Master Dynamics 365 CRM: A Step-by-Step Guide

By: Microtek Learning


Microsoft Dynamics 365 CRM Training

Table of Contents


A CRM - Customer Relation Management is a software tool that helps businesses deliver a seamless & unified customer experience by giving sales data and customer interactions. It is valuable for boosting sales, effective organizational management, data accessibility, building customer relationships, and collaboration.

Microsoft Dynamics 365 CRM supports organizations with digital transformation to succeed in the competitive marketplace, which is growing due to the expansion of customer-centric businesses. According to industry sources, CRM software is used by 91% of organizations with more than 10 employees.

What is Microsoft Dynamics 365 CRM?

Microsoft Dynamics 365 CRM is a SaaS application with AI technologies that assist organizations in delivering actionable and accurate insights. It has over 40,000 users worldwide due to its industry-leading technology, comprehensive all-in-one suite of vital apps, out-of-the-box integration support for Microsoft 365 applications, reliability, and scalability.

Microsoft Dynamics 365 CRM lets businesses make data-driven decisions and allows automation of multiple tasks via analytics modules and built-in AI, increasing overall organizational efficiency. 

Below are some applications that cater to business requirements are:

  • Marketing
  • Project Service Automation
  • Customer Service
  • Sales
  • Customer Insights
  • Finance and Operations
  • Talent
  • Field Service
  • Retail

Why do companies prefer Dynamics 365 CRM to other CRMs?

  • Enhanced system customization
  • It has the best user adoption because of its intuitive user interface.
  • Sends vital partners & client emails, automates prolonged regular tasks, and alerts employees of open and pending client issues.
  • Provide integration seamlessly with Microsoft products, including Teams, Excel, and Power BI, and has a data source and application integration
  • Offers affordable prices and a commitment to helping growing businesses
  • It has excellent built-in features that boost overall efficiencies, such as LinkedIn Sales Navigator and Assistant.
  • A centralized view of all customer service requests and calendars is provided via flexible architecture and innovative features.
  • Improves Microsoft Office Outlook by turning it into a client data management tool.
  • Allows organizations to run omnichannel marketing campaigns using webinars, emails, and phone calls for lead generation.

What is the best way to master Dynamics 365 CRM?

Microsoft Dynamics 365 CRM has a user-friendly interface, and even a non-technical background person can learn it. However, it offers various features and functionalities; learning everything takes time.

Begin by studying Microsoft study materials and modules to grasp Dynamics 365 CRM. Start with the 'Introduction to Microsoft Dynamics 365' module to learn about the various applications, their business value, and how they contribute to digital transformation through artificial intelligence and mixed reality.

To start a Dynamics 365 developer or consultant career, you can enroll in any Dynamics 365 training course and earn Dynamics 365 certification.

MB-910: Dynamics 365 Fundamentals CRM Certification

The target audience for Dynamics 365 CRM certification is:

  • IT professionals who want to start a career with Dynamics 365 CRM
  • Stakeholders and business owners who want to grow their business
  • Graduates students looking for a career growth
  • Developers and potential consultants who want to prove their CRM skills and business operations

The certification is valid for 1 year and costs US$ 99. Within the first six months, you can renew it free at Microsoft Learn. After gaining some experience and completing the basic level certification, you can pursue advanced-level certificates.

Below are some Associate-level certifications that you can get to improve your Dynamics 365 CRM expertise include:

The associate certifications are US$ 165 each and are valid for a year.

Courses to help you prepare for a Dynamics 365 certification

Microtek Learning offers MB-910T00: Microsoft Dynamics 365 Fundamentals CRM Training. This two-day training course will prepare you for the exam by providing you with the necessary information and abilities for Dynamics 365 CRM. You can improve your skill in setting, installing, administering, and customizing Dynamics 365 CRM and familiarizing yourself with the sales, customer service, marketing, project operations, and field service apps.

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