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Course Outline
Introduction
Microsoft Dynamics 365 as an Enterprise System
- Modules and processes utilized in Microsoft Dynamics 365
Overview of CRM and ERP
- Workflows and business processes in information technology
- Software as a Service (SaaS) delivery model
- Normalized data versus denormalized data
Getting Started with Microsoft Dynamics 365
- Registering and logging into Microsoft Dynamics 365
- Navigating the Microsoft Dynamics 365 user interface
Key Modules in Microsoft Dynamics 365
- Exploring and understanding the Sales module
- Exploring and understanding the Marketing module
- Exploring and understanding the Service module
- Exploring and understanding the Financial module
Data 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
- Creating a flow using a template
- Creating a flow without a template
- Testing the flow
Data Visualization with Power BI
- Connecting Power BI with Microsoft Dynamics 365
- Adding a Power BI dashboard
- Creating visualizations
Summary and Conclusion
Requirements
- A basic understanding of computer skills.
Target Audience
- Business Analysts
14 Hours
Testimonials (1)
The practice and trainer knowledge