Microsoft Dynamics CRM Training

Microsoft Dynamics CRM Training

Introduction to Microsoft Dynamics CRM Training:

Microsoft Dynamics CRM Training by Global online Training to enhance the customer services and to increase business sales. Our MS Dynamics CRM online Training will help you in business and will provide multiple ways for you to access applications. With Microsoft Dynamics CRM Training you can focus on sales and customer service sector, so that you can support customers to use your products. With CRM solutions and business intelligence you can effectively organize sales of your product. 

In this online Microsoft Dynamics CRM Training our experienced trainers will also train you in the inbuilt CRM back end process like applications building, automatic updates and deploying etc. “In Microsoft Dynamics CRM Corporate Training you are going to learn about MS Dynamics and its importance, lead management in Dynamics CRM various kinds of Sales and Marketing modules etc. In MS Dynamics CRM online Training you will also learn about Business and Service Management.”    


Prerequisites of Microsoft Dynamics CRM Online Training: 

  • Knowledge of Customer Relationship Management (CRM) basics is enough to learn MS Dynamics CRM.

Microsoft Dynamics CRM Training Course Details:

  • Course Name: Microsoft Dynamics CRM Training
  • Mode of training: Online Training, Corporate Training and Job Support
  • Duration of course: 30 hrs (Can be customized as per the requirement)
  • Do you provide materials: Yes, If you register with Global Online Trainings, the materials will be provided.
  • Course fee:  After register with Global Online Trainings, our coordinator will contact you.
  • Trainer experience: 10 years+
  • Batch Type: Regular, weekends and fast track.
  • Backup Sessions: Yes we provide backup sessions for the candidates who have missed their sessions.

Microsoft Dynamics CRM Online Training Course Content

MS Dynamics CRM Course Content



MS Dynamics CRM Course Content

Overview of Microsoft Dynamics CRM Training:

MS Dynamics CRM Online Training will helps you to get your work quicker and easier. We provide best Microsoft Dynamics CRM Training by more than 10 Years of experienced Subject Matter Experts.

  • With the help of Microsoft Dynamics CRM Training you can switch in between work areas either sales service or marketing to manage the system day to day. Each work area can gives you access to tools and info tailored for you.
  • You can quickly access accounts contacts leads opportunities cases and more and keep the info about companies you do business with in accounts.
  • To improve sales capabilities for your business Dynamics CRM Training is useful.
  • Microsoft Dynamics CRM Training will teaches you storing, about the people you work within contacts and you can also track potential leads and opportunities.
  • You can also add new information to the CRM (Customer Relationship Management) system easily.
  • In contacts list by selecting a name to see the history of the interactions with the customer and recent service cases.
  • In Microsoft Dynamics CRM Training, the CRM dashboard you will have the key info such as charts and graphs by that you can decide where you need to take action. For services you will see the status and more details of active cases.
  • With Microsoft Dynamics CRM Training you will get quick access easy to use navigation with the information, which you need and posts new features and customer service and social listening.
  • Microsoft Dynamics CRM Developer Training provides the best business transforming program for CRM enterprise system.

Our online Microsoft Dynamics CRM Training course will helps you to deal more sales and deliver great service and stay connected with your customers. Learn more about Microsoft Dynamics CRM Administrator and get best real time or practical knowledge.

In this Microsoft Dynamics CRM Training, our trainers will teach all modules with real time scenarios and that will helps you to get Microsoft Dynamics CRM Data Integration also.


What is Microsoft Dynamics CRM Online?

Microsoft Dynamics CRM Data Integration course is a leading CRM in market, it is helpful to connect with business technologies to provide unbiased reviews of software. In Microsoft Dynamics CRM Training, CRM stands for Customer Relationship Management. The MS Dynamics CRM will provide one place for organizations of all shapes and sizes to organize all the information they have about the things they care about. Microsoft Dynamics CRM Developer Training will teach you about creating plug – INS by using dot net, java script etc. to deliver best Dynamics CRM solutions.

Want to know the best part?
  • In Microsoft Dynamics CRM Technical one place is to track activity and that take place in relationship to the entities you do them with.
  • The entities may include phone calls that you make to customers, emails you receive from organizations that are important to your business and appointments that you make with companies or people regarding your business.
  • With our Microsoft Dynamics CRM Developer Training, you can work with Dynamics CRM Java Script development tools for an enterprise to improve sales.
  • In Microsoft Dynamics CRM Technical, tracking and displaying the relevant information in an easy to use manner is a sign you have a good Customer Relationship Management system.
  • With our Microsoft Dynamics CRM Training you can able to open an opportunity account or contact so that you can see everything that’s transpired in any related information in one place.
  • In Dynamics CRM Training you will learn about dashboard, so that you can pull data from different areas and display them in one single screen.
  • In Microsoft Dynamics CRM Training (Customer Relationship Management) CRM is a modular product and it is organized in a really simple way for that it has three modules those are sales, service and marketing.
  • Within each of these modules the content is relevant to each of these topics. With our Microsoft Dynamics CRM Functional you can able to organize the data and drives into business processes.
  • The CRM is completely customizable and you can choose to change the entities and those will appear in each module. The modules will appear in all together. To Know about Data components and UI components Microsoft Dynamics Training will be useful.
  • The Dynamics CRM towards information and efficiency for different parts of your business displayed in one place with the ability to drill down the details and context to increase the efficiency of your business operations.
  • Microsoft Dynamics CRM Training will gives you the benefits in quite a few ways like dashboard which has a lot of values to provide up to six various charts on one screen and showing a variety types of information.
  • With our Microsoft Dynamics CRM Functional you will eliminate a lot of time otherwise you will spend time for gathering context and organizing everything to make sense of it.

Find out more in Microsoft Dynamics CRM Developer Training such as handle server and user relationship.


Lead Management in Microsoft Dynamics CRM Training:

The Microsoft Dynamics CRM has the different security roles and those will allow different access to create leads and conversions them as well as with the opportunities. A lead is an early stage inquiry from an organization and the leads are held within sales or the marketing areas of CRM. Our Microsoft Dynamics CRM Functional will be useful for you to explore essentials leads of CRM (Customer Relationship Management).

  • In sales professional the lead management is one of the powerful tools and that will helps you to focus on right opportunities and close more deals.
  • In Lead Management the leads are converted in to an opportunity and in that opportunity we add products to create quote and that convert into order to complete sales process.
  • In Microsoft Dynamics CRM Technical there are a couple of ways to generate leads those are, one is you can always create the leads manually within the system and another way is importing a excel sheet like from trade show etc. into the leads entity.
  • Some of the business companies will integrate their resources for lead generation. There are so many online resources available for MS Dynamics CRM to make leads.
  • In Dynamics CRM, the lead has a process bar and that process bar is defined for the company or organization to help in consistent in data entry.
  • The Microsoft Dynamics 365 Training will also teach you about Enterprise Resource Planning applications and its major updates.
  • By default the lead status is open in the CRM (Customer Relationship Management) application and based upon the communication process the leads can be either qualify or disqualify.
  • In lead management you can track which lead is existing and not existing, if one lead is worth you can qualify directly and if the lead is not worth you can disqualify.
  • In Microsoft Dynamics CRM Technical the qualified lead creates three records in the application those are opportunity, contact or account where as account is optional. The Microsoft Dynamics CRM Data Integration is designed to familiarize you with Customer Relationship Management.
  • With our Dynamics CRM Training, you can work on different management elements such as account management, social customer service, territory management and sales forecasting etc.

“There are two types of mandatory records, those are creating opportunity and contact, in Dynamics CRM Training our trainers will explain both in detail.”


What are the modules in CRM?

There are mainly three important modules in Microsoft Dynamics CRM Training, those are

  • Sales Modules
  • Marketing Modules
  • Service Management Modules
What are the kinds of Sales Modules in Microsoft Dynamics CRM Training?Sales Modules

Sales modules in Microsoft Dynamics CRM Training will teach about the life cycle the Customer Relationship Management.  Here I can explain various types of sales modules. Those are,


Leads are represented for an organization to bring the customer or user into the company life cycle or system.


After having the lead, if it is qualified then we can convert in to an opportunity. Microsoft Dynamics CRM Functional is providing a solid foundation of knowledge about both sales user and service user. 


After converting lead into opportunity then it will be converted into accounts.


Based on organization relations a person or customer will be treated as contact and it will be created after converting an opportunity.


Quote is a formal offer with particular prices and it contains certain plan to the customer. 


In sales module the accepted quotes will be turned into orders of an organization.

After joining in Microsoft Dynamics CRM Training you will know in detail about each sales module. In Global Online Trainings we are also providing Microsoft Dynamics CRM Training manual for your better understanding about different modules and its details. In that manual you come to know what are the topics going to cover and how it is useful for your career.

What are Marketing Modules and how those will work effectively in MS Dynamics CRM online Training?

In Microsoft Dynamics CRM Training there are marketing modules you have to know to work on your organization and existing customers. With the help of Marketing Modules you can promote and market your business.


Want to know more about Marketing Modules, the following are brief introduction and it gives better understanding for you.

Marketing lists:Marketing Modules

The marketing list will consist of a list of contacts or customers with this list you can send marketing details via email. Marketing lists in CRM are the collection of leads contacts and accounts and that represent targets for your marketing efforts.

  • The Marketing Lists concept is likely best understood through example. The marketing lists is a list of updates grows and shrinks accordingly of leads.
  • The important thing in Marketing Lists is that you can direct at one entity at a time.
  • You will understand the methods of accessing Customer Relationship Management with the help of Microsoft Dynamics CRM Training manual.

In the Microsoft Dynamics CRM Training marketing campaigns are useful for test effectiveness of a product and its result.  In Marketing Modules campaigns are also called as standard campaigns 

  • Campaigns are a lot more robust than quick campaigns because they consist of planning activities, campaign activities multiple marketing, budgeting start and end dates, multiple channels such as emails, phone calls and appointments and more in one campaign.
  • With the help of campaigns, organizations can create planning activities for their employees.
  • The main use of campaigns is sharing product details or information across different platforms or channels.
  • The planning tasks appear in conjunction with specific campaign. After synchronizing, the campaign activity can include multiple channels.
  • In MS Dynamics CRM you can also create campaign activities featuring other channels such as appointments or more commonly emails.
Quick Campaigns:

Quick campaigns are also much like campaigns but these are considered as one channel effort to reach out to a specific marketing list.

  • Quick Campaigns can also be run against the result of a simple query in CRM or you can randomly select records and use quick campaigns against them.
  • The Quick Campaigns are technically their own entity, their use is so simple that it really just seems like an extra feature.
  • From the leads page you can select the specific individual which you like to communicate. After selecting individual lead you can choose quick campaign in the list of options.
Campaign Responses:

The Campaign Responses are detailed tracking records. In some cases the track records are created automatically but in some other cases records created manually that can be converted to any number of other records.

  • The campaign response provides a track back to the original marketing effort known as campaign. Microsoft CRM refers to this as closed – loop marketing, where there is a direct result or reporting line from the marketing efforts back to sales.
  • In MS Dynamics CRM Technical the Campaign Responses will help you to understand and track how effective your marketing efforts are.
  • The Campaign Responses activities for instance email campaign out and replies were received by the system. The campaign responses would automatically create and you can convert one of the activities to be a campaign response.
Sales Literature:

Sales Literature is an often overlooked part of the marketing module that is a robust way for your company to track carefully the versions and types of documents that are distributed to prospects and contacts.

  • The Sales literature records in CRM provide a disciplined approach to content distribution for your accounts and prospects.
  • The literature section with marketing brochures useful articles which are useful to market your products.
  • With the help of dashboard features in Microsoft Dynamics CRM Administrator you can monitor your business sales progress and process.

In real time work you will know that the marketing modules are associated with sales modules and our experts will explain those also.


What are Service Management Module in MS Dynamics CRM Corporate Training?Service Management Modules

The service management modules are in Microsoft Dynamics CRM (Customer Relationship Management) functional is mainly to concentrate on customer service operations. The following are the few of Service Management Modules.


The case includes different stages it begins with the starting of resolution process till it closed.

Knowledge base:

It involves master repository and it is useful to solve the queries from the customers. To improve your business sales and capabilities Microsoft Dynamics CRM Administrator is one of the best tools.

Resource Groups:

The resource groups will includes a pack of tools which are useful to resolve customer query and to deliver service.


It enacts with an organization activities to concentrate and deliver service to customer.


Business Management in Microsoft Dynamics CRM Training:

From Microsoft Dynamics CRM Training you will know key elements of business management functionalities.  

  • Within CRM (Customer Relationship Management) for business closures and handling regular business to prevent miss scheduling resources. The cold metrics in Business Management will be useful in calculating and monitoring sales and service activities effectively.    
  • In Dynamics CRM, to know about LCS (Life Cycle Services) to improve user or system speed Microsoft Dynamics AX Training will be useful.
  • In MS Dynamics CRM online Training you will know the sales territories and management of sales to avoid conflicts duplicated effort and to improve sales potential and revenues. In Microsoft Dynamics CRM Training manual you will found from the basics and you can also navigate through the CRM system.

In GOT we are also teach about the automated process and update rules to improve the efficiency of sales marketing and service teams.


Conclusion to Microsoft Dynamics CRM Training:

Microsoft Dynamics CRM Training will provide how Dynamics CRM can do specifically from a sales and account management perspective. With our MS Dynamics CRM Corporate Training you can focus on building end – to – end Customer Relationship Management platforms with Dynamics product family exclusively. In Dynamics CRM tool you can make vast improvements by integrating CRM with ERP products.

Microsoft Dynamics CRM Software is designed to help your business in three areas, those sales, service and marketing. The demand of this course is well, on client demand Global online Trainings are providing Microsoft Dynamics CRM online and Corporate Training in Hyderabad, Mumbai, Delhi, Pune etc for an affordable cost.  

We are providing online training for both students who are willing to become as CRM developer and employees who are already got job but facing difficulties in their work. For more details you can contact our help desk and can watch our Microsoft Dynamics CRM Training demo video that will gives better understand about this course.


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Microsoft Dynamics CRM Training