Mastering Dynamics 365: A Step-by-Step Guide to Streamlining Business Operations and Unlocking Data-Driven Insights
Course Overview This comprehensive course is designed to help participants master the fundamentals of Dynamics 365 and unlock its full potential to streamline business operations and drive data-driven insights. With a focus on interactive and engaging learning, participants will gain hands-on experience with real-world applications and expert instruction.
Course Objectives - Understand the core components and features of Dynamics 365
- Learn how to implement and configure Dynamics 365 for business operations
- Develop skills in data analysis and visualization using Dynamics 365
- Discover how to leverage Dynamics 365 for data-driven insights and decision-making
- Apply best practices for security, compliance, and governance in Dynamics 365
Course Outline Module 1: Introduction to Dynamics 365
- Overview of Dynamics 365 and its components
- History and evolution of Dynamics 365
- Key features and benefits of Dynamics 365
- Case studies and success stories
Module 2: Setting Up and Configuring Dynamics 365
- Setting up and configuring Dynamics 365 instances
- Understanding and managing user roles and permissions
- Configuring and customizing Dynamics 365 entities and fields
- Importing and exporting data in Dynamics 365
Module 3: Dynamics 365 for Sales and Marketing
- Overview of Dynamics 365 for Sales and Marketing
- Managing leads, opportunities, and sales processes
- Creating and managing marketing campaigns and activities
- Using Dynamics 365 for customer engagement and relationship management
Module 4: Dynamics 365 for Customer Service and Support
- Overview of Dynamics 365 for Customer Service and Support
- Managing customer service requests and incidents
- Creating and managing knowledge bases and FAQs
- Using Dynamics 365 for customer self-service and portal management
Module 5: Dynamics 365 for Field Service and Operations
- Overview of Dynamics 365 for Field Service and Operations
- Managing work orders, schedules, and resources
- Creating and managing field service agreements and contracts
- Using Dynamics 365 for inventory management and logistics
Module 6: Data Analysis and Visualization in Dynamics 365
- Overview of data analysis and visualization in Dynamics 365
- Using Power BI and Dynamics 365 for data visualization
- Creating and managing reports and dashboards
- Using Dynamics 365 for data-driven insights and decision-making
Module 7: Security, Compliance, and Governance in Dynamics 365
- Overview of security, compliance, and governance in Dynamics 365
- Understanding and managing user roles and permissions
- Configuring and managing data encryption and access controls
- Using Dynamics 365 for auditing and compliance management
Module 8: Advanced Topics in Dynamics 365
- Using Dynamics 365 for artificial intelligence and machine learning
- Integrating Dynamics 365 with other Microsoft products and services
- Using Dynamics 365 for IoT and device management
- Best practices for Dynamics 365 implementation and adoption
Course Features - Interactive and engaging learning: Hands-on exercises, quizzes, and gamification to keep participants engaged and motivated
- Comprehensive and up-to-date content: Covering the latest features and best practices in Dynamics 365
- Expert instruction: Led by experienced instructors with real-world expertise in Dynamics 365
- Real-world applications: Using real-world examples and case studies to illustrate key concepts and best practices
- Personalized learning: Participants can learn at their own pace and focus on areas of interest
- Certification: Participants receive a certificate upon completion, issued by The Art of Service
- Flexible learning: Available on-demand, with lifetime access to course materials
- User-friendly and mobile-accessible: Accessible on any device, with a user-friendly interface
- Community-driven: Participants can connect with peers and instructors through online forums and discussion groups
- Actionable insights: Participants gain practical skills and knowledge to apply in their own organizations
- Hands-on projects: Participants work on real-world projects to apply their skills and knowledge
- Bite-sized lessons: Course content is broken down into manageable, bite-sized lessons
- Progress tracking: Participants can track their progress and completion of course materials
Course Prerequisites There are no prerequisites for this course, although prior experience with Dynamics 365 or other CRM systems may be beneficial.
Course Format This course is delivered online, with on-demand access to course materials and video lessons.
Course Duration This course is self-paced, and participants can complete it at their own pace. The estimated completion time is 40 hours.
Course Support Participants have access to online support and resources, including instructor-led forums and discussion groups.,
- Understand the core components and features of Dynamics 365
- Learn how to implement and configure Dynamics 365 for business operations
- Develop skills in data analysis and visualization using Dynamics 365
- Discover how to leverage Dynamics 365 for data-driven insights and decision-making
- Apply best practices for security, compliance, and governance in Dynamics 365
Course Outline Module 1: Introduction to Dynamics 365
- Overview of Dynamics 365 and its components
- History and evolution of Dynamics 365
- Key features and benefits of Dynamics 365
- Case studies and success stories
Module 2: Setting Up and Configuring Dynamics 365
- Setting up and configuring Dynamics 365 instances
- Understanding and managing user roles and permissions
- Configuring and customizing Dynamics 365 entities and fields
- Importing and exporting data in Dynamics 365
Module 3: Dynamics 365 for Sales and Marketing
- Overview of Dynamics 365 for Sales and Marketing
- Managing leads, opportunities, and sales processes
- Creating and managing marketing campaigns and activities
- Using Dynamics 365 for customer engagement and relationship management
Module 4: Dynamics 365 for Customer Service and Support
- Overview of Dynamics 365 for Customer Service and Support
- Managing customer service requests and incidents
- Creating and managing knowledge bases and FAQs
- Using Dynamics 365 for customer self-service and portal management
Module 5: Dynamics 365 for Field Service and Operations
- Overview of Dynamics 365 for Field Service and Operations
- Managing work orders, schedules, and resources
- Creating and managing field service agreements and contracts
- Using Dynamics 365 for inventory management and logistics
Module 6: Data Analysis and Visualization in Dynamics 365
- Overview of data analysis and visualization in Dynamics 365
- Using Power BI and Dynamics 365 for data visualization
- Creating and managing reports and dashboards
- Using Dynamics 365 for data-driven insights and decision-making
Module 7: Security, Compliance, and Governance in Dynamics 365
- Overview of security, compliance, and governance in Dynamics 365
- Understanding and managing user roles and permissions
- Configuring and managing data encryption and access controls
- Using Dynamics 365 for auditing and compliance management
Module 8: Advanced Topics in Dynamics 365
- Using Dynamics 365 for artificial intelligence and machine learning
- Integrating Dynamics 365 with other Microsoft products and services
- Using Dynamics 365 for IoT and device management
- Best practices for Dynamics 365 implementation and adoption
Course Features - Interactive and engaging learning: Hands-on exercises, quizzes, and gamification to keep participants engaged and motivated
- Comprehensive and up-to-date content: Covering the latest features and best practices in Dynamics 365
- Expert instruction: Led by experienced instructors with real-world expertise in Dynamics 365
- Real-world applications: Using real-world examples and case studies to illustrate key concepts and best practices
- Personalized learning: Participants can learn at their own pace and focus on areas of interest
- Certification: Participants receive a certificate upon completion, issued by The Art of Service
- Flexible learning: Available on-demand, with lifetime access to course materials
- User-friendly and mobile-accessible: Accessible on any device, with a user-friendly interface
- Community-driven: Participants can connect with peers and instructors through online forums and discussion groups
- Actionable insights: Participants gain practical skills and knowledge to apply in their own organizations
- Hands-on projects: Participants work on real-world projects to apply their skills and knowledge
- Bite-sized lessons: Course content is broken down into manageable, bite-sized lessons
- Progress tracking: Participants can track their progress and completion of course materials
Course Prerequisites There are no prerequisites for this course, although prior experience with Dynamics 365 or other CRM systems may be beneficial.
Course Format This course is delivered online, with on-demand access to course materials and video lessons.
Course Duration This course is self-paced, and participants can complete it at their own pace. The estimated completion time is 40 hours.
Course Support Participants have access to online support and resources, including instructor-led forums and discussion groups.,
- Interactive and engaging learning: Hands-on exercises, quizzes, and gamification to keep participants engaged and motivated
- Comprehensive and up-to-date content: Covering the latest features and best practices in Dynamics 365
- Expert instruction: Led by experienced instructors with real-world expertise in Dynamics 365
- Real-world applications: Using real-world examples and case studies to illustrate key concepts and best practices
- Personalized learning: Participants can learn at their own pace and focus on areas of interest
- Certification: Participants receive a certificate upon completion, issued by The Art of Service
- Flexible learning: Available on-demand, with lifetime access to course materials
- User-friendly and mobile-accessible: Accessible on any device, with a user-friendly interface
- Community-driven: Participants can connect with peers and instructors through online forums and discussion groups
- Actionable insights: Participants gain practical skills and knowledge to apply in their own organizations
- Hands-on projects: Participants work on real-world projects to apply their skills and knowledge
- Bite-sized lessons: Course content is broken down into manageable, bite-sized lessons
- Progress tracking: Participants can track their progress and completion of course materials