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Introduction to Microsoft Dynamics 365
Course Description
Overview
The main features and apps are introduced including the Sales Hub, Customer Service Hub and Marketing App, with an emphasis on handy tricks and techniques to become more productive in your everyday tasks.Students will learn important end user skills including how to proficiently work in Microsoft Dynamics 365 to find information quickly and easily using the out of the box tools,
After the training, students will be proficient in using Dynamics 365 Apps
through the browser and through the Outlook Integration.
This course is the official prerequisite to all other Microsoft Dynamics 365 courses.
Objectives
Prerequisites
-
Before attending this course, students must have: A working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365.
Topics
- What is Dynamics 365?
- The benefits of Dynamics 365
- The Dynamics 365 Apps
- The Dynamics 365 Interface
- The Outlook Interface
- Where to get Help
- Further reading and resources
- Install Sample Data
- Explore the Interface in Microsoft Dynamics 365
- Records and Relationships
- Activities
- Posts, Assistant, Activities and Notes
- Connections
- Setting your Personal Options
- Change Your Homepage
- Change Records Per Page
- Configure Format Settings
- Create a Task Activity
- Track an Activity using the Set Regarding field
- Assign an Activity using the Owner Field
- Find and Complete an Activity
- 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
- Create an Account Record
- Relate a Contact to an Account
- Reassign an Account Record
- Share an Account Record
- Make an Account Inactive
- Create a Personal View
- Set a default Personal View
- Introduction to Dynamics 365 for Outlook
- Navigation considerations
- Tracking Activities in Outlook
- Track an Email in Dynamics 365 for Outlook
- Track an Appointment in Dynamics 365 for Outlook
- Introduction to searching in Dynamics 365
- Global Search
- Quick Find
- Advanced Find
- Use Global Find to search for Information
- Use Quick Find to search Account Records
- Use Advanced Find to search for Information
- Introduction to Reports, Charts and Dashboards
- The Default Reports
- The Reporting Wizard
- Working with Charts
- Working with Dashboards
- Create a Custom Report
- Test your new Report
- Explore the Charts
- Create a Custom Chart
- Explore the Dashboard
- Create a Custom Dashboar
Related Courses
-
Microsoft Dynamics 365 Finance
MOC-MB-310T00-RS- Duration: 4 Days
- Delivery Format: Classroom Training, Online Training
- Price: 1,940.00 EUR
-
Microsoft Dynamics 365 Supply Chain Management
MOC-MB-330T00-RS- Duration: 5 Days
- Delivery Format: Classroom Training, Online Training
- Price: 2,430.00 EUR
Self-Paced Training Info
Learn at your own pace with anytime, anywhere training
- Same in-demand topics as instructor-led public and private classes.
- Standalone learning or supplemental reinforcement.
- e-Learning content varies by course and technology.
- View the Self-Paced version of this outline and what is included in the SPVC course.
- Learn more about e-Learning
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