Course Overview
Target audiences
- Sales Representatives
- Customer Service Representatives
- Marketing Personnel
- Project Managers
- General End Users who are looking to improve skill in Dynamics 365
- It is recommended that attendees of this course have an existing working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365.
Schedule Dates
Curriculum
-
Module 1: Introduction
- What is Dynamics 365?
- The Benefits of Dynamics 365
- The Sales Apps and Hubs
- The Customer Service Apps and Hubs
- The Marketing App
- Dynamics 365 and PowerApps
- The Web Interface
- The 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 : Dynanmics 365 Orientation
-
Module 2: Records, Activities and Personal Options
-
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: Dynamics 365 for Outlook
-
Module 5: Searching in Dynamics 365
-
Module 6: Reports, Charts and Dashboards