Master Microsoft Dynamics 365 CRM: Real-World Bank Implementation

What you will learn:

Large-scale CRM implementation in banking
Deep customization of Dynamics 365 CRM
Business architecture of CRM implementation
Mortgage and real estate processes within CRM
Partner channel management using Dynamics 365
Sales and service processes optimization
CRM campaign management for banking
Credit processes within the CRM framework
Dynamics 365 implementation guide and best practices
Designing a solution architecture for banking CRM

Description

Unlock the power of Microsoft Dynamics 365 CRM for banking with our comprehensive course.

This program delves into the intricacies of large-scale CRM implementation in banks, showcasing real-world scenarios with deep customization and integration expertise. Gain practical knowledge from our experienced instructor, Igor Dmitriev, a digital transformation and banking expert with over 18 years of experience in the field.

This course is not just theory; it's a practical guide to implementing CRM solutions in demanding banking environments. Explore the complexities of mortgage, real estate, and partner channels within the CRM framework. Learn how to design a solution that aligns with your business objectives, ensuring success from planning to implementation.

This course is brought to you by the MTF Institute of Management, Technology, and Finance, a global educational leader with a proven track record in business and professional education.

Enroll today and take your CRM expertise to the next level.

Curriculum

Introduction

The introductory section welcomes you to the course and guides you through the learning process. You'll get familiar with the MTF Institute and understand the program's structure.

Microsoft Dynamics 365 CRM Business Architect

This section dives deep into the core concepts of Microsoft Dynamics 365 CRM Business Architect. Learn about real-world implementations in large universal banks, covering specific areas like mortgage and real estate processes, partner channels, sales processes, service processes, CRM campaigns, credit processes, and the Dynamics 365 implementation guide. The lectures also emphasize crucial aspects like designing a solution architecture that works for your needs, building a clear vision and strategy, utilizing Success by Design principles, planning your digital transformation, and employing a minimal viable product strategy. You'll also delve into implementation planning, methodology selection, process optimization, and creating a functional and technical design document. This section ensures you have a solid foundation to approach Dynamics 365 implementation with confidence.

Interactive Part, Next Steps and Answers to Questions

This final section provides an interactive platform for questions and answers. You'll receive congratulations on course completion, and there's a bonus section to guide you through the next steps in your Dynamics 365 journey.