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Course Outline
Introduction
Microsoft Dynamics 365 as an Enterprise System
- Modules and processes utilised in Microsoft Dynamics 365
Overview of CRM and ERP
- Workflows and business processes in information technology
- Software as a Service (SaaS) delivery model
- Normalised data versus denormalised data
Getting Started with Microsoft Dynamics 365
- Registering and logging into Microsoft Dynamics 365
- Navigating the Microsoft Dynamics 365 interfaces
Modules in Microsoft Dynamics 365
- Understanding and utilising the sales module
- Understanding and utilising the marketing module
- Understanding and utilising the service modules
- Understanding and utilising the financial module
Structuring Data in Microsoft Dynamics 365
- Creating and pinning records
- Creating opportunities
- Creating activities and converting them into opportunities
- Creating and qualifying leads
- Creating quotes
Automation with Microsoft Flow
- Connecting Microsoft Flow with Microsoft Dynamics 365
- Using a template to create a flow
- Creating a flow without a template
- Testing the flow
Data Visualisation with Power BI
- Connecting Power BI with Microsoft Dynamics 365
- Adding a Power BI dashboard
- Creating visualisations
Summary and Conclusion
Requirements
- A foundational understanding of basic computer skills
Target Audience
- Business Analysts
14 Hours