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 (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.
Investment

Price per private group, online live training, starting from 3200 € + VAT*

Contact us for an exact quote and to hear our latest promotions

Provisional Upcoming Courses (Contact Us For More Information)

Related Categories