Microsoft Dynamics CRM training
Gain expertise in Microsoft Dynamics CRM for effective sales management. Master pipeline design, opportunity tracking, activity logging, and dashboard creation. Incorporate GDPR-compliant DACH localisation, data quality, and governance to enable precise forecasting and informed sales strategies in your technology position.
flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Acquire hands-on skills in Microsoft Dynamics 365 Sales through targeted training. Understand the essential data model, handle lead and opportunity management, track activities, and structure sales processes from qualification to closure. Develop forecasting tools, dashboards, and reports while adhering to DACH localisation, GDPR, and governance requirements. Emerge equipped to set up, sustain, and enhance a secure, compliant CRM system.
Elevify advantages
Develop skills
- Design accounts, contacts, leads, and opportunities in Dynamics 365 sales data model.
- Manage opportunity pipeline by tracking stages, updating metrics, and closing deals efficiently.
- Master CRM activities by logging emails, calls, tasks, and competitor details accurately.
- Ensure DACH CRM compliance with GDPR, data retention, and security practices.
- Create sales dashboards, reports, and views for pipeline visibility, forecasts, and management insights.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workloadWhat our students say
Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.
André FelipePrompt Engineering Student
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