Learn Microsoft Dynamics 365
Microsoft’s enterprise CRM and ERP cloud solutions are covered in depth in our Microsoft Dynamics 365 course. Dynamics 365 applications for sales, customer service, marketing, and operations will be set up, customized, and managed by you.
Skills You’ll Gain:
- Navigate Dynamics 365 interfaces and tools
- Configure security and business units
- Create and manage custom entities
- Design forms, views, and dashboards
- Implement business processes and workflows
- Manage solutions and deployments
- Integrate with SharePoint and Skype
Module 1 - Introduction
- Dynamics 365 versions and framework
- Interfaces and customization tools
- Organizations vs environments
- Lab environment setup
Module 2 - Initial setup and configuration
- Online vs on-premise setup
- System settings configuration
- Email and Skype integration
- SharePoint integration
Module 3 - Security
- Business unit design
- Security roles configuration
- User and team management
- Hierarchy security
Module 4 - Creating and Managing entities
- Dynamics 365 schema
- Custom entity creation
- Entity ownership and properties
- Entity security
Module 5 - Customizing Relationships and Mappings
- Relationship types and creation
- Hierarchy relationships
- Field mappings
- Solution integration
Module 6 - Customizing Forms, Views and Visualizations
- Form designer usage
- Quick View/Create forms
- System view customization
- Dashboard configuration
Module 7 - Processes
- Workflow implementation
- Business Process Flows
- Custom Actions
Module 8 - Solution Management
- Component administration
- Managed vs unmanaged solutions
- Export/import processes
- Solution patching
Earn a recognized credential that validates your technical expertise and opens doors to new career opportunities.
Why Learn Microsoft Dynamics 365?
- Integrated CRM and ERP capabilities
- Strong Microsoft ecosystem integration
- Cloud-based with regular updates
- Good for enterprise solutions
- Various industry-specific solutions
- Clear certification path
- Good job market demand
- Remote implementation possibilities
- Power Platform integration
- AI capabilities
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