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 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 user 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 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 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 computer skills.
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 2600 € + VAT*
Contact us for an exact quote and to hear our latest promotions
