18756 Stone Oak Park Way, Suite200, San Antonio TX 78258 USA
100 Queen St W, Brampton, ON L6X 1A4, Canada
country flagUnited States
share button

55250: Introduction to Microsoft Dynamics 365 (Fundamentals) Training


What 55250: Introduction to Microsoft Dynamics 365 (Fundamentals) training is all about?

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.

1 SATV applicable


Schedule
  • Delivery Format:
Date: Oct 07, 2020 | 9:00 am - 5:00 pm EST
Location: Online
$575 USD
  • Delivery Format:
Date: Nov 06, 2020 | 9:00 am - 5:00 pm EST
Location: Online
$575 USD
  • Delivery Format:
Date: Dec 07, 2020 | 9:00 am - 5:00 pm EST
Location: Online
$575 USD
What are the course objectives for 55250: Introduction to Microsoft Dynamics 365 (Fundamentals) training?
  • 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 55250: Introduction to Microsoft Dynamics 365 (Fundamentals) training?

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.

What are the prerequisites for 55250: Introduction to Microsoft Dynamics 365 (Fundamentals) training?

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

What is the course outline for 55250: Introduction to Microsoft Dynamics 365 (Fundamentals) training?
  • 1. Introduction
  • a). What is Dynamics 365?
  • b). The benefits of Dynamics 365
  • c). The Sales App and Hub
  • d). The Customer Service App and Hub
  • e). The Marketing App
  • f). Dynamics 365 and PowerApps
  • g). The Web Interface
  • h). The Outlook Interface
  • i). Lists and Grids
  • j). Forms
  • k). Look ups and Related Records
  • l). Where to get Help
  • m). Further reading and resources
  • n). Lab: Setting up your lab environment
  • o). Lab: Dynamics 365 Orientation
  • 2. Records, Activities and Personal Options
  • a). Records and Relationships
  • b). Activities
  • c). The Timeline Control
  • d). The Relationship Assistant
  • e). Connections
  • f). Setting your Personal Options
  • g). Lab: Set Personal Options
  • h). Lab: Working with Activities
  • 3. Performing Work in Dynamics 365
  • a). Working with data and records
  • b). Security considerations
  • c). System Views and Personal Views
  • d). Creating a Record
  • e). Editing an existing Record
  • f). Deleting a Record
  • g). Related Records
  • h). Reassigning a Record to a new Owner
  • i). Sharing a record with another User or Team
  • j). Performing operations on multiple Records
  • k). Lab: Managing Records
  • l). Lab: Create a Personal View
  • 4. Dynamics 365 for Outlook
  • a). Introduction to Dynamics 365 for Outlook
  • b). Dynamics 365 Pop-out Window
  • c). Tracking Activities in Outlook
  • d). Templates, Sales Literature and Articles
  • e). Creating Dynamics 365 Records in Outlook
  • f). Searching Dynamics 365 Records in Outlook
  • g). Lab: Tracking Activities in Outlook
  • 5. Searching in Dynamics 365
  • a). Introduction to searching in Dynamics 365
  • b). Global Search
  • c). Quick Find
  • d). Advanced Find
  • e). Lab: Using Global Find
  • f). Lab: Using Quick Find
  • g). Lab: Using Advanced Find
  • 6. Module Reports, Charts and Dashboards
  • a). Introduction to Reports, Charts and Dashboards
  • b). The Default Reports
  • c). The Reporting Wizard
  • d). Working with Charts
  • e). Working with Dashboards
  • f). Lab: Create a custom Report
  • g). Lab: Explore the Charts
  • h). Lab: Explore the Dashboards