Microsoft Dynamics 365 training courses

Featured Classes

• Introduction Training

  Our introductory training course empowers users to master the navigation and interface of Dynamics 365. The training sessions takes 3 hours and will be separated into two categories depending on your focus, Sales or Service Management.

  The course covers the following:

  • System Navigation
  • Introduction to Sales or Service Management
  • Dynamics 365 APP for Outlook
  • Personalizing User Settings
  • Entity Search, Universal Search, Advanced Find
  • Personalizing Views
  • Record Ownership and Sharing Access
  • Creating, Managing, and Assigning Records
  • Activity Management
  • Working with Charts, Reports, Dashboards

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  Introduction Training

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• Dynamics 365 Sales Training

  Need to close more deals and build stronger relationships with your customers? Whether you’re managing your own pipeline or analyzing the sales performance of your entire team, this course is suited for you. This 4 hour training session will help you to become an expert at using the sales app within Dynamics 365.

  The course covers the following:

  • Working with Sales Records in CRM
  • Lead to Opportunity Management Using Guided Process Flows
  • Working with Quotes and Orders
  • Working with Price Lists and the Product Catalogue
  • Working with Word Templates
  • Using Charts and Dashboard for Sales Performance Analysis

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  Dynamics 365 Sales Training

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• Dynamics 365 Customer Service

  Want to improve service delivery and increase customer retention rates? This is the training course for you. Join this 4 hour session and learn how to better understand how your business can effectively track and manage cases in your CRM.

  The course covers the following:

  • Creating Cases in CRM
  • Progressing Cases Using Guided Process Flows
  • Using the Customer Service Hub
  • Managing Case Views
  • Case and Queue Management
  • Working with Entitlements and Service Level Agreements
  • Managing Knowledge Base Records

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  Dynamics 365 Customer Service Training

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• Database Administrator Training

  If you’re a Database Administrator proficient and familiar with the core Dynamics 365 processes then this is the course for you. This full day training session is specifically designed to help admins recognize the potential for extending Dynamics 365 and shares best practice along with tips and tricks on how to maintain your database.

  The course covers the following:

  • Creating User Security Profiles and Managing Teams
  • Planning Customizations for a Dynamics 365 Implementation
  • Customizing the User Interface and Editing Form Components Including Field Types
  • Creating Relationship Entities
  • Applying Data Quality Controls and Setting Up Duplication Rules
  • Configuring Business Rules
  • Customizing the Record Forms
  • Importing and Exporting Data
  • Configuring Advanced Automated Processes
  • Advanced Guided Process Flows Including Branching Logic
  • Working with Parent : Child Record Hierarchies Including Cascading rule
  • Security Roles

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  Database Administrator Training

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• Marketing Automation ClickDimensions

  This course will introduce the main capabilities that ClickDimensions has to offer and help you get a clear understanding of how to use the software within the Dynamics 365 user interface.

  The course covers the following:

  • Email Marketing
  • Email Templates
  • Unsubscribes
  • Email Sends
  • Email Reports & Statistics
  • Forms
  • Surveys
  • Landing Pages
  • Subscription Pages
  • Web Tracking
  • Campaign Automation
  • Connectors
  • Email Deliverability
  • Social Posts

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  Marketing Automation ClickDimensions Training

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