Course information

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 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.

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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

Why choose us

Our New Delhi venue

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New Delhi is one of the districts within Delhi, as well as it being the capital city of India, it is also the home to the Government of the National Capital Territory of Delhi and some of the branches of the Government of India, these being the judiciary, executive and legislative branches and is also home to around 249,998 people. The capital of India - New Delhi was initiated within 1931 by Viceroy Lord Irwin however formed during 1911 by George V, who was the King of the United Kingdom as well as the Emperor of India and his British architects Sir Herbert Baker and Sir Edwin Lutyens formed the foundation stone and announced the capital city of India would be changed. The primary schools and secondary schools within New Delhi are either run privately or by the government and as of 2004 to 2005 there was around 1.5 million students going through the educational system within 2416 primary schools, 822,00 students in 715 middle schools and 669,000 students in 1576 secondary schools and around 500,000 students within 165 universities and colleges. All universities are either state, deemed or central universities, The top universities within New Delhi are the Jamia Millia Islamia, the University of Delhi, Indian Statistical Institute, National Law University, Jawaharlal Nehru University, Guru Gobind Singh Indraprastha University, Ambedkar University Delhi, Jamia Hamdard, Delhi Technological University – which is the first Engineering college within Delhi and one of the oldest in India, the Indira Gandhi National Open University is the largest national university in the world with over 4 million students, New Delhi is also home to the Indian Agricultural Research Institute, Pusa, New Delhi, Premier institute for agricultural research and education in India. The university courses and programs can offer different types of degrees such an undergraduate and post graduate courses, Bachelor courses and Scholarships, New Delhi prides itself on its premier institutions as the teaching and researching they do means that within 2011 the census recorded the literacy rate for females as 80.9% and for males it was slightly higher at 91.0% with an overall literacy rate of 86.3%. Subjects within the different universities can include, social sciences, engineering, humanities, technology, sports, law, social work, arts, management, education, computer information technology, foreign languages, mathematical science, dentistry and medical. 

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Address

Pioneer Institute of Education and Computer Studies
F322/A, 3rd Floor
Adarsh House (Above PNB Bank)
Old MB Road
Lado Sarai
New Delhi
110030

T: +91 8037244591

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft Dynamics 365 Training | Introduction To Microsoft Dynamics 365 55250A Training in New Delhi. 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.

Unlock your potential with The Knowledge Academy's Microsoft Dynamics 365 Training | Introduction To Microsoft Dynamics 365 55250A Training in New Delhi, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Experience the most sought-after learning style with The Knowledge Academy's Microsoft Dynamics 365 Training | Introduction To Microsoft Dynamics 365 55250A Training in New Delhi. 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 Microsoft Dynamics 365 Training | Introduction To Microsoft Dynamics 365 55250A Training in New Delhi sessions.

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