Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
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.
- Normalised data versus denormalised data.
Getting Started with Microsoft Dynamics 365
- Registration and logging into Microsoft Dynamics 365.
- Navigating the Microsoft Dynamics 365 interfaces.
Microsoft Dynamics 365 Modules
- Understanding and using the sales module.
- Understanding and using the marketing module.
- Understanding and using the service modules.
- Understanding and using the financial module.
Structuring in Microsoft Dynamics 365
- Creating and pinning records.
- Creating opportunities.
- Creating an activity and converting it into an opportunity.
- Creating and qualifying leads.
- Creating a quote.
Automation with Microsoft Flow
- Connecting Microsoft Flow with Microsoft Dynamics 365.
- Creating a flow using a template.
- Creating a flow without a template.
- Testing the flow.
Data Visualisation with Power BI
- Connecting PowerBI with Microsoft Dynamics 365.
- Adding a PowerBI dashboard.
- Creating visualisations.
Summary and Conclusion
Requirements
- Basic computer literacy.
Audience
- Business Analysts.
14 Hours
