What You'll Learn
- Course focused to examples of large-scale implementing of CRM in several banks with deep customization of functionality and integration with systems
- Dynamics CRM 365 in Banking, Mortgage, Real Estate, Partners Channel
- Large scale implementing of Dynamics CRM
- Deep customization of Dynamics CRM
- Business Architecture of Dynamics CRM implementation
- Implementation in large universal bank
- Sales Process
- Service Processes
- CRM campaigns
- Credit Processes
Requirements
- For a better learning experience, we suggest you to use a laptop / mobile phone / pen and paper for taking notes, highlighting important points, and making summaries to reinforce your learning.
Who This Course is For
- No special requirements. A course for anyone who wants to build career in IT and Microsoft Dynamics implementation
- What is Microsoft Dynamics 365 CRM? Microsoft Dynamics 365 CRM (Customer Relationship Management) is a cloud-based software suite designed to help businesses manage their interactions with customers and potential customers in a centralized way. It provides tools for sales, marketing, and customer service, allowing businesses to optimize their processes, improve customer experience, and drive growth.
- Main Functionality Sales Automation: Streamlines the sales process, including lead management, opportunity tracking, contact management, forecasting, and reporting. Marketing Automation: Supports campaign creation, lead generation and nurturing, segmentation, email marketing, and marketing analytics. Customer Service: Provides tools for case management, knowledge base creation, service level agreements (SLAs), and omnichannel customer support. Customization and Integration: Dynamics 365 CRM offers flexible customization options and seamless integration with other Microsoft solutions (e.g., Office 365, Power Platform) as well as various third-party tools.
- Principles of Implementing in Large-Scale Businesses Strategic Planning: Define clear business objectives and align CRM goals with overall business strategy. Customization: Tailor Dynamics 365 CRM to match unique business processes and workflows. Change Management: Communicate effectively with stakeholders, invest in user training and adoption programs. Data Migration and Quality: Ensure accurate and clean data migration from legacy systems or spreadsheets. Scalability: Choose a Dynamics 365 implementation model that supports business growth and changing needs. Phased Approach: Break down implementation into manageable phases, focusing on core functionalities first.
- Why is Learning Microsoft Dynamics 365 CRM Important? For Companies: Enhanced Customer Insights: Deeper understanding of customer needs, behaviors, and preferences for better decision-making. Improved Sales and Marketing Effectiveness: Streamlined lead management, targeted marketing campaigns, and increased sales conversions. Personalized Customer Experiences: Deliver consistent, high-quality service across all channels. Increased Efficiency and Productivity: Automation of routine tasks and reduced manual processes.
- For Managers: Data-Driven Decision Making: Real-time access to performance metrics and insights to guide strategic actions. Better Team Collaboration: Shared access to customer data for effective communication and cross-functional efforts. Process Optimization: Identify bottlenecks and continuously improve sales, marketing, and customer service operations.
- How Skills Development in Microsoft Dynamics 365 CRM Supports Career Building High Demand: CRM professionals with Dynamics 365 expertise are sought after across industries. Valuable Skills: Develops technical, analytical, and problem-solving skills applicable in various business contexts. Career Advancement: Opens opportunities for roles in sales, marketing, customer service, project management, and CRM consulting. Certifications: Microsoft offers Dynamics 365 certifications, which validate expertise and increase marketability.
Your Instructor
MTF Institute of Management, Technology and Finance
Institute of Management, Technology and Finance
4.4 Instructor Rating
89,995 Reviews
898,901 Students
270 Courses
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