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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

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