Microsoft Dynamics CRM Essential Training

Free download Microsoft Dynamics CRM Essential Training. This tutorial/course is created by Gini von Courter and it has been retrieved from Lynda which you can download for absolutely free. Business, Enterprise Content Management, IT and Databases skills are covered in this course.

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.

Topics includes:

  • Viewing personal and team dashboards
  • Creating and qualifying leads
  • Converting activities to opportunities
  • Working with customer service cases
  • Managing case queues
  • Researching solutions
  • Running and exporting reports

Welcome to Microsoft Dynamics CRM. I’m Gini von Courter. In this course we’ll begin with the five primary types of data you’ll encounter in Dynamics CRM. Accounts, contacts leads, opportunities, and cases. I’ll show you how to navigate in Dynamics CRM, how to open a sale or service work area, and view or enter data about accounts and customers and your activities with them. With this understanding of how to use the CRM tools, we’ll apply them to the sales process, qualifying leads and developing, proposing, and closing sales opportunities.

Finally, we’ll round out the course by using Dynamics CRM to provide high-quality customer service. I have a lot to show you, let’s get started.

Free Download Microsoft Dynamics CRM Essential Training

  Download microsoft-dynamics-crm-essential-training-udemy.rar (821.40 MB)

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