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Dynamics 365 Fundamentals Certification Training in the UK
Dynamics 365 Fundamentals certification is valid for all levels of experience whether you are a functional consultant, business stakeholder or student.


The focus of the course is on Dynamics 365 applications, their sales, marketing, finance, and service capabilities. The course also covers security, reporting, data, and integrations with other products.


Microsoft Dynamics 365 is a fully-integrated enterprise system that helps you organize your sales, marketing and customer service operations. This flexibleand intelligent software suite shows you how to automate and integrate your processes.


Module 1: Introduction to Dynamics 365


Dynamics 365 is Microsoft's business suite of software that blends CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) into one unified package. It's a scalable and modular solution that includes a variety of apps that work individually or in conjunction to cover every area of your business processes.


They comprise Finance & Operations, Project Accounting, Field Service, Project Operations, Sales, Customer Service and Marketing, along with BI and Customer Insights.


The unified suite comprises several apps that cover a broad spectrum of business operations. These include financial planning reports, logistics, and human resource management. The apps share data across the platform, giving users a better understanding of their customers as well as their own business by using a common data model.


Module 2: Customer Engagement Apps (CRM)


Customer engagement software (CRMs) can help you manage and track interactions with prospects and customers through various channels. These tools can help you convert more leads and ensure that your current customers are satisfied.



CEP tracks every interaction with customers and prospective customers, including email, chat, as well as ticketing request. It is also possible to create omnichannel workflows with them.


For instance, you could you could send an WhatsApp message to a customer who hasn't placed a new order within the next week. This way, you could inspire them to make another purchase and increase sales.


It is possible to automate and manage customer engagement procedures from your personal system. It can also be integrated with an array of tools for engagement, including automating emails as well as call masking and surveys.


Module 3: Shared features in Customer Engagement Apps (CRM).


The best CRM systems allow the organization of customer data and monitor it across your team. This is vital for increasing satisfaction with your customers and decreasing churn.


Your CRM could be used to build a self-service portal that lets customers access support resources and information. This includes FAQs or knowledge base content, as well as tutorials that they could utilize to resolve problems on their own.


Noting down the questions that people are asking can make it easier for you and your team to save time when they respond to inquiries. In addition, the platform can propose new FAQs based upon previous questions and recent customer activity.


Module 4: Data management within Customer Engagement Apps. (CRM).


The management of data features in CRMs can make it easier for team members to gain access to the data they require. This is due to the ability to audit changes in data and to find duplicates.


This is especially important when it comes to support for customers, and also ensuring that customers have a positive experience. For instance, if a customer is having an unpleasant experience with a company online, the customer support team will be more effective with a clear concept of what went wrong and why.


A CRM that's properly developed can be a powerful marketing tool. An application may show customers' buying habits or predict their future needs. This allows marketers to develop more targeted advertisements and boost conversions. It could even be able to determine the best time and place for customers to get in touch for better efficiency.


Module 5: Integrations into Customer Engagement Apps (CRM).


Access data from many business applications with numerous integrations. These integrations will increase the efficiency and productivity of your employees.


Integration of email, for instance, allows you to manage contacts, schedule follow ups, and remind you to conclude deals. It also helps you organize leads, track customer satisfaction and automate sales actions.


Additionally, Article for phone calls can be helpful in tracking calls made to customers. They will save you money and allow your staff to be more productive. They also make it easy to capture and track data about calls. This can be extremely valuable for forecasting financials and marketing. It can be used to evaluate the performance of your business and improve your ROI. It's a great instrument that can be used by any company, large or small.

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