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Course Outline
Introduction
Microsoft Dynamics 365 as an Enterprise System
- Modules and processes utilized in Microsoft Dynamics 365
Overview of CRM and ERP
- Workflows and business processes in information technology
- Software as a service delivery models
- Normalized data versus denormalized data
Getting Started with Microsoft Dynamics 365
- Registration and login procedures for Microsoft Dynamics 365
- Navigating the Microsoft Dynamics 365 user interface
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 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 Visualization with Power BI
- Connecting PowerBI with Microsoft Dynamics 365
- Adding a PowerBI dashboard
- Creating a visualization
Summary and Conclusion
Requirements
- Foundational computer literacy skills
Target Audience
- Business Analysts
14 Hours