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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

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