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Key Features

  • Comprehensive coverage of CRM fundamentals, strategies, and best practices
  • Chapter-end quizzes to reinforce learning
  • Hands-on mini project
  • Lifetime access to course materials
  • Certificate of completion


Why Choose This Course?

logo Business-Focused Approach: Learn CRM through actual business use cases and process flows.
logo Expert Instruction: Guided by seasoned CRM consultants with over a decade of experience.
logo Practical Application: Walk through mapping and implementing CRM processes.
logo Proven ROI: Equip yourself to deliver immediate value in sales, marketing, and customer-service roles.


Demand for Professionals

mark CRM Specialists, Administrators, and Consultants are in high demand.
mark Roles such as Sales Operations Analyst, Customer Success Manager, and Business Analyst require CRM expertise.
mark Organizations across industries are investing heavily in CRM tools and strategies to drive customer engagement.
mark Market Growth: The global CRM market was valued at USD 73.40 billion in 2024 and is projected to reach USD 163.16 billion by 2030, growing at a CAGR of 14.6% Grand View Research.


Who Should Take This Course?

  • Aspiring Business Analysts and CRM Consultants
  • Sales, Marketing, and Customer-Service professionals
  • Fresh graduates targeting roles in CRM and sales operations
  • Project Managers overseeing CRM initiatives
  • Anyone looking to understand and implement CRM systems

Course Syllabus

Introduction To CRM
1 What we will learn in this chapter?
2 Business & Customer Relationship
3 What is CRM? Objectives & Purpose of a CRM System
4 Evolution of CRM
5 Current Trends in & Importance of CRM in Today's Age
6 Summary of What we learned
7 Chapter Quiz
Understanding CRM Concepts
1 What will we learn in this chapter?
2 The THREE Primary CRM functions
3 Types of CRM: Operational, Analytical, Collaborative & Strategic
4 Core components of a CRM system
5 Key functionalities and features
6 Sales & Marketing Collaboration
7 Examples of popular CRM systems & Comparison
8 Summary of What we learned
9 Chapter Quiz
Benefits & Challenges of CRM for Organizations
1 What will we learn in this chapter?
2 Key Benefits of CRM for Organizations
3 Challenges of CRM Implementation
4 Emerging Hot trends in CRM (AI, ML, IoT, etc)
5 Industry Case Studies (Dynamics 365)
6 Summary of What We Learned
7 Chapter Quiz
CRM Career Outlook & Introduction to Dynamics 365
1 What will we learn in this chapter?
2 The Future of CRM & Hot Jobs in CRM Space
3 Introduction to Dynamics 365 Apps
4 Introduction to Dynamics 365 CE Apps
5 Summary of What We Learned
6 Chapter Quiz

Course Expert

Jayakishor Bayadi Jayakishor Bayadi
Jayakishor Bayadi
AVP - Dynamics 365 CE Practice/Business

I am Jayakishor Bayadi, your host and trainer. Iam a Dynamics 365 Functional Consultant & Delivery Leader with ~20 years in IT, including 11 years specializing in Microsoft Dynamics 365 CRM & Power Platform. Iam a Microsoft Certified professional and certified in Dynamics 365 CE and Power Platform....Read More In my career I have performed various roles including Dynamics 365 Consulting, Business Analysis, Project Management, Practice Leadership, Presales and Solution Architecture. I have extensive experience in consulting and delivering over 12 complex digital transformation projects in CRM & Marketing.Read Less


Mini Projects and Quiz

  • CRM Readiness Report for a fictitious Local Business: Design end-to-end CRM workflows
  • Quiz after each chapter to test knowledge



Course Completion Certification

Every course participant will receive a course completion certification from Techcanvass as shown.

CRM Domain Training



Course Fees

(Please Select Currency)

  
CRM Domain Training

₹ 1,999

₹ 2,221

(10% OFF )

[GST Extra]

Expires in 01 D 11 H 09 M 25 S


  • Learn at your own pace
  • 1-year course access (extendable)
  • Course Mini Project
  • Trainer Presentations

To get Group Discount Click Here




Have questions? Call the learning advisor or join the Whatsapp community for career Q&A, expert guidance and more

    +91 93255 66777
    Join the Whatsapp Group

Corporate and Group Training

Let us know about your company training requirements, we can also customize the program to suit your needs.

Special discounts available for a group of 3 or more.

Corporate Training Enquiry

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FAQs

Do I need prior CRM tool experience?
No this course starts from the basics and builds up.
Will I receive a certificate?
Yes upon successful completion.
Can I revisit the course content later?
Absolutely lifetime access is included
Are there live sessions?
Currently, the course is fully self-paced.

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