CRM with Microsoft Dynamics 365 , Excel & Social Media

Fundamentals of Customer Relationship Management

Customer Relationship Management (CRM) is a system for managing a company’s interactions with current and future customers. It often involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support. CRM can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty.

What you’ll learn

  • Fundamentals of Microsoft Dynamics 365.
  • Customer Realtionship Management.
  • Making Customer Feedback Sheet in Excel.
  • How to use Social media for CRM.
  • Importance of CRM.
  • Sales Report Growth.

Course Content

  • Introduction –> 7 lectures • 17min.
  • Strategic CRM –> 3 lectures • 17min.
  • Excel for CRM –> 3 lectures • 12min.
  • Social Media For CRM –> 5 lectures • 20min.

CRM with Microsoft Dynamics 365 , Excel & Social Media

Requirements

  • Computer or laptop With Internet Connectivity.
  • Pen & Notebook.

Customer Relationship Management (CRM) is a system for managing a company’s interactions with current and future customers. It often involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support. CRM can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty.

Microsoft Dynamics CRM is offered in two categories: CRM Online is a cloud-based offering of Microsoft Dynamics CRM where all the backend processes (such as application servers, setups, deployments, databases, licensing, etc.) are managed on Microsoft servers. CRM Online is a subscription-based offering that is preferred for organizations who may not want to manage all the technicalities involved in a CRM implementation. You can get started with setting up your system in a few days (not weeks, months, or years) and access it on the web via your browser.

CRM On-Premise CRM on-premise is a more customized and robust offering of Microsoft Dynamics CRM, where the CRM application and databases will be deployed on your servers. This offering allows you to control all your databases, customizations, deployments, backups, licensing, and other network and hardware setups. Generally, organizations who want to go for a customized CRM solution prefer on-premise deployment as it offers better integration and customization capabilities.

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