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The launchpad to your CRM success
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Getting started with Microsoft Dynamics CRMGetting started with Microsoft Dynamics CRM / Microsoft Dynamics 365

This is a one day introduction course, suited to people ready to deploy Microsoft Dynamics 365 / CRM and technical implementers who want to understand the basic CRM functionality.  It provides an overview of the main features available in Microsoft Dynamics 365 / CRM.

At the end of this course, you have an understanding of :

  • Navigating Microsoft Dynamics 365
  • How CRM manages your customers – giving you that single source of truth
  • Managing communication in a many to many environment
  • How CRM within Dynamics 365 supports sales, service and marketing
  • Introductory reporting with Dynamics 365 / CRM

This course is delivered using vanilla (out of the box) Dynamics 365, so you will develop an understanding of the functionality that you get before embarking on any configuration or customisation.

 

Target Audience for Getting started with Microsoft Dynamics 365 /

Microsoft Dynamics CRM

  • People thinking of deploying Microsoft CRM
  • Technical Implementers who need to increase their understanding of CRM functionality

Course length

One day

upcoming dates

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Ways to Contact Opsis

Phone: +61(2) 8212 3480

Email: opsisinfo (at) opsis.com.au

Skype: opsiscrm

Postal address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1a,
993 Pacific Highway,

Pymble, NSW 2073

Want more sales?

Find out about 5 features of Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) to help sales managers coach their teams and achieve excellence.

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Opsis is an expert CRM consulting company. We are not an IT company, nor a management consultancy, although we often work with both of these.  Our focus is wholly CRM, and particularly Microsoft Dynamics CRM.  We are based in Sydney, NSW, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  Our range of CRM services include CRM strategy, CRM scoping, CRM implementation, technical  support and CRM training.