Get in Touch

Course Outline

Introduction

Microsoft Dynamics 365 as an Enterprise System

  • Key modules and processes within Microsoft Dynamics 365

Overview of CRM and ERP

  • Workflows and business processes in IT
  • Software as a Service (SaaS) delivery models
  • Normalized versus denormalized data concepts

Getting Started with Microsoft Dynamics 365

  • Registration and login procedures for Microsoft Dynamics 365
  • Navigating the Microsoft Dynamics 365 interface

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

Data Structuring in Microsoft Dynamics 365

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

Automation with Microsoft Flow

  • Linking Microsoft Flow with Microsoft Dynamics 365
  • Creating a flow using an existing template
  • Building a custom flow without a template
  • Testing the created flow

Data Visualization with Power BI

  • Connecting PowerBI to Microsoft Dynamics 365
  • Embedding a PowerBI dashboard
  • Designing visualizations

Summary and Conclusion

Requirements

  • Fundamental computer proficiency.

Target Audience

  • Business Analysts
 14 Hours

Number of participants


Price per participant

Upcoming Courses

Related Categories