This course is a 'fast track' approach for end users and power users, to learn the main key features of Microsoft Dynamics 365 in 4 days, including the Sales, Service and Marketing Apps and Hubs as well as customizing Dynamics 365 Apps in Power Apps.
This course assumes no existing experience with Microsoft Dynamics 365. At the end of the course students will have learnt how to navigate, customize and proficiently work within the most important features of Dynamics 365.
The course applies to both Business and Enterprise Editions of Dynamics 365 as well as Online and On-premise deployments.
This course has been reviewed and tested by the external body ProCert Quality Courseware Review.
This module provides the attendee with an introduction to Microsoft Dynamics 365.
Lab 1: Setting up your lab environment
Lab 2: Web Interface Orientation
Lab 3: Unified Client Interface Orientation
Module 2: Records, Activities and Personal Options
This module presents the basic concepts and features in Microsoft Dynamics 365. We examine the relevance of Records and Relationships, tracking Activities and configuring Personal Options. You will also learn how to work with the Posts, Activities and Notes control.
Lab 1: Set Personal Options
Lab 2: Using Activities
Module 3: Performing Work in Dynamics 365
This module presents common skills the end user requires to efficiently perform work in Microsoft Dynamics 365. You will learn how to work with Records, create Personal Views, Reassign Records to a different Owner and Share a Record with another User. You will also learn how to perform bulk operations such as Edit Multiple.
Lab 1: Managing Records
Lab 2: Create a Personal View
In this module we will learn how to use Dynamics 365 for Outlook. The Outlook Add-in will be considered including the Dynamics 365 navigation options, the process to track Emails, Tasks and Appointments against records in Dynamics 365 and how to synchronize your work with the Dynamics 365 server.
In this module we will learn how to search for and find information in Microsoft Dynamics. We will look at all the out of the box search tools including Global Find, Quick Find and Advanced Find.
Module 6: Reports, Charts and Dashboards
This module looks at the different methods available in Microsoft Dynamics 365 to analyse information. We look at the out of the box ‘Default’ reports and the process to create a custom report using the Dynamics 365 Report Wizard. This module also examines the out of the box Charts and Dashboards as well as the process to construct a custom Chart and Dashboard.
Lab 1: Create a custom Report
Lab 2: Explore the Charts
This module provides the attendee with an introduction to the concept of Sales in Microsoft Dynamics 365.
This module presents the Lead Management Process in Dynamics 365. We examine the process to create and assign Lead records, how to create Leads from Activities and how to qualify and disqualify Leads. We also look at the various stages of the Lead to Opportunity Sales Process in Dynamics 365.
This module presents the concepts of Opportunities in Dynamics 365. We examine the Opportunity Views and Forms, and the Opportunity Sales Process when closing an Opportunity record. We also look at Resolution Activities and how they influence the Sales Order Process.
In this module we will start to look at the Product Catalog in Dynamics 365. We look at how to create Products and configure Unit Groups and Price Lists. Finally, we look at Product Properties, Product Bundles and Product Families.
This module presents Quotes, Orders and Invoices in Microsoft Dynamics 365. We look at how to add Products from the Product Catalog to Opportunities and Quotes, and when to use ‘write-in’ Products. This module also steps through the process to convert Quotes to Orders, Order fulfillment and the procedure of Invoice management.
Module 12: The Service Apps and Hubs
This module provides the attendee with an introduction to the concept of Customer Service the Microsoft Dynamics 365.
In this module, you will learn an overview of marketing features in Dynamics 365 for Marketing.
This module will review how to create, manage leads from Marketing Campaigns.
This module presents some of the most common features that require setup and configuration when Dynamics 365 is first installed.
This module highlights the importance of maintaining a robust security model in Dynamics 365 by stepping through how to configure Business Units, Security Roles, Users and Teams. Access Teams and Hierarchy Security are also considered.
In this module we will start to look at customizing the Dynamics 365 schema, including Entities, Relationships, Fields and Forms which can be customised and extended using powerful inbuilt tools.
This module presents the different Field types that exist in Dynamics 365 including special Fields like Calculated and Rollup Fields. The Business Rule Designer is also introduced together with Field Level Security.
This module provides an overview of the different types of Relationships that can be created in Dynamics 365. Relationship Behaviours and Mappings are also considered.
This module steps through the process to create, customize and configure Forms, Views, Charts and Dashboards in Dynamics 365.
In this module you will learn how to provision and use the Dynamics 365 App Designer to create a custom App and navigation.
In this module you will learn how to create and maintain Workflows, Business Process Flows and Custom Actions in Dynamics 365.
In this module you will learn how to create and manage Solutions in Dynamics 365 across multiple environments.
Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’.
This course is intended for Sales Representatives (SR), Sales Managers and End-users who have an interest in the Sales components of Dynamics 365.
After completing this course, students will be able to:
Understand the features and tools that exist in Microsoft Dynamics 365 for SR’s and Sales Managers
• Be familiar with the stages of the Sales Order Process in Microsoft Dynamics 365
• Understand the fundamentals of Lead and Opportunity Management. Be able to track, manage, qualify Leads and convert to Opportunities and related customer records in Microsoft Dynamics 365
• Know how to disqualify and cancel Leads, and convert Activity records to Leads and Opportunities
• Understand how to collaborate on Opportunities with other SR’s and close Opportunity records as Won and Lost
• Be able to track Competitors and Stakeholders
• Understand how to view Resolution Activities
• Add Products and Write-In Products to Opportunities
• Build and maintain a repository of Products, Product Bundles and Product Families in the Product Catalog
• Configure Unit Groups, Price Lists and Discount Lists
• Work with Product Properties and view a Product Hierarchy
• Create Quotes and add Products
• Work with the Sales Order Process to convert Quotes to Orders and Invoices
• Fulfill Orders and manage Invoice payments
• Explore the Sales Reports and create a custom Sales Report using the Reporting Wizard in Microsoft Dynamics 365
• Understand the significance of Sales Goal Management and Metrics in Microsoft Dynamics 365
• Explore the Sales Charts and Dashboards and create a custom Sales Dashboard in Microsoft Dynamics 365