Pour les demandes entreprises : (+33) 970 466 303
Pour les demandes particuliers : (+33) 180 272 016
Pour les demandes entreprises : (+33) 970 466 303
Pour les demandes particuliers : (+33) 180 272 016
Dynamics 365 is a suite of intelligent business applications that empowers organizations to streamline their operations, improve customer engagement, and make data-driven decisions. Our Dynamics 365 training program is designed to equip participants with the skills and knowledge needed to harness the full potential of this versatile business solution.
Module 1: Fundamentals of Dynamics 365 Customer Engagement
Quick history overview
Data schema principles
Key business processes
Prospect qualification
Sales opportunity management
Activities: tasks, appointments, calls, emails, etc.
Order processing
Incident handling
Technical insight into CRM Online
CRM data centers
Licensing
Quarterly updates
Outlook integration
Possible actions
Backup/restore procedures
Data import
Migration from On-Premise version
Organization and user administration
Duplicate management
Asynchronous process management
Office integration
SharePoint interaction
Authentication
Azure integration
Module 2: Key Objects and Actions
Entities
Relationships
Search functionality
Data import/export
Printing options
Workflow, Plugins, Applications
Module 3: Administrator’s Role Focus
User creation and deletion
Server key settings
Email management
SharePoint integration
External application integration
Module 4: Configuration Interface
Solution concept
Managed vs. Unmanaged solutions
Solution management
Business Units (Divisions) and roles
Adding/extending entities
Meta-attributes
Global/user entities
Activity entities
Columns
Relationships
User interface components
Global/user/role views
Javascript usage
Workflow design
Report creation
Attaching a process to an entity
Adding a web portal
Power BI integration
Interface limitations and solutions
Plugins
Azure service
Microsoft Flow
Other components
Announced enhancements
Leveraging AI
Feature fragmentation into applications
The training covers fundamental concepts, processes like prospect qualification and order processing, technical aspects of CRM Online, administration tasks, data management, integration with Outlook and SharePoint, and more.
