This course begins with an introduction to the concept of Customer Relationship Management (CRM) and explains why it is important for any business. You will then quickly dive into a product that Microsoft offers in the CRM space - Dynamics CRM or Dynamics 365. Next, you will learn to set up a trial instance to play around with the system and get comfortable with it. Moving on, the course walks you through different aspects of Dynamics CRM such as its data model, records management, and sales pipeline analysis using dashboards, charts, and reports. You will learn how to modify bulk data using Excel and import it into the system. You will also learn how data can be taken mobile with the Dynamics CRM mobile and tablet client and Microsoft Outlook so that the sales workforce who are in the field have the right access to the right resources at the right time.
Project Service Automation (PSA) capabilities in Microsoft Dynamics 365 (online) provides an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget.
This course helps you to demonstrate the usage and features of a new solution developed by Microsoft to manage projects, an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. You will learn the basic terminology of Project Service Automation (PSA), its components, sales, and cost list. You will learn to install and navigate Project Service Automation (PSA) and get an overview of the planning, billing, and sales process. You will also be able to configure Dynamics 365 for Project Service Automation with the help of the Project Service Automation (PSA) guide.
This course comes along with a community - Getting Started with Microsoft Dynamics 365. Once you purchase the course, you become a part of this community. You can enhance your learning by participating in the discussion threads, raise queries and get solutions through the community in quick time. You can also share your own ideas, access best practices shared by peers, get ideas about the next learning topics to complete your study. You may also participate in the ongoing discussion forums to raise and clear your doubts. You are also encouraged to go through all the topics of the course in detail and post your queries in the applicable comments section of the community. The moderator of the community will get back to you within a short time.
By the end of this course, you will be able to understand the typical sales cycle in any organisation and how it can be moulded in Microsoft Dynamics 365 CRM with a deeper impact of Project Service Automation (PSA) to the organisation that manages the professional services.
A basic understanding of project management principles is required.