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 versus denormalized data structures.

Getting Started with Microsoft Dynamics 365

  • Registering and logging into Microsoft Dynamics 365.
  • Navigating the Microsoft Dynamics 365 interface.

Key Modules in Microsoft Dynamics 365

  • Understanding and using the sales module.
  • Understanding and using the marketing module.
  • Understanding and using the service modules.
  • Understanding and using the financial module.

Data 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.
  • Creating a flow using a template.
  • Building a flow from scratch.
  • Testing the flow.

Data Visualization with Power BI

  • Connecting Power BI with Microsoft Dynamics 365.
  • Embedding a Power BI dashboard.
  • Creating visualizations.

Summary and Conclusion

Requirements

  • Basic computer proficiency.

Target Audience

  • Business Analysts.
 14 Hours

Related Categories