Diploma of Microsoft Dynamics 365 CRM Business Architect

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MTF Institute of Management, Technology and Finance

59:08

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1 - Introduction

1 - Onboarding to learning process.mp4

03:27

2 - Microsoft Dynamics 365 CRM Business Architect

2 - Introduction.mp4

05:58

3 - Implementation in large universal bank.mp4

08:55

4 - CRM in Mortgage and Real Estate Process Partners Channel.mp4

06:27

5 - Sales Process.mp4

10:48

6 - Service Processes.mp4

04:43

7 - CRM campaigns.mp4

09:58

8 - Credit Processes.mp4

05:58

3 - Interactive Part Next Steps and Answers to Questions

9 - Interactive Part.mp4

01:28

10 - Congratulations with course finishing.mp4

01:26

Description

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

What You'll 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

Who is this for?

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.

What You Need to Know?

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.

More details

Description
Welcome to course Professional Diploma of Microsoft Dynamics 365 CRM Business Architect

Course focused to examples of large-scale implementing of CRM in several banks with deep customization of functionality and integration with back-office and digital systems. You may review that course as example of implementation and discuss questions about your business and technical cases.

Course provided by MTF Institute of Management, Technology and Finance
MTF is the global educational and research institute with HQ at Lisbon, Portugal, focused on business & professional hybrid (on-campus and online) education at areas: Business & Administration, Science & Technology, Banking & Finance.
MTF R&D center focused on research activities at areas: Artificial Intelligence, Machine Learning, Data Science, Big Data, WEB3, Blockchain, Cryptocurrency & Digital Assets, Metaverses, Digital Transformation, Fintech, Electronic Commerce, Internet of Things.
MTF is the official partner of: IBM, Intel, Microsoft, member of the Portuguese Chamber of Commerce and Industry, and resident of the incubator "The Fintech House of Portugal".
MTF is present in 208 countries and has been chosen by more than 380,000 students.

Course Author: Igor Dmitriev
Digital Transformation and Banking Expert

Education:
MBA, The Boston University
Master of Science at Engineering (Technical) Management,
The State University of New York at Buffalo
Master of Science at Informatics and Economics,
Six Sigma Black Belt

Experience:
Expert at Banking (> 18 years), FinTech & Digital (> 15 years),
Experienced Manager (> 14 years) with successful track of records
at personal and corporate entrepreneurship.
More than 12 years at worldwide banking groups such us
Societe Generale , Raiffeisenbank
Experience at roles: CEO, Head of Business, Chief Digital &
Marketing Officer, Head of Digital Transformation and Channels, Head of Products and Marketing.

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.
Who this course is for:
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.

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MTF Institute of Management, Technology and Finance

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The Institute of Management, Technology and Finance (MTF), a leading institution dedicated to providing practical and cutting-edge education in the fields of business, technology, and finance. Our institute has a history that began in 2021 as The Retail Banking School, focused on addressing the practical and modern challenges of the retail banking industry, finance, and fintech. However, recognizing the evolving needs of the business world, we underwent a transformative redevelopment in 2023, becoming the Institute of Management, Technology and Finance. This redevelopment enabled us to expand our focus and cater to the growing demand for expertise in IT, technology areas, business, and entrepreneurship.Our Motto: Scientia et Pratique. At MTF, we pride ourselves on our strong commitment to practical business knowledge. We understand that success in the modern professional landscape requires not only theoretical understanding but also the ability to apply that knowledge in real-world scenarios. Our curriculum is designed to empower our students with the necessary skills, tools, and mindset to excel in their chosen fields. Through hands-on projects, case studies, and experiential learning, we ensure that our students gain the practical expertise needed to thrive in today's dynamic business environment.We believe in fostering the growth and development of our students on multiple levels. Beyond imparting technical knowledge, we place great emphasis on nurturing a growth mindset, enabling our students to embrace challenges, adapt to changes, and continuously evolve in their careers. We support the development of our students' skillset by providing access to state-of-the-art resources, cutting-edge technologies, and industry-relevant tools. By doing so, we prepare our students to become agile professionals capable of navigating the complexities of the business world.At MTF, our mission is to provide valuable knowledge that supports the building of successful careers and businesses. We are dedicated to equipping our students with the skills, insights, and practical know-how they need to make a positive impact in their professional endeavors. We strive to foster a learning environment that promotes innovation, creativity, and ethical decision-making. Our values revolve around excellence, integrity, collaboration, and a student-centric approach. We are committed to empowering our students to become industry leaders and change-makers.We understand that learning is a lifelong journey, and we recognize the importance of continuous professional development. The business landscape is ever-evolving, and staying ahead requires a commitment to learning and staying updated with the latest trends and advancements. As an institute, we are dedicated to being a provider of valuable knowledge and skills that can help professionals thrive in their respective industries. Through our rigorous curriculum, ongoing research, and partnerships with industry leaders, we strive to ensure that our students receive the highest quality education that prepares them for the challenges and opportunities of the future.Join us at the Institute of Management, Technology and Finance and embark on a transformative educational journey. Discover your potential, unlock new opportunities, and become a catalyst for change in the dynamic world of business, technology, and finance.MTF in numbers:> 270 000 students of all programs> 90 000 unique studentsdigital presence at 190 countriesour students speak at English & 62 other languages

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