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Mastering Dynamics 365; Unlocking Business Transformation

$199.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
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Who trusts this:
Trusted by professionals in 160+ countries
Toolkit Included:
Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
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Mastering Dynamics 365: Unlocking Business Transformation



Course Overview

Unlock the full potential of Dynamics 365 and transform your business with our comprehensive and interactive course. Mastering Dynamics 365: Unlocking Business Transformation is designed to equip you with the skills and knowledge needed to maximize the benefits of this powerful platform. Upon completion, participants receive a certificate issued by The Art of Service.



Course Features

  • Interactive and engaging learning experience
  • Comprehensive curriculum covering 80+ topics
  • Personalized learning with expert instructors
  • Up-to-date and practical content with real-world applications
  • High-quality content with actionable insights
  • Hands-on projects and bite-sized lessons
  • Lifetime access with flexible learning options
  • User-friendly and mobile-accessible platform
  • Community-driven with progress tracking and gamification


Course Outline

Module 1: Introduction to Dynamics 365

  • Overview of Dynamics 365 and its components
  • Understanding the benefits of Dynamics 365
  • Setting up and configuring Dynamics 365
  • Navigating the Dynamics 365 interface
  • Understanding the different modules and features

Module 2: Sales and Marketing

  • Configuring and managing sales processes
  • Understanding and working with leads and opportunities
  • Managing sales orders and quotes
  • Configuring and managing marketing campaigns
  • Understanding and working with marketing lists and segments

Module 3: Customer Service

  • Configuring and managing customer service processes
  • Understanding and working with cases and incidents
  • Managing customer interactions and communication
  • Configuring and managing service level agreements (SLAs)
  • Understanding and working with customer feedback and surveys

Module 4: Field Service

  • Configuring and managing field service processes
  • Understanding and working with work orders and schedules
  • Managing field service resources and equipment
  • Configuring and managing field service reports and analytics
  • Understanding and working with field service integration

Module 5: Operations

  • Configuring and managing operations processes
  • Understanding and working with production and manufacturing
  • Managing inventory and supply chain management
  • Configuring and managing quality control and assurance
  • Understanding and working with operations reports and analytics

Module 6: Finance and Accounting

  • Configuring and managing finance and accounting processes
  • Understanding and working with general ledger and financial reporting
  • Managing accounts payable and accounts receivable
  • Configuring and managing budgeting and forecasting
  • Understanding and working with financial analysis and planning

Module 7: Human Resources

  • Configuring and managing human resources processes
  • Understanding and working with employee data and records
  • Managing benefits and compensation
  • Configuring and managing performance management and reviews
  • Understanding and working with HR reports and analytics

Module 8: Reporting and Analytics

  • Configuring and managing reporting and analytics
  • Understanding and working with data visualization and dashboards
  • Managing data and data sources
  • Configuring and managing business intelligence and data warehousing
  • Understanding and working with big data and advanced analytics

Module 9: Integration and Customization

  • Configuring and managing integration with other systems
  • Understanding and working with APIs and data connectors
  • Managing customization and development
  • Configuring and managing workflows and business processes
  • Understanding and working with custom entities and fields

Module 10: Security and Compliance

  • Configuring and managing security and access controls
  • Understanding and working with authentication and authorization
  • Managing data protection and encryption
  • Configuring and managing compliance and regulatory requirements
  • Understanding and working with audit and logging


Certification

Upon completion of the course, participants receive a certificate issued by The Art of Service, demonstrating their expertise and knowledge in Mastering Dynamics 365: Unlocking Business Transformation.

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