Microsoft Dynamics 365 Training Course
Microsoft Dynamics 365 is a cloud-based solution that combines Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) functionalities.
This instructor-led, live training (available online or on-site) is designed for business analysts who want to enhance their marketing and sales processes using Microsoft Dynamics 365.
By the end of this training, participants will be able to:
- Utilize various modules in Microsoft Dynamics 365 to manage process flows effectively.
- Integrate the Power Platform with Microsoft Dynamics 365 to extend its capabilities.
- Organize and structure common data models, including records, segment charts, and more.
- Automate workflows using Microsoft Flow integration.
Format of the Course
- Interactive lectures and discussions.
- Numerous exercises and practical activities.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- For customized training tailored to your specific needs, please contact us to arrange.
Course Outline
Introduction
Microsoft Dynamics 365 as an Enterprise System
- Modules and processes used in Microsoft Dynamics 365
Overview of CRM and ERP
- Workflows and business processes in information technology
- Software as a service delivery
- Normalized data vs denormalized data
Starting Microsoft Dynamics 365
- Registering and logging into Microsoft Dynamics 365
- Navigating the Microsoft Dynamics 365 interfaces
Modules in Microsoft Dynamics 365
- Using and understanding the sales module
- Using and understanding the marketing module
- Using and understanding the service modules
- Using and understanding the financial module
Structuring in Microsoft Dynamics 365
- Creating and pinning records
- Creating opportunities
- Creating an activity and converting it into an opportunity
- Creating and qualifying leads
- Creating a quote
Automation with Microsoft Flow
- Connecting Microsoft Flow with Microsoft Dynamics 365
- Using a template, create a flow
- Creating a flow without a template
- Testing the flow
Data Visualization with Power BI
- Connecting PowerBI with Microsoft Dynamics 365
- Adding a PowerBI dashboard
- Creating a visualization
Summary and Conclusion
Requirements
- An understanding of basic computer skills
Audience
- Business Analysts
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