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Course Outline
Introduction
Microsoft Dynamics 365 as an Enterprise Solution
- Key modules and processes within Microsoft Dynamics 365
Fundamentals of CRM and ERP
- Workflows and business processes in IT
- SaaS delivery models
- Normalized vs. denormalized data structures
Getting Started with Microsoft Dynamics 365
- Registration and login procedures for Microsoft Dynamics 365
- Navigating the Microsoft Dynamics 365 interface
Exploring 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 Finance module
Structuring Data in Microsoft Dynamics 365
- Creating and pinning records
- Establishing opportunities
- Converting activities into opportunities
- Qualifying and creating leads
- Generating quotes
Automation via Microsoft Flow
- Linking Microsoft Flow with Microsoft Dynamics 365
- Building flows using templates
- Creating custom flows without templates
- Validating flow functionality
Data Visualization with Power BI
- Connecting PowerBI to Microsoft Dynamics 365
- Implementing a PowerBI dashboard
- Designing visualizations
Wrap-up and Conclusions
Requirements
- Fundamental computer proficiency
Target Audience
- Business Analysts
14 Hours
Testimonials (1)
The practice and trainer knowledge