Introduction to Microsoft Dynamics 365 55250A Training Overview

Course syllabus

Who it’s for

What’s included

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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
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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.

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What's Included in this Introduction to Microsoft Dynamics 365 55250A Training?

  • World-Class Training Sessions from Experienced Instructors
  • Digital Delegate Pack

You’ll also get access to the MyTKA Training Portal, which will be your go to hub for all your training.
Hands-On Labs: Included as part of our online instructor-led delivery, these labs provide real-world exercises in a simulated environment guided by expert instructors to enhance your practical skills.
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Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Introduction to Microsoft Dynamics 365 55250A Training Course. 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.

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Live classes

Join a scheduled class with a live instructor and other delegates.

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Engage in activities, and communicate with your trainer and peers.

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We handpick from a global pool of expert trainers for our Online Instructor-led courses.

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With 10+ years of quality, instructor-led training, we equip professionals with lasting skills for success.

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With classes running in all timezones, access any of our courses and course material from anywhere, anytime.

Master Introduction to Microsoft Dynamics 365 55250A Training with a flexible yet structured approach that combines live, expert-led sessions and self-paced study. With weekly one-to-one tutor support and consistently high pass rates, you’ll receive tailored guidance and achieve real results.

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Structured Yet Flexible Learning

Take part in scheduled, instructor-led sessions with real-time feedback, while enjoying the freedom to study independently. Interactive resources and progress tracking tools help you stay motivated and on target.

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Engaging & Interactive Training

Join dynamic live sessions featuring discussions, practical activities, and peer collaboration. Learn from Introduction to Microsoft Dynamics 365 55250A Training industry experts and reinforce your knowledge with self-paced modules—plus, connect with professionals in your field.

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Expert-Led Course

Gain valuable insight from experienced trainers during live sessions, and revisit course materials anytime to deepen your understanding. This method offers the ideal balance between expert guidance and independent learning.

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Access top-quality training across time zones—anytime, anywhere. Whether at home or on the go, our expert-led sessions and flexible study materials support your goals, and help you on the journey towards the certification.

Experience the most sought-after learning style with The Knowledge Academy's Introduction to Microsoft Dynamics 365 55250A Training Course. 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 CIPD Level 3 Foundation Certificate in People Practice Course sessions.

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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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Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

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Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Introduction to Microsoft Dynamics 365 55250A Training Course at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our Introduction to Microsoft Dynamics 365 55250A Training Course offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

Package deals for Introduction to Microsoft Dynamics 365 55250A Training

Our training experts have compiled a range of course packages on a variety of categories in Introduction to Microsoft Dynamics 365 55250A Training, to boost your career. The packages consist of the best possible qualifications with Introduction to Microsoft Dynamics 365 55250A Training, and allows you to purchase multiple courses at a discounted rate.

Introduction to Microsoft Dynamics 365 55250A Training FAQs

What is Microsoft Dynamics 365?

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.

What are the pre-requisites?

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.

Who should attend this course?

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.

What is the difference between Microsoft 365 and Dynamics 365?

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.

What is Microsoft Dynamics ERP?

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.

What is the duration of this course?

This course is [ 1 ] day(s)

Why should I use Microsoft Dynamics 365?

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.

What will I learn in this Introduction to Microsoft Dynamics 365 55250A Training course?

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.

What is the cost/training fees for Introduction to Microsoft Dynamics 365 55250A Training in the United Kingdom?

The training fees for Introduction to Microsoft Dynamics 365 55250A Trainingin the United Kingdom starts from £895

Which is the best training institute/provider of Introduction to Microsoft Dynamics 365 55250A Training in the United Kingdom?

The Knowledge Academy is the Leading global training provider for Introduction to Microsoft Dynamics 365 55250A Training.

What are the best Microsoft Dynamics 365 Training courses in the United Kingdom?

Please see our Microsoft Dynamics 365 Training courses available in the United Kingdom

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