• views: 198
• date: 25 December 2025
• posted by: voska89

What you'll learn
Understand the fundamentals and architecture of Microsoft Dynamics CRM
Manage and organize customer data effectively
Configure and customize CRM components
Use dashboards, reports, and integrations
Requirements
Basic understanding of business processes, particularly in sales, marketing, and customer service.
General awareness of CRM concepts such as customer data management, leads, opportunities, and service cases (helpful but not mandatory).
Familiarity with Microsoft tools like Excel, Outlook, and other Office applications
Basic computer and internet skills to work with cloud-based applications.
Interest in customer relationship management, automation, and data-driven decision-making.
Description
The course "Microsoft Dynamics CRM" is designed to equip learners with the skills needed to efficiently manage customer relationships and optimize business processes using Microsoft's leading CRM platform. It provides a hands-on approach to understanding how Dynamics CRM can be leveraged to improve sales, marketing, and customer service operations across organizations.Learners will start by exploring the core components of Dynamics CRM, including entities, modules, and workflows, gaining insight into how the system organizes and tracks customer interactions. The course covers key functionalities such as managing leads, opportunities, accounts, contacts, and service cases, enabling participants to understand the complete customer lifecycle and how to maintain accurate and actionable data.In addition to data management, the course emphasizes customization and automation, teaching learners how to configure forms, views, fields, business rules, and workflows to align the CRM system with organizational needs. Participants will also learn how to generate and interpret dashboards and reports to monitor performance, identify trends, and make informed business decisions. Integration with other Microsoft tools, such as Outlook, Excel, and Power Automate, is also covered to enhance productivity and streamline operations.By the end of the course, learners will be able to effectively navigate Microsoft Dynamics CRM, manage customer information, automate key processes, and generate actionable insights. This course is ideal for students, business professionals, and IT consultants seeking practical, career-oriented CRM skills, with no prior Dynamics CRM experience required.
Who this course is for
suitable for students and fresh graduates from business, management, marketing, information systems, or IT backgrounds who are looking to build job-ready CRM knowledge.
ideal for working professionals such as sales executives, marketing specialists, customer service representatives, and business analysts who want to improve how they track customer interactions, manage pipelines, and analyze performance using Dynamics CRM.
CRM administrators, functional consultants, and IT professionals involved in system configuration, customization, or support will benefit from understanding the structure, features, and automation capabilities of Microsoft Dynamics CRM.
Homepage

https://www.udemy.com/course/microsoft-dynamic-crm-part-2/

   
   
   

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