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  • Online Virtual Class
  • Duration: 8 days
  • Fees: ₹10,000.00/-

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About your Training

Skills Covered

Tools Covered

Training Syllabus

Curriculum Designed by Experts

Topics
  • Lead generation and qualification
  • Marketing forms and segments
  • Email marketing and customer journeys
  • Event management features
  • Utilizing Copilot in Customer Insights
Topics
  • Lead qualification process
  • Opportunity management
  • Quote lifecycle
  • Order and invoice management
  • Guided selling and business process flows
  • Product catalog and pricing
  • Sales accelerator and insights
  • Integration with LinkedIn Sales Navigator
  • Copilot in Sales
Topics
  • Workload management and case lifecycle
  • Knowledge management
  • Service-level agreements (SLAs) and entitlements
  • Omnichannel capabilities
  • Agent productivity tools
  • Copilot in Customer Service
Topics
  • Work order lifecycle
  • Inspections and resource scheduling
  • Field Service mobile app
  • Asset management
  • Connected Field Service
  • Copilot in Field Service
Topics
  • Overview of customer engagement apps
  • Integration with Microsoft Power Platform and Dataverse
  • Shared activities and integration options
  • Reporting capabilities, including dashboards and charts
  • Integration with Microsoft Teams, Outlook, Excel, Word, and SharePoint

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Why Training From Are U Certified

Live Interactive Classes

  • Top-Tier Trainers
  • Real Time Guidance by Industrial Experts
  • In Class Doubt Clearance

Resource Access

  • Life Time Access to Resource Library

Support

  • One-to-One Lab and Training Assistance
  • Help Desk Support
  • Doubt Clearance in Real-time

Project Based Learning

  • Labs and Learning Based from Industrial Experts
  • Learning Based on Project Scenarios

Certification

  • Are U Certified Training Certificate
  • Certificate of Completion

Labs

  • Cloud based Labs *Labs based on course requirement only

Training Details

This course provides a comprehensive introduction to the customer engagement capabilities of Dynamics 365. It covers core functionalities of various apps, including Dynamics 365 Customer Insights, Sales, Customer Service, and Field Service. Participants will also explore how AI-driven tools like Copilot can assist in executing customer engagement tasks.

  • Gain a solid foundation in Dynamics 365's CRM capabilities.
  • Enhance your understanding of customer engagement processes.
  • Prepare for advanced role-based or specialty certifications.
  • Validate your skills with a globally recognized Microsoft certification.
  • Comprehensive understanding of Dynamics 365 CRM applications.
  • Hands-on experience through practical labs and exercises.
  • Access to official Microsoft learning resources and study guides.
  • Improved career prospects in roles related to sales, marketing, customer service, and field service.
  • Customer engagement strategies
  • Sales and marketing automation
  • Customer service management
  • Field service operations
  • Integration of Dynamics 365 with other Microsoft tools
  • Dynamics 365 Customer Insights
  • Dynamics 365 Sales
  • Dynamics 365 Customer Service
  • Dynamics 365 Field Service
  • Microsoft Power Platform
  • Microsoft Dataverse
  • Copilot AI tools
  • Understand the core functionalities of Dynamics 365 CRM apps.
  • Learn to navigate and utilize various customer engagement applications.
  • Explore integration options with other Microsoft services.
  • Prepare for the MB-910 certification exam.
  • IT professionals seeking foundational knowledge of Dynamics 365 CRM.
  • Business stakeholders and decision-makers exploring CRM solutions.
  • Entrepreneurs aiming to implement CRM systems in their businesses.
  • Students and individuals considering a career in CRM or related fields.

No specific prerequisites are required. However, a basic understanding of business operations and customer engagement principles is beneficial.

  • Core functionalities of Dynamics 365 applications.
  • Integration techniques with other Microsoft services.
  • Access to a suitable device with internet connection for online training.
  • Dynamics 365 access for practical exercises.

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