This training is offered by Microtek Learning to help students understand the fundamentals of Microsoft Dynamics 365 Customer Engagement by creating a foundation for all subsequent learning and courses.
Course Price : $575 Per Participant
This training is offered by Microtek Learning to help students understand the fundamentals of Microsoft Dynamics 365 Customer Engagement by creating a foundation for all subsequent learning and courses.
Main apps and features are covered in the training including marketing, service, and sales.
Professionals will also learn end-user skills such as working in Microsoft Dynamics 365 to quickly identify information and use tools such as Report Wizard, Advanced Find, Dashboard, and Charts through Dynamics 365 and the Web Browser.
The training is aligned with the objectives of the course variant 55250A.
Courses
Years of Experience
Global Learners
Introduction to the Hubs and Apps in Microsoft Dynamics 365 Customer Engagement including marketing, service, and sales
Learning the differences between the PowerApps and Dynamics 365 Apps
Learning how to create, relate, update, assign, and delete records in Microsoft Dynamics 365
Creating activities, notes, and posts in the Timeline control and interacting with the Relationship Assistant
Managing, Assigning and Completing Activities
Understanding Connections and using them to relate records together
Working with Views and creating and saving a Personal View of records
Understanding how to work with Related Records and Lookups
Sharing records and viewing with other Users
Performing bulk operations on records
Configuring Personal Options to personalize the user experience
Tracking Appointments and Email in Outlook against records in Dynamics 365
Finding information using Advanced Find, Quick Find, and Global Search,
Exploring tools such as Reports and creating a Custom Report using the Report Wizard
Creating a Dashboard and Personal Chart and set as your homepageWorking knowledge of Microsoft Office, Microsoft Excel, and Microsoft Outlook.
However, this course assumes no prior knowledge of Microsoft Dynamics 365.
This training program is designed to apply to end users of Microsoft Dynamics 365 Customer Engagement, including customer service representatives, project managers, sales representatives, marketing personnel, and general end-users who want to improve their skill in Dynamic 365.
Microsoft Learning PartnerMicrotek Learning is a Microsoft Certified Partner for Learning Solutions. This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).
Dec 15, 2023
9:00 am - 5:00 pm EST
online
This module provides the attendee with an introduction to Microsoft Dynamics 365 Customer Engagement.
Lessons
Lab: Setting up your lab environment
Lab: Dynanmics 365 Orientation
After completing this module, students will be able to:
This module presents the basic concepts and features in Microsoft Dynamics 365 Customer Engagement. 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 in the Timeline control.
Lessons
Lab: Set Personal Options
Lab: Working with Activities
After completing this module, students will be able to:
This module presents common skills the end user requires to efficiently perform work in Microsoft Dynamics 365 Customer Engagement. You will learn how to work with Records, create Personal Views, Reassign Records to a different Owner and Share Records, Views and Charts with other Users. You will also learn how to perform bulk operations such as Edit Multiple.
Lessons
Lab: Managing Records
Lab: Create a Personal View
After completing this module, students will be able to:
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 and Appointments against records in Dynamics 365 and how to synchronize your work with the Dynamics 365 server.
Lessons
Lab: Tracking Activities in Outlook
After completing this module, students will be able to:
In this module we will learn how to search for and find information in Microsoft Dynamics Customer Engagement. We will look at all the out of the box search tools including Global Find, Quick Find and Advanced Find.
Lessons
Lab: Using Global Find
Lab: Using Quick Find
Lab: Using Advanced Find
After completing this module, students will be able to:
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.
Lessons
Lab: Create a custom Report
Lab: Explore the Charts
Lab: Explore the Dashboards
After completing this module, students will be able to:
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