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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.

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