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Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service Course Overview

Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service Course Overview

Master Microsoft Dynamics 365 CRM - Sales, Customer Service, and Field Service

Unlock the *potential* of Microsoft Dynamics 365 CRM with our comprehensive mastery course. This program covers the _fundamentals_ of Dynamics 365 Sales, Customer Service, and Field Service, ensuring you _excel_ in core capabilities and customer engagement.

Key learning objectives include:

- Understanding Dynamics 365 customer insights.
- Mastering Lead management, Order management, and Sales insights.
- Gaining proficiency in Case management, Service level agreements, and Omnichannel support.
- Efficiently Configuring field service applications, Managing work orders, and using the Field Service Mobile App.

Practical application ensures you can analyze data, enhance seller productivity, and implement connected devices effectively. Elevate your CRM skills and boost your career with our expertly designed Microsoft Dynamics 365 course.
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Course Fee 3,075
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  • Live Training (Duration : 80 Hours)
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  • Includes Official Coursebook
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  • Live Training (Duration : 80 Hours)
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  • Includes Official Coursebook
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Free Pre-requisite Training

Join a free session to assess your readiness for the course. This session will help you understand the course structure and evaluate your current knowledge level to start with confidence.

Assessments (Qubits)

Take assessments to measure your progress clearly. Koenig's Qubits assessments identify your strengths and areas for improvement, helping you focus effectively on your learning goals.

Post Training Reports

Receive comprehensive post-training reports summarizing your performance. These reports offer clear feedback and recommendations to help you confidently take the next steps in your learning journey.

Class Recordings

Get access to class recordings anytime. These recordings let you revisit key concepts and ensure you never miss important details, supporting your learning even after class ends.

Free Lab Extensions

Extend your lab time at no extra cost. With free lab extensions, you get additional practice to sharpen your skills, ensuring thorough understanding and mastery of practical tasks.

Free Revision Classes

Join our free revision classes to reinforce your learning. These classes revisit important topics, clarify doubts, and help solidify your understanding for better training outcomes.

Inclusions in Koenig's Learning Stack may vary as per policies of OEMs

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Course Prerequisites

Certainly! Here are the minimum required prerequisites for successfully undertaking the Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service, and Field Service course at Koenig Solutions:


Prerequisites:


  • Basic understanding of CRM concepts and business processes.
  • Familiarity with general IT concepts and systems.
  • Experience with using Microsoft Office applications, especially Excel and Outlook.
  • Knowledge of fundamental sales, customer service, and field service practices.
  • Prior exposure to any CRM system may be beneficial but is not mandatory.

These prerequisites are designed to ensure that you have the foundational knowledge needed to get the most out of the course. If you meet these, you'll be well-prepared to dive into the learning modules!


Target Audience for Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service

Introduction

The Microsoft Dynamics 365 CRM Mastery course covers Sales, Customer Service, and Field Service modules, ideal for professionals seeking comprehensive knowledge in Dynamics 365 CRM functionalities.


Target Audience & Job Roles

• CRM Administrators
• Sales Managers
• Customer Service Managers
• Field Service Technicians
• IT Managers
• Business Analysts
• Solution Architects
• Project Managers
• Marketing Managers
• System Integrators
• Application Consultants
• Technical Support Specialists
• Dynamics 365 Functional Consultants
• Business Development Managers
• Pre-sales Consultants
• IT Support Specialists




Learning Objectives - What you will Learn in this Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service?

Course Introduction

The Microsoft Dynamics 365 CRM Mastery course at Koenig Solutions offers comprehensive training on Sales, Customer Service, and Field Service modules. By the end of this course, students will gain mastery in configuring, utilizing, and optimizing Dynamics 365 applications.

Learning Objectives and Outcomes

  • Understand Core Capabilities of Dynamics 365 Customer Engagement Apps

    • Grasp foundational elements of Dynamics 365 applications and their integrations.

  • Leverage Microsoft Dynamics 365 Customer Insights

    • Develop skills to utilize customer insights for enhanced decision-making and customer relationship management.

  • Master Microsoft Dynamics 365 Sales

    • Get started with sales module and efficiently manage leads, opportunities, orders, and product catalog.
    • Manage sales goals, analyze sales data, and enhance productivity with Sales Insights and the Sales Accelerator.

  • Optimize Microsoft Dynamics 365 Customer Service

    • Efficiently manage case handling, entitlements, and service level agreements.
    • Utilize knowledge management, multi-session experiences, and omnichannel support for better customer service.
    • Employ customer voice surveys and service scheduling for improved customer interactions and service delivery.
    • Use analytics and insights for performance tracking and improvement.

  • Excel in Microsoft Dynamics 365 Field Service

    • Configure and

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