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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

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