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Duration 14 hours
Course Outline
Introduction
Microsoft Dynamics 365 as an Integrated Enterprise System
- Exploration of modules and processes utilized within Microsoft Dynamics 365.
Fundamentals of CRM and ERP
- Examination of workflows and business processes in information technology.
- Understanding Software as a Service (SaaS) delivery models.
- Comparison of normalized versus denormalized data structures.
Getting Started with Microsoft Dynamics 365
- Procedures for registering and logging into the Microsoft Dynamics 365 platform.
- Navigating the user interfaces of Microsoft Dynamics 365.
Core Modules in Microsoft Dynamics 365
- Application and interpretation of the sales module.
- Application and interpretation of the marketing module.
- Application and interpretation of the service modules.
- Application and interpretation of the financial module.
Data Structuring in Microsoft Dynamics 365
- Techniques for creating and pinning records.
- Methods for generating opportunities.
- Creating activities and converting them into opportunities.
- Developing and qualifying leads.
- Generating quotes.
Process Automation with Microsoft Flow
- Establishing connections between Microsoft Flow and Microsoft Dynamics 365.
- Building flows using pre-defined templates.
- Designing custom flows from scratch.
- Validation and testing of created flows.
Data Visualization using Power BI
- Linking PowerBI to Microsoft Dynamics 365.
- Integrating PowerBI dashboards.
- Constructing data visualizations.
Summary and Concluding Remarks
Requirements
- Proficiency in fundamental computer operations.
Target Audience
- Business Analysts.
Testimonials (1)
The practice and trainer knowledge