Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
Introduction
Microsoft Dynamics 365 as an Enterprise System
- Modules and processes used 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 vs. denormalized data
Getting Started with Microsoft Dynamics 365
- Registering and logging into Microsoft Dynamics 365
- Navigating the Microsoft Dynamics 365 interfaces
Modules in Microsoft Dynamics 365
- Using and understanding the sales module
- Using and understanding the marketing module
- Using and understanding the service modules
- Using and understanding the financial module
Structuring Data in Microsoft Dynamics 365
- Creating and pinning records
- Creating opportunities
- Creating an activity and converting it into an opportunity
- Creating and qualifying leads
- Creating quotes
Automation with Microsoft Flow
- Connecting Microsoft Flow with Microsoft Dynamics 365
- Creating a flow using a template
- Creating a flow from scratch
- Testing the flow
Data Visualization with Power BI
- Connecting Power BI with Microsoft Dynamics 365
- Adding a Power BI dashboard
- Creating visualizations
Summary and Conclusion
Requirements
- Basic computer proficiency
Audience
- Business Analysts
14 Hours