Diploma of Microsoft Dynamics 365 CRM Business Architect

Diploma of Microsoft Dynamics 365 CRM Business Architect by MTF Institute: Large Scale Customized Implementing in Bank

Created by: MTF Institute of Management, Technology and Finance
Institute of Management, Technology and Finance

What Will I Learn?

• Course focused to examples of large-scale implementing of CRM in several banks with deep customization of functionality and integration with systems
• Dynamics CRM 365 in Banking, Mortgage, Real Estate, Partners Channel
• Large scale implementing of Dynamics CRM
• Deep customization of Dynamics CRM
• Business Architecture of Dynamics CRM implementation
• Implementation in large universal bank
• Sales Process
• Service Processes
• CRM campaigns
• Credit Processes

Requirements

• For a better learning experience, we suggest you to use a laptop / mobile phone / pen and paper for taking notes, highlighting important points, and making summaries to reinforce your learning.

Target audience

• No special requirements. A course for anyone who wants to build career in IT and Microsoft Dynamics implementation
• What is Microsoft Dynamics 365 CRM? Microsoft Dynamics 365 CRM (Customer Relationship Management) is a cloud-based software suite designed to help businesses manage their interactions with customers and potential customers in a centralized way. It provides tools for sales, marketing, and customer service, allowing businesses to optimize their processes, improve customer experience, and drive growth.
• Main Functionality Sales Automation: Streamlines the sales process, including lead management, opportunity tracking, contact management, forecasting, and reporting. Marketing Automation: Supports campaign creation, lead generation and nurturing, segmentation, email marketing, and marketing analytics. Customer Service: Provides tools for case management, knowledge base creation, service level agreements (SLAs), and omnichannel customer support. Customization and Integration: Dynamics 365 CRM offers flexible customization options and seamless integration with other Microsoft solutions (e.g., Office 365, Power Platform) as well as various third-party tools.
• Principles of Implementing in Large-Scale Businesses Strategic Planning: Define clear business objectives and align CRM goals with overall business strategy. Customization: Tailor Dynamics 365 CRM to match unique business processes and workflows. Change Management: Communicate effectively with stakeholders, invest in user training and adoption programs. Data Migration and Quality: Ensure accurate and clean data migration from legacy systems or spreadsheets. Scalability: Choose a Dynamics 365 implementation model that supports business growth and changing needs. Phased Approach: Break down implementation into manageable phases, focusing on core functionalities first.
• Why is Learning Microsoft Dynamics 365 CRM Important? For Companies: Enhanced Customer Insights: Deeper understanding of customer needs, behaviors, and preferences for better decision-making. Improved Sales and Marketing Effectiveness: Streamlined lead management, targeted marketing campaigns, and increased sales conversions. Personalized Customer Experiences: Deliver consistent, high-quality service across all channels. Increased Efficiency and Productivity: Automation of routine tasks and reduced manual processes.
• For Managers: Data-Driven Decision Making: Real-time access to performance metrics and insights to guide strategic actions. Better Team Collaboration: Shared access to customer data for effective communication and cross-functional efforts. Process Optimization: Identify bottlenecks and continuously improve sales, marketing, and customer service operations.
• How Skills Development in Microsoft Dynamics 365 CRM Supports Career Building High Demand: CRM professionals with Dynamics 365 expertise are sought after across industries. Valuable Skills: Develops technical, analytical, and problem-solving skills applicable in various business contexts. Career Advancement: Opens opportunities for roles in sales, marketing, customer service, project management, and CRM consulting. Certifications: Microsoft offers Dynamics 365 certifications, which validate expertise and increase marketability.