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Microsoft Dynamics

Objectives

Integrate the digital intelligence of Microsoft Dynamics 365 with your sales and customer service management processes to discover efficiencies and revenue growth like never before. This course from Koenig on customization of MS dynamics 365 for Sales and CRM is designed to impart a core understanding of various tools available for personalizing and recreating the Dynamics 365 experience for your specific Sales and Service requirements. The training modules focus on implementation and understanding of how these tools can be best applied to create custom objects, automate tasks, modify the user interface, and other tedious activities.

Course Outcome:

  • Describe the capabilities and functionality of Dynamics 365 Marketing
  • Describe the capabilities and functionality of Dynamics 365 Sales
  • Describe the capabilities and functionality of Dynamics 365 Customer Service
  • Describe the capabilities and functionality of Dynamics 365 Field Service
  • Describe the capabilities and functionality of Dynamics 365 Project Operations (CRM).

Target Audience

  • Entry-level IT professionals
  • IT managers
  • SaaS administrators
  • Cloud application administrators
  • Application developers

Course Modules

  • Learn the Fundamentals of Dynamics 365 Marketing
    • Get introduced to the Dynamics 365 customer engagement apps
    • Examine Dynamics 365 Marketing
    • Describe Dynamics 365 Marketing capabilities
    • Review Additional Marketing Apps
    • Lab: Working with customer engagement apps
    • Lab: Manage Customers and Activities
    • Lab: Search and filter data
    • Lab: Dynamics 365 Marketing Capstone Lab
  • Learn the Fundamentals of Dynamics 365 Sales
    • Explore Dynamics 365 Sales
    • Manage the sales lifecycle with Dynamics 365 Sales
    • Review additional sales apps
    • Lab: Dynamics 365 Sales Capstone Lab
  • Learn the Fundamentals of Dynamics 365 Customer Service
    • Examine Dynamics 365 Customer Service
    • Describe Dynamics Customer Service capabilities
    • Review additional customer service apps
    • Lab: Dynamics 365 Capstone Lab
  • Learn the Fundamentals of Dynamics 365 Field Service
    • Examine Dynamics Field Service
    • Generate Work Orders in Dynamics 365 Field Service
    • Describe the scheduling capabilities of Dynamics 365 Field Service
    • Examine the inventory management capabilities of Dynamics 365 Field Service
    • Review the asset management capabilities of Dynamics 365 Field Service
    • Lab: Dynamics 365 Capstone Lab
  • Learn the Fundamentals of Dynamics 365 Project Operations (CRM)Examine Dynamics 365 Project Operations
  • Describe the sales capabilities of Dynamics 365 Project Operations
  • Plan projects with Dynamics 365 Project Operations
  • Review the resource utilization capabilities of Dynamics 365 Project Operations
  • Lab: Dynamics 365 Project Operations Capstone Lab

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    Program Schedules : Session Starts From

    9th July 2021

    Online Live

    23rd July 2021

    Classroom

    Certification (Microsoft Dynamics)

    Integrate the digital intelligence of Microsoft Dynamics 365 with your sales and customer service management processes to discover efficiencies and revenue growth like never before. This course from Koenig on customization of MS dynamics 365 for Sales and CRM is designed to impart a core understanding of various tools available for personalizing and recreating the Dynamics 365 experience for your specific Sales and Service requirements. The training modules focus on implementation and understanding of how these tools can be best applied to create custom objects, automate tasks, modify the user interface, and other tedious activities.

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