Introduction to Microsoft Dynamics 365
Details
Introduction to Microsoft Dynamics 365 (CRM) course provides information on the basic concepts of Microsoft Dynamics 365. It discusses some of the terms, concepts and many of the components that make up the Microsoft Dynamics 365 system. In addition, it provides an overview of information about application navigation, setting up accounts, contacts and activities, using the sales, customer service, and marketing processes within Microsoft Dynamics 365.
Outline
» Work with records through various client types
» Explore the different action types that can be taken on a record
» Track activities and data in Outlook
» Dive deeper into views and how they are utilized
» Review how to search for data using Global Search
» Recognize the role of leads within Microsoft Dynamics 365
» Examine the Lead to Opportunity Process Flow
» Discuss communication tracking
» Explore case types
» Review the basic steps of the marketing process
» Recognize how to plan and budget a marketing campaign
» Examine marketing lists and how they can be used
» Discuss quick campaign and when to use a marketing campaign
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