55250: Introduction to Microsoft Dynamics 365 (Fundamentals) Training

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.

• 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 homepage

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.

Working knowledge of Microsoft Office, Microsoft Excel, and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365.

• 1. Introduction

This module provides the attendee with an introduction to Microsoft Dynamics 365 Customer Engagement.

• What is Dynamics 365?
• The benefits of Dynamics 365
• The Sales App and Hub
• The Customer Service App and Hub
• The Marketing App
• Dynamics 365 and PowerApps
• The Web Interface
• The Outlook Interface
• Lists and Grids
• Forms
• Look ups and Related Records
• Where to get Help
• Further reading and resources

Lab: Setting up your lab environment

• Install Sample Data

Lab: Dynamics 365 Orientation

• Explore Microsoft Dynamics 365

After completing this module, students will be able to:

• Describe the key features and benefits of Microsoft Dynamics 365 Customer Engagement
• Be familiar with the Sales Hub, Customer Service Hub and the Marketing App
• Understand the differences between the Web and Outlook Interfaces
• Know where to find help and further reading resources
View Less    View More   
2. Records, Activities and Personal Options
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.
Records and Relationships
Activities
The Timeline Control
The Relationship Assistant
Connections
Setting your Personal Options
Lab: Set Personal Options
Change Your Homepage
Change Records Per Page
Configure Format Settings
Lab: Working with Activities
Create a Task Activity
Track an Activity using the Set Regarding field
Assign an Activity using the Owner Field
Find and Complete an Activity
After completing this module, students will be able to:
Work with Records and Activities
Interact with Posts, Notes and Attachments in the Timeline control
Create Record Connections
Configure Personal Options
Work with Activity Records
Know where to find help and further reading resources
3. Performing Work in Dynamics 365
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.
Working with data and records
Security considerations
System Views and Personal Views
Creating a Record
Editing an existing Record
Deleting a Record
Related Records
Reassigning a Record to a new Owner
Sharing a record with another User or Team
Performing operations on multiple Records
Lab: Managing Records
Create an Account Record
Relate a Contact to an Account
Reassign an Account Record
Share an Account Record
Make an Account Inactive
Lab: Create a Personal View
Create a Personal View
Set a default Personal View
After completing this module, students will be able to:
Perform operations on Records
Create and manage Personal Views
Reassign and Share Records
Perform bulk operations on Records
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 and Appointments against records in Dynamics 365 and how to synchronize your work with the Dynamics 365 server.
Introduction to Dynamics 365 for Outlook
Dynamics 365 Pop-out Window
Tracking Activities in Outlook
Templates, Sales Literature and Articles
Creating Dynamics 365 Records in Outlook
Searching Dynamics 365 Records in Outlook
Lab: Tracking Activities in Outlook
Track an Email in Dynamics 365 for Outlook
Track an Appointment in Dynamics 365 for Outlook
After completing this module, students will be able to:
Be familiar with the Dynamics 365 for Outlook App
Understand the differences between the Web and Outlook Interfaces
Track Activities in Outlook against records in Dynamics 365
5. Searching in Dynamics 365
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.
Introduction to searching in Dynamics 365
Global Search
Quick Find
Advanced Find
Lab: Using Global Find
Use Global Find to search for Information
Lab: Using Quick Find
Using Quick Find to search Account Records
Lab: Using Advanced Find
Use Advanced Find to search for Information
After completing this module, students will be able to:
Use Global Search
Use Quick Find
Be proficient using the Advanced Find Tool
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: Create a custom Report
Create a Custom Report
Test your new Report
Lab: Explore the Charts
Explore the Charts
Create a Custom Chart
Lab: Explore the Dashboards
Explore the Dashboard
Create a Custom Dashboard
After completing this module, students will be able to:
Be familiar with the out of the box Reports
Use the Reporting Wizard to create a custom Report
Understand the Dynamics 365 Charts
Create a custom Personal Chart
Understand the Dynamics 365 Dashboards
Create a custom Personal Dashboard