What you'll learn
  • Maximized ROI: Training helps your workforce fully utilize Dynamics 365, maximizing return on investment

  • Streamlined project management: Efficiently manage customer relationships and ongoing projects

  • Improved customer service: Skills in Dynamics 365 lead to better support and satisfaction.

  • Increased sales: Trained teams can leverage Dynamics 365 to boost revenue.

  • Better finance management: Responsive, efficient, and secure financial processes.

  • Comprehensive supply chain management: Optimize supply chain operations.

  • Faster understanding of fundamentals: Accelerate adoption of Dynamics 365.

  • Enhanced Power Platform utilization: Extend productivity across your organization

Course content

Overview of Dynamics 365
Understanding the Dynamics 365 Ecosystem
Navigating the Dynamics 365 Interface

Managing Leads and Opportunities
Working with Sales Entities
Sales Process Automation

Managing Cases and Interactions
Service Level Agreements (SLAs)
Knowledge Management

Creating and Managing Marketing Lists
Designing Email Marketing Campaigns
Event Management

Scheduling and Dispatching Work Orders
Managing Resources and Territories
Service Agreements and Inventory Control

Financial Management
Supply Chain Management
Project Management and Accounting

Power Apps for Custom Applications
Power Automate for Workflow Automation
Power BI for Data Visualization and Reporting

Managing Users and Security Roles
Data Management and Imports
System Administration and Settings

AI Builder for AI Models
Dynamics 365 Remote Assist
Dynamics 365 Guides

A comprehensive project that requires students to apply all the skills learned in the course.
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Course Overview

1. Introduction to Dynamics 365

  • Overview of Dynamics 365: Understanding the purpose, benefits, and key components of Dynamics 365.
  • Understanding the Dynamics 365 Ecosystem: Exploring the various applications and services within the Dynamics 365 suite.
  • Navigating the Dynamics 365 Interface: Familiarizing yourself with the user interface, navigation, and basic features.

2. Sales Module in Dynamics 365

  • Managing Leads and Opportunities: Learning how to manage and track customer interactions and sales processes.
  • Working with Sales Entities: Understanding the key entities in the sales module like accounts, contacts, leads, opportunities, and products.
  • Sales Process Automation: Learning how to automate sales tasks and processes using workflows and business process flows.

3. Customer Service Module in Dynamics 365

  • Managing Cases and Interactions: Learning how to track customer issues and requests, and manage interactions.
  • Service Level Agreements (SLAs): Understanding how to define and manage SLAs for service delivery.
  • Knowledge Management: Learning how to use the knowledge base to create and share knowledge articles.

4. Marketing Module in Dynamics 365

  • Creating and Managing Marketing Lists: Learning how to segment customers into marketing lists for targeted marketing.
  • Designing Email Marketing Campaigns: Understanding how to create and send email marketing campaigns.
  • Event Management: Learning how to manage customer-focused events.

5. Field Service Module in Dynamics 365

  • Scheduling and Dispatching Work Orders: Learning how to manage work orders, schedule services, and dispatch technicians.
  • Managing Resources and Territories: Understanding how to manage service resources and territories.
  • Service Agreements and Inventory Control: Learning how to manage service agreements and control inventory.

6. Finance and Operations Module in Dynamics 365

  • Financial Management: Understanding financial management capabilities including general ledger, accounts payable, accounts receivable, and budgeting.
  • Supply Chain Management: Learning about managing the supply chain including product information, inventory, warehouse, and transportation management.
  • Project Management and Accounting: Understanding how to manage projects and project accounting.

7. Power Platform Integration

  • Power Apps for Custom Applications: Learning how to build custom applications with Power Apps.
  • Power Automate for Workflow Automation: Understanding how to automate business processes with Power Automate.
  • Power BI for Data Visualization and Reporting: Learning how to analyze data, build reports, and create dashboards with Power BI.

8. Security and Administration

  • Managing Users and Security Roles: Understanding how to manage users, teams, and security roles.
  • Data Management and Imports: Learning how to manage data and perform data imports.
  • System Administration and Settings: Understanding system settings, administration, and customization options.

9. Advanced Topics

  • AI Builder for AI Models: Learning how to use AI Builder to build and use AI models.
  • Dynamics 365 Remote Assist: Understanding how to use Remote Assist for mixed reality collaboration.
  • Dynamics 365 Guides: Learning how to create interactive guides with Dynamics 365 Guides.

10. Capstone Project

  • A comprehensive project that requires students to apply all the skills learned in the course. This will involve building a complete solution using Dynamics 365 and the Power Platform.

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This course includes:
  • Full lifetime access

  • Certificate of completion

Next batch starts on 30th Sep

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Training 3 or more people?

Enterprise training for teams