CRM Domain & Dynamics 365 Sales

1. What we will learn in this chapter?

2. Business & Customer Relationship

3. What is CRM? Objectives & Purpose of a CRM System

4. Evolution of CRM

5. Current Trends in & Importance of CRM in Today's Age

6. Summary of What we learned

7. Chapter Quiz

1. What will we learn in this chapter?

2. The THREE Primary CRM functions

3. Types of CRM: Operational, Analytical, Collaborative & Strategic

4. Core components of a CRM system

5. Key functionalities and features

6. Sales & Marketing Collaboration

7. Examples of popular CRM systems & Comparison

8. Summary of What we learned

9. Chapter Quiz

1. What we will learn in this chapter?

2. Key Benefits of CRM for Organizations

3. Challenges of CRM Implementation

4. Emerging Hot trends in CRM (AI, ML, IoT, etc)

5. Industry Case Studies (Dynamics 365)

6. Summary of What We Learned

7. Chapter Quiz

1. What we will learn in this chapter?

2. The Future of CRM & Hot Jobs in CRM Space

3. Introduction to Dynamics 365 Apps

4. Introduction to Dynamics 365 CE Apps

5. Summary of What We Learned

6. Chapter Quiz

1. What we will learn in this chapter?

2. What is Dynamics 365 Sales App ?

3. Dynamics 365 Sales Licencing Model

4. Creating Dynamics 365 Sales Trial Environment - Demo

5. Summary of What We Learned

6. Practice Quiz

1. What we will learn in this chapter?

2. What is Sales App?

3. Navigate in Dynamics 365 Sales

4. CRM Activities Overview

5. Setup Users, User Hierarchy & Assign Licence

6. Basics of Security Roles

7. Configure Important settings - Territories, Fiscal, Currencies, Goals & AutoNumber

8. Create/Manage Customers & Contacts

9. Overview of Marketing Lists Campaigns

10. Overview of Document Management Capabilities

11. Sales Literature

12. Copilot Overview

13. Summary of What We Learned

14. Practice Quiz

1. What we will learn in this chapter?

2. Creating Lead Management

3. Duplicate Detection Setup

4. Use Copilot with Leads

5. Summary of What We Learned

6. Practice Quiz

1. What we will learn in this chapter?

2. Create/Manage Opportunities in Dynamics 365

3. Collaborative Selling: Owner Teams & Access Teams

4. Copilot as an AI companion to Manage Opportunities

5. Summary of What We Learned

6. Practice Quiz

1. What we will learn in this chapter?

2. Product Management and Configurations

3. Summary of What We Learned

4. Practice Quiz

1. What we will learn in this chapter?

2. Quotes Management

3. Summary of What We Learned

4. Practice Quiz

1. What we will learn in this chapter?

2. Sales Accelerator Demo

3. Sales Navigator Overview

4. Summary of What We Learned

5. Practice Quiz

1. What we will learn in this chapter?

2. Marketing Lists

3. Summary of What We Learned

4. Practice Quiz

1. What we will learn in this chapter?

2. What is Goals?

3. Summary of What We Learned

4. Practice Quiz

1. What we will learn in this chapter?

2. Search & Advanced Find

3. Views, Charts & Dashboards Creation

4. Reports and OOB Report Creation

5. OOB Power BI Integration

6. Configure Forecasting

7. Operational Metrics and KPIs

8. Summary of What We Learned

9. Practice Quiz

1. What we will learn in this chapter?

2. Dynamics 365 3-tier Architecture

3. Overview of Business Units

4. Overview of Sitemaps/Navigation

5. CRM Tables, Relationships, Forms, Fields

6. Calculated Fields (Power Fx), Rollup fields, Business Rules

7. Business Process flows

8. Business Process flows with Branching Logic

9. Security in Dynamics 365

10. Dynamics 365 Mobile App Overview

11. Other Customizations Overview (Involves Development)

12. Overview of Solutions Export/Import | Managed & Unmanaged Solutions

13. Overview of Data Migration Approach

14. Summary of What We Learned

15. Practice Quiz