• views: 73
• date: 25 December 2025
• posted by: voska89

What you'll learn
Understand the core architecture and modules of Microsoft Dynamics CRM
Configure and manage CRM data and processes
Use Microsoft Dynamics CRM to manage the sales lifecycle
Apply security, automation, and integration features
Requirements
Basic understanding of business processes, especially sales, marketing, and customer service operations.
General knowledge of CRM concepts, such as leads, opportunities, customer data, and sales pipelines, is helpful but not mandatory.
Familiarity with Microsoft applications like Excel, Outlook, and other Office tools.
Basic computer and internet skills to navigate web-based applications and cloud platforms.
Interest in customer relationship management and business automation, particularly within a Microsoft ecosystem.
Description
The course "Microsoft Dynamics CRM" is designed to provide learners with a comprehensive understanding of how to manage customer relationships, sales processes, and service operations using Microsoft's powerful CRM platform. This course focuses on both functional and practical aspects of Dynamics CRM, enabling participants to effectively use the system to support business growth and customer engagement.Throughout the course, learners are introduced to the core components and architecture of Microsoft Dynamics CRM, including key modules such as Sales, Marketing, and Customer Service. The course explains how to manage customer data by working with entities like leads, accounts, contacts, and opportunities, and how these elements support the complete customer lifecycle. Participants will also learn how to track activities, manage pipelines, and monitor performance using dashboards and reports.The course places strong emphasis on configuration and customization, teaching learners how to create and modify forms, views, fields, and business rules to align the CRM system with organizational requirements. Learners are also introduced to workflow automation, approvals, and integrations with other Microsoft tools such as Outlook, Excel, and Power Automate to improve efficiency and data consistency.By the end of the course, learners will be able to confidently navigate Microsoft Dynamics CRM, support day-to-day business operations, and contribute to CRM implementation or optimization initiatives. This course is ideal for students, business professionals, CRM administrators, and IT consultants who want to build practical, job-ready skills in Microsoft Dynamics CRM without requiring prior CRM experience.
Who this course is for
ideal for students and fresh graduates in business administration, marketing, sales, information systems, or related fields who wish to build industry-relevant skills and improve their employability.
well suited for working professionals, including sales executives, marketing professionals, customer service representatives, business analysts, and CRM administrators, who want to use Microsoft Dynamics CRM to streamline daily operations, track customer interactions, and improve decision-making.
IT professionals and consultants who are involved in CRM implementation, configuration, or support will benefit from understanding Dynamics CRM architecture, customization, and integration capabilities.
Homepage

https://www.udemy.com/course/microsoft-dynamic-crm-part-1/

   
   
   

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