Course information

Introduction to Microsoft Dynamics 365 55250A Training Course Outline

Module 1: Introduction

  • What is Dynamics 365?
  • Benefits of Dynamics 365
  • Sales Apps and Hubs
  • Customer Service Apps and Hubs
  • Marketing App
  • Dynamics 365 and PowerApps
  • Web Interface
  • Outlook Interface
  • Lists and Grids
  • Forms
  • Look ups and Related Records
  • Where to get Help
  • Further reading and resources
  • Lab: Setting up your lab environment
  • Lab: Dynamics 365 Orientation

Module 2: Records, Activities and Personal Options

  • Records and Relationships
  • Activities
  • Timeline Control
  • Relationship Assistant
  • Connections
  • Setting your Personal Options
  • Lab: Set Personal Options
  • Lab: Working with Activities

Module 3: Performing Work in Dynamics 365

  • Working with data and records
  • Security considerations
  • System Views and Personal Views
  • Creating a Record
  • Editing an existing Record
  • Deleting a Record
  • Related Records
  • Reassigning a Record to a new Owner
  • Sharing a record with another User or Team
  • Performing operations on multiple Records
  • Lab: Managing Records
  • Lab: Create a Personal View

Module 4: Searching in Dynamics 365

  • Introduction to searching in Dynamics 365
  • Global Search
  • Quick Find
  • Advanced Find
  • Lab: Using Global Find
  • Lab: Using Quick Find
  • Lab: Using Advanced Find

Module 5: Reports, Charts and Dashboards

  • Introduction to Reports, Charts and Dashboards
  • Default Reports
  • Reporting Wizard
  • Working with Charts
  • Working with Dashboards
  • Lab: Create a custom Report
  • Lab: Explore the Charts
  • Lab: Explore the Dashboards

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Who should attend this Introduction to Microsoft Dynamics 365 55250A Training?

The Introduction to Microsoft Dynamics 365 55250A Training is ideal for professionals who wish to enhance their understanding and proficiency in using Microsoft Dynamics 365. This training is suitable for:

  • Business Analysts
  • IT Managers
  • CRM Administrators
  • Sales Managers
  • Marketing Professionals
  • Customer Service Representatives
  • IT Support Specialists

Prerequisites of the Introduction to Microsoft Dynamics 365 55250A Training

To register in the Introduction to Microsoft Dynamics 365 55250A Training, participants are required to possess some proficiency in using Microsoft Office, including Microsoft Excel and Microsoft Outlook.

Introduction to Microsoft Dynamics 365 55250A Training Course Overview

Dynamics 365 is pivotal for professionals navigating the expansive realm of digital business solutions. This course introduces Microsoft Dynamics 365, a suite designed to enhance business operations through integrated cloud-based applications, demonstrating its relevance in today’s technology-driven marketplace.

Grasping the fundamentals of Microsoft Dynamics 365 is essential for IT professionals, Business Analysts, and Project Managers focused on optimising business processes. This Dynamics 365 Course lays the foundation for understanding how integrated solutions can drive efficiency and transformation across various business functions.

This 1-day training provided by the Knowledge Academy offers a comprehensive introduction to Microsoft Dynamics 365. Delegates will gain critical insights into the functionalities and applications of Dynamics 365, setting the stage for further Dynamics 365 Certification and successful implementation within their organisations.

Course Objectives

  • To introduce the basics of Microsoft Dynamics 365
  • To explore the key functionalities and benefits of Dynamics 365 Courses
  • To prepare delegates for advanced Microsoft Dynamics 365 subjects
  • To demonstrate real-world application of Dynamics 365 tools
  • To lay the groundwork for future Dynamics 365 Certification

Upon completion, delegates will understand the core components and capabilities of Microsoft Dynamics 365. They will be equipped with the foundational knowledge necessary for advancing towards Microsoft Dynamics 365 Certification, ultimately enhancing their skills in deploying and managing digital solutions in a corporate environment.

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What's Included in this Introduction to Microsoft Dynamics 365 55250A Training?

  • World-Class Training Sessions from Experienced Instructors
  • Digital Delegate Pack

Why choose us

Our Saskatoon venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Saskatoon, a city in the Canadian province of Saskatchewan, has an average population of roughly 222,190 spread across 65.9 square miles of land.  At The Knowledge Academy, we offer 50,000 classroom based training courses throughout the different areas of Saskatoon, in order to enhance people’s learning in an array of subject areas.  Education in Canada is generally funded by federal, provincial, and local governments; the system is divided into primary, secondary and post-secondary education and is operated under provincial jurisdiction.  On the whole, there are 190 days in a school year, starting in September and ending towards the last Friday of June.  Some popular and highly regarded universities in Canada include: the University of Toronto (notable alumni including: William Lyon Mackenzie King, Vincent Massey, Donald Sutherland and Lesra Martin), the University of British Columbia (notable alumni including: Eddie Peng, Justin Trudeau and Nardwuar the Human Serviette), and the University of Alberta (notable alumni including: Dayo Wong, George Stanley and Beverley McLachlin). 

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Address

Saskatoon
Saskatchewan
S7K 2B1

T: +1 6474932992

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft Dynamics 365 Training | Introduction To Microsoft Dynamics 365 55250A Training in Saskatoon. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Microsoft Dynamics 365 Training | Introduction To Microsoft Dynamics 365 55250A Training in Saskatoon, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Leverage benefits offered from a certification that fits your unique business or project needs

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Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

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Microsoft Dynamics 365 Training | Introduction To Microsoft Dynamics 365 55250A Training in Saskatoon FAQs

Microsoft Dynamics 365 is a cloud-based business applications platform that combines Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) components, productivity apps, and artificial intelligence tools.
To attend this Introduction to Microsoft Dynamics 365 55250A Training course, such as delegates must have: • A working knowledge of Microsoft Office, Microsoft Excel, and Microsoft Outlook.
This Introduction to Microsoft Dynamics 365 55250A Training course is ideal for anyone who wants to gain knowledge and skills of Microsoft Dynamics 365 Customer Engagement.
Dynamics 365 is a cloud-based solution that combines CRM and ERP into a single package, whereas Office 365 is a subscription service that provides access to office applications such as Word, Outlook, and Excel.
Microsoft Dynamics is a robust enterprise resource planning (ERP) software solution for finance and operations. It assists global enterprises in organising, automating, and optimising their processes, whether on-premises, in the cloud, or via hybrid deployment.
This course is [ 1 ] day(s)
Microsoft's Dynamic 365 is versatile and composed of services needed to strengthen your business resilience by providing solutions related to your needs. It brings together Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) applications to help with project service automation, tracking organisational activity like checking usage, activity and quality of services, HR activities, and many more.
During this training course, you learn how to work with records, create personal views, reassign records to a different owner, and share views and charts with other users. You'll also learn how to search for and find information in Microsoft Dynamics customer engagement.
The training fees for Introduction to Microsoft Dynamics 365 55250A Trainingin Saskatoon starts from CAD2495
The Knowledge Academy is the Leading global training provider for Introduction to Microsoft Dynamics 365 55250A Training.
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Microsoft Dynamics 365 Training

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Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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