Microsoft Dynamics 365 (Crm) Essentials || Crash Course ||

Learn Microsoft dynamics 365 CRM from scratch and become an expert in dynamics crm to implement for your clients.

What you'll learn

You will learn Microsoft Dynamics 365 (CRM)

You will also learn the lead qualification

You will be able to learn the opportunity management

You will also learn orders and invoicing

and much more

Requirements

No requirements

Description

Welcome everyone to the complete Microsoft Dynamics 365 CRM course. My name is Anwer Khan and I will be your instructor throughout this course. In this course, I will talk straight to the point. Therefore, we will cover more in less time. Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft, focusing on enhancing customer relationships for any organization. It is one of the leading industry-standard CRM software available in the market. The product focuses mainly on the Sales, Marketing and Customer Service sectors.Dynamics 365 is a portfolio of intelligent business applications that delivers superior operational efficiency and breakthrough customer experiences enabling businesses to become more agile and reduce complexity without increasing costs.This course is divided into 4 modules. In the first module, first of all, we will take a look into the dynamics user interface. After that, we will learn how to use search to locate things and how to sort things. And then, we will learn how to create new records. In the second module, we will learn about different dashboards, how to drill down in chart segments, how to create, delete and cancel the activity and how to create and edit an appointment. In the next module, we will learn how to create leads, how to assign and share leads, qualify and disqualify leads. Then finally in the last module, we will learn about all stages of sales like develop, proposal and finally closing opportunity in either lost or won cases. This is a complete course about Microsoft Dynamics CRM. I hope to see you in this course. Thank you.

Overview

Section 1: Module 1

Lecture 1 User Interface

Lecture 2 Search

Lecture 3 Different views and sorting

Lecture 4 Creating account

Section 2: Module 2

Lecture 5 Dashboards

Lecture 6 Drill down in chart

Lecture 7 Pin and follow

Lecture 8 Creating activities

Lecture 9 Delete, Cancel and Complete Task

Lecture 10 Schedule an Appointment

Section 3: Module 3

Lecture 11 Creating Lead

Lecture 12 Sharing Lead

Lecture 13 Qualify Lead

Lecture 14 Disqualify Lead

Section 4: Module 4

Lecture 15 Creating Opportunities

Lecture 16 Convert activity to opportunity

Lecture 17 Develop stage

Lecture 18 Proposal

Lecture 19 Printing

Lecture 20 Close stage

Lecture 21 Lost or Won

Who wants to learn Microsoft Dynamics 365 CRM,Who wants to boost their career growth by learning Microsoft Dynamics 365 for Sales,Who wants their employees to become an expert at Dynamics 365 For Sales,Developers, Microsoft consultants,Companies, Organizations,Managers, Sales managers, Product managers