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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 models
- Normalized data versus denormalized data
Getting Started with Microsoft Dynamics 365
- Registration and login procedures for Microsoft Dynamics 365
- Navigating the Microsoft Dynamics 365 interface
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 in Microsoft Dynamics 365
- Creating and pinning records
- Creating opportunities
- Creating activities and converting them into opportunities
- Creating and qualifying leads
- Generating quotes
Automation with Microsoft Flow
- Connecting Microsoft Flow with Microsoft Dynamics 365
- Using a template to create a flow
- Creating a flow from scratch without a template
- Testing the created 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 foundational understanding of basic computer operations.
Target Audience
- Business Analysts
14 Hours
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 3200 € + VAT*
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