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Course Outline
Introduction
Microsoft Dynamics 365 as an Enterprise System
- Key modules and processes utilized in Microsoft Dynamics 365
Overview of CRM and ERP
- Workflows and business processes in the context of information technology
- Software as a Service (SaaS) delivery models
- Differences between normalized and denormalized data
Getting Started with Microsoft Dynamics 365
- Registration and login procedures for Microsoft Dynamics 365
- Navigating the Microsoft Dynamics 365 user interfaces
Exploring Modules in Microsoft Dynamics 365
- Understanding and utilizing the Sales module
- Understanding and utilizing the Marketing module
- Understanding and utilizing the Service modules
- Understanding and utilizing the Finance module
Data Structuring in Microsoft Dynamics 365
- Creating and pinning records
- Setting up opportunities
- Creating activities and converting them into opportunities
- Creating and qualifying leads
- Generating quotes
Automation with Microsoft Flow
- Connecting Microsoft Flow with Microsoft Dynamics 365
- Building a flow using a template
- Building a flow from scratch without a template
- Testing the developed flow
Data Visualization with Power BI
- Connecting Power BI with Microsoft Dynamics 365
- Adding a Power BI dashboard
- Creating visualizations
Summary and Conclusion
Requirements
- Proficiency in basic computer operations
Target Audience
- Business Analysts
14 Hours