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Introduction to Microsoft Dynamics 365 55250A Training Overview
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
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.
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
Ways to take this course
Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Introduction to Microsoft Dynamics 365 55250A Training. 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 Introduction to Microsoft Dynamics 365 55250A Training, 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 Introduction to Microsoft Dynamics 365 55250A Training. 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 Introduction to Microsoft Dynamics 365 55250A Training sessions.
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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Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Introduction to Microsoft Dynamics 365 55250A Training at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.
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Team building opportunity
Our Introduction to Microsoft Dynamics 365 55250A Training 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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Introduction to Microsoft Dynamics 365 55250A Training FAQs
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.
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.
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.
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.
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.
This course is [ ] day(s)
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.
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.
The training fees for Introduction to Microsoft Dynamics 365 55250A Training certification in Nigeria starts from $1795
The Knowledge Academy is the Leading global training provider for Introduction to Microsoft Dynamics 365 55250A Training.
Please see our Microsoft Dynamics 365 Training courses available in Nigeria
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Microsoft Dynamics 365 Training
Many delivery methods
Flexible delivery methods are available depending on your learning style.
High quality resources
Resources are included for a comprehensive learning experience.
"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"
Joshua Davies, Thames Water
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