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DYNAMICS 365 FUNDAMENTALS CERTIFICATION TRAINING UK

Dynamics 365 Fundamentals Certification can be used to prove your skills and
knowledge regardless of whether or not you're a business stakeholder.


This course provides a general overview of Dynamics 365 applications as well as
their sales, marketing and services capabilities. The course also covers the
security, reporting, and data and Integrations between products.


Microsoft Dynamics 365, a full enterprise-level software suite that helps you
manage your sales, marketing customer services, sales and other activities.
These classes will help you understand how to automate processes and synchronize
them by using this intelligent and flexible software suite.


The first module: An Overview of Dynamics365


Dynamics 365 is Microsoft's business software suite that blends CRM (Customer
Relationship Management) and ERP (Enterprise Resource Planning) in one
comprehensive package. You can use it as an scalable, modular solution that
offers a wide range of apps which can be used separately or combined to cover
all aspects of your business processes.


These comprise Finance & Operations, Project Accounting, Field Service, Project
Operations, Field Service, Sales, Customer Service, and Marketing, and BI and
Customer Insights.


Each of the apps within the unified suite addresses an array of business
processes including financial planning and reporting to HR and logistics. The
data model common to all that powers these apps allows them to exchange
information across platforms and offer users insight into their business and
customers.


Module 2: Customer Engagement Apps (CRM)


Customer engagement applications (CRMs) can allow you to monitor and manage
interactions with customers and prospects across different channels, can be
employed to assist you in managing and track interactions with customers. These
tools aid in the conversion of more leads, and make sure that your existing
customers are pleased.


CEP captures every interaction you have with customers and prospective
customers, including chat, email as well as ticketing request. A CEP can also be
used to develop multichannel workflows.


If a customer doesn't make an order within the week, you could send them a
WhatsApp text message. This can encourage customers to place an order and boost
sales.


Dynamics 365 Fundamentals certification allow you to automate and manage these
processes within your system. It is compatible with a variety of engagement
tools , such as the automation of emails and calls.


Module 3: Shared Features in Customer Engagement Apps (CRM).


Good CRM systems will allow you to organize customer data and monitor it across
your entire team. This is essential for increasing satisfaction with your
customers and decreasing turnover.


Utilizing your CRM, you can develop a self-service platform which gives
customers access to information and support tools. This includes FAQs, knowledge
base articles, and tutorials they can make use of to solve issues themselves.


It can help you save time and cut down on the work that your staff has to
accomplish in responding to customer requests. The platform is also able to
suggest FAQs based on customer behavior and prior questions.


Module 4: Data management in Customer Engagement Apps. (CRM).


The features for managing data in a CRM can make it easier for team members to
get the information they need. This is due to the ability to audit data changes
as well as detect duplicates and remove data in massive quantities.


This is particularly important for customer service and seamless customer
experience. If a customer has unsatisfactory experiences in a website of a
company, it can help make customer service more efficient by knowing exactly
what happened and what the reason.


Marketing can be made more efficient with a well-designed CRM. The application
could be able to display a customer's purchasing habits or forecast their future
needs which can help marketers create better-targeted ads that increase the
conversion rate. The app might be able identify the best time and place to reach
customers, which may help increase efficiency.



Module 5: Integrations to Customer Engage Apps (CRM).


There's a wide range of integrations that allow you to access information across
your business applications. These integrations can improve productivity and
efficiency of your employees.


Integration with email, for instance allows you to manage contacts, schedule
follow ups, and remind that you need to close deals. It also helps you organize
leads, monitor customer satisfaction and streamline sales processes.


Telephone call integrations permit users to track calls they make. They will
save you money and help your team become more efficient. It is also easy to
record and track calls. This is a great tool for financial forecasting as well
as marketing. It is also a great tool to track your company's performance and
improve the ROI of your business. It's a great tool that is used by any
organization, big or small.

Public Last Update: 2023-04-09 17:48:41


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