Introduction to Microsoft Dynamics 365

Session Detail:    Classroom, Virtual 1 Day

This course provides students with an introduction to Microsoft Dynamics 365.

The main features and apps are introduced including the Sales Hub, Customer Service Hub and Marketing App, with an emphasis on handy tricks and techniques to become more productive in everyday tasks.

Students will learn important end-user skills including how to proficiently work in Microsoft Dynamics 365 to find information quickly and easily using the out of the box tools.

After the training, students will be proficient in using Dynamics 365 Apps through the browser and through the Outlook Integration.

No previous experience of Microsoft Dynamics 365 is needed to sit this course.

The course applies to Microsoft Dynamics 365 Customer Engagement Version 9 with the October 2019 Update.

This course has been reviewed and tested by the external body ProCert Quality Courseware Review.

Prerequisites

A working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365.

Who Can Benefit

This course has been designed to apply to end users of Microsoft Dynamics 365 Customer Engagement, including:
Sales Representatives
Customer Service Representatives
Marketing Personnel
Project Managers
General End Users who are looking to improve skill in Dynamics 365
It is recommended that attendees of this course have an existing working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365.

Session Outline

Class Outline

Module 1: Introduction

  • Lesson 1: What is Dynamics 365?
  • Lesson 2: The benefits of Dynamics 365
  • Lesson 3: The Sales App and Hub
  • Lesson 4: The Customer Service App and Hub
  • Lesson 5: The Marketing App
  • Lesson 6: Dynamics 365 and PowerApps
  • Lesson 7: The Web Interface
  • Lesson 8: The Outlook Interface
  • Lesson 9: Lists and Grids
  • Lesson 10: Forms
  • Lesson 11: Lookups and Related Records
  • Lesson 12: Where to get Help
  • Lesson 13: Further reading and resources

After completing this module, students will be able to:

  • Describe the key features and benefits of Microsoft Dynamics 365 Customer Engagement
  • Be familiar with the Sales Hub, Customer Service Hub and the Marketing App
  • Understand the differences between the Web and Outlook Interfaces
  • Know where to find help and further reading resources

Module 2: Records, Activities and Personal Options

  • Lesson 1: Records and Relationships
  • Lesson 2: Activities
  • Lesson 3: The Timeline Control
  • Lesson 4: The Relationship Assistant
  • Lesson 5: Connections
  • Lesson 6: Setting your Personal Options

After completing this module, students will be able to:

  • Work with Records and Activities
  • Interact with Posts, Notes, and Attachments in the Timeline control
  • Create Record Connections
  • Configure Personal Options
  • Work with Activity Records
  • Know where to find help and further reading resources

Module 3: Performing Work in Dynamics 365

  • Lesson 1: Working with data and records
  • Lesson 2: Security considerations
  • Lesson 3: System Views and Personal Views
  • Lesson 4: Creating a Record
  • Lesson 5: Editing an existing Record
  • Lesson 6: Deleting a Record
  • Lesson 7: Related Records
  • Lesson 8: Reassigning a Record to a New Owner
  • Lesson 9: Sharing a record with another User or Team
  • Lesson 10: Performing operations on multiple Records

After completing this module, students will be able to:

  • Perform operations on Records
  • Create and manage Personal Views
  • Reassign and Share Records
  • Perform bulk operations on Records

Module 4: Dynamics 365 for Outlook

  • Lesson 1: Introduction to Dynamics 365 for Outlook
  • Lesson 2: Dynamics 365 Pop-out Window
  • Lesson 3: Tracking Activities in Outlook
  • Lesson 4: Templates, Sales Literature, and Articles
  • Lesson 5: Creating Dynamics 365 Records in Outlook
  • Lesson 6: Searching Dynamics 365 Records in Outlook

After completing this module, students will be able to:

  • Be familiar with the Dynamics 365 for Outlook App
  • Understand the differences between the Web and Outlook Interfaces
  • Track Activities in Outlook against records in Dynamics 365

Module 5: Searching in Dynamics 365

  • Lesson 1: Introduction to searching in Dynamics 365
  • Lesson 2: Global Search
  • Lesson 3: Quick Find
  • Lesson 4: Advanced Find

After completing this module, students will be able to:

  • Use Global Search
  • Use Quick Find
  • Be proficient using the Advanced Find Tool

Module 6: Reports, Charts, and Dashboards

  • Lesson 1: Introduction to Reports, Charts, and Dashboards
  • Lesson 2: The Default Reports
  • Lesson 3: The Reporting Wizard
  • Lesson 4: Working with Charts
  • Lesson 5: Working with Dashboards

After completing this module, students will be able to:

  • Be familiar with the out of the box Reports
  • Use the Reporting Wizard to create a custom Report
  • Understand the Dynamics 365 Charts
  • Create a custom Personal Chart
  • Understand the Dynamics 365 Dashboards
  • Create a custom Personal Dashboard

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Introduction to Microsoft Dynamics 365

1 Day
Classroom, Virtual

$795.00

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