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Microsoft Dynamics CRM Essential Training

Course Summary

Explore the essentials of customer relationship management using Microsoft Dynamics. This course demonstrates how to use this CRM platform to manage information, track leads, create action items, and enhance your sales process so you can have current data readily available, for more intelligent engagements with your customers. First, take a tour of the interface, starting with the dashboard, and then dive into specific functions. This course examines how to leverage Dynamics from both a sales and a customer service point of view. Whether you are new to CRM tools, migrating from another tool, or are upgrading from a previous version, this course covers the fundamental features you'll need to get started.


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    Course Syllabus

    1. Dynamics CRM Data and Processes
    2. Getting Started
    3. Focus on My Work
    4. Qualify a Lead
    5. Work on an Opportunity
    6. Focus on Customer Service
    Conclusion


Course Fee:
USD 19.99

Course Type:

Self-Study

Course Status:

Active

Workload:

1 - 4 hours / week

This course is listed under Development & Implementations and Enterprise Applications Community

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