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There are 4 modules in this course
Advanced Customer Relationship Management focuses on enhancing customer engagement strategies and deepening relationship-building skills. Learners will explore advanced strategies for client retention, develop tools for assessing customer needs, and create effective proposals to enhance their client retention efforts. The course will also address achieving customer success and satisfaction through strategic customer relationship management, demonstrating how to utilize Microsoft Dynamics 365 and Microsoft Copilot to streamline these processes.
Client Retention Strategies explores proven methodologies for converting one-time customers into loyal, repeat clients through strategic retention programs and personalized engagement approaches. Students will learn to identify key retention indicators, design loyalty initiatives, and leverage CRM data to create targeted retention campaigns. The module emphasizes the financial impact of retention versus acquisition and how to build systematic approaches to client loyalty while leveraging AI-powered insights to enhance retention strategies.
What's included
9 videos4 readings7 assignments
Show info about module content
9 videos•Total 36 minutes
Beyond the Transaction: Building Client Partnerships That Last•4 minutes
The Retention Advantage – From One-Time Buyers to Loyal Advocates•3 minutes
Leveraging Dynamics 365 CRM for Retention Success – Part 1•5 minutes
Leveraging Dynamics 365 CRM for Retention Success – Part 2•4 minutes
Engagement That Drives Growth•4 minutes
Conducting High-Impact Virtual Client Sessions with Copilot•3 minutes
Preventing Churn Before It Happens•4 minutes
Visualizing Customer Data with Power BI and Excel – Part 1•5 minutes
Visualizing Customer Data with Power BI and Excel – Part 2•6 minutes
4 readings•Total 40 minutes
AI-Enhanced Advanced Career Skills for Account Managers•10 minutes
Building Customer Loyalty Through Strategic Retention•10 minutes
Needs Assessment and Customized Solutions focuses on developing comprehensive skills in conducting client needs assessments and creating customized solutions that drive client success and satisfaction. Learners will explore systematic methodologies for identifying client gaps, develop tailored solutions that address specific requirements, and evaluate the effectiveness of implemented solutions to ensure continuous improvement and delivery of client value.
Solutions That Transform Client Relationships•4 minutes
AI-Assisted Solution Development•4 minutes
The Power of Measuring Solution Success•5 minutes
Creating Performance Dashboards•5 minutes
3 readings•Total 30 minutes
Mastering Client Needs Assessment•10 minutes
Designing Tailored Client Solutions from Needs Assessment to Implementation•10 minutes
Solution Performance Evaluation•10 minutes
7 assignments•Total 180 minutes
Needs Assessment and Solutions Assessment•45 minutes
Designing a Needs Assessment Template in Excel•25 minutes
Assessment Methodology•20 minutes
Create Tailored Solution Proposal•25 minutes
Solution Development Skills•20 minutes
Conduct Solution Performance Review•25 minutes
Performance Evaluation Mastery•20 minutes
Proposal Writing and Presentation
Module 3•4 hours to complete
Module details
Proposal Writing and Presentation focuses on developing advanced skills in proposal creation and presentation that transform client insights into compelling business cases for strategic partnerships. Learners will explore proven methodologies for crafting persuasive proposals, designing engaging presentations, and delivering communications that drive decision-maker engagement and secure client commitment to strategic initiatives.
What's included
6 videos3 readings7 assignments
Show info about module content
6 videos•Total 33 minutes
Proposals That Transform Business Relationships•5 minutes
AI-Enhanced Proposal Writing with Word Copilot•5 minutes
Presentations That Transform Decisions•5 minutes
Building Compelling Presentations with PowerPoint Copilot•6 minutes
Communication That Converts Stakeholders•5 minutes
Virtual Presentation Best Practices•7 minutes
3 readings•Total 30 minutes
Strategic Proposal Development•10 minutes
High-Impact Proposal Presentations•10 minutes
Advanced Client Presentation Communication Strategies•10 minutes
7 assignments•Total 180 minutes
Proposal Writing and Presentation Assessment•45 minutes
Develop Winning Client Proposal•25 minutes
Proposal Excellence•20 minutes
Create Professional Proposal Presentation•25 minutes
Customer Success and Satisfaction focuses on implementing comprehensive customer success strategies that ensure clients achieve their desired outcomes while strengthening long-term account relationships. Learners will explore systematic approaches to customer success management, satisfaction monitoring, and strategic relationship building that create sustainable partnerships extending beyond transactional interactions. The module emphasizes proactive value creation, systematic feedback collection, and the development of strategic partnerships that drive mutual success and account growth.
What's included
6 videos3 readings8 assignments
Show info about module content
6 videos•Total 33 minutes
Customer Success as Competitive Advantage•4 minutes
Customer Success Planning and Tracking•7 minutes
Feedback That Transforms Relationships•5 minutes
Creating Effective Customer Surveys•6 minutes
Partnerships That Last Decades•5 minutes
CRM-Powered Relationship Management•7 minutes
3 readings•Total 30 minutes
Foundations of Customer Success Management•10 minutes
Customer Satisfaction Measurement and Improvement•10 minutes
Our goal at Microsoft is to empower every individual and organization on the planet to achieve more.
In this next revolution of digital transformation, growth is being driven by technology. Our integrated cloud approach creates an unmatched platform for digital transformation. We address the real-world needs of customers by seamlessly integrating Microsoft 365, Dynamics 365, LinkedIn, GitHub, Microsoft Power Platform, and Azure to unlock business value for every organization—from large enterprises to family-run businesses. The backbone and foundation of this is Azure.
When will I have access to the lectures and assignments?
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
What will I get if I subscribe to this Certificate?
When you enroll in the course, you get access to all of the courses in the Certificate, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.