MOC 55250 Introduction to Microsoft Dynamics 365

Seminarinformationen

Seminar - Ziel

This course provides students with an introduction to Microsoft Dynamics 365 by building a foundation for all subsequent courses and learning. The main Apps of Dynamics 365 are introduced including Sales, Service and Marketing. Students will learn important end user skills including how to proficiently work in Dynamics 365 to find information quickly and easily using the out of the box tools like Advanced Find, the Report Wizard, Charts and Dashboards through the Browser and Outlook interfaces.

Teilnehmer - Zielgruppe

  • Marketing Personnel
  • Project Managers
  • General End Users who are looking to improve skill in Dynamics 365
  • sales representative
  • customer service representative

Kurs - Voraussetzungen

Before attending this course, students must have a working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook.

Seminardauer

  • 1 Tag
  • 09:00 Uhr bis 17:00 Uhr

Schulungsunterlagen

  • nach Absprache

Seminar-Inhalt / Agenda

Introduction

  • What is Dynamics 365?
  • Advantages of Dynamics 365
  • Sales Apps and Hubs
  • Customer service apps and hubs
  • Marketing Apps
  • Unified Client Interface (UCI)
  • Web interface
  • Outlook interface
  • Where to get help
  • Further reading and resources

Records, activities and personal option

  • Records and relationships
  • Activities
  • Jobs, assistants, activities and notes
  • Connections
  • Setting up your personal options

Performing work in Dynamics 365

  • Working with data and records
  • Security considerations
  • System views and personal views
  • Creating a record
  • Editing an existing record
  • Deleting a record
  • Associated records
  • Reassign a record to a new owner
  • Sharing a record with another user or team
  • Performing operations on multiple records

Dynamics 365 for Outlook

  • Introduction to Dynamics 365 for Outlook
  • Navigation considerations
  • Tracking activities in Outlook

Searching in Dynamics 365

  • Introduction to searching in Dynamics 365
  • Global search
  • Quick search
  • Advanced search

Reports, Charts, and Dashboards

  • Introduction to reports, charts and dashboards
  • Standard reports
  • Report wizard
  • Working with charts
  • Working with dashboards

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