Best CRM Courses

Find the best online CRM Courses for you. The courses are sorted based on popularity and user ratings. We do not allow paid placements in any of our rankings. We also have a separate page listing only the Free CRM Courses.

Microsoft Dynamics 365 (CRM, NAV, AX) Intro Training Course

Learn the Basics of the Hottest Technology in the Market Today! It's a Combination of Microsoft Dynamics CRM, NAV & AX.

Created by Online CRM Training (3E Consulting Private Limited) - The Best &Most Affordable Microsoft Dynamics Training Online

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Students: 18649, Price: $119.99

Students: 18649, Price:  Paid

What Students Are Saying:

Israel King says "One of the BEST courses I ever took. The training is very knowledgeable. I will definitely highly recommend. Will take more classes with him from now on."

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Vicky Rodgers says "This course gives a high-level overview of all modules of Microsoft Dynamics 365. The instructor is highly knowledgeable and explains concepts extremely well for beginners (even more so that the official Microsoft course)."

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Hareram Singh says "Very useful for starting dynamics 365 as a consultant"

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Vincent Teoh says "Quite a solid information for introducing the Ms Dynamics. Help me to recap all the flow process again."

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Michael Carrera says "Having taken Microsoft's "Intro to 365" - I have to say this is far superior. Abhay does a great job of covering all the details and keeping you engaged, while diving much deeper into the functionality and features of Dynamics 365."

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If you are looking to transition into Microsoft Dynamics 365 or you are already a Microsoft Dynamics CRM, NAV or AX Consultant or you are a business owner & want to use Microsoft Dynamics 365 for your organization, this course is for you.

Microsoft Dynamics 365 allows companies run entire business from end to end and also provides intelligent insights for quick decision making. It's a complete cloud based application, so you don't need to maintain expensive infrastructure in your premises.

Microsoft Dynamics 365 is the hottest technology in the market today and if you want to transition your career in Microsoft Dynamics 365, then there is no better time then today to learn and grow.

Microsoft Dynamics 365 can be utilized for Sales Force Automation, Marketing Campaigns, complete Customer Service Management, Project Service Automation, Field Service, Financials, and Operations as out of the box functionalities.

In this course of Microsoft Dynamics 365 Online Training, you will learn the basics of Microsoft Dynamics 365 with lot of practical examples and practical application demo.

In this course, you will learn:

  1. Overview explaining how this course is structured
  2. Register for Microsoft Dynamics 365 Step By Step
  3. Microsoft Dynamics 365 Sales Overview with Terminologies, Process Flow & Navigation
  4. Microsoft Dynamics 365 Marketing Overview with Terminologies, Process Flow & Navigation
  5. Microsoft Dynamics 365 Service Overview with Terminologies, Process Flow & Navigation
  6. Microsoft Dynamics 365 Project Service Automation Overview with Terminologies, Process Flow & Navigation
  7. Microsoft Dynamics 365 Field Service Overview with Terminologies, Process Flow & Navigation
  8. Register for Microsoft Dynamics 365 For Financials
  9. Microsoft Dynamics 365 For Financials Overview with Terminologies, Process Flow & Navigation
  10. Register for Microsoft Dynamics 365 For Operations 
  11. Microsoft Dynamics 365 For Operations Overview with Terminologies, Process Flow & Navigation
  12. Next Steps & Course Review

Take this course now & start learning this amazing and hot technology: Microsoft Dynamics 365 with this Microsoft Dynamics 365 Introduction Training.

I wish you all the very best & look forward to teaching you this amazing technology.

To Your Success,

Abhay Sharma

A Complete Guide to Agile CRM

The objective is to make you awesome in Agile CRM. Learn everything you need to become Agile CRM Consultant.

Created by SkillTech Academy India - Learn Tech Skills Online Anytime Anywhere

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Students: 7278, Price: $89.99

Students: 7278, Price:  Paid

This course is for Business Administration Students and Corporate Employees who want to learn about Customer Relationship Management with the powerful SAAS based CRM software Agile CRM. This tool helps in dealing with daily business processes like managing Projects, Tasks, Campaigns, EMails, Support Centre, Sales Funnels etc. If you are a Sales Professional the with the help of Agile CRM you can efficiently follow Leads and convert them into Deals. After that when the Purchase Order gets sanctioned by the Client you can also send an Invoice from a Central Control Panel and track payments made. If you are a Marketing Professional with the help of Agile CRM you can efficiently create Campaigns and Promotional Projects and collaborate with others online and execute those projects. The system helps you to efficiently create campaigns and follow things up. If you are Support/Service Personnel with the help of Agile CRM you can efficiently follow up various Support Issues and Service Requests that has been generated by your customers. The system helps you to efficiently manage customer specific support request. If you are a Management Professional with the help of Agile CRM you can efficiently follow activities undertaken by various departments and pull reports on Work Progress and Sales Funnel etc. The system helps you to track all your employees business activities and progress from a central interface.

The Topics we have covered in the Agile CRM Course are:

  • User Interface

  • Settings

  • Leads/Contacts/Companies

  • Campaign

  • Sales Funnel

  • Billing and Invoicing

  • Tasks and Calendars

  • Customer Support

Become a CRM Manager: overview for Email Marketing starters!

Salary, chances and challenges: What's it like to work as a CRM Manager and how to become one? A course by a Head of CRM

Created by Matthias Kaiser - Head of CRM

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Students: 6468, Price: $24.99

Students: 6468, Price:  Paid

Are you searching for your next challenge? Did you just graduate and wonder in which job area to start? Or did you just found some job adverts searching for a cryptic "CRM Manager" in digital marketing? 

I will teach you in this course, what a CRM Manager or Email Marketing Manager does, how the job chances are in this area and how the salary expectations can look like. In a short overview over different aspects of CRM, I show you this in an easily digestible way.

The focus of this course is NOT to teach you every aspect about CRM. In contrary, we will focus on learning WHAT CRM is, HOW it is done, HOW to apply for such a role and WHAT to expect from the day to day CRM and E-Mail Marketing Manager job.

Happy to have you here!

A Business Manager’s Complete Guide to SalesForce CRM

Improve collaboration, elevate proficiency and facilitate more productive business relationships in your organization.

Created by John Wiley & Sons - Video Training

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Students: 5255, Price: $44.99

Students: 5255, Price:  Paid

This course will teach you how to create a customer-focused business that will keep customers satisfied and coming back for more.

You'll master how to use SalesForce to improve your company's customer service, whether you operate a service-based or product-based business.

By learning the ins and outs of this valuable customer relationship management program, your sales and service teams will be at the top of their game.

Learn How to Effectively Use SalesForce to Manage Customer Relations

  • Manage Leads and Track Opportunities to Increase Sales
  • Create Reports, Collaborate, and Manage a Sales Team
  • Connect to Social Networks and Improve Customer Satisfaction

Boost Customer Satisfaction and Sales in Any Business by Using SalesForce

With a customer relationship management (CRM) program like Salesforce, you'll have the tools necessary to encourage and maintain customer loyalty, and this could lead to increased profits.

Throughout this course, you'll master how to use this in-demand software to reduce costs and increase profitability every day.

Topics covered include planning and tracking activities, collaborating with coworkers, and managing leads.

You'll also learn how to effectively track sales opportunities, run reports and create dashboards, and connect SalesForce to your social networks.

Contents and Overview

This course starts off with an introduction to SalesForce, so it's ideal even for complete beginners.

You'll be guided through the interface and learn how to plan and track activities, as well as use the Chatter feature to collaborate with co-workers.

You'll also learn how to integrate SalesForce with Microsoft Outlook so you can sync emails, contacts, tasks, and appointments to easily share them with colleagues.

In addition to easy collaboration, you can also use SalesForce to generate sales, so you'll learn how to manage leads, work with accounts and contacts, and track sales opportunities.

To track your progress, you'll learn about Views, Reports, and Dashboards. You'll create standard and custom reports using the report builder, and you'll use your report data to create a dashboard.

You'll even cover how to connect SalesForce to your social networks so you can maintain contact with customers there as well.

And you'll tackle how to create custom views, configure preferences, and import data to make SalesForce work for your specific needs.

Finally, you'll learn how to manage a successful sales team by using the tools available in Salesforce. You'll be able to run team meetings and become the best sales manager possible.

Regardless of your prior experience with SalesForce, you'll be proficient in the software by the time you complete this course.

Completing this course will help you keep track of your customers' feedback, figure out ways to meet customer needs more effectively, and increase sales through improved customer satisfaction, regardless of what industry you work in.

The Complete Microsoft Dynamics NAV 2018 Beginners Course

Learn the Basics of the Most Simplest and Powerful Enterprise Resource Planning (ERP) Solution In The Market Today!

Created by Online CRM Training (3E Consulting Private Limited) - The Best &Most Affordable Microsoft Dynamics Training Online

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Students: 4817, Price: $109.99

Students: 4817, Price:  Paid

***The ONLY & Most Comprehensive Microsoft Dynamics NAV 2018 Introduction Course on Udemy or Anywhere***

WHAT STUDENTS ARE SAYING:

Troy Blackford says "I appreciated being led through the basics of this comprehensive ERP solution by the knowledgable, personable-seeming, and well-spoken instructor, Abhay Sharma. His video lectures were very clear and to-the-point without seeming cold or, worse, like he was trying to make everything hilarious to liven up the material. I like the effortless way that instructor Abhay Sharma simply delivered the information that we took this class to learn in a methodical, informative, and well-structured way and relied on his natural ease in speaking situations to lighten the mood, not on anxious 'jokes' that didn't land. I would recommend this course to anybody who is interested in getting a solid primer on Microsoft Dynamics."

Mirza Mohsin Beg says "A wonderful experience of knowing NAV. I have a background of GP and AX, so getting into NAV was not that difficult. Abhay made it even easier to understand."

Conte Masanting says "I gained a better understanding of Microsoft NAV 2018".

Sanjay Pagidimarri says "Course is right for everyone who would like to know about Dynamics NAV 2018. Very well explained and detail oriented. I strongly recommend everyone!!!"

Poonam Gupta says "Good course to get proper knowledge of MSD NAV. Finding such course online is a very difficult task. Good for beginners who are looking for training online."

Shivam Shukla says "That was a really good tutorial and came to know about the overview of the microsoft dynamics NAV 2018. Really knowledgeable and interesting, I learnt something as well and will surely get on practices. By the way the course was awesome."

Rennda Plymale says "I think once we actually get into the course work and hands on with the software itself, it will be more beneficial, but all of this foundational information is good too."

Matthew Kotys says "I am a new IT person at a company that already uses NAV (2015), and I'm going to need to know a lot about it. I am happy with this course content and the overview makes it look like a perfect fit."

Amadu A. Neckles says "The presentation is great, overview explanation in clear and well understood. The lecturer is cognizant of the subject matter."

Abhishek Yadav says "I'm sure this course is the best for beginners and covers every module of Dynamics NAV 2018. I highly recommend this course. Looking forward to continue learning from Abhay."

Elna Mathew says "Readlly good videos and practically explained. The instructor is knowledgeable and easy to understand. Thanks again"

... and a lot more...

Did you know, Microsoft Dynamics NAV is being used by more than 110K businesses around the world and it's growing rapidly?

Well, when it comes to systemize and improve productivity of SMBs (Small and Medium Size Businesses), there's no better ERP (Enterprise Resource Planning) than Microsoft Dynamics NAV.

And with it's proven record, Microsoft Dynamics NAV is here to stay and boom.

The latest version is Microsoft Dynamics NAV 2018. So, why to learn the old versions? 

I've created this course for anyone who wants to become familiar with Microsoft Dynamics NAV 2018 and decide if this can be their future career (will be a smart choice for sure).

What you will learn? Here you go:

  1. Course Introduction & What to Expect

  2. What Is Microsoft Dynamics NAV 2018?

  3. Microsoft Dynamics NAV & Dynamics 365 For Financials?

  4. Microsoft Dynamics NAV Installation

  5. Master Navigation Inside Microsoft Dynamics NAV 2018

  6. NAV 2018: Financial Management Overview

  7. NAV 2018: Sales & Marketing Overview

  8. NAV 2018: Purchasing Overview

  9. NAV 2018: Warehouse Overview

  10. NAV 2018: Manufacturing Overview

  11. NAV 2018: Jobs & Resource Planning Overview

  12. NAV 2018: Service Overview

  13. NAV 2018: Human Resource Overview

  14. NAV 2018: Administration Overview

  15. Conclusion & Next Steps

Take this course now & start learning this amazing and hot technology: Microsoft Dynamics NAV 2018.

I wish you all the very best & look forward to teaching you this amazing technology.

To Your Success,

Abhay Sharma

PS: This course does not include technical development.

Become An Expert At Configuring Microsoft Dynamics 365

Learn how to Configure Microsoft Dynamics 365 - Administration & Settings, Security Model, Email Services & Integrations

Created by Online CRM Training (3E Consulting Private Limited) - The Best &Most Affordable Microsoft Dynamics Training Online

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Students: 4508, Price: $109.99

Students: 4508, Price:  Paid

Do you want to learn how to configure Microsoft Dynamics 365 like a Champ? If yes, then this course is for you.

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WHAT STUDENTS ARE SAYING ABOUT THIS COURSE:

Teresa Moses says "Instruction by Abhay Sharma ROCKS!!! Most complete MS training I've ever experienced......and worth every cent!! His instruction never had me thinking of purchasing a "re-take" cause it's thorough! The difference between nice and kind :) Thanks again Abhay!!"

Octavian Breazu says "It definitely is. I like the quick and concise points during the presentation. The most important for me is to follow the Microsoft curriculum so I don't get blank spots during the exam."

Peggy K Fusselman says "I love how thorough you are with the auditing. You even audited your own video! :)"

Amos Tunsil says "The information so far is just what I need to do my job. The detailed instructions are very helpful."

Asif Shahzad says "Excellent experience, fully recommended from my side."

Nitish Bharadwaj says "I've learned Dynamics 365 Management and now learning Security model. It's quite interesting and everything is explained with practical in Dynamics 365. I am sure it will help me in preparing for exams as well. Looking forward to finishing this course."

Harish Rao says "I’m excited to continue with this course. Already learning so much. Can’t wait to take future parts of the MB2-716 exam. Thanks, Udemy. "

and many more...

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Welcome

  • Welcome & What To Expect?

Microsoft Dynamics 365 Administration & Settings

  • Module Overview - Dynamics 365 Settings

  • Dynamics 365 Settings - Configure Auditing

  • Dynamics 365 Settings - Document Management & Office 365 Collaboration

  • Add Documents link under Common Section of Accounts

  • Dynamics 365 Settings - Administration Settings

  • Dynamics 365 Settings - Business Management Settings

  • Dynamics 365 Settings - Data Management Settings

  • Dynamics 365 Settings - User Management

  • Dynamics 365 Settings - Implement Themes

  • Module Review - Dynamics 365 Settings

Microsoft Dynamics 365 Security Model

  • Module Overview

  • Dynamics 365 Security Model - What is A Security Model?

  • Dynamics 365 Security Model - Security Roles Privileges & Access Levels

  • Dynamics 365 Security Model - Business Units & Multiple Security Roles

  • Dynamics 365 Security Model - Team Security Roles

  • Dynamics 365 Security Model - Hierarchy Security

  • Module Review

Microsoft Dynamics 365 Email Services

  • Module Overview

  • Dynamics 365 Email Services - Server-Side Synchronization

  • Dynamics 365 Email Services - Enable Folder Tracking

  • Dynamics 365 Email Services - CRM App For Outlook

  • Module Review

Integrate Microsoft Dynamics 365 With Other Office 365 Offerings

  • Module Overview

  • Dynamics 365 Integration With Office 365 - Office 365 Groups

  • Dynamics 365 Integration With Office 365 - Other Office 365 Components

  • Module Review

Next Steps

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WHY TAKE THIS COURSE? 

Did you know, Microsoft Dynamics 365 is a cloud-based Enterprise Business Solution that helps companies in Sales Force Automation, Improve Customer Experience, Field Service Management, Project Service Automation, Manage Financials and Operations for any business? 

Dynamics 365 is one of the primary focuses of Microsoft and a lot of innovation is happening towards the improvement of this product and the companies who use Dynamics 365. 

If you are a Consultant or an aspiring Consultant, then this course will help you understand the configuration and customizations of Dynamics 365.

So, go ahead, enroll in this course.

Wish you all the very best. 

To Your Success,
Abhay Sharma

Excel 101: Create Your Own CRM In Excel Masterclass

2021 Update: Includes Template! Design, Build and Utilize Your OWN Custom CRM System In Excel Masterclass

Created by Chris Benjamin, MBA & CFO - Instructor & Management Consultant

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Students: 4196, Price: $69.99

Students: 4196, Price:  Paid

Do The High Prices of Customer Relationship Management CRM Software Packages Make You Cringe?

Do You Want To Ensure You Can Customize A System Specific To Your Needs?

Do You Want To Harness The Power of Microsoft Excel And Build Your Own CRM System?

Do You Want To See How Easy It Is To Build Your Own Custom CRM From Start To Finish?

If You Answered "Yes" To Any Of The Above, Look No Further.  This Is The Course For You!

*** Updated in January 2021 with new content! ***

Enroll today and join the 100,000+ successful students I have taught as a Top Rated Udemy instructor!

Three reasons to TAKE THIS COURSE right now:

  1. You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads

  2. You can ask me questions and see me respond to every single one of them thoroughly! 

  3. You will are being taught by a professional with a proven track record of success!

  4. Bonus reason: Udemy has a 30 day 100% money back guarantee if for some reason you don't enjoy the course!

  5. Bonus reason: You get to download and use the template we build in the course (if you don't build your own that is)

Recent Review:

Pat M. says: "Exactly what I've been looking for.  I knew that Excel was powerful enough to handle my CRM needs but really wasn't sure where to start building one.  This course started from scratch and goes the entire way through building a model.  Really is exactly what I needed, like having a personal coach right beside you.  Highly recommended!"

Why You Should Take This Course With Me:

Have you ever wanted to take control of your sales pipeline and customer relationship management?  Maybe you didn't want to spend hundreds or thousands of dollars on sophisticated systems, but still wanted more functionality than the basic free systems offer?  You have come to the right place! With just a copy of Microsoft Excel, a little bit of time and this course, you'll have your own fully custom CRM system in next to no time!

In this course we start with the basics of Excel so even a beginner will be able to build the template.  From there, we take a blank workbook, and start building our CRM system.  By the end of the course, we will have a fully functional CRM system which can filter data, run queries, generate pivot table reports, and much more! Harness the power of Excel and combine it with your customer data to unleash an easy to use yet powerful CRM system!

What We Do In The Course:  

  • Learn the basics of Excel (for beginners, intermediate/advanced can skip)

  • Start with a blank workbook

  • Build all of the data fields you would want to track (this is fully customizable to whatever you want it to be!)

  • Create predefined lists so users are limited in their choices for some fields

  • Enter customer data (for testing and demo purposes)

  • Run filters on data to demonstrate the ease of use

  • Create pivot table reports to summarize large quantities of data

  • Create a dashboard report with the key metrics you would want out of your CRM, for example, number of customers at each stage of the sales cycle

  • Learn what NOT to do as well - only the best business practices 

  • Teach you how to then use that information to make informed decisions

  • And Much More!!!  You will be truly impressed with the power of the CRM system. 

At any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions.  

***CLICK "BUY NOW" AND LEARN HOW CREATE A DYNAMIC CRM SYSTEM IN EXCEL! ***

About The Instructor

Chris Benjamin, MBA & CFO is a seasoned professional with over 25 years experience in accounting, finance, financial reporting, small business and CRM systems.  Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.  

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies.  I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.  

Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA

Become An Expert At Microsoft Dynamics 365 Online Deployment

Practical Hands-on Course: Learn Microsoft Dynamics 365 Customer Engagement Online Deployment & Become An Expert.

Created by Online CRM Training (3E Consulting Private Limited) - The Best &Most Affordable Microsoft Dynamics Training Online

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Students: 3953, Price: $99.99

Students: 3953, Price:  Paid

Here's what students are saying:

Shivanthikani A "I bought this course since i was preparing for MB2-715 certification and it is an one stop for the same. All the topics are included and a detailed explained by Abhay helped to understand the concept more and became easy to to crack the certification. Thank you Abhay!"

Roma Kanta Patro "This course is wonderfully designed from beginner to expert level

Mr. Abhay is good command over the all topics in each chapter.

I like the way instructor is progress towards the in depth from beginning of the course

Thanks Romakanta"

Jayesh Mhatre "I cleared the MB2-715 exam yesterday with good percentage. The video tutorials and exam notes helped me a lot. Thanks to Abhay and Udemy!!"

Ivan Sinenko "I liked the course. Its my second course from Abhay that i'm taking and i really like his style. going for my test in a week and will update after with the results."

Ryan Lowell "I enjoyed the course. Abhay is knowledgeable and presents the information in a very easy to understand format. The pace is just right and easy to follow.

Update: I successfully passed my MB2-715 exam after taking this course. The course content and practice exams were spot on for the actual Microsoft exam. This course is the only study guide you need to pass MB2-715."

Gaurav Tempe "This is a great course to clear your concepts for Microsoft Dynamics 365 customer engagement Online Deployment MB2-715. "

Abraham "I love this course. I'm confident that I will be able to prepare for MB2-715 exam with this course.

Can't wait to get MB2-715 practice exam. I would highly recommend this course to anyone who is preparing for MB2-715 exam. It's awesome. Thanks Abhay Sharma."

And many more...

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Do you want to master Microsoft Dynamics 365 Customer Engagement Online Deployment?

If yes, then this course is for you.

This course is based on the outline provided by Microsoft on their website. 

This course will teach you theory as well as practical concepts.

WHY TAKE THIS COURSE? 

Did you know, Microsoft Dynamics 365 is a cloud based Enterprise Business Solution that help companies in Sales Force Automation, Improve Customer Experience, Field Service management, Project Service Automation, Manage Financials and Operations for any business? 

Dynamics 365 is one of the primary focus of Microsoft and a lot of innovation is happening towards the improvement of this product and the companies who use Dynamics 365. 

If you are a Consultant or an aspiring Consultant, then this course will help you understand online deployment of Dynamics 365.

HERE'S WHAT YOU WILL LEARN:

Introduction

  • Welcome

  • What to Expect?

Create A Customer Organisational Structure

  1. Overview

  2. Support the Microsoft Dynamics 365 Client Environment

  3. Deploy Microsoft Dynamics Editions Available

  4. Deploy Microsoft Dynamics Plans & Pricing

  5. Deployment Plan Microsoft Dynamics

  6. Import data into the Microsoft Dynamics 365 environment

  7. Manage the Microsoft Dynamics 365 environment

  8. Review

Administer the Microsoft Dynamics 365 Environment

  1. Overview

  2. Deploy Instances

  3. Manage Instances

  4. Manage Updates

  5. Review

Integrate Microsoft Dynamics with Other Applications

  1. Overview

  2. Integrate Exchange Online

  3. Integrate SharePoint & OneDrive For Business

  4. Integrate other Online Business Solutions with Microsoft Dynamics

  5. Integrate customized and third party applications with Microsoft Dynamics

  6. Review

Manage Microsoft Outlook and Mobile Environments

  1. Overview

  2. Integrate Microsoft Dynamics 365 with Outlook

  3. Manage and Configure Mobile Apps for Microsoft Dynamics 365

  4. Review

Course Review

  1. Review & Next Steps

This is one of the most comprehensive course available for Microsoft Dynamics 365 Online Deployment.

So, go ahead, enroll in this course.

Wish you all the very best. 

To Your Success,
Abhay Sharma

Become An Expert At Microsoft Dynamics 365 For Sales (CRM)

Practical Hands-on Course: Learn Microsoft Dynamics 365 For Sales App & Become An Expert to implement for your clients.

Created by Online CRM Training (3E Consulting Private Limited) - The Best &Most Affordable Microsoft Dynamics Training Online

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Students: 3536, Price: $139.99

Students: 3536, Price:  Paid

Do you want to learn and master Microsoft Dynamics 365 For Sales?  If yes, then this course is for you. More than 9 Hours of content, 80+ Training Videos, this is the most comprehensive course available online.

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HERE'S WHAT STUDENTS ARE SAYING ABOUT THE COURSE:

David Kjell says "I just passed the MB2-717 Microsoft Dynamics 365 for Sales exam with score of 929 thanks to this course and practise tests. thanks"

Amit Ramsaran says "Very direct and to the point. The course content was explained quite simply and effectively. The instructor's reference to the D365 application as well made the explanations that much easier to grasp and understand"

Yorick Bickerstaff says "Thanks to this course I have perfected my knowledge and acquired the certification. An essential course for anyone who wants to understand this topic in a complete way."

Regu says "It was amazing and easy to understand also, he provides module by module, this help to segregate and study for the certification exam. Thanks to abhay Without doubt, his course helped me to get the certification in the first attempt. Thanks Abhay."

Shiry Dalal says "With my experience in Sales field, I was looking to get certified with Microsoft Dynamics 365 for Sales i.e. MB2-717 exam. I'm sure I'll pass with the practice tests and in-depth training"

Rawish Kumar says "Abhay is a really great instructor - Dynamics CRM Sales module has been a grey area for me always but not anymore :) Fingers are crossed for my certification but very confident after this course!"

Dhanvan Mehta says "This is the best course available for not only prepare for MB2-717 exam but also learn the in-depth concepts about Dynamics 365 For Sales. Highly recommended. I will update my review after taking the exam."

Rajan says "Wow, such an amazing and detailed course. I took this course for MB2-715 exam preparation but didn't know Abhay went so detail in explaining the functionalities. Kudos!"

Nageswara Reddy says "This is really a wonderful training with step by step process and case studies, you did great job, Abhay"

Lam Chun Man Francis says "After took the free introduction course from Abhay, really enjoy his real life training experience. Then immediate enrolled several paid course. Hope I can get good result on upcoming test."

and many more...

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This course is based on the outline provided by Microsoft on their website. 

This course will teach you theory as well as practical concepts.

So, you have everything you need to become an expert at Dynamics 365 For Sales to boost your Career Growth!

WHY TAKE THIS COURSE? 

Did you know, Microsoft Dynamics 365 is a cloud based Enterprise Business Solution that help companies in Sales Force Automation, Improve Customer Experience, Field Service management, Project Service Automation, Manage Financials and Operations for any business? 

Dynamics 365 is one of the primary focus of Microsoft and a lot of innovation is happening towards the improvement of this product and the companies who use Dynamics 365. 

If you are a Consultant or an aspiring Consultant, then this course will help you understand Sales module of Dynamics 365.

HERE'S WHAT YOU WILL LEARN:

Topic: Welcome

  • Welcome

Topic: Create a Customer Organizational Structure

  • Module 1 Overview

  • Understand Important Terms

  • Manage Customer Records

  • Manage The Sales Process

  • Create And Qualify A Lead

  • Manage Opportunity And Create Quote

  • Create Order And Invoice

  • Manage Customer Communication

  • Create Sales Literature Repository

  • Identify And Manage Competitors

  • Module 1 Review

Topic: Manage Leads and Opportunities

  • Module 2 Overview

  • Lead Qualification Process Flow

  • Create And Qualify A Lead

  • Disqualify And Reactivate A Lead

  • Opportunities Inside Sales Process Flow

  • Create An Opportunity

  • Manage An Opportunity

  • Create Records Within An Opportunity

  • Close And Reopen An Opportunity

  • Close An Opportunity As Lost

  • Reopen The Closed Opportunity

  • Close The Opportunity As WON

  • Connect Opportunities With Other Records

  • Resolution Activities

  • Multiple Opportunity Views

  • Module 2 Review

Topic: Manage Relationship and Sales Analysis

  • Module 3 Overview

  • Overview of Relationship Insights

  • Configure Relationship Insights

  • Relationship Assistant

  • Track Interactions with a Specific Email

  • Statistical Analysis of Email Activity

  • Email Engagement Auto-Capture

  • Editable Grids

  • Analysis Using Built-In Reports

  • Export To Excel

  • Export To Excel Templates

  • Module 3 Review

Topic: Manage the Sale Process

  • Module 4 Overview

  • Sales Business Process Flow

  • Sales Territories

  • Configure Currency And Exchange Rates

  • Product Catalog Overview

  • Product Catalog - Unit Groups

  • Product Catalog - Products

  • Product Catalog - Clone Products

  • Product Catalog - Price Lists

  • Product Catalog - Pricing Methods

  • Product Catalog - Discount Lists

  • Product Catalog - Managing Multi Currencies

  • Product Catalog - Product Families

  • Product Catalog - Product Bundles

  • Opportunity - Line Items

  • Currencies And Exchange Rates

  • Quote Lifecycle And Management

  • Working With Orders

  • Working With Invoices

  • Module 4 Review

Topic: Improve Sales Performance

  • Module 5 Overview

  • Goals Inside Dynamics 365

  • Goal Metrics

  • Working With Goals

  • Goals Hierarchy

  • Rollup Queries

  • Export To Word Templates

  • Integrate Charts And Dashboards

  • Module 5 Review

Topic: Manage Customer Information

  • Module 6 Overview

  • Sales Functional Areas

  • Model Relationships And Records

  • Client Access Methods

  • Utilize The Help Center

  • Perform Data Management

  • Perform Lifecycle Management

  • Module 6 Review

Topic: Course Review

  • Course Review

This is one of the most comprehensive course available on Microsoft Dynamics 365 For Sales.

So, go ahead, enroll in this course.

Wish you all the very best.

To Your Success,
Abhay Sharma

Master Dynamics 365 Tables, Relationships, And Columns.

Learn To Customize Microsoft Dynamics 365 Tables (Entities), Relationships, And Columns (Fields)

Created by Online CRM Training (3E Consulting Private Limited) - The Best &Most Affordable Microsoft Dynamics Training Online

"]

Students: 3290, Price: $94.99

Students: 3290, Price:  Paid

Do you want to learn how to Customize Microsoft Dynamics 365 Tables (Entities), Relationships, and Columns (Fields) like a Champ? 

If yes, then this course is for you.

*****************

WHAT STUDENTS ARE SAYING ABOUT THIS COURSE:

Fred Magee says "Very good course that builds on part 1. Really enjoyed the detail in the Entity section. Directly applicable to my current tasks in the real world. Thanks!"

Teresa Moses says "Instruction by Abhay Sharma ROCKS!!! Most complete MS training I've ever experienced......and worth every cent!! His instruction never had me thinking of purchasing a "re-take" cause it's thorough! The difference between nice and kind :) Thanks again Abhay!!"

Harish Rao says "Great course."

Amos Tunsil says "I thought the explanation of the difference between customizing vs configuring was of great value."

Danni Zhu says "Worth the money I paid!"

*****************

Overview

  • Welcome & What To Expect?

  • Let's Understand Microsoft Dynamics 365 Customizations

Manage Microsoft Dynamics 365 Tables (Entities)

  • Module Overview

  • Dynamics 365 Manage Entities - Entities Overview

  • Dynamics 365 Manage Entities - Types of Entities

  • Dynamics 365 Manage Entities - Custom Entities

  • Module Review

Implement Dynamics 365 Tables Relationships

  • Module Overview

  • Manage Dynamics 365 Relationships - Understanding Relationships

  • Manage Dynamics 365 Relationships - Cascading Rules

  • Manage Dynamics 365 Relationships - Hierarchical Data

  • Manage Dynamics 365 Relationships - Configure Entity Mapping

  • Manage Dynamics 365 Relationships - Create Connections & Connection Roles

  • Module Review

Configure Microsoft Dynamics 365 Columns (Fields)

  • Module Overview

  • Configure Dynamics 365 Fields - Understanding Fields

  • Configure Dynamics 365 Fields - Configure Field Properties

  • Configure Dynamics 365 Fields - Implement Option Sets & Two Options

  • Configure Dynamics 365 Fields - Configure Lookup & Customer Fields

  • Module Review

Customize Dynamics 365 Columns (Fields)

  • Module Overview

  • Dynamics 365 Fields Customization - Configure Fields

  • Dynamics 365 Fields Customization - Use Calculated Fields

  • Dynamics 365 Fields Customization - Use Rollup Fields

  • Dynamics 365 Fields Customization - Create Alternate Keys

  • Dynamics 365 Fields Customization - Configure Field Security

  • Dynamics 365 Fields Customization - Status & Status Reasons

  • Dynamics 365 Fields Customization - Status Reason Transitions

  • Module Review

Next Steps

WHY TAKE THIS COURSE? 

Did you know, Microsoft Dynamics 365 is a cloud-based Enterprise Business Solution that helps companies in Sales Force Automation, Improve Customer Experience, Field Service Management, Project Service Automation, Manage Financials and Operations for any business? 

Dynamics 365 is one of the primary focuses of Microsoft and a lot of innovation is happening towards the improvement of this product and the companies who use Dynamics 365. 

If you are a Consultant or an aspiring Consultant, then this course will help you understand how to customize Tables (Entities), Tables Relationships, And Columns (Fields).

So, go ahead, enroll in this second course of the four courses series.

Wish you all the very best. 

To Your Success,
Abhay Sharma

Master Dynamics 365 Solutions, Forms, Views & Visualizations

Learn To Manage Microsoft Dynamics 365 Solutions, Forms, Views, And Visualizations.

Created by Online CRM Training (3E Consulting Private Limited) - The Best &Most Affordable Microsoft Dynamics Training Online

"]

Students: 3172, Price: $109.99

Students: 3172, Price:  Paid

Do you want to learn how to customize Dynamics 365 Solutions, Forms, Views, and Visualizations like a Champ?

If yes, then this course is for you.

*****************

WHAT STUDENTS ARE SAYING ABOUT THIS COURSE:

Peggy K Fusselman says "I really like the way Abhay Sharma teaches. He cracks me up when he flashes corrections on his tutorials. I always knew what he meant, anyway. Looking forward to #4!"

Fred Magee says "Very good class with a lot of examples. There is a lot of ground covered in part three but the class is paced well and Abhay does a great job of keeping the information easy to understand."

Pradeep Raja says "Helped me clear the exam with ease!"

Amos Tunsil says "Great information on deploying solutions."

Param Ramanan says "Excellent information. The key is to practice the steps in your own environment"

and many more...

*****************

Overview

  • Welcome & What To Expect?

Create & Manage Microsoft Dynamics 365 Solutions

  • Module Overview

  • Dynamics 365 Solutions - Understand Solutions

  • Dynamics 365 Solutions - Configure Publishers & Versions

  • Dynamics 365 Solutions - Identify Solution Types

  • Dynamics 365 Solutions - Manage Multiple Solutions

  • Dynamics 365 Solutions - Export & Import Solutions

  • Module Review

Customize Microsoft Dynamics 365 Forms

  • Module Overview

  • Dynamics 365 Forms - Lets Understand Forms

  • Dynamics 365 Forms - Form Types

  • Dynamics 365 Forms - Specialized Form Components

  • Dynamics 365 Forms - Sub-Grid and Editable Grids

  • Dynamics 365 Forms - Access Teams

  • Dynamics 365 Forms - Use Multiple Forms

  • Module Review

Implement Microsoft Dynamics 365 Views and Visualizations

  • Module Overview

  • Dynamics 365 Views - Lets Understand Views

  • Dynamics 365 Views - Identify Views Types

  • Dynamics 365 Views - System Views

  • Dynamics 365 Views - Public Views

  • Dynamics 365 Views - Personal Views

  • Dynamics 365 Visualizations - Lets Understand Charts

  • Dynamics 365 Visualizations - Charts To Combine

  • Dynamics 365 Visualizations - Available Series Aggregation Types

  • Dynamics 365 Visualizations - Import & Export Charts

  • Dynamics 365 Visualizations - Lets Understand Dashboards

  • Dynamics 365 Visualizations - Control Access To Dashboards

  • Module Review

Configure Microsoft Dynamics 365 for Mobile Devices

  • Module Overview

  • Dynamics 365 Mobile Devices - Understanding Mobile Behaviour

  • Dynamics 365 Mobile Devices - Create Custom Controls

  • Dynamics 365 Mobile Devices - Hide Mobile Form Content

  • Dynamics 365 Mobile Devices - Create Multiple Forms

  • Dynamics 365 Mobile Devices - Create Mobile Views & Activity Lists

  • Module Review

Next Steps

*****************

WHY TAKE THIS COURSE? 

Did you know, Microsoft Dynamics 365 is a cloud-based Enterprise Business Solution that helps companies in Sales Force Automation, Improve Customer Experience, Field Service Management, Project Service Automation, Manage Financials and Operations for any business? 

Dynamics 365 is one of the primary focuses of Microsoft and a lot of innovation is happening towards the improvement of this product and the companies who use Dynamics 365. 

If you are a Consultant or an aspiring Consultant, then this course will help you understand how to manage Microsoft Dynamics 365 Solutions, Forms, Views, And Visualizations.

So, go ahead, enroll in this course. 

Wish you all the very best. 

To Your Success,
Abhay Sharma

Master MS Dynamics 365 Business Rules, Workflows & BPFs

Implement And Master Microsoft Dynamics 365 Business Rules, Workflows & Business Process Flows.

Created by Online CRM Training (3E Consulting Private Limited) - The Best &Most Affordable Microsoft Dynamics Training Online

"]

Students: 3161, Price: $99.99

Students: 3161, Price:  Paid

Do you want to learn how to customize Dynamics 365 Business Rules, Workflows & Business Process Flows like a Champ? 

If yes, then this course is for you.

*****************

WHAT STUDENTS ARE SAYING ABOUT THIS COURSE:

Param Ramanan says "Abhay has cleaned up my scattered knowledge of dynamics. Great learning"

Pastrello Giancarlo says "Great course, feel much more confident towards certification exam. Abhay is a great teacher that repeats the important parts until they became stuck in your brain. I will surely advise colleagues that are struggling with this exam too to subscribe to this site and these fantastic lessons. Cheers for the great work, mate!"

Amos Tunsil says "The way you taught business rules in Dynamics will be very helpful in my job. These courses were very easy to follow and covered all the pertinent details needed to perform on the job and prepare for testing. Thank you"

Ramesh Sontenam says "Hi Abhay, this course and other three parts are very helpful to pass the MB2-716 exam. I passed the exam first attempt this morning. Thanks for the help. Thanks, Ramesh."

Peggy K Fusselman says "I'm looking forward to the test! I'm sure Abhay has me fully prepared."

Fred Magee says "My favorite of the 4. I will be rewatching this one prior to the exam. Tons of concepts in this class and excellent explanations"

Joanne says "This course helped me to refresh my skills and knowledge with Dynamics 365, and prepare me for the MB2-716 exam, highly recommend for people who have the same goals as me"

Teresa Moses says "Instruction by Abhay Sharma ROCKS!!! Most complete MS training I've ever experienced......and worth every cent!! His instruction never had me thinking of purchasing a "re-take" cause it's thorough! The difference between nice and kind :) Thanks again Abhay!!"

and many more...

*****************

Overview

  • Welcome & What To Expect?

Microsoft Dynamics 365 Business Rules

  • Module Overview - Microsoft Dynamics 365 Business Rules

  • Dynamics 365 Business Rules - Understanding Business Rules

  • Dynamics 365 Business Rules - Configure Business Rules

  • Exam Preparation Notes - Dynamics 365 Business Rules

  • Module Review - Microsoft Dynamics 365 Business Rules

Manage Workflows, Dialogs, and Custom Actions

  • Module Overview - Dynamics 365 Workflows, Dialogs, and Custom Actions

  • Dynamics 365 Workflows - Understanding Workflows

  • Dynamics 365 Workflows - Implement Workflows

  • Dynamics 365 Dialogs - Understanding Dialogs

  • Dynamics 365 Dialogs - Implement Dialogs

  • Dynamics 365 Custom Actions - Understanding Custom Actions

  • Dynamics 365 Custom Actions - Implementing Custom Actions

  • Dynamics 365 - When to use Workflow Dialogs And Custom Actions

  • Exam Preparation Notes - Manage Workflows, Dialogs, and Custom Actions

  • Module Review - Dynamics 365 Workflows, Dialogs, and Custom Actions

Implement and Manage Business Process Flows

  • Module Overview - Implement and Manage Business Process Flows

  • Dynamics 365 - Understanding Business Process Flows

  • Dynamics 365 - Identify Business Flow Components

  • Dynamics 365 - Enable Business Process Flows

  • Dynamics 365 - Implement Steps Stages and Categories

  • Dynamics 365 - Implement Flows That Use Multiple Entities

  • Dynamics 365 - Use Conditional Branching

  • Dynamics 365 - Implement Role-Driven Business Process Flows

  • Exam Preparation Notes - Implement and Manage Business Process Flows

  • Module Review - Implement and Manage Business Process Flows

Next Steps

*****************

WHY TAKE THIS COURSE? 

Did you know, Microsoft Dynamics 365 is a cloud-based Enterprise Business Solution that helps companies in Sales Force Automation, Improve Customer Experience, Field Service Management, Project Service Automation, Manage Financials and Operations for any business? 

Dynamics 365 is one of the primary focuses of Microsoft and a lot of innovation is happening towards the improvement of this product and the companies who use Dynamics 365. 

If you are a Consultant or an aspiring Consultant, then this course will help you understand how to use Dynamics 365 Business Process Flows, Business Rules, Workflows, Dialogs, Actions.

So, go ahead, enroll in this course.

Wish you all the very best. 

To Your Success,
Abhay Sharma

Learn HubSpot CRM From Scratch

For Beginners

Created by Gregory Williamson - Praxis Participant

"]

Students: 2301, Price: $19.99

Students: 2301, Price:  Paid

Learn the basics of the HubSpot CRM platform! I walk you through the free version of HubSpot, explaining the tools that HubSpot offers and how to utilize them. Additionally, I include a caste study where I analyze the sales funnel of a startup company, and utilize HubSpot as a software solution to optimize their funnel. This course is perfect for anyone going into a job where HubSpot knowledge is required!

Build a Podio CRM in no time!

Complete guide to designing and creating your own personalised CRM system, with workflows to automate your work.

Created by Felix Lepoutre - Software & hospitality professional

"]

Students: 2009, Price: $19.99

Students: 2009, Price:  Paid

Finding the best Customer Relationship Management software out there isn't easy. It took me years while working with customers of MrFlow to work my way through 50 products, only to find:

  • The software becomes way too expensive when you want to start using the cool features
  • It isn't able to provide the 10% of functionality my company needed specifically. 

Luckily, we at Mrflow have found Podio and quickly became one of it's 500.000 customers. We build most of our customer's back-offices from a Podio standard now. We've become a Citrix (Podio) Solutio Advisor, and have created this course to teach you how to design and create your own custom CRM in no time. 

You will learn:

  • About the structure and pricing of Podio to be able to scale your back-office right away
  • Setting up your own customers app
  • Setting up an organizations app that has a relation to the customers app, and more about relationships
  • All Podio's great features like 'email to item', 'webforms', 'views' and 'reports'
  • Basic workflows that make working with Podio so very cool
  • Extended workflows with Globiflow, which enables you to COMPLETELY automate your back-office
  • And of course many links and tips to get you started or where you can find more extensive help if you might need it.

Microsoft Dynamics 365 (CRM) Workflows Mastery Course

Learn all the aspects of Dynamics 365 (CRM) Workflows with Scenarios and Demos (Custom Workflow Activity Code Included)

Created by Online CRM Training (3E Consulting Private Limited) - The Best &Most Affordable Microsoft Dynamics Training Online

"]

Students: 1783, Price: $129.99

Students: 1783, Price:  Paid

Every business wants to be more efficient, save time and increase revenue. Isn't it?

That's why automation is so important for companies to take their business to the next level.

Presenting, Microsoft Dynamics 365 Workflows Mastery Course.

If your company or your clients are using Microsoft Dynamics 365, then you this can be the most important course for you to learn and Implement Microsoft Dynamics 365 Workflows. So, you can save more time, become efficient and increase business revenue.

I have designed this course for Microsoft Dynamics consultants and Microsoft Dynamics Aspirants.

By the end of this course, you will have complete practical understanding of Dynamics 365 workflows and how to use it for your company or client.

Here's what you will learn:

  • Dynamics 365 Workflows Introduction

  • Types of Workflows

  • Workflows Important Terms & Information

  • Workflows - Creating Records

  • Workflows - Updating Records

  • Workflows - Assigning Records

  • Workflows - Send Emails

  • Workflows - Child Workflow

  • Workflows - Perform Actions

  • Workflows - Change Status, Wait Condition & Stop Workflow

  • Workflows - Custom Workflow Activity (code included)

  • Course Review & Next Steps

And everything with a scenario (case study) and practical demo.

Feel free to take a look at the course description, watch the preview videos and sign up for the course at the highly discounted price.

To Your Success,
Abhay Sharma

HubSpot CRM Essentials

Learn all the essentials of HubSpot CRM

Created by Dave R. - Software Consultant

"]

Students: 1747, Price: $19.99

Students: 1747, Price:  Paid

HubSpot is a powerful CRM, it offers a full stack of software for marketing, sales, and customer service.

In his course, you'll learn all the essentials  of using HubSpot CRM, and learn how to streamline the sales process with the management and automation tools.

We'll get into how to connect HubSpot CRM to your email, create new contacts and deals, and use the full-featured dashboards and reports to understand the performance of your pipeline.

In addition, discover how to use the meetings and document management tools to collaborate with customers and create more valuable, long-lasting engagements.

By the end of this course you should have a solid understanding of using HubSpot

Zoho CRM and Zoho Creator Masterclass

Learn everything you need to become a Zoho CRM/Creator consultant.

Created by Jeremy Nagel - Zoho Creator/CRM developer

"]

Students: 1664, Price: $44.99

Students: 1664, Price:  Paid

I've been working as a certified Zoho CRM/Creator consultant for over four years and have picked up a fair bit of knowledge along the way. This course is my attempt to distill everything I've learnt so that you can reach the same level of expertise. You'll learn everything from the basics of setting up a new CRM account to advanced Deluge scripting and API integration between Zoho products and third party APIs. The course contains many hours of video content as well as quizzes and assignments to help embed the knowledge. 

This course is not meant for people who have never used Zoho products before. You need some base level understanding of the products (ideally you'll have been using Zoho CRM/Creator for at least 2 months) otherwise it will all go over your head.

Forewarning: the content is challenging. It ramps up in difficulty very quickly. The objective of the course is to help you reach an advanced level of proficiency with Zoho CRM and Creator quickly. It focuses heavily on automation and custom functions using Deluge.

Dynamics 365 CRM + PowerApps Developer Course – Part 1

Get started on Microsoft Dynamics 365 CRM development, PowerApps & Power Automate. Plugins, Custom Workflow, JavaScript

Created by Firoz Muhammed | Microsoft Certified Trainer | Dynamics 365 Architect - Dynamics 365 Solution Architect, Microsoft Certified Trainer

"]

Students: 1472, Price: $24.99

Students: 1472, Price:  Paid

YOUR ENTRY TO DYNAMICS 365 CRM + POWERAPPS DEVELOPMENT

This course is your entry point to Dynamics 365 Customer engagement(CRM) and PowerApps development. You will learn the basics of Development on Dynamics 365 CE from scratch!!

This is the part 1 of the 8 course series on Dynamics 365 & PowerApps development where you will learn everything about Dynamics 365 CRM and PowerApps development, end to end.

This course series is development is developed with the intention of making you an expert on development, and this course is your start!

Being a Microsoft Dynamics 365 CRM developer you need to know what it takes to become a developer and what skills you should be good at. It is not a skill or two, it is a combination of many skills and yes, PowerApps is the latest addition  to this list.

WHAT YOU WILL LEARN FROM THIS COURSE?

You will learn the basics of Dynamics 365 CRM development from scratch starting from what is Dynamics 365, Customer Engagement and how to setup the development environment for Dynamics 365 CRM development.

You will learn the following:

  • Basics of Dynamics 365

  • Dynamics 365 CE architecture

  • OOB Vs Code based customization

  • Entity, View and Dashboard customization

  • Plugin development basics

  • Custom workflow activities

  • JavaScript development basics

  • Overview of Power Platform

WHO SHOULD ATTEND THISE COURSE

Anyone can attend this course as long as you want to become a Dynamics 365 CE + PowerApps developer.

You can be a:

  • Programmer/developer

  • IT Manager

  • Administrators

  • Software Architects

JOB OPPORTUNITIES FOR DYNAMICS 365 CE AND POWERAPPS DEVELOPERS

• Dynamics 365 provides an amazing job opportunity. There is a need for more developers in the market than functional consultants and administrators. 1:5 Ratio of functional Consultant to developers

• Average Salary $80,000 to $120,000 per annum for experienced 5-10 years developer.

COURSE CONTENT AT HIGH LEVEL

This course includes 8 sessions and 50+ chapters. The following are the 8 sessions includes in the Dynamics 365 CE + PowerApps developer Beginner course.

Section 1 -  Course Overview

Section 2 – Dynamics 365 CE Overview

Section 3 – Understanding Dynamics 365 CRM in detail

Section 4 – How to become a Dynamics 365 CRM/CE Developer

Section 5 -  Start Customizing Dynamics 365 CRM

Section 6 – OOB Customization in Dynamics 365 CRM

Section 7 – Code based Customization in Dynamics 365 CRM

Section 8 – Getting Started with Microsoft Power Platform

PRE-REQUISITE OF THE COUSE

  • Basic Computer knowledge

  • C# Programming Fundamentals

  • JavaScript Basics

  • Interest to learn a new application.

DETAILED COURSE CONTENT OF THE COURSE

SECTION 1 -  Course Overview

Lecture 1 - Course Overview

Lecture 2 - What you will learn

Lecture 3 -  Target Audience

Lecture 4 - Course Pre-requisites

Lecture 5 -  Course Contents

Lecture 6 -  About the trainer

SECTION 2 – Dynamics 365 CRM Overview

Lecture 7 - What is Dynamics 365

Lecture 8 - Dynamics 365 Applications

Lecture 9 - Dynamics 365 FNO Intro

Lecture 10 - Dynamics 365 Business Central

Lecture 11 - Dynamics 365 CE Intro

SECTION 3 – Understanding Dynamics 365 CRM in detail

Lecture 12 - Dynamics 365 CE in detail

Lecture 13 - History of Dynamics 365 & CRM

Lecture 14 - Apps in Dynamics 365 CE

Lecture 15 - Dynamics 365 CE Vs Dynamics CRM

Lecture 16 - Dynamics 365 CE Vs Other CRMs

Lecture 17 - Dynamics 365 CE Deployment Models

SECTION 4 – How to become a Dynamics 365 CRM/CE Developer

Lecture 18 - Dynamics 365 CE Job Roles

Lecture 19 - Dynamics 365 CE Job Responsibilities

Lecture 20 - Dynamics 365 CE Developer Skillset

Lecture 21 - Dynamics 365 CE Developer Learning Path

Lecture 22 - Dynamics 365 CE  Job Opportunities

Lecture 23 - Dynamics 365 CE Certifications

SECTION 5 - Start Customizing Dynamics 365 CRM

Lecture 24 - What is Customization

Lecture 25 - Why Customization is needed

Lecture 26 - OOB Customization

Lecture 27 - Customizing Metadata

Lecture 28 - Supported Vs un-supported customizations

Lecture 29 - Dynamics 365 CE Architecture

Lecture 30 - Understanding DataVerse

SECTION 6 – OOB Customization in Dynamics 365 CRM

Lecture 31 - OOB Customization Basics

Lecture 32 - Understanding Solutions

Lecture 33 - Types of Solutions

Lecture 34 - Understanding Entities

Lecture 35 - Customizing Entities

Lecture 36 - Working with Views

Lecture 37 - Customizing Views

Lecture 38 - Understanding Dashboards

Lecture 39 - Customizing System Dashboards

SECTION 7 – Code Based Customization in Dynamics 365 CRM

Lecture 40 - Extending Dynamics 365 CE

Lecture 41 - Dynamics 365 CE Architecture

Lecture 42 - Overview Of Plugins

Lecture 43 - Developing Plugins

Lecture 44 - Registering Plugins

Lecture 45 - Custom Workflow Activities

Lecture 46 - Javascript for Form Customization

SECTION 8 – Getting Started with Microsoft Power Platform

Lecture 47 - Power Platform Overview

Lecture 48 - Dynamics Application Stack

Lecture 49 - PowerApps Overview

Lecture 50 - Navigate through PowerApps Studio

Lecture 51 - PowerApps Types

Lecture 52 - Creating A PowerApps App

Lecture 53 - Power automate intro

Lecture 54 - create a simple flow in Power Automate

WHAT IS THE NEXT STEP?

The next step would be start learning part 2-  Dynamics 365 development course.

8 COURSE DYNAMICS 365 CE + POWERAPPS DEVELOPMENT COURSE SERIES

You can continue learning Dynamics 365 and PowerApps development through the following courses:

Course 1 - Dynamics 365 CE + PowerApps Developer Beginner Course

Course 2 - OOB Customization in Dynamics 365 CE

Course 3 - Automation in Dynamics 365 CE

Course 4 - Code Based Customization in Dynamics 365 CE

Course 5 - Advanced Development in Dynamics 365 CE

Course 6 - JavaScript Development in Dynamics 365 CE

Course 7 - Web API in Dynamics 365 CE

Course 8 - PowerApps Development Course.

By the end of this course series you will be an expert Dynamics 365 CE + PowerApps developer :)

Microsoft Dynamics 365 (CRM) &Power Platform Training (2021)

The Complete Microsoft Dataverse aka CDS (Dynamics 365 CRM/ PowerApps) course from Microsoft Certified Trainer

Created by Satish Reddy | Over 21,000 Students | Microsoft Certified Trainer - Ex-Microsoft ‖ Microsoft Certified Trainer and Architect

"]

Students: 1033, Price: $89.99

Students: 1033, Price:  Paid

Do you want to become a Microsoft Dynamics 365 & Power Apps Consultant? Do you want to learn Common Data Service aka Dataverse? Then the course is right for you. The course follows a case study based approach to help students learn concepts in the most practical way possible.  Also, it is necessary to learn the beginner course before you pursue any other development course regarding Dynamics 365. This course will also help you clear MB 200/PL 200 certification exam.

  1. Targeted for beginners.

  2. Concentration on hands-on.

  3. Case study based approach.

  4. You will be able to crack the MB 200 Certification exam.

  5. Lifetime access.

  6. This is a live course. Topics will be added or removed as per industry demand.

30 Day Money Back Guarantee

We are offering a 30-day money-back guarantee, so if you are not happy with the course for any reason, you can get your money back, no questions asked.

Prerequisites

No prerequisites needed. Just a basic understanding of software & business is enough.

What you are going to learn? 

Curriculum

Section 1: Introduction

Lecture 1: Introduction

Lecture 2: Case Study Driven Approach

Lecture 3: Dynamics 365 and PowerApps

Lecture 4: Creating a Trial Account

Lecture 5: Introduction to Dynamics 365

Lecture 6: Introduction to Power Platform

Lecture 7: Model-driven Vs Canvas Apps

Lecture 8: Introduction to Model-Driven Apps

Section 2: Dynamics 365 Admin Center

Lecture 9: Introduction to Admin Center and Environments

Lecture 10: Enabling Early Access Features

Section 3: Common Data Service

Lecture 11: Terminology changes in CDS

Lecture 12: Components of CDS

Lecture 13: Creating Solution and Publisher

Lecture 14: Creating App and Sitemap

Lecture 15: Customizing an Existing Entity

Lecture 16: ER Modeling

Lecture 17: Creating Custom Entity

Lecture 18: Adding Attributes

Lecture 19: Form Structure

Lecture 20: Custom Entity and Option Sets

Section 4: Relationships

Lecture 21: Introduction to Relationships

Lecture 22: Creating a 1 to N Relationship

Lecture 23: Introduction to Relationship Behaviour

Lecture 24: Relationship Behaviour Case Study Northwind Approach

Lecture 25: Relationship Mapping

Lecture 26: Introduction to Hierarchy Relationship

Lecture 27: Creating a Hierarchy Relationship

Lecture 28: Many to Many Relationships

Lecture 29: Creating a Many to Many Relationship

Lecture 30: Connections and Connection Roles

Section 5: Views

Lecture 31: Introduction to Views

Lecture 32: Creating a View

Lecture 33: Types of Views

Lecture 34: Quick Find Views

Lecture 35: Personal Views

Section 6: Advanced Field Types

Lecture 36: Calculated Fields

Lecture 37: Rollup Fields

Section 7: Form Types

Lecture 38: Main Form

Lecture 39: Quick Create Form

Lecture 40: Quick View Form

Section 8: Business Rules

Lecture 41: Introduction to Business Rules

Lecture 42: Demo on Business Rules

Lecture 43: Scope of Business Rules

Section 9: Security

Lecture 44: Introduction to Security

Lecture 45: Adding a user

Lecture 46: Users and Ownership

Lecture 47: Business Units

Lecture 48: Introduction to Security Roles

Lecture 49: Deep Dive into Security Roles

Lecture 50: Demo on Security in Dynamics 365

Lecture 51: Northwind Assignment

Lecture 52: Sharing feature in Dynamics 365

Lecture 53: Owner Teams

Lecture 54: Access Teams

Lecture 55: Field Security

Lecture 56: Introduction to Hierarchy Security- Manager

Lecture 57: Hierarchy Security- Position

Section 10: Reporting

Lecture 58: Introduction to Charts

Lecture 59: Classic Dashboards

Lecture 60: Examples of Charts

Lecture 61: Interactive Dashboards

Lecture 62: Creating Interactive Dashboards

Section 11: Power BI

Lecture 63: Introduction to Power BI

Lecture 64: Creating a Power BI Dashboard

Section 12: Processes

Lecture 65: Introduction to Processes

Lecture 66: Creating a Workflow

Lecture 67: Deep Dive into Workflows

Lecture 68: Creating a Northwind Email using Workflow

Lecture 69: Northwind Auto-populate Workflow

Lecture 70: Wait Condition

Lecture 71: Timeout Condition

Lecture 72: Introduction to BPF

Lecture 73: BPF Extensions

Section 13: Power Automate

Lecture 74: Introduction to Power Automate

Lecture 75: Creating a Power Automate Flow

Lecture 76: Approval flows in Power Automate

Lecture 77: Enabling Change Tracking for Entities in CDS

Section 14: Data Management

Lecture 78: Data Import Wizard

Lecture 79: Data Import Wizard Advanced

Lecture 80: Duplicate Detection Rules

Lecture 81: Duplicate Detection Jobs

Lecture 82: Introduction to Auditing

Section 15: Templates

Lecture 83: Data Import Template

Lecture 84: Email Template

Lecture 85: Document Templates

Section 16: Search Capabilities

Lecture 86: Introduction to Search Capabilities and Categorized Search

Lecture 87: Relevance Search

Section 17: Localization

Lecture 88: Languages

Lecture 89: Field Translations

Lecture 90: Currency

Section 18: Solutions

Lecture 91: Solutions

Lecture 92: Unmanaged VS Managed Solution

Lecture 93: Exporting a Managed Solution

Lecture 94: (Optional) Download My Unmanaged Solution

Lecture 95: Deleting a Solution

Lecture 96: Patching a Solution

Lecture 97: Cloning a Solution

Section 19: Document Management

Lecture 98: File Attachment

Lecture 99: SharePoint Integration

Lecture 100: OneDrive Integration

Lecture 101: OneNote Integration

Section 20: Additional Topics

Lecture 102: Data Encryption

Lecture 103: Diagnostic tool to Verify Network Capacity and Throughput

Section 21: Introduction to Portals

Lecture 104: Introduction

Lecture 105: Key Terminology Changes for Portals

Lecture 106: Provisioning a Portal

Lecture 107: Overview of Contact Record in Portal

Lecture 108: Authentication

Lecture 109: PowerApps Portal Studio

Lecture 110: Configuring Menu Items using Web Links Sets

Lecture 111: Entity Lists (Lists)

Lecture 112: Entity Forms (Basic Forms)

Lecture 113: Entity Forms - Edit Form (Basic Forms- Edit Form)

Lecture 114: Clearing Server-side Cache

Lecture 115: Working with Code Editor

Lecture 116: Liquid Data types

Lecture 117: Liquid Objects

Lecture 118: Iterations in Liquid

Lecture 119: Templates

Lecture 120: Portal Security

HubSpot (CRM)- Learn Free Version From Scratch

Scale up your business with Free CRM that has features more than any other CRM out there.

Created by Chandan Kamal Sharma - Marketing Automation Consultant - The Automationist

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Students: 841, Price: $19.99

Students: 841, Price:  Paid

This is course is about HubSpot's FREE CRM Tool that many people are unaware of how to use. These features can take any small business to a next level.

Whether you are a budding entrepreneur, an existing business or even a mid-level company that is using various software and looking to make a switch to a new CRM. HubSpot is a CRM that offers you a lot of features that can scale up your business to a completely new level.

But I have seen that most people don't even want to experiment because they feel that HubSpot is expensive. Well, it is not, at least when you want to try its features or maybe just keeping the existing FREE features.

The features are so many and so easy to integrate that it almost takes no time to get started.

With FREE HubSpot you can

  • Choose the right set of tools that fit your business model

  • Start using from day one by importing your data

  • Start using advanced features like Chatbots, Deals, Pipelines, and Custom Properties

After taking this class, you'll be able to craft your own CRM strategy that will help you achieve your business goals, foster authentic connections with your database and get a lot of free time to focus more on ideas than stay lost in operational issues.

Zoho CRM complete course for beginners || GET CERTIFICATE

Learn Zoho CRM from scratch and master the Zoho CRM in less time and increase your business productivity

Created by Easy Learning Academy - A Family of Learning

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Students: 572, Price: $19.99

Students: 572, Price:  Paid

Welcome to the Complete Zoho CRM training course.

My name is Anwer Khan and I will be your instructor throughout this course. In this course, I will talk straight to the point. Therefore, we will cover more in less time.

Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is to improve business relationships. A CRM system helps companies stay connected to customers, streamline processes and improve profitability. Zoho CRM acts as a single repository to bring your sales, marketing and customer support activities together and streamline your process, policy and people in one platform.

This course is divided into four modules. In the first module, we will learn about CRM and different editions of Zoho CRM. And we will also learn how to set up profiles.

Then in the second module, we will learn how to create, edit leads and how to add notes to the lead. We will also learn how to create activity, how to attach links and files and how to sort and filter things out.

Then in the next module, we will learn about converting leads into contacts and accounts, we will also learn about cloning records and creating a contact from scratch and also how to delete and restore records.

Finally, in the last module, we will learn about creating deals, we will also learn how to create records and how to search fast.

Now, this is a beginner-friendly course and if you are a beginner then this is a perfect course for you.

I hope to see you in this course.

Thank you.

Learn Hubspot CRM from Scratch || GET CERTIFICATE

hubspot crm complete course. Learn complete hubspot crm in just 1 Hour.

Created by Easy Learning Academy - A Family of Learning

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Students: 559, Price: $19.99

Students: 559, Price:  Paid

Welcome everyone to the complete Hubspot CRM course.

My name is Anwer Khan and I will be your instructor throughout this course.

HubSpot CRM is a completely free implementation of a customer relationship management platform noted for its powerful features that enable customers to relate stronger with their customers, boost conversations, and improve revenues based on multiple interaction channels.

Now, this is a beginner-friendly course about Hubspot CRM. In which I talk straight to the point. Therefore, we will cover more in less time. Now, this course is divided into three modules. In the first module, we will learn what is Hubspot CRM, it's different packages. I will familiarize you with the Hubspot interface and we will also learn how to integrate our email.

In the next module, we will do all the practical work. First I will show you how to create contacts manually. Then we will import our contacts from our pc. We will learn how to edit contact information. Then we will learn how to add and edit companies, we will learn how to create and update deals and in the last video of the second module, we will also learn how to create tasks.

Then in the last module, first we will look at the dashboard and reports. Then we will learn how to create snippets and email templates and we will also learn about all other tools such as call and meeting.

Once you complete this course, I am sure you will feel comfortable using Hubspot CRM.

So I hope to see you in this course.

Thank you.

Microsoft Dynamics CRM Training Course || GET CERTIFICATE

Learn Microsoft dynamics 365 CRM from scratch. and become an expert in dynamics crm to implement for your clients.

Created by Easy Learning Academy - A Family of Learning

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Students: 475, Price: $19.99

Students: 475, Price:  Paid

Welcome everyone to the complete Microsoft Dynamics 365 CRM course.

My name is Anwer Khan and I will be your instructor throughout this course. In this course, I will talk straight to the point. Therefore, we will cover more in less time.

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft, focusing on enhancing customer relationships for any organization. It is one of the leading industry-standard CRM software available in the market. The product focuses mainly on the Sales, Marketing and Customer Service sectors.

This course is divided into 4 modules. In the first module, first of all, we will take a look into the dynamics user interface. After that, we will learn how to use search to locate things and how to sort things. And then, we will learn how to create new records.

In the second module, we will learn about different dashboards, how to drill down in chart segments, how to create, delete and cancel the activity and how to create and edit an appointment.

In the next module, we will learn how to create leads, how to assign and share leads, qualify and disqualify leads.

Then finally in the last module, we will learn about all stages of sales like develop, proposal and finally closing opportunity in either lost or won cases.

This is a complete course about Microsoft Dynamics CRM.

I hope to see you in this course.

Thank you.

Learn Complete Vtiger CRM 6.5 Free Edition.

Improve Your Business Flow & Strategies with Open Source Customer Relationship Management Tool.

Created by NEF System - e-learning

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Students: 378, Price: $24.99

Students: 378, Price:  Paid

VTiger CRM 6.5 is the world most popular honest open source CRM (Customer Relationship Management) platform. Used by millions of people around the world.    

The open source edition is supported by a vibrant community of thousands of businesses, hundreds of thousands of users, and countless developers and partners that help shape its direction. That means that while its core functionality far surpasses that of alternatives, and it can be easily extended through the hundreds of plugins developed by professional Vtiger developers, and available on the extension marketplace. With all that, it’s no wonder that Vtiger’s free open source CRM ranks #1 in total downloads on SourceForge, at 4.5 million to date.   

This course provides complete in depth training starting from CRM concepts and definitions, installation (both platform MS Windows & Linux) and then step by step HD video instructions to configure and deploy full features and working CRM application.      

Further the course helps you to understand the Marketing, Sales & Support management using VTiger CRM 6.5 (Open Source version).   

You will be able to customize the standard forms available in VTiger CRM 6.5 using the power and flexibility of VTiger CRM studio and will take advantage of Business Analytics & Reports available inside VTiger CRm 6.5.

 

 

Introduction to Compliance Risk Management CRM

Compliance risk management CRM for Compliance, Risk Management, Internal Audit and IS Security Professionals

Created by Compliance Security and Risk Management - Compliance, IS Security and Risk Professional

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Students: 256, Price: $19.99

Students: 256, Price:  Paid

Do you know why companies and institutions are being penalized by regulators? How companies manage risk of non compliance to regulatory requirements? Why Board of Directors of companies are concerned about regulatory risk management and more specifically the compliance risk management CRM?

In this course you will get insight about how the companies and regulators are focusing on strong compliance culture to manage the affairs of the company or institutions and avoid penalties and reputation losses. You will learn why is it important for risk functions such as Risk Management, Compliance and Controls, IS Security, Quality Control and Audit to support each other in their work. You will learn new and emerging risks and their significance in compliance risk management process.

You will learn new terms applicable in risk and compliance function that are used by Managers and Executives of the company. This course will help you in your job roles particularly if your area is compliance, risk assessment and management.

This course will provide you a broader idea on how to prepare the risk inventory database. This course will also make you understand how important is this now for internal audit, compliance and risk management to work together as part of governance and controls defense model.

After attending this course you will be able to confidently talk and communicate with risk, compliance, audit and related professionals.

Who is this course for:

  • Compliance professionals and students

  • Risk management professionals and students

  • Internal audit professionals and students

  • Internal controls professionals

  • Finance professionals and students

  • ACCA, CPA, CGA, CMA students

SAP CRM 7.0 CR100

You get complete coverage of the 12 topics in the CR100 SAP Academy course:

Created by Express Learning - SAP CRM Architect

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Students: 137, Price: $49.99

Students: 137, Price:  Paid

SAP CRM 7.0 is the flagship SAP product that is used by a majority of Fortune 500 companies.

You get complete coverage of the 12 topics in the CR100 SAP Academy course:

SAP CRM 7.0 – Overview;

Account Management;

Organizational Management;

Product Master;

Transaction Processing;

Activity Management;

Partner Processing;

Actions;

Pricing Fundamentals;

CRM Billing;

CRM Middleware;

CRM WebClient UI

Customizing and Administering Microsoft Dynamics CRM

Discover the world of Dynamics CRM and learn how to customize and administer it to improve your business

Created by Packt Publishing - Tech Knowledge in Motion

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Students: 130, Price: $89.99

Students: 130, Price:  Paid

This course shows you how to  create new entities that store various details for your business and  build forms to ease up data management for users of the CRM. We also  explore other features such as building new business processes, creating  business rules, and validations to ensure that quality data is stored  in the system.

Moving on, we show you how to administrate the CRM by enabling user  access, setting up data security, and doing other common configurations.  We also show you how to provide a better help experience for users with  guided help, and finally, we look at the various aspects of enabling  customized processes for phones and businesses.

While covering all of these topics, we’ll also talk about the best  practices you should follow to ensure great overall system performance. 

About the Author :

Piyush Paliwal has worked as  a Microsoft Dynamics CRM consultant for more than half a decade and has  been associated with Microsoft for a few years now. During this time  frame, he helped various customers manage their sales pipeline by  bringing their business processes into Dynamics CRM or Dynamics 365,  which is what we have today. In his free time, he usually goes for a  drive or swims. 

Becoming a Zoho CRM Admin

Everything you need to feel comfortable using Zoho CRM

Created by Peter Fuller - Zoho Fanatic | Zoho System Designer

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Students: 124, Price: $19.99

Students: 124, Price:  Paid

Want an effective and intuitive CRM? Zoho CRM can 100% be that... but it takes a bit of customization and know-how.

This course is focused on helping Zoho CRM users become familiar with the platform. We don't go into EVERYTHING (we save the more advanced stuff for another course) — however, by the end of the course, you'll be a Zoho CRM whiz!

Zoho CRM: Complete User Training for Small Businesses

Full Zoho CRM Training Course by a Top Certified Trainer! Less Time Learning Zoho and More Time Growing Your Business!

Created by Tabish Alam - Senior Zoho consultant - Level 2 Certification in Zoho CRM.

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Students: 43, Price: $79.99

Students: 43, Price:  Paid

Using Zoho CRM should make your life easier, right?!

Your organization has rolled out Zoho CRM or is about to, and you know it’s going to help you manage your customer data and sales better, but there’s just so much to learn!

Is this you?

  • Do you want to use all the great features in Zoho but are not even sure where half of them are

  • Do you get lost in all the tabs and settings available?

  • Are you getting confused by Zoho's Sales Process?

  • Are you struggling to get customers and sales data into Zoho CRM the RIGHT way?

  • Are you being 'beaten up' about not getting calls, meeting, and emails to customers recorded in CRM?

  • Are you getting frustrated by the difference between a Lead and Opportunity?

  • Do you need to create and send quotes from the CRM to your customers?

  • Do you wish you could get a better understanding of how your business is doing using the Dashboards?

Don’t worry. This course will take you through everything you need to know to be up and running like a pro!

A few things to know about the Zoho CRM course.

  • It is NOT just for salespeople. The course will cover every aspect of sales AND customer management so it is a perfect starter for everyone in your organisation who needs to accurately record and share information about customers.

  • This course is for all skill levels. It’s designed to teach new users up to experienced system administrators all they need to know to get up and running quickly with Zoho CRM.

  • The course includes over 6.5 hours of training content. You can go over material at your own pace and keep checking back whenever you need to.

  • It’s a fraction of what you'd pay on-site training. A full-day training course in a classroom can cost your organisation around £800 (~$1,000) or more. This costs you a LOT less.

Zoho CRM for Administrators. Take Control of Your CRM!

The Zoho CRM Administrator training course teaches you how to configure users, tools and data access the right way.

Created by Tabish Alam - Senior Zoho consultant - Level 2 Certification in Zoho CRM.

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Students: 4, Price: $49.99

Students: 4, Price:  Paid

Is this you?

  • Do you want to prevent unauthorised access to data?

  • Do you want to make sure you stay on the right side of data privacy and compliance legislation such as GDPR?

  • Do you want to avoid messages slipping through the cracks across all your channels of communication?

  • Are you looking for help to extract better insights from all the data in the system?

  • Do you need to connect CRM to other business applications being used across your organisation?

  • Do you want the ability to programme custom functionality?

Don’t worry.  This course will take you through everything you need to know to be up and running like a pro!

Who this course is for

  • Business Owners and Sales Managers who don’t have access to IT specialists 

  • Business support and IT teams who needs to manage users or make changes to how Zoho CRM works in your organisation!

A few things to know about the Zoho CRM course.

  • It is NOT just for IT people.  The course will cover all the essential aspects of setting up your Zoho CRM so is a perfect starter for anyone in your organisation who needs to manage and make changes to the system for users.

  • This course is for all skill levels.  It’s designed to teach novice and experienced system administrators all they need to know to configure the essentials tools and services within Zoho CRM correctly.

  • The course is video based  so you can learn at your convenience.  It includes over 2 hours of training content. You can go over material at your own pace.

  • It’s a fraction of the cost of on-site training.  A full day basic administrator training course in a classroom can cost your organisation around £400 (~$500) or more.  This costs you a LOT less.