Diploma of Microsoft Dynamics 365 CRM Business Architect

Introduction

Are you looking to advance your career in the dynamic world of customer relationship management (CRM)? The Diploma of Microsoft Dynamics 365 CRM Business Architect might just be the course you need. This comprehensive program delves into large-scale CRM implementations, specifically tailored for industries such as banking, mortgage, and real estate. By the end of this course, you'll have a deep understanding of how to customize Dynamics 365 CRM to meet the unique needs of your business, enhancing customer interactions and driving growth. Let's explore why this course is a game-changer for aspiring CRM professionals.

Course Details

Course Curriculum Overview

The Diploma of Microsoft Dynamics 365 CRM Business Architect is meticulously structured to provide a thorough understanding of CRM implementation in large enterprises. The curriculum includes:

Examples of large-scale CRM implementations in banks: Detailed case studies showcasing how CRM can be customized and integrated with back-office and digital systems.
Dynamics CRM 365 in specific industries: Focus on sectors such as banking, mortgage, real estate, and partner channels.
Deep customization: Techniques for tailoring Dynamics CRM to meet specific business needs.
Business architecture: Understanding the strategic framework for CRM implementation.
Sales, service, and credit processes: How to optimize these processes using Dynamics CRM.

Key Learning Outcomes

By completing this course, you will:

Gain a deep understanding of Dynamics 365 CRM and its applications in large-scale businesses.
Learn to customize CRM solutions for industries like banking and real estate.
Develop skills to integrate CRM with other systems and enhance business processes.
Understand the strategic planning and phased approach required for successful CRM implementation.

Target Audience and Prerequisites

This course is ideal for:

Business architects looking to specialize in CRM solutions.
CRM professionals aiming to expand their knowledge of Dynamics 365.
IT and business analysts involved in CRM projects.

While there are no strict prerequisites, a basic understanding of CRM concepts and business processes will enhance your learning experience.

Course Duration and Format

Duration: The course is self-paced, allowing you to complete it at your convenience.
Format: It includes 1 hour of on-demand video, 11 articles, and 2 downloadable resources, accessible on mobile and TV.

Instructor Background

The course is provided by the MTF Institute of Management, Technology and Finance, with the course author being Igor Dmitriev, a seasoned expert in digital transformation and banking. Igor holds an MBA from Boston University and has over 18 years of experience in banking and fintech. His extensive background ensures that the course content is both practical and relevant to real-world scenarios.

Benefits & Applications

Practical Skills Gained

Upon completing this course, you'll acquire a range of practical skills, including:

Customizing Dynamics CRM to meet specific business needs.
Integrating CRM with other systems to streamline operations.
Implementing CRM in large-scale businesses, focusing on industries like banking.

Real-World Applications

The skills learned in this course have direct applications in:

Banking: Enhancing customer service and sales processes through CRM.
Mortgage and Real Estate: Managing client relationships and optimizing workflows.
Partner Channels: Improving communication and collaboration with partners.

Career Relevance

This course is highly relevant for careers in:

CRM Consulting: Offering expertise in Dynamics 365 CRM solutions.
Sales and Marketing: Utilizing CRM to drive sales and improve marketing strategies.
Customer Service: Enhancing customer interactions and service quality.

Industry Alignment

The course aligns with industry trends towards:

Digital Transformation: Leveraging CRM to enhance digital customer experiences.
Data-Driven Decision Making: Utilizing CRM data to inform strategic decisions.
Customer-Centricity: Focusing on personalized customer experiences to drive loyalty and growth.

Standout Features

Unique Course Elements

This course stands out due to its:

Focus on large-scale implementations: Providing in-depth case studies and real-world examples.
Industry-specific content: Tailored to sectors like banking and real estate.

Learning Materials and Resources

The course includes:

1 hour of on-demand video: Comprehensive lectures on key topics.
11 articles: Detailed readings to supplement video content.
2 downloadable resources: Practical tools and templates for CRM implementation.

Support Features

Learners have access to:

Mobile and TV access: Allowing for flexible learning on the go.
Certificate of completion: Validating your skills and knowledge.

Course Updates Policy

The course content is regularly updated to reflect the latest developments in Dynamics 365 CRM, ensuring that learners have access to the most current information and best practices.