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所在平台: Udemy |
课程主页: https://www.udemy.com/course/diploma-of-microsoft-dynamics-365-crm-business-architect/
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课程名称：微软Dynamics 365 CRM商务架构师文凭 概述：欢迎参加微软Dynamics 365 CRM商务架构师的专业文凭课程。本课程聚焦于多个银行在大规模实施CRM过程中，深入定制功能及与后端办公室和数字系统的集成的实例。你可以将本课程视作实施的范例，并讨论你的商业与技术案例。 授课机构：MTF管理、技术与金融学院。MTF是一家全球性的教育和研究机构，总部位于葡萄牙里斯本，专注于商业与职业混合的教育（包括校园和在线学习），涵盖商业与管理、科学与技术、银行与金融等领域。MTF的研发中心专注于人工智能、机器学习、大数据、WEB3、区块链、加密货币及数字资产、元宇宙、数字转型、金融科技、电子商务和物联网等领域的研究活动。MTF是IBM、英特尔、微软的官方合作伙伴，也是葡萄牙商会的成员，在208个国家拥有超过380,000名学生。 课程讲师：伊戈尔·季米特里耶夫（Igor Dmitriev），数字转型与银行业专家，拥有波士顿大学MBA学位，纽约州立大学布法罗分校工程管理硕士学位，信息学和经济学硕士学位，是六西格玛黑带。具有超过18年的银行业、15年的金融科技与数字化经验，曾担任多个全球银行集团（如法国外贸银行与莱芬银行）的CEO、业务主管、首席数字与营销官等职位。 微软Dynamics 365 CRM简介：这是一个基于云的软件套件，旨在帮助企业集中管理与客户及潜在客户的互动，提供销售、营销和客户服务的工具，从而优化流程、改善客户体验、推动业务增长。 主要功能： - 销售自动化 - 营销自动化 - 客户服务 - 定制化与集成 大型企业实施原则： - 战略规划 - 定制化 - 变更管理 - 数据迁移与质量 - 可扩展性 - 分阶段实施 学习微软Dynamics 365 CRM的重要性： - 为公司：增强客户洞察力、改善销售与营销效果、个性化客户体验、提高效率与生产力。 - 为管理者：数据驱动决策、改善团队协作、流程优化。 在微软Dynamics 365 CRM中的技能发展支持职业构建： - 高需求：各行业强烈需要熟悉Dynamics 365的CRM专业人才。 - 有价值的技能：培养技术、分析和解决问题的能力。 - 职业提升：开辟销售、营销、客户服务、项目管理和CRM咨询等角色的机会。 - 认证：微软提供Dynamics 365认证，验证专业知识，提高市场竞争力。
Welcome to course Professional Diploma of Microsoft Dynamics 365 CRM Business ArchitectCourse focused to examples of large-scale implementing of CRM in several banks with deep customization of functionality and integration with back-office and digital systems. You may review that course as example of implementation and discuss questions about your business and technical cases.Course provided by MTF Institute of Management, Technology and FinanceMTF is the global educational and research institute with HQ at Lisbon, Portugal, focused on business & professional hybrid (on-campus and online) education at areas: Business & Administration, Science & Technology, Banking & Finance. MTF R & D center focused on research activities at areas: Artificial Intelligence, Machine Learning, Data Science, Big Data, WEB3, Blockchain, Cryptocurrency & Digital Assets, Metaverses, Digital Transformation, Fintech, Electronic Commerce, Internet of Things. MTF is the official partner of: IBM, Intel, Microsoft, member of the Portuguese Chamber of Commerce and Industry.MTF is present in 208 countries and has been chosen by more than 380,000 students.Course Author: Igor DmitrievDigital Transformation and Banking ExpertEducation:MBA, The Boston UniversityMaster of Science at Engineering (Technical) Management,The State University of New York at BuffaloMaster of Science at Informatics and Economics,Six Sigma Black BeltExperience:Expert at Banking (> 18 years), FinTech & Digital (> 15 years),Experienced Manager (> 14 years) with successful track of recordsat personal and corporate entrepreneurship.More than 12 years at worldwide banking groups such usSociete Generale , RaiffeisenbankExperience at roles: CEO, Head of Business, Chief Digital &Marketing Officer, Head of Digital Transformation and Channels, Head of Products and Marketing.What is Microsoft Dynamics 365 CRM?Microsoft Dynamics 365 CRM (Customer Relationship Management) is a cloud-based software suite designed to help businesses manage their interactions with customers and potential customers in a centralized way. It provides tools for sales, marketing, and customer service, allowing businesses to optimize their processes, improve customer experience, and drive growth.Main FunctionalitySales Automation: Streamlines the sales process, including lead management, opportunity tracking, contact management, forecasting, and reporting.Marketing Automation: Supports campaign creation, lead generation and nurturing, segmentation, email marketing, and marketing analytics.Customer Service: Provides tools for case management, knowledge base creation, service level agreements (SLAs), and omnichannel customer support.Customization and Integration: Dynamics 365 CRM offers flexible customization options and seamless integration with other Microsoft solutions (e.g., Office 365, Power Platform) as well as various third-party tools.Principles of Implementing in Large-Scale BusinessesStrategic Planning: Define clear business objectives and align CRM goals with overall business strategy.Customization: Tailor Dynamics 365 CRM to match unique business processes and workflows.Change Management: Communicate effectively with stakeholders, invest in user training and adoption programs.Data Migration and Quality: Ensure accurate and clean data migration from legacy systems or spreadsheets.Scalability: Choose a Dynamics 365 implementation model that supports business growth and changing needs.Phased Approach: Break down implementation into manageable phases, focusing on core functionalities first.Why is Learning Microsoft Dynamics 365 CRM Important?For Companies:Enhanced Customer Insights: Deeper understanding of customer needs, behaviors, and preferences for better decision-making.Improved Sales and Marketing Effectiveness: Streamlined lead management, targeted marketing campaigns, and increased sales conversions.Personalized Customer Experiences: Deliver consistent, high-quality service across all channels.Increased Efficiency and Productivity: Automation of routine tasks and reduced manual processes.For Managers:Data-Driven Decision Making: Real-time access to performance metrics and insights to guide strategic actions.Better Team Collaboration: Shared access to customer data for effective communication and cross-functional efforts.Process Optimization: Identify bottlenecks and continuously improve sales, marketing, and customer service operations.How Skills Development in Microsoft Dynamics 365 CRM Supports Career BuildingHigh Demand: CRM professionals with Dynamics 365 expertise are sought after across industries.Valuable Skills: Develops technical, analytical, and problem-solving skills applicable in various business contexts.Career Advancement: Opens opportunities for roles in sales, marketing, customer service, project management, and CRM consulting.Certifications: Microsoft offers Dynamics 365 certifications, which validate expertise and increase marketability.
