Course Overview
The Dynamics 365 Customer Engagement Apps Course is designed to equip learners with in-depth knowledge of Microsoft Dynamics 365 and its applications for customer relationship management (CRM), sales, customer service, and field service. This course provides hands-on learning experiences with shared activities, integrations, sales insights, and automation tools to enhance business efficiency and customer engagement.
By the end of this course, participants will understand how to navigate and utilize Dynamics 365 for business processes, optimize workflows, and integrate CRM capabilities into their organizations.
What you’ll learn
→ Understand the fundamentals of Dynamics 365 Customer Engagement Apps
→ Explore the integration options with tools like Microsoft Teams, Outlook, and Excel
→ Learn about customer insights, marketing automation, and journey creation
→ Gain practical knowledge of sales processes, lead generation, and forecasting
→ Develop expertise in customer service and case management
→ Understand field service operations, scheduling, and resource management
→ Learn to leverage AI-driven insights and automation tools
→ Explore data visualization, reporting, and dashboards for decision-making
Requirements
- Basic understanding of CRM concepts (recommended but not required)
- Familiarity with Microsoft Office tools (Excel, Outlook, Teams)
- Interest in business process automation and customer management
- No prior experience with Dynamics 365 is necessary—this course covers foundational concepts!
Features
- Comprehensive Curriculum – Covers everything from CRM basics to advanced automation
- Hands-on Exercises – Practical labs to apply your knowledge in real-world scenarios
- Integration Training – Learn how to integrate Dynamics 365 with Microsoft Teams, Outlook, and Excel
- Data Analytics & Reporting – Explore dashboards, analytics, and visualization tools
- AI and Automation – Learn how to enhance customer engagement with AI-driven insights
- Certification Preparation – Helps you prepare for Microsoft Dynamics 365 certification exams
- Flexible Learning – Self-paced modules and instructor-led sessions available
Target audiences
- Business Professionals – Who want to enhance customer engagement strategies
- Sales & Marketing Teams – Looking to optimize lead generation and pipeline management
- Customer Service Managers – Seeking to improve service workflows and case management
- IT Professionals & Administrators – Who manage CRM and ERP implementations
- Small Business Owners – Who want to automate processes and scale operations
- Aspiring CRM Specialists – Looking to build a career in CRM and ERP solutions
