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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

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