ERP and CRM Systems

This course introduces students to core business processes such as procurement, finance, inventory management, and customer service. Students learn how enterprise software platforms support and automate these processes across organizational departments. Topics include process mapping, software selection, and key functional requirements in business systems. Learners explore foundational ERP and CRM terminology and their role in enterprise operations. The course establishes a strong conceptual base for later technical modules.

This course provides foundational knowledge in database systems and data management principles. Students learn about relational databases, SQL queries, and how data is structured, stored, and retrieved in enterprise systems. The course also introduces system architecture, including client-server models and cloud-based infrastructure. Emphasis is placed on understanding how databases support ERP and CRM applications. Handson labs reinforce concepts using modern relational tools.

Students are introduced to ERP systems, their evolution, and how they function within large organizations. The course covers major ERP modules such as finance, supply chain, human resources, and manufacturing. Learners examine the workflow between modules and how ERP systems streamline operations. Key vendors such as SAP and Microsoft Dynamics are discussed with reference to real-world implementations. Students gain insight into the planning, configuration, and deployment of ERP platforms.

This course explores the core functions of CRM systems in managing customer interactions and relationships. Students learn how CRM tools support marketing automation, sales tracking, and customer service. The course examines platforms such as Salesforce and Microsoft Dynamics 365 CRM, with emphasis on use cases across industries. Students analyze customer lifecycle management and the importance of customer data integration. Practical exercises involve navigating and customizing CRM interfaces.

This course introduces students to basic programming and customization within ERP and CRM platforms. Students learn to use platform-specific tools like Salesforce Apex, Dynamics 365 Power Automate, and lowcode scripting to automate processes. Topics include writing triggers, creating workflows, and developing forms and extensions. Emphasis is placed on aligning customization with business logic. By the end of the course, students will be able to develop simple automation and interface elements.

Students explore techniques for integrating ERP and CRM systems with third-party applications and legacy data sources. Topics include API usage, middleware, and data migration tools. Learners gain experience in transferring structured data, mapping data fields, and maintaining data quality during system transitions. Emphasis is placed on ensuring accuracy and continuity during integrations. The course prepares students to manage enterprise-level migrations.

This course focuses on operational applications and embedded analytics within ERP and CRM systems. Students learn how transactional data is transformed into actionable insights through dashboards and visualization tools. Topics include Key Performance Indicator (KPI) development, business process monitoring, and built-in reporting features of platforms like Dynamics and Salesforce. Real-world scenarios are used to simulate data-driven decision-making. Students will configure basic analytics within enterprise applications.

This course builds upon analytics concepts to explore more advanced reporting capabilities. Students create custom reports, configure filters, and work with business intelligence tools such as Power BI or Tableau integrated with ERP/CRM systems. Topics include cross-module reporting, data aggregation, and visualization best practices. The course emphasizes accurate, timely reporting to inform strategic decisions. Hands-on labs guide learners through developing dynamic reports.

Students examine how artificial intelligence and automation enhance ERP and CRM performance. The course explores chatbots, predictive analytics, automated workflows, and machine learning features in platforms like Salesforce Einstein and Dynamics AI. Students design and test rule-based automations to support operations such as lead scoring or invoice generation. The impact of AI on customer engagement and business efficiency is discussed. This course positions students at the forefront of intelligent enterprise technology.

This course introduces the principles of security and compliance in ERP and CRM environments. Students learn about access controls, data encryption, audit trails, and regulatory compliance requirements such as GDPR and SOC 2. Topics also include identity management, role-based permissions, and system monitoring. Emphasis is placed on risk mitigation and maintaining secure digital operations.

This course prepares students for SAP, Oracle (NetSuite), Microsoft Dynamics 365 Fundamentals and Salesforce Administrator certification exams. Students review exam objectives, practice using platform features, and complete simulation exercises. Key areas such as data models, user management, dashboards, and automation are emphasized. Exam-taking strategies and time management techniques are also covered.

The capstone project requires students to apply knowledge gained throughout the program to solve a real-world business challenge. Students will design and implement a CRM or ERP solution, including system configuration, data management, and automation. The project includes documentation, presentation, and testing components. Students work individually or in teams to simulate client-facing deliverables. This course demonstrates students’ ability to manage a full solution lifecycle.