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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 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
Testimonials (1)
The practice and trainer knowledge