** This course has been recently updated to accommodate the October 2019 update for Dynamics 365 and Power Apps **
This course provides students with an introduction to Microsoft Dynamics 365.
The main features and apps are introduced including the Sales Hub, Customer Service Hub and Marketing App, with an emphasis on handy tricks and techniques to become more productive in your everyday tasks.
Students will learn important end user skills including how to proficiently work in Microsoft Dynamics 365 to find information quickly and easily using the out of the box tools, including:
After the training, students will be proficient in using Dynamics 365 Apps through the browser and through the Outlook Integration.
No previous experience of Microsoft Dynamics 365 is needed to sit this course.
The course applies to Microsoft Dynamics 365 Customer Engagement Version 9 with the October 2019 Update.
This course has been reviewed and tested by the external body ProCert Quality Courseware Review.
This courses is the official prerequisite to all other Microsoft Dynamics 365 courses.
Module 1: Introduction
This module provides the attendee with an introduction to Microsoft Dynamics 365.
Lab 1: Setting up your lab environment
Lab 2: Dynamics 365 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
Module 4: Dynamics 365 for Outlook
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.
Module 5: Searching in Dynamics
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.
Lab 1: Using Global Find
Lab 2: Using Quick Find
Lab 3: Using 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.
Introduction to Reports, Charts and Dashboards
The Default Reports
The Reporting Wizard
Working with Charts
Working with Dashboards
Lab 1: Create a custom Report
Lab 2: Explore the Charts
Lab 3: Explore the Dashboards
Before attending this course, students must have: A working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365.
This course has been designed to apply to end users of Microsoft Dynamics 365, including:
At Course Completion
After completing this course, students will be able to: