Get in Touch

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 delivery models
  • Normalized versus denormalized data structures

Getting Started with Microsoft Dynamics 365

  • Registration and login procedures for Microsoft Dynamics 365
  • Navigating the Microsoft Dynamics 365 user interfaces

Key Modules in Microsoft Dynamics 365

  • Understanding and utilizing the sales module
  • Understanding and utilizing the marketing module
  • Understanding and utilizing the service modules
  • Understanding and utilizing the financial module

Structuring Data in Microsoft Dynamics 365

  • Creating and pinning records
  • Creating opportunities
  • Creating activities and converting them into opportunities
  • Creating and qualifying leads
  • Creating quotes

Automation with Microsoft Flow

  • Connecting Microsoft Flow with Microsoft Dynamics 365
  • Creating flows using templates
  • Building flows from scratch
  • Testing flow functionality

Data Visualization with Power BI

  • Connecting Power BI with Microsoft Dynamics 365
  • Adding Power BI dashboards
  • Creating visualizations

Summary and Conclusion

Requirements

  • Fundamental computer literacy

Target Audience

  • Business Analysts
 14 Hours

Related Categories