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Home > Courses > Modern Workplace Technology > Microsoft 365 Training > Microsoft Dynamics 365 > Microsoft Dynamics 365 – Introduction

Microsoft Dynamics 365 – Introduction

  • Overview
  • Course details
  • Level
  • Outcomes
  • Success Program
  •  

Overview:

Getting Started with Microsoft Dynamics 365

The Getting Started with  Microsoft Dynamics 365 course covers the following:

  • What are your aims from this course?
  • What business challenges are you hoping to address with Microsoft Dynamics 365?
  • Introduction to CRM
  • What is CRM?
  • Using Microsoft Dynamics 365 via your browser, Outlook, and mobile device
  • Configurability of Microsoft Dynamics 365, and what that means to you
  • Navigation and Key terms
  • Different ways of searching for data in Microsoft Dynamics 365
  • B2B and B2C – which is most important to you?

Sales in Dynamics 365

  • The customer model in Microsoft Dynamics 365
  • Handling more complex relationships with Connections
  • The transition points within a sale – in plain English
  • Sales Processes in Microsoft Dynamics 365
  • Interacting with a lead
  • Qualifying a Lead
  • The entire Sale Process

Marketing in Dynamics 365

  • Overview of marketing automation functionality in Microsoft Dynamics 365
  • Marketing Lists
  • Campaigns
  • Quick Campaigns
  • Campaigns
  • Quick Campaigns
  • What marketing does not include

Customer Service in Dynamics 365

  • Introduction to Customer Service
  • Incident management
  • Entitlement management
  • Knowledge Management
  • Getting to grips with Incident Management
  • Using more detailed activities
  • An overview of Entitlement management
  • An introduction to Knowledge Management
  • Articles
  • Article Templates

Introduction to the Product Catalogue in Dynamics 365

  • Families and Products
  • Discount lists and discount levels
  • Units and Unit Groups
  • Price Lists and Price List items
  • Setting up the Product Catalogue

Getting more from Dynamics 365

  • Understanding Views and Forms
  • Charts
  • Advanced Find
  • Dashboards
  • Standard reports
  • Custom reports
  • SSRS Reports
  • Report Wizard

For more courses head to:

cto.com.au/courses

Introduction to Microsoft Dynamics 365

Introduction to Microsoft Dynamics 365

Course Details:

Target Audience:

This course is designed to introduce you to the features of Microsoft Dynamics 365.

The Microsoft Dynamics 365 Introduction course assumes little or no knowledge of the software. However, it would be beneficial to have a general understanding of personal computers, the Windows operating system environment and Microsoft Office 365.

Duration:

  - Download the course outline in PDF Format

Level:

This course covers Microsoft Dynamics 365 at the Introduction level.

 

Learning Outcomes:

At the end of this course, you have:

  • An understanding of navigating CRM
  • How CRM manages your customers – giving that single source of truth
  • Manage communication
  • How CRM supports sales, service and marketing
  • Introduction to reporting with CRM

Getting Started with Microsoft Dynamics 365 – Online Training 

Online Training – Private Courses

You can book private, customised, online training for your organisation.  To do this, please click on the Book Online Training  button on this page.

 

Online Training – Public Courses

You can attend the Getting Started with Microsoft Dynamics 365 Online Training, by selecting your date from the list below.  You can book up to 8 trainees for these public workshops.

The Getting Started with Microsoft Dynamics 365 Online Training Workshops are presented by a CTO Facilitator, in a live virtual classroom.

 

Name Date Time Location Cost (inc GST)  
Microsoft Dynamics 365 - Introduction 01/09/2020 9:30am - 4:30pm Online Training $985.00 Enrol

Prices:

Trainees Price
1-3 trainees $1,799 per day
4-8 trainees $2,499 per day
Each additional trainee $189 per day
Trainees Price
1-3 trainees $4,599 per day
4-8 trainees $4,999 per day
Each additional trainee $189 per day

Click here to Request a Quote

  Get A Quote   Book Onsite Training   Book Online Training

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