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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

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