CRM Microsoft Dynamics 365

Price

10000 EGP

Note

Clickable on Pay now to Pay by Instapay 

Details :-

Send to : 01271505156

Recipient : Andrew Kameel

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Module 1: CRM Fundamentals

  • What is CRM and why it matters

  • CRM concepts and business value

  • Types of CRM:

    • Sales

    • Customer Service

    • Marketing

  • Overview of the Microsoft Dynamics 365 ecosystem

Module 2: Dynamics 365 Core Setup

  • Dynamics 365 architecture

  • Environments and security roles

  • Entities (Tables), fields, and relationships

  • Data model best practices

Module 3: Sales & Customer Management

  • Leads, Accounts, and Contacts

  • Opportunity management

  • Sales process flow

  • Activities and customer interactions

Module 4: Business Process Automation

  • Business Process Flows (BPF)

  • Workflows vs. Power Automate

  • Validation rules and automation logic

  • Improving operational efficiency

Module 5: Customization & User Experience

  • Forms and Views customization

  • Dashboard creation

  • Charts and reports

  • Role-based user experience

Module 6: Security & Data Management

  • Security roles and access control

  • Data import and export

  • Data quality and governance

  • Audit and compliance basics

Module 7: Integrations & Extensions

  • Integrating Dynamics 365 with other systems

  • Power Platform overview:

    • Power Apps

    • Power Automate

    • Power BI

  • Common real-world integration scenarios

Module 8: Real Business Scenarios

  • CRM implementation lifecycle

  • Requirement gathering and mapping

  • Common CRM challenges and solutions

  • Best practices from real projects

Final Project (Practical)

  • Design a complete CRM solution for a business

  • Build entities, processes, and dashboards

  • Present the solution as a real CRM implementation

Course Outcomes

By the end of this course, participants will be able to:

  • Clearly understand CRM concepts

  • Work confidently with Microsoft Dynamics 365

  • Customize and automate CRM processes

  • Apply CRM solutions to real business scenarios

  • Prepare for CRM roles such as:

    • CRM Consultant

    • Functional Analyst