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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
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.
What's Included in this Introduction to Microsoft Dynamics 365 55250A Training?
- World-Class Training Sessions from Experienced Instructors
- Digital Delegate Pack
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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 Virtual. 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 Virtual, 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.
Experience the most sought-after learning style with The Knowledge Academy's Microsoft Dynamics 365 Training | Introduction To Microsoft Dynamics 365 55250A Training in Virtual. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Microsoft Dynamics 365 Training | Introduction To Microsoft Dynamics 365 55250A Training in Virtual sessions.
Highly experienced trainers
Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience
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We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible
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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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Cut unnecessary costs and focus your entire budget on what really matters, the training.
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Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings
Monitor employees progress
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Microsoft Dynamics 365 Training | Introduction To Microsoft Dynamics 365 55250A Training in Virtual 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 Virtual starts from £895
The Knowledge Academy is the Leading global training provider for Introduction to Microsoft Dynamics 365 55250A Training.
Please see our Microsoft Dynamics 365 Training courses available in Virtual
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Best price in the industry
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Trusted & Approved
Microsoft Dynamics 365 Training
Many delivery methods
Flexible delivery methods are available depending on your learning style.
High quality resources
Resources are included for a comprehensive learning experience.
"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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