Microsoft Trainings

Master Dynamics 365 sales

This training focuses on how an organization can nurture customer satisfaction through automation of business processes within Microsoft Dynamics CRM.  This training provides an insight into all of the powerful Sales functionality capabilities within Microsoft Dynamics CRM (dynamics 365)

Key learning Aspects

The training covers the below cycles and entities:

  • Accounts, Contact, Competitors
  • Sales literature
  • Leads, opportunities, quotes, orders and invoices
  • Product catalogue
  • Sales goals and targets
  • Charts and Dashboards

Time needed: 3 sessions of 3 hours each

Master Dynamics 365 marketing

This training focuses on how an organization can nurture customer satisfaction through automation of business processes within Microsoft Dynamics CRM.  This training provides an insight into all of the powerful Marketing functionality capabilities within Microsoft Dynamics CRM (dynamics 365)

Key learning Aspects

The training covers the below cycles and entities:

  • Marketing list management: the marketing list lets you segment your customers into different lists for marketing purposes.
  • Campaigns: The Campaign record is a place to associate all the different elements of your marketing efforts for a specific project, from planning activities to your target marketing lists, to emails, phone calls, and letters you’ll be sending out, as well as any campaign responses you might receive.
  • Quick campaigns: A Quick Campaign in Microsoft Dynamics CRM is a single activity distributed to a list of Contacts, Leads, or Accounts.

Time needed: 1 session of 3.5 hours

Master Dynamics 365 cases management

This training focuses on how an organization can nurture customer satisfaction through automation of business processes within Microsoft Dynamics CRM.  This training provides an insight into all of the powerful Customer Service and case management functionality capabilities within Microsoft Dynamics CRM

Key learning Aspects

The training covers the below cycles and entities:

  • Cases Management: including cases, queues, knowledge base, goals, service level agreements, entitlements

Time needed: 2 sessions of 3 hours each

Master Dynamics 365 service scheduling

This training focuses on how an organization can nurture customer satisfaction through automation of business processes within Microsoft Dynamics CRM. This training provides an insight into all of the powerful Service Scheduling functionality capabilities within Microsoft Dynamics CRM

Key learning Aspects

The training covers the below cycles and entities:

  • Service Scheduling: including Services, facilities, equipment, resources, working hours, service calendar

Time needed: 2 sessions of 3 hours each

Delivery dates

Master Dynamics 365 sales:

Thursday 22 Feb 5:30 PM to 8:30 PM
Fri
day 23 Feb 5:30 PM to 8:30 PM
Tuesday 27 Feb 5:30 PM to 8:30 PM

Master Dynamics 365 marketing:

Tuesday 6 Mar 5:30 PM to 8:30 PM

Master Dynamics 365 cases management:

Thursday 22 Feb 5:30 PM to 8:30 PM
Fri
day 23 Feb 5:30 PM to 8:30 PM

Master Dynamics 365 service scheduling:

Thursday 22 Feb 5:30 PM to 8:30 PM
Fri
day 23 Feb 5:30 PM to 8:30 PM

Register

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