
Diploma of Microsoft Dynamics 365 CRM Business Architect by MTF Institute: Large Scale Customized Implementing in Bank
What you will 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
Add-On Information:
- This diploma course equips you with the advanced capabilities to strategically design and oversee the implementation of Microsoft Dynamics 365 CRM solutions within the intricate and demanding landscape of large financial institutions.
- Master the art of translating complex banking operations β from customer onboarding to wealth management and loan origination β into robust, scalable, and highly customized CRM functionalities.
- Gain deep expertise in navigating the stringent regulatory environments and critical data security protocols inherent to the banking sector, ensuring compliant and resilient CRM deployments.
- Develop an architectural mindset to integrate Dynamics 365 CRM seamlessly with diverse enterprise systems, including core banking platforms, data analytics engines, and third-party financial applications, creating a unified ecosystem.
- Learn advanced techniques for solution design and governance, focusing on sustainable customization strategies that support long-term maintainability and future platform upgrades in a large-scale enterprise context.
- Acquire comprehensive skills in stakeholder management and organizational change leadership, crucial for aligning diverse departmental needs and ensuring high user adoption across a vast banking workforce.
- Explore methodologies for risk assessment and mitigation specific to large-scale CRM projects in finance, safeguarding against potential disruptions and ensuring project success.
- Understand how to leverage Dynamics 365 CRM to transform customer experience across all touchpoints, fostering loyalty and driving competitive advantage through personalized engagement strategies.
- Delve into the strategic planning required for post-implementation support, evolution, and continuous optimization of the CRM platform, adapting to market shifts and technological advancements.
- Build proficiency in measuring the tangible ROI and demonstrating the clear business value generated by advanced CRM capabilities in improving operational efficiency and revenue growth for a bank.
- Cultivate the unique skillset of a Business Architect, becoming the crucial bridge between high-level business objectives and detailed technical execution within complex financial transformation initiatives.
PROS:
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- High-Demand Specialization: Positions you at the forefront of digital transformation in a lucrative industry.
- Strategic Impact: Equips you for influential roles driving significant business value and operational efficiency.
- Real-World Application: Focuses on practical, large-scale implementation challenges, making your skills immediately applicable.
- Career Advancement: Provides a clear pathway to senior architectural and leadership positions within financial institutions.
CONS:
- Intense Scope: The comprehensive nature of large-scale, customized implementations in banking may present a demanding learning curve.
English
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