Who should attend this Introduction to Microsoft Dynamics 365 55250A Training?
The Introduction to Microsoft Dynamics 365 55250A Training ideal for individuals in various professional roles 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
Microsoft Dynamics 365 is a cloud-based business applications platform that combines Customer Relationship Management (CRM), Enterprise Resource Planning (ERP) components, productivity apps, and artificial intelligence tools. It helps businesses incorporate their data, business logic, and processes that help automate and integrate the intelligent sales and marketing capabilities that efficiently connect, prioritise, and convert leads into paying customers. This training is intended to present common skills the end user requires to efficiently perform their work processes using Microsoft Dynamics 365.
In this 1-Day Introduction to Microsoft Dynamics 365 55250A Training course, delegates will learn how to work with records, create personal views, reassign records to a different owner, and share views and charts with other users. They'll also learn to search for and find information in Microsoft Dynamics customer engagement. They'll also gain end-user skills and knowledge to find information quickly and easily using out of the box tools, such as advanced find, the report wizard, charts and dashboards through the web browser and Dynamics 365 for Outlook. Our highly skilled and professional trainer, who has years of experience teaching Microsoft training courses, will conduct this training.
This course will also cover various essential concepts, such as:
- Understand the differences between the Dynamics 365 Apps and PowerApps
- Learn how to create, update, relate, assign and delete records in Microsoft Dynamics 365
- Understand connections and use them to relate records together
- Configure personal options to customise the user experience
- Understand how to work with Lookups and related records
- Work with views and create and save a personal view of records
- Track Email and appointments in Outlook against records in Dynamics 365
After attending this training course, delegates will be able to use the Sales Hub, Customer Service Hub, and the Marketing App from Dynamics 365. They will also be able to work with records, create personal views, share records, and perform bulk operations.