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Course Outline
Introduction
Microsoft Dynamics 365 as an Enterprise System
- Modules and processes used in Microsoft Dynamics 365
Overview of CRM and ERP
- Workflows and business processes in information technology
- Software as a service delivery
- Normalized data vs denormalized data
Starting Microsoft Dynamics 365
- Registering and logging into Microsoft Dynamics 365
- Navigating the Microsoft Dynamics 365 interfaces
Modules in Microsoft Dynamics 365
- Using and understanding the sales module
- Using and understanding the marketing module
- Using and understanding the service modules
- Using and understanding the financial module
Structuring in Microsoft Dynamics 365
- Creating and pinning records
- Creating opportunities
- Creating an activity and converting it into an opportunity
- Creating and qualifying leads
- Creating a quote
Automation with Microsoft Flow
- Connecting Microsoft Flow with Microsoft Dynamics 365
- Using a template, create a flow
- Creating a flow without a template
- Testing the flow
Data Visualization with Power BI
- Connecting PowerBI with Microsoft Dynamics 365
- Adding a PowerBI dashboard
- Creating a visualization
Summary and Conclusion
Requirements
- An understanding of basic computer skills
Audience
- Business Analysts
14 Hours
Testimonials (1)
I learnt that we underutilize the system we work on and enjoyed every apsect.
