3.65 out of 5
18 reviews on Udemy

Dynamics 365 (CRM) Intro-All Modules-(Updated-2021)

Learn Sales,Marketing,Project Services Automation,Customer service ,Finance & Operations and Microsoft Flow
Vijayraj Hole
75 students enrolled
Complete training course to learn Microsoft Dynamics 365 CRM.
You will gain in-depth knowledge of CRM application modules-Marketing,Sales,Service,Project Service ,Finance and Operations and Microsoft Flow Automations.
You will learn practically every module step by step. Topics and Modules :-
What is CRM ?
Why CRM ?
Practical Use Case to Use CRM Application. Module Names :-
1-Marketing Module -Marketing Flow,Create Leads,Ceate Marketing List,Create Campaign and Quick Campaigns,Marketing Dashboard
2-Sales Module-Sales Flow,Opportunity Creation,Orders,Quotes,Invoices,Sales Dashborad Overview
3-Service Module-Service Flow,Create Cases,Add Cases to Queues,Dashboard Details
4-Project Service-What is Project Service ,Resources ,Schedule Board,Approval
5-Finance & Operations Module(ERP)-F&O Overview,Navigation,Module Overviews ,Purchase Order Creation
6-Microsoft Flow-Learn to create no-code automation flows in Dynamics CRM to automate daily task.

Are you still learning Microsoft Dynamics 365 with an OLD User interface?  Learn modern Dynamics 365 with updated Unified Interface.

Learn HIGH demands skill Microsoft Dynamics 365 step by step.

This course is designed for Dynamics 365 BEGINNERS and BUSINESS users.

You will learn all CRM modules practically.

Get complete knowledge on Marketing, Sales, Service, Project Service and Finance, and Operations with flow automation.

This course definitely helps you to get a NEW JOB or GROW your business.

Learn how to use dynamics CRM to improve productivity by AI and Power platform automation.

Learn how to use Dynamics 365 CRM to grow your business and manage business digitally.

Learn how to get 360 views of your customers, understand customer needs and analyse customer data.

Get complete knowledge on Sales, Marketing, Services, Finance & Operations, and Microsoft Flow.

What you will learn :


  1. What is Dynamics 365 CRM?

  2. Microsoft Dynamics 365 Overview

Marketing Module

  1. Overview of Marketing (Complete Guide)

  2. Marketing Flow

  3. Marketing core components

  4. How to design Marketing Pages?

  5. How to design Marketing Forms?

  6. How to design email marketing campaign?

  7. How to create Marketing fields

  8. Learn marketing scoring model

Sales Module :

  1. Sales Overview

  2. Sales Key Terminology

  3. Sales Flow

  4. Sales Lifecycle

  5. Creates Leads manually and bulk

  6. Leads Management Lifecycle

  7. Leads Main Sections

  8. Create Opportunity in Sales

  9. Create Quotes

  10. Create Orders from Quotes

  11. Sales Goal Overview

Customer Service Module :

  1. Service module overview

  2. Service Flow

  3. Log Cases

  4. Assign cases to queue

Microsoft Finance and Operations (ERP)

  1. Microsoft Finance and Operations (ERP) Overview

  2. Dynamics 365 Finance and Operations UI Navigation

  3. Create Purchase Order in Microsoft Finance and Operations

Microsoft Power Automate introduction

  1. Overview of Microsoft Power Automate

  2. Part 2-Pull the data from Google sheet and create lead in CRM using Flow

  3. Part 2-Pull the data from Google sheet and create lead in CRM using Flow

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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18 Ratings

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3 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion
Dynamics 365 (CRM) Intro-All Modules-(Updated-2021)
$29.98 $24


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