81066: Introduction to Microsoft Dynamics 365|

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81066: Introduction to Microsoft Dynamics 365

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Course Description

About the Course

This course provides insight on the components within the Customer Service module to put customer service at the forefront of an organization’s intelligent customer engagement strategy.

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.

This course helps prepare you for assessment Microsoft Dynamics 365 Enterprise for Customer Service.
This course helps prepare you for assessment Microsoft Dynamics 365 Enterprise for Sales.
This course helps prepare you for exam MB2-717.

Course Curriculum

Course # : 81066

Introduction to Microsoft Dynamics 365

Exam : Introduction to Microsoft Dynamics 365

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81066: Introduction to Microsoft Dynamics 365

Objectives

Discover how to navigate through various client types
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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