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Course Outline

Introduction

Microsoft Dynamics 365 as an Enterprise System

  • Exploring the core modules and processes within Microsoft Dynamics 365

Understanding CRM and ERP Fundamentals

  • Workflows and business processes in the context of information technology
  • Concepts of Software as a Service (SaaS) delivery
  • Distinguishing between normalized and denormalized data structures

Getting Started with Microsoft Dynamics 365

  • Account registration and secure login procedures
  • Navigating and mastering the Microsoft Dynamics 365 user interface

Core Modules of Microsoft Dynamics 365

  • Application and comprehension of the sales module
  • Application and comprehension of the marketing module
  • Application and comprehension of service management modules
  • Application and comprehension of the financial module

Data Structuring in Microsoft Dynamics 365

  • Creating records and pinning them for quick access
  • Generating and tracking opportunities
  • Logging activities and converting them into sales opportunities
  • Capturing and qualifying new leads
  • Drafting and issuing formal quotes

Process Automation with Microsoft Flow

  • Establishing connectivity between Microsoft Flow and Microsoft Dynamics 365
  • Developing automated flows using pre-built templates
  • Designing custom flows from scratch without templates
  • Validating and testing flow performance

Data Visualization with Power BI

  • Linking Power BI to Microsoft Dynamics 365 data sources
  • Implementing Power BI dashboards within the workspace
  • Crafting customized data visualizations

Summary and Conclusion

Requirements

  • Proficiency in fundamental computer skills

Target Audience

  • Business Analysts
 14 Hours

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