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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
Testimonials (1)
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