CRM First Steps

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Dear All,

I am a new one in CRM and I have recently started to learn CRM as well as expand my career with this one. But, I have a trouble with the matter of "where should I begin to learn and what is the core modules in CRM which I need to be adept in firstly?"

Please help me to provide your advice. I feel so confused right now because of too many things to learn with CRM.

Many Thanks.

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xcode17 462 on at

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Try to learn module one by one. many link that can provide you with that.

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Mahendar Pal 45,095 on at

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Hi Swastica,

Welcome to Dynamics 365, I will suggest you to first start with getting functional knowledge about application, you can start from here there are lot's of ebooks available here www.microsoft.com/.../default.aspx

Once you have functional knowledge, you can start looking for technical aspects of application and learn through: docs.microsoft.com/.../dynamics365

Here is another online free book which should help you: crmbook.powerobjects.com

Thanks

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Aric Levin - MVP 30,190 Moderator on at

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Try 365 Talent Learning Portal:

www.365talentportal.com/.../specialized-microsoft-dynamics-training

You can get access to Microsoft Dynamics Learning Sources from here.

Hope this helps and Good luck.

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Nithya Gopinath 17,078 on at

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Hi Swastica,

Please go through the following link to get an introduction to Dynamics 365.

mva.microsoft.com/.../introduction-to-microsoft-dynamics-365-17593

Hope this helps.

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Community Member on at

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Hi,

here is an online book about the core functionalities of crm: crmbook.powerobjects.com

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Neil Parkhurst 10,727 User Group Leader on at

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Which core module to learn first is a great question! I doubt there is actually a right or wrong answer!!

I would focus (first) on whatever area is most applicable to your current company. Maybe you work in a sales focused company so looking the sales app would make sense. Or maybe the service modules for case management (etc) is more applicable. I personally would focus on one of these two first. And then begin to look at other areas such as marketing, field service or project service automation after you have understood the standard sales / service functionality.

Your intended job role might also influence your decision. As if you want to customize Dynamics 365 then that might make you want to look at other things. (Such as creating work flows, business rules, customizing forms etc etc.)

There are a number of certifications for Dynamics 365. Your learning might become focused if you decided to study for one or all of those. As that would give you structure. If you have access to DLP (Dynamics Learning Portal) then that is a great place to start.

Your options include ....

MB2-716 (Customization and Configuration) .... ideal for developers or people who want to customize Dynamics.

MB-715 (Online Deployment) .... ideal for those who need to deploy Dynamics or integrate it with other applications such as email, SharePoint etc.

MB2-718 (Customer Service) - Ideal to understand all things related to the customer service related modules.

MB2-717 (Sales) - The sales app of Dynamics 365.

Personally, from what you have said. I would suggest starting with MB2-717. Then doing MB2-718.

Unless you are a developer / customizer then MB2-716 might be your ideal exam!

Some people have suggested looking at crmbook.powerobjects.com (I work for PowerObjects! and I agree it contains some great content.)

Additionally, if you decide to look at the certification options you will find content on my blog that might help. https://neilparkhurst.com/

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Community Member on at

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Dear Mr. Neil,

Many Thanks for your advice. Infact, I have been studying as well as reading your blog but only USD-related post.

Thanks again for your suggestion.

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Community Member on at

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Many thanks for your deepest and great advice.

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