Dynamics CRM

Course Outline

Module 01: Dynamics 365 CRM Overvie

Module Overview

Functional Areas

Entity Relationship Model

Differences between entity, record, form, field

Access Types

Help Areas

DEMO: Help Areas

Module Review

Module 02: Navigating Dynamics 365 Sales, Customer Service, and Marketing

Module Overview

Navigating Dynamics 365 with the Menu Bar

DEMO: Web Client Navigation

DEMO: Create an Account Record

Activities

DEMO: Create an Account Record

Record Action Types

Activities

DEMO: Create a Task Activity

Interaction Wall

Views

DEMO: Working with Views

Search for Data

DEMO: Global Search

Module Review

Module 03: Sales Management

Module Overview

Introduction and Overview of Sales

Leads

DEMO: Create and Disqualify a Lead

Opportunities

DEMO: Create an Opportunity

Module Review

Module 04: Customer Service

Module Overview

Introduction and overview of Customer Service

Case Management

DEMO: Create a Case

Module Review

Module 05: Marketing

Module Overview

Introduction and Overview of Marketing

Marketing Lists

Campaigns

DEMO: Create a Quick Campaign

Track and Report

Module Review

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