Microsoft CRM Course
4.3/5
Dive deep into Microsoft CRM tailored for B2B SaaS environments: expertly design data models, streamline sales and customer service operations, construct powerful dashboards, and automate processes within Dynamics 365. Perfect for IT professionals aiming to build robust, data-centric customer management systems that grow with your business needs.

4.3 in rating
flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain hands-on expertise in crafting Dataverse tables, modelling B2B subscriptions, and organising accounts, contacts, and leads for precise data handling. Master setup of sales and service workflows, case handling with SLAs, development of insightful dashboards and KPIs, plus workflow automation using Power Automate to ensure your CRM operates seamlessly, scales effortlessly, and drives superior decision-making daily.
Elevify advantages
Develop skills
- Design robust B2B SaaS CRM data models covering subscriptions, accounts, contacts, and leads.
- Develop streamlined sales pipelines including lead lifecycle, qualification stages, and opportunity progression.
- Set up effective case management with SLAs, intelligent routing, queues, and integrated knowledge bases.
- Build dynamic CRM dashboards featuring sales metrics, support KPIs, and views optimised for Power BI.
- Deploy smart CRM automations using workflows, Power Automate, and proven adoption strategies.
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 workload.What our students say
Your classes are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... I appreciate everything you do, I've already recommended you to others...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the supplementary videos really help with learning.

Giulio CarloPrompt Engineering Student
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