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Duration 14 hours
Course Outline
Introduction
Microsoft Dynamics 365 as an Enterprise System
- Modules and processes employed in Microsoft Dynamics 365.
CRM and ERP Overview
- Workflows and business processes within information technology.
- Software as a Service (SaaS) delivery models.
- Comparison between normalized and denormalized data.
Getting Started with Microsoft Dynamics 365
- Registration and login procedures for Microsoft Dynamics 365.
- Navigating the Microsoft Dynamics 365 interface.
Exploring Microsoft Dynamics 365 Modules
- Understanding and applying the sales module.
- Understanding and applying the marketing module.
- Understanding and applying the service modules.
- Understanding and applying the financial module.
Structuring Data in Microsoft Dynamics 365
- Creating and pinning records.
- Generating opportunities.
- Creating activities and converting them into opportunities.
- Generating and qualifying leads.
- Drafting quotes.
Process Automation with Microsoft Flow
- Linking Microsoft Flow with Microsoft Dynamics 365.
- Building a flow using a template.
- Creating a custom flow without a template.
- Testing the flow for accuracy.
Data Visualization with Power BI
- Connecting PowerBI to Microsoft Dynamics 365.
- Adding a PowerBI dashboard.
- Developing visualizations.
Summary and Conclusion
Requirements
- Fundamental computer literacy.
Target Audience
- Business Analysts.
