Dynamics 365 for Customer Management equips participants with the essential skills to leverage Microsoft Dynamics 365 for enhancing customer relationships and driving business growth. The course emphasizes practical, project-based learning, enabling participants to apply theoretical knowledge to real-world scenarios. By engaging with the platform’s features, learners will gain insights into customer data management, sales automation, and service optimization, ultimately fostering improved customer engagement and satisfaction.
Through interactive sessions, participants will explore various functionalities of Dynamics 365, including customer insights, marketing automation, and analytics. The course culminates in a comprehensive final project, where learners will develop a customer management strategy utilizing Dynamics 365, which they can publish in Cademix Magazine. This hands-on approach ensures that participants not only understand the tool but can also demonstrate their expertise in a professional context.
Understanding Dynamics 365 architecture and components
Navigating the user interface and customizing dashboards
Managing customer data and segmentation
Implementing sales automation processes
Utilizing marketing automation tools within Dynamics 365
Analyzing customer interactions and feedback
Integrating Dynamics 365 with other business applications
Leveraging AI capabilities for customer insights
Developing a customer service strategy using Dynamics 365
Final project: Creating a comprehensive customer management plan