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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