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
Who Should Attend?
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.
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