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Introduction to Microsoft Dynamics 365 · LearnSpace
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Introduction to Microsoft Dynamics 365

Курс от Microsoft
Начальный≈ 11.3 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Learners who complete this course will receive 50% off of the MB-910 Microsoft Certification Exam. Being able to maximize your usage of a customer relationship management (CRM) tool like Microsoft Dynamics is a powerful way to strengthen relationships with customers and help keep yourself organized. But with tools that are so comprehensive, where do you begin? By the end of this course, you will be able to utilize the tools found within Microsoft Dynamics 365. You’ll build up your knowledge of the tools through a series of readings, videos, practice quizzes and graded assessments. This course will demonstrate your capabilities within customer engagement, marketing and sales and establish you as a source of knowledge of these tools within your organization. This course is designed for individuals who have zero to two years of relevant work experience across sales, marketing, and customer service, and possible prior experience using Microsoft Dynamics. To be successful in this course, you should be interested in an introduction to Microsoft Dynamics 365, and have access to a free trial or paid account.

Навыки, которые вы освоите

Customer Relationship Management (CRM) SoftwareCustomer ServiceLead GenerationPower BISales PipelinesSchedulingMarketing AutomationCustomer InsightsOrder ManagementMicrosoft TeamsSales OperationsMarketingResource AllocationSales ProcessCustomer EngagementCustomer Relationship ManagementSales ManagementProspecting and QualificationResource PlanningBusiness Reporting

Программа курса

6 модулей · 124 учебных материалов

01Introduction to Marketing Concepts in Dynamics 36530 материалов

Introduction to Dynamics 365

Course introductionВидеоWelcome to Dynamics 365ЧтениеOverview of the Dynamics 365 interfaceВидеоYour Journey to Dynamics 365 Mastery Begins HereDIALOGUE

Dynamics 365 Marketing

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Microsoft

Преподаватель курса

Introduction to Microsoft Dynamics 365
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Обучение на Coursera

≈ 11.3 ч

6 модулей

Язык: Английский

Субтитры: Арабский, Бенгальский, Вьетнамский, Пушту, Урду, Азербайджанский, Дари, Венгерский

Часть программы вашего университета
Key capabilities of Dynamics 365 MarketingВидео
Get Started in Dynamics 365 MarketingЧтение
Overview of Dynamics 365 Marketing InterfaceВидео
Set up your Dynamics 365 Marketing SandboxЧтение

Generating Leads and Targeting Customers

Creating customer journeysВидеоMarketing forms and pagesЧтениеSet up lead scoringВидеоDescribe lead generation and qualificationЧтениеSegments and subscription listsВидеоPractice Quiz 1Задание

Automatic and Email Marketing

Create and design an emailВидеоAdd dynamic and conditional contentВидеоDesign and run A/B testsВидеоGenerate behavioral segments from journey resultsЧтениеDesign Your First A/B Test StrategyDIALOGUE

Real-time Marketing and Event Management

Real-time marketing conceptsВидеоCreate real-time marketing emailsЧтениеSend targeted emails in real-time marketingЧтениеEvent planning and managementВидеоPractice Quiz 2Задание

Customer Insights and Customer Voice

Customer Insights and Customer VoiceВидеоExplore Customer VoiceЧтениеExercise: Create a Customer Voice surveyЧтениеAdministrator settingsЧтениеPlan a surveyЧтениеEnd-of-module graded quizЗадание
02Introduction to Sales Concepts in Dynamics 36526 материалов

Dynamics 365 Sales

Key capabilities of Dynamics 365 SalesВидеоGet started in Dynamics 365 SalesЧтениеOverview of Dynamics 365 Sales InterfaceВидеоSet up your Dynamics 365 Sales SandboxЧтение

Leads and the Opportunity Management Process

Create and edit leadsВидеоManage duplicate leadsЧтениеExercise: Practice managing duplicate leadsЧтениеCreate an opportunityВидеоAdd products, stakeholders, sales teams, and competitorsЧтениеLead organization strategyОбсуждение

From Quote to Order and Invoice

Quote lifecycle overviewВидеоCreate and send a quoteВидеоExercise: Practice creating quotesЧтениеCreate ordersВидеоQuote essentialsОбсуждение

Sales Pipeline and Forecasting

Sales order processing lifecycleВидеоSales pipeline phasesЧтениеUnderstanding sales forecastingВидеоManage Performance with Forecast SnapshotsВидеоPractice quizЗадание

Dynamics 365 Sales Insights and LinkedIn Sales Navigator

Product overviewsВидеоEnable and configure Sales InsightsВидеоSales Insights standard and premium featuresЧтениеLinkedIn Sales Navigator featuresВидеоLinkedIn Sales InsightsЧтениеEnd-of-module graded quizЗадание
03Introduction to Customer Service Concepts in Dynamics 36521 материалов

Dynamics 365 Customer Service

Key capabilities of Dynamics 365 Customer ServiceВидеоOverview of the Dynamics 365 Customer Service interfaceВидеоSet up your Dynamics 365 Customer Service SandboxЧтение

Overview of Customer Service

Introduction to the workspaceВидеоWorking with casesЧтениеExercise: Practice creating a caseЧтение

Case Lifecycle and Queues

Review the case lifecycleВидеоCreating queuesВидеоEffective case managementЧтениеCreating a caseВидеоService-level agreements (SLAs)ВидеоDescribe SLAsЧтениеLeveraging SLAs in your role

Knowledge Management and Historical Analysis

Roles within knowledge managementВидеоCreate and search knowledge articlesЧтениеHistorical analysis report typesВидео

Omnichannel for Customer Service

Capabilities of Omnichannel for Customer ServiceЧтениеOmnichannel administrationВидеоOmnichannel chatВидеоEnd-of-module graded quizЗадание
04Introduction to Field Service Concepts in Dynamics 36529 материалов

Dynamics 365 Field Service

Key capabilities of Dynamics 365 Field ServiceВидеоGet started in Dynamics 365 Field ServiceЧтениеOverview of Dynamics 365 Field Service InterfaceВидеоSet up your Dynamics 365 Field Service SandboxЧтение

Work Order Lifecycle within Dynamics 365 Field Service

Work order lifecycle overviewВидеоCreate a new work orderВидеоField Service mobile app overviewЧтениеUse incident types to define work ordersЧтениеAccess to informationОбсуждение

The Inspections Feature of Dynamics 365 Field Service

Create an inspectionВидеоAdd inspections to work ordersВидеоExercise: Practice adding an inspection to a work orderЧтениеInspections on mobileЧтениеConfigure advanced options for inspectionsВидео

Resource and Scheduling Processes in Dynamics 365 Field Service

Scheduling overviewВидеоEnable an entity for schedulingЧтениеOptimizing processesОбсуждениеResource Scheduling Optimization overviewВидеоSchedule Board overviewВидеоScheduling Assistant overviewВидео

Customer Assets and Connected Field Service

Inventory overviewВидеоCreate customer assetsВидеоArchitecture of Connected Field Service with IoT HubЧтениеCreate a warehouse to track inventoryВидеоSet up agreements for preventative maintenanceВидеоConnected Field for Dynamics 365 Field ServiceВидео
05Introduction to Shared Features in Dynamics 36517 материалов

Dynamics 365 Shared Features

Key integrations within Dynamics 365ВидеоIdentify common customer engagement featuresЧтениеExercise: Practice navigating to and within Dynamics 365 customer engagement appsЧтениеSet up your Dynamics 365 Shared Features SandboxЧтение

Customer Engagement Apps and the Microsoft Dataverse

Microsoft Dataverse as the foundationВидеоExplore and access the Dynamics 365 customer engagement appsВидеоWork with activities and customersВидеоCurrent implementation and future additionsОбсуждение

Reporting Capabilities within Dynamics 365

Tips and solutions for reportingВидеоThird-party adaptors for SSIS and ETL toolsЧтениеUse parametersВидеоImplementation optionsОбсуждение

Integration with Microsoft Tools

Power BI overviewВидеоData exploration through Power BIЧтениеExtending, creating, and distributing Power BI reportsЧтениеPinning Power BI content to the clientЧтениеEnd-of-module graded quizЗадание
06Program Recap1 материалов

Program Recap

Program RecapВидео
Обсуждение
Follow up with Customer VoiceВидео
Practice quizЗадание
Receive IoT alerts in Connected Field ServiceЧтение
End-of-module graded quizЗадание