be adapted to meet your individual project or business requirements regardless of scope.

Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

Team building opportunity

This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.

Monitor employees progress

Keep track of your employees’ progression and performance in your own workspace.

Learn more in our FAQs

What our customers are saying

Arun was very good, took lots of questions on board and tailored the training to suit us

John Colclough

Microsoft Dynamics CRM Masterclass FAQs

What does Microsoft Dynamics CRM Training mean?

Microsoft Dynamics CRM Training Courses educate delegates on effectively utilising the software for managing customer relationships. They cover features, customisation, and implementation best practices. Tailored for various skill levels, the training includes hands-on exercises and interactive sessions.

What are the prerequisites for this Microsoft Dynamics CRM Training Course?

Before starting this course, it is recommended that delegates have a general understanding of Microsoft Windows, Microsoft Office, and Customer Relationship Management solution processes and practices.

What is the duration of this course?

This Microsoft Dynamics CRM Training is a one-day Masterclass.

What steps should I take to pursue a career as a Microsoft Dynamics Technical Consultant?

To become a Microsoft Dynamics Technical Consultant, pursue a degree in IT or related fields. Gain hands-on experience in Dynamics implementation and support roles. Obtain certifications like Dynamics 365 or Microsoft Dynamics CRM Training Courses to showcase expertise. Specialise in a specific module, stay updated with Dynamics trends, and network within the community.

What are the responsibilities of a Microsoft Dynamics Consultant?

A Microsoft Dynamics Consultant specialises in counselling businesses on leveraging Dynamics software effectively. They analyse client needs, customise Dynamics solutions, and oversee implementation, ensuring alignment with business goals.

Does Dynamics CRM have a high demand?

Yes, Dynamics CRM (Customer Relationship Management) continues to be in high demand due to its robust features for managing customer relationships, sales, and marketing activities.

Does pursuing a career in CRM present a good choice?

A career in CRM offers promising opportunities. With businesses increasingly prioritising customer relationships, CRM skills are in high demand. Professionals proficient in CRM platforms like Dynamics CRM find roles as Consultants, Analysts, or Managers. Salaries vary by location and experience but tend to be competitive.

What are the initial steps to begin learning Microsoft Dynamics?

Start by exploring online resources and official Microsoft training courses for Dynamics CRM. Consider specialised Microsoft CRM Training Courses or register for certifications like Dynamics 365 Fundamentals. Additionally, join forums or user groups for insights and practical tips while learning Dynamics CRM.

What are the topics covered in this Dynamics CRM Masterclass?

In this Microsoft Dynamics CRM Training Course, you will delve into advanced CRM functionalities. Expect to learn about Customer Relationship Management strategies, CRM customisation, data management, workflow automation, and integrations with other business systems.

What is the cost/training fees for Microsoft Dynamics CRM Masterclass certification in the United Kingdom?

The price for Microsoft Dynamics CRM Masterclass certification in the United Kingdom starts from £1295

Which is the best training institute/provider of Microsoft Dynamics CRM Masterclass in the United Kingdom?

The Knowledge Academy is the Leading global training provider for Microsoft Dynamics CRM Masterclass.

What are the best CRM Training courses in the United Kingdom?

Please see our CRM Training courses available in the United Kingdom

Why choose us

Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

Many delivery methods

Flexible delivery methods are available depending on your learning style.

High quality resources

Resources are included for a comprehensive learning experience.

"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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Microsoft Dynamics CRM Masterclass - United Kingdom

Course Information

Microsoft Dynamics CRM Masterclass Outline

Who should attend this Microsoft Dynamics CRM Masterclass?

Prerequisites of the Microsoft Dynamics CRM Masterclass

Microsoft Dynamics CRM Masterclass Overview

What’s included in this Microsoft Dynamics CRM Masterclass ?