81066AE: Introduction to Microsoft Dynamics 365

Code: 81066AE
Course duration: 1 days
Price:

Description

This Digital Course provides insight on the components within the Customer Service module to put customer service at the forefront of an organization’s intelligent customer engagement strategy. This course provides information on the basic concepts of Microsoft Dynamics 365. It discusses some of the terms, concepts and many of the components that make up the Microsoft Dynamics 365 system. In addition, it provides an overview of information about application navigation, setting up accounts, contacts and activities, using the sales, customer service, and marketing processes within Microsoft Dynamics 365, as well as some of the features and functionalities related to Operations.

This course helps prepare you for assessment Microsoft Dynamics 365 Enterprise for Customer Service.

This course helps prepare you for assessment Microsoft Dynamics 365 Enterprise for Sales.

This course helps prepare you for exam MB2-717.

WHAT ARE THE GOALS FOR THIS COURSE?

  • Discover how to navigate through various client types
  • Work with records through various client types
  • Explore the different action types that can be taken on a record
  • Track activities and data in Outlook
  • Dive deeper into views and how they are utilized
  • Review how to search for data using Global Search
  • Recognize the role of leads within Microsoft Dynamics 365
  • Examine the Lead to Opportunity Process Flow
  • Discuss communication tracking
  • Explore case types
  • Review the basic steps of the marketing process
  • Recognize how to plan and budget a marketing campaign
  • Examine marketing lists and how they can be used
  • Discuss quick campaign and when to use a marketing campaign

 

Module 01: Dynamics 365 CRM Overview

  • Module Overview
  • Functional Areas
  • Entity Relationship Model
  • Differences between entity, record, form, field
  • Access Types
  • Help Areas
  • DEMO: Help Areas
  • Module Review
  • Test Your Knowledge:

Module 02: Navigating Dynamics 365 Sales, Customer Service, and Marketing

  • Module Overview
  • Navigating Dynamics 365 with the Menu Bar
  • DEMO: Web Client Navigation
  • DEMO: Create an Account Record
  • Activities
  • DEMO: Create an Account Record
  • Record Action Types
  • Activities
  • DEMO: Create a Task Activity
  • Interaction Wall
  • Views
  • DEMO: Working with Views
  • Search for Data
  • DEMO: Global Search
  • Module Review
  • Test Your Knowledge:

Module 03: Sales Management

Module Overview

  • Introduction and Overview of Sales
  • Leads
  • DEMO: Create and Disqualify a Lead
  • Opportunities
  • DEMO: Create an Opportunity
  • Module Review
  • Test Your Knowledge:
  • Module 04: Customer Service
  • Module Overview
  • Introduction and overview of Customer Service
  • Case Management
  • DEMO: Create a Case
  • Module Review
  • Test Your Knowledge:

Module 05: Marketing

  • Module Overview
  • Introduction and Overview of Marketing
  • Marketing Lists
  • Campaigns
  • DEMO: Create a Quick Campaign
  • Track and Report
  • Module Review
  • Test Your Knowledge:
  • Module 06: Overview of Operations
  • Module Overview
  • Cloud Based Solution
  • Using Workspaces to Drive Productivity
  • Workflows in Business Processes
  • Industry Focus
  • Reporting
  • Module Review
  • Test Your Knowledge:
  • Course Review

Guaranteed to Run

2018-03-07 09:00 to 2018-03-09 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)
2018-02-12 09:00 to 2018-02-16 17:00
Attend Online
2018-02-12 09:00 to 2018-02-16 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2018-02-09
09:00 to 17:00
Newark, New Jersey (Virtual Instructor-Led)
2018-01-29 09:00 to 2018-02-02 17:00
Attend Online
2018-01-25 09:00 to 2018-01-26 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)

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