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Microsoft Dynamics 365 Customer Engagement (CRM): Getting Started

Learn Microsoft Dynamics 365 CRM! Master Sales, Customer Service & Field Service to boost customer relationships & business growth. Essential skills for today's businesses.

4.9(70)
2h 20m
Certificate
Amber Israelsen
Amber IsraelsenInstructor

Course Content

Microsoft Dynamics 365 Customer Engagement (CRM): Getting Started is a beginner-level Pluralsight course taught by Amber Israelsen. It runs 2h 20m, is taught in English, and includes a certificate of completion. Learners rate it 4.9 out of 5 from 70 reviews. It is a paid course, first published March 2020.

Understanding Customer Relationship Management (CRM) is vital for business success. It's about building strong customer relationships throughout their journey – from initial sales to ongoing support. This course, Microsoft Dynamics 365 Customer Engagement (CRM): Getting Started, provides a comprehensive introduction to Microsoft's leading CRM solution.

Learn how to leverage Dynamics 365 Customer Engagement, which includes powerful tools for Sales, Customer Service, Field Service, and Project Service Automation. This course equips you with the foundational knowledge and practical skills to thrive with Dynamics 365.

Here's what you'll discover:

  • Setting up a Dynamics 365 Trial: Get hands-on experience with the platform.
  • Core User Skills: Develop the essential skills for using Dynamics 365 effectively, whether you're a user, customizer, or developer.
  • Key CRM Concepts: Explore fundamental elements like entities, views, forms, and search to efficiently manage customer data.
  • Business Process Automation: Learn to design and optimize business processes for improved efficiency.
  • Data Visualization: Create insightful dashboards and reports to gain valuable customer insights.
  • Platform Customization: Discover how to extend Dynamics 365 through customization and configuration to meet your specific business needs.

By the end of this course, you'll have a solid understanding of Dynamics 365 CRM and how to utilize it to gain deeper insights into your customers, improve customer satisfaction, and drive business growth. Master the essentials of CRM software and unlock the power of customer engagement.

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