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Copilot with Microsoft Dynamics 365 CRM

  • 5(625 Rating)

Course Overview

The Microsoft Dynamics 365 CRM certification with Copilot is a prestigious validation of an individual’s adeptness in leveraging Microsoft’s CRM solution, Dynamics 365. This certification attests to one’s competence in utilizing this powerful tool to oversee, analyze, and enhance customer interactions effectively. Certified professionals are sought after across industries to optimize CRM strategies, streamline operations, and deliver tailored customer experiences, ultimately bolstering organizational efficiency and bottom-line results. With this certification, individuals gain the expertise to harness Dynamics 365’s extensive functionalities, including sales force automation, marketing modules, service management, and more, enabling businesses to uphold a customer-centric approach across all facets of operations.

Course Prerequisites

• Familiarity with basic computing concepts • Basic knowledge of Microsoft Windows operating system
• Understanding of Customer Relationship Management (CRM) principles
• Working knowledge of basic networking concepts
• Experience with Microsoft Dynamics 365 CRM
• Basic understanding of database concepts.

Copilot with Microsoft Dynamics 365 CRM Skills Measured

After completing Copilot with Microsoft Dynamics 365 CRM certification training, individuals can gain skills such as managing and customizing sales, customer service, field service, and project service automation modules. They also learn to configure and customize the Microsoft Dynamics CRM system to meet business requirements. Additionally, they acquire skills in managing Dynamics 365 resources, workflows, security, business processes, and integrations. This training also enhances their proficiency in using Microsoft Power Apps and Power Automate to customize and extend Dynamics 365.

Target Audiance

  • Professionals in customer relationship management (CRM) interested in utilizing AI technologies - Teams using Microsoft Dynamics 365 CRM seeking to streamline operations
  • Businesses looking for tools to improve customer engagement and service
  • Tech-savvy individuals aiming to maximize the potential of Microsoft Dynamics 365 platform
  • IT decision-makers responsible for innovating their company's CRM processes.

Schedule Dates

Copilot with Microsoft Dynamics 365 CRM
15 July 2024
Copilot with Microsoft Dynamics 365 CRM
15 October 2024
Copilot with Microsoft Dynamics 365 CRM
15 January 2025
Copilot with Microsoft Dynamics 365 CRM
15 April 2025

Course Content


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FAQs

The “Copilot with Microsoft Dynamics 365 CRM” course is meticulously crafted to equip participants with comprehensive knowledge and practical skills in leveraging Microsoft’s CRM solution, Dynamics 365, alongside Copilot. Through this course, participants will delve into advanced techniques and best practices for optimizing customer relationship management processes using Copilot’s AI capabilities within the Dynamics 365 environment.

This course is tailored for professionals involved in CRM implementation, system administration, sales, marketing, customer service, and business analysis. Whether you are a seasoned Dynamics 365 user looking to enhance your skills or a newcomer eager to explore the integration of AI technologies like Copilot, this course caters to diverse skill levels and job roles within CRM-focused domains.

Participants can expect to gain a deep understanding of how Copilot complements Microsoft Dynamics 365 CRM, empowering them to leverage AI-driven insights for enhanced customer engagement, data analysis, and business process optimization. The course covers topics such as Copilot functionalities, CRM strategy alignment, data management, automation, and personalized customer experiences.

Yes, participants who successfully fulfill the course requirements, including assignments and assessments, will receive a certification of completion. This certification serves as a testament to their proficiency in effectively utilizing Copilot with Microsoft Dynamics 365 CRM, validating their skills in the eyes of employers and industry peers.

Yes, the course fosters interaction and collaboration through discussion forums, live sessions, and group activities. Participants can engage with instructors, seek clarification, share insights, and collaborate with peers to enhance their learning journey.

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