Mastering Microsoft Dynamics CRM Online: Unlocking Your Customer Relationship Management Potential
This comprehensive course is designed to help you master Microsoft Dynamics CRM Online and unlock your customer relationship management potential. With interactive and engaging content, you'll gain the skills and knowledge you need to succeed in today's fast-paced business environment. Upon completion of this course, participants receive a certificate issued by The Art of Service.Course Features - Interactive and engaging content
- Comprehensive and personalized learning experience
- Up-to-date and practical information
- Real-world applications and case studies
- High-quality content and expert instructors
- Certificate of Completion issued by The Art of Service
- Flexible learning options and user-friendly interface
- Mobile-accessible and community-driven
- Actionable insights and hands-on projects
- Bite-sized lessons and lifetime access
- Gamification and progress tracking
Course Outline Chapter 1: Introduction to Microsoft Dynamics CRM Online
Topic 1.1: Overview of Microsoft Dynamics CRM Online
- What is Microsoft Dynamics CRM Online?
- Benefits of using Microsoft Dynamics CRM Online
- Key features and functionality
Topic 1.2: Setting up Microsoft Dynamics CRM Online
- Signing up for a trial or subscription
- Configuring your organization
- Setting up users and roles
Chapter 2: Navigating the Microsoft Dynamics CRM Online Interface
Topic 2.1: Understanding the Navigation Bar
- Overview of the navigation bar
- Accessing different areas of the application
- Customizing the navigation bar
Topic 2.2: Working with Dashboards and Reports
- Creating and customizing dashboards
- Running and exporting reports
- Using dashboards and reports to analyze data
Chapter 3: Managing Accounts and Contacts
Topic 3.1: Creating and Managing Accounts
- Creating new accounts
- Updating and deleting accounts
- Managing account relationships
Topic 3.2: Creating and Managing Contacts
- Creating new contacts
- Updating and deleting contacts
- Managing contact relationships
Chapter 4: Managing Leads and Opportunities
Topic 4.1: Creating and Managing Leads
- Creating new leads
- Updating and deleting leads
- Managing lead relationships
Topic 4.2: Creating and Managing Opportunities
- Creating new opportunities
- Updating and deleting opportunities
- Managing opportunity relationships
Chapter 5: Managing Sales and Marketing Activities
Topic 5.1: Creating and Managing Sales Activities
- Creating new sales activities
- Updating and deleting sales activities
- Managing sales activity relationships
Topic 5.2: Creating and Managing Marketing Activities
- Creating new marketing activities
- Updating and deleting marketing activities
- Managing marketing activity relationships
Chapter 6: Managing Service and Support Activities
Topic 6.1: Creating and Managing Service Activities
- Creating new service activities
- Updating and deleting service activities
- Managing service activity relationships
Topic 6.2: Creating and Managing Support Activities
- Creating new support activities
- Updating and deleting support activities
- Managing support activity relationships
Chapter 7: Customizing and Configuring Microsoft Dynamics CRM Online
Topic 7.1: Customizing Entities and Fields
- Creating custom entities and fields
- Updating and deleting custom entities and fields
- Managing custom entity and field relationships
Topic 7.2: Configuring Workflows and Business Rules
- Creating and managing workflows
- Creating and managing business rules
- Managing workflow and business rule relationships
Chapter 8: Integrating Microsoft Dynamics CRM Online with Other Applications
Topic 8.1: Integrating with Microsoft Office 365
- Integrating with Microsoft Outlook
- Integrating with Microsoft Excel
- Integrating with Microsoft Word
Topic 8.2: Integrating with Other Applications
- Integrating with third-party applications
- Using APIs and SDKs
- Managing integration relationships
Chapter 9: Implementing Security and Access Controls
Topic 9.1: Understanding Security Roles and Permissions
- Understanding security roles
- Understanding permissions
- Managing security role and permission relationships
Topic 9.2: Implementing Access Controls
- Implementing access controls
- Managing access control relationships
- Best practices for access control
Chapter 10: Monitoring and Troubleshooting Microsoft Dynamics CRM Online
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Chapter 1: Introduction to Microsoft Dynamics CRM Online
Topic 1.1: Overview of Microsoft Dynamics CRM Online
- What is Microsoft Dynamics CRM Online?
- Benefits of using Microsoft Dynamics CRM Online
- Key features and functionality
Topic 1.2: Setting up Microsoft Dynamics CRM Online
- Signing up for a trial or subscription
- Configuring your organization
- Setting up users and roles
Chapter 2: Navigating the Microsoft Dynamics CRM Online Interface
Topic 2.1: Understanding the Navigation Bar
- Overview of the navigation bar
- Accessing different areas of the application
- Customizing the navigation bar
Topic 2.2: Working with Dashboards and Reports
- Creating and customizing dashboards
- Running and exporting reports
- Using dashboards and reports to analyze data
Chapter 3: Managing Accounts and Contacts
Topic 3.1: Creating and Managing Accounts
- Creating new accounts
- Updating and deleting accounts
- Managing account relationships
Topic 3.2: Creating and Managing Contacts
- Creating new contacts
- Updating and deleting contacts
- Managing contact relationships
Chapter 4: Managing Leads and Opportunities
Topic 4.1: Creating and Managing Leads
- Creating new leads
- Updating and deleting leads
- Managing lead relationships
Topic 4.2: Creating and Managing Opportunities
- Creating new opportunities
- Updating and deleting opportunities
- Managing opportunity relationships
Chapter 5: Managing Sales and Marketing Activities
Topic 5.1: Creating and Managing Sales Activities
- Creating new sales activities
- Updating and deleting sales activities
- Managing sales activity relationships
Topic 5.2: Creating and Managing Marketing Activities
- Creating new marketing activities
- Updating and deleting marketing activities
- Managing marketing activity relationships
Chapter 6: Managing Service and Support Activities
Topic 6.1: Creating and Managing Service Activities
- Creating new service activities
- Updating and deleting service activities
- Managing service activity relationships
Topic 6.2: Creating and Managing Support Activities
- Creating new support activities
- Updating and deleting support activities
- Managing support activity relationships
Chapter 7: Customizing and Configuring Microsoft Dynamics CRM Online
Topic 7.1: Customizing Entities and Fields
- Creating custom entities and fields
- Updating and deleting custom entities and fields
- Managing custom entity and field relationships
Topic 7.2: Configuring Workflows and Business Rules
- Creating and managing workflows
- Creating and managing business rules
- Managing workflow and business rule relationships
Chapter 8: Integrating Microsoft Dynamics CRM Online with Other Applications
Topic 8.1: Integrating with Microsoft Office 365
- Integrating with Microsoft Outlook
- Integrating with Microsoft Excel
- Integrating with Microsoft Word
Topic 8.2: Integrating with Other Applications
- Integrating with third-party applications
- Using APIs and SDKs
- Managing integration relationships
Chapter 9: Implementing Security and Access Controls
Topic 9.1: Understanding Security Roles and Permissions
- Understanding security roles
- Understanding permissions
- Managing security role and permission relationships
Topic 9.2: Implementing Access Controls
- Implementing access controls
- Managing access control relationships
- Best practices for access control
Chapter 10: Monitoring and Troubleshooting Microsoft Dynamics CRM Online
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