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所在平台: Udemy |
课程主页: https://www.udemy.com/course/dynamics-365-crm-mastery-course-for-beginners-step-by-step/
课程评论：没有评论
课程名称：Microsoft Dynamics 365 CRM：初学者大师班 课程概述：您是否还在使用旧版用户界面学习 Microsoft Dynamics 365 CRM？本课程将带您了解现代化的 Dynamics 365 和更新的统一接口。逐步学习高需求技能 Microsoft Dynamics 365 CRM，本课程专为 Dynamics 365 CRM 初学者和商业用户设计。您将实际学习所有 CRM 模块，全面掌握市场营销、销售、客户服务、项目服务和财务运营，并进行流程自动化。本课程将帮助您找到新工作或促进商业成长。 学习内容： - 介绍：什么是 Dynamics 365 CRM？ - Microsoft Dynamics 365 概述 - 市场营销模块：市场营销概述、核心组件、设计市场营销页面和表单、电子邮件营销活动、市场营销评分模型 - 销售模块：销售概述、关键术语、销售生命周期、管理线索和机会、创建报价及订单 - 客户服务模块：客户服务模块概述、生命周期、如何创建案例、服务仪表板 - 项目服务自动化模块：项目服务管理概述、自动化生命周期及界面导航 - 财务与运营（ERP）：概述、用户界面导航、创建采购订单 - Microsoft Power Automate 简介及使用实例：从 Google 表单提取数据并在 CRM 中创建线索 通过本课程，您将掌握使用 Dynamics 365 CRM 提高生产力、促进业务成长和进行数字化管理的技巧。课程将帮助您全面理解客户需求，分析客户数据，获取360度客户视图。
Are you still learning Microsoft Dynamics 365 CRM with an OLD User interface? Learn modern Dynamics 365 with updated Unified Interface.Learn HIGH demands skill Microsoft Dynamics 365 CRM step by step. This course is designed for Dynamics 365 CRM BEGINNERS and BUSINESS users. You will learn all CRM modules practically. Get complete knowledge on Marketing, Sales, Customer Service, Project Service and Finance, and Operations with flow automation.This course definitely helps you to get a NEW JOB or GROW your business.Learn how to use dynamics CRM to improve productivity by AI and Power platform automation.Learn how to use Dynamics 365 CRM to grow your business and manage business digitally.Learn how to get 360 views of your customers, understand customer needs and analyze customer data.Get complete knowledge on Sales, Marketing, Services, Finance & Operations, and Microsoft Flow.What you will learn:Introduction: What is Dynamics 365 CRM?Microsoft Dynamics 365 OverviewMarketing Module Overview of Marketing (Complete Guide)Marketing FlowMarketing core components How to design Marketing Pages?How to design Marketing Forms?How to design an email marketing campaign?How to create Marketing fieldsLearn the marketing scoring modelSales Module:Sales OverviewSales Key TerminologySales FlowSales LifecycleCreates Leads manually and bulkLeads Management LifecycleLeads Main SectionsCreate Opportunity in SalesCreate Quotes Create Orders from QuotesSales Goal OverviewCustomer Service Module:Service module overviewWhy customer Service module Key component Customer service lifecycleHow to create casesHow to convert activities t casesAssign cases to the queueExplore service dashboard Dynamics 365 Project Service Automation Module:Overview of Project Service management in Dynamics 365 CRM.Why Project Service Automation?Project Service Automation LifecycleProject Service Automation UI NavigationMicrosoft Finance and Operations (ERP) Microsoft Finance and Operations (ERP) OverviewDynamics 365 Finance and Operations UI NavigationCreate Purchase Order in Microsoft Finance and OperationsMicrosoft Power Automate introductionOverview of Microsoft Power AutomatePart 2-Pull the data from the Google sheet and create a lead in CRM using FlowPart 2-Pull the data from the Google sheet and create a lead in CRM using Flow
