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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