Microsoft Dynamics 365: Getting Started

CRM and ERP are core to all businesses today. This course will teach you the basics of Microsoft Dynamics 365, with a focus on sales, customer service, field service, project service automation, finance, and supply chain management.
Course info
Rating
(35)
Level
Beginner
Updated
Mar 20, 2020
Duration
2h 26m
Table of contents
Course Overview
Course Introduction
Introducing Dynamics 365
Accessing and Navigating Dynamics 365
Understanding the Foundations of Dynamics 365
A Brief Look at the Dynamics 365 Apps
Introduction to Power Apps and Common Data Service
Dynamics 365 Summary and Next Steps
Description
Course info
Rating
(35)
Level
Beginner
Updated
Mar 20, 2020
Duration
2h 26m
Description

In today’s business environment, organizations are driven by data. This data helps provide insights into customers, and also gives organizations a comprehensive view into their own business. Dynamics 365 enables both of these, by providing Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) functionality all under the same umbrella. In this course, Microsoft Dynamics 365: Getting Started, you’ll look at the overall Dynamics 365 platform, as well as the common applications that comprise it. First, you'll focus on sales, customer service, field service, project service automation, finance, and supply chain management. Next, you’ll learn how to set up a trial instance of Dynamics 365, and the core skills needed to be a successful user, customizer or developer on the platform. Then, you’ll explore navigation, entities, views, forms, search, business process flows, dashboards, and activities. Finally, you’ll discover how to extend and build on the platform using the Common Data Service and Power Apps. When you’re finished with the course, you’ll have a foundational understanding of Dynamics 365 and how to use it to manage the end-to-end customer lifecycle.

About the author
About the author

Amber has been a software developer and technical trainer since the early 2000s. She holds certifications for AWS and a variety of Microsoft technologies. She also focuses on user experience and professional skills training, bridging the gap between techies and non-techies.

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Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
[Autogenerated] Hi there. My name is Amber is Rawlson and welcome to my course. Microsoft Dynamics 3 65 Getting started. I've been a developer, author and technical trainer for 16 plus years. During that time, I've seen an increased focus on customers. We need the way we attract and sell to new customers and how we service and interact with existing customers. This is known as customer relationship management or C R M. Organizations also have a lot of processes that are essential to running their business things like finance, procurement, manufacturing, supply chain HR and Maur. These things fall under the umbrella of Enterprise Resource Planning or E. R. P, and that's where Microsoft Dynamics 3 65 comes in. This course provides an introductory look. A dynamic 3 65 with a focus on sales, customer service, field service, project service, automation, finance and supply chain management for each of those applications will explore what it does and common scenarios for use. You learn how to set up a trial instance of Dynamics 3 65 and learn the core skills needed to be successful on the platform. Along the way, you'll explore entities, views, forms, search this is process flows, dashboards and activities. You'll also discover how to extend and building the platform using the common data service and Power. APS. When you're finished with the course, you'll have a foundational understanding of dynamics 3 65 and how to use it to manage the end to end customer lifecycle. This course targets Dynamics 3 65 users who are new to the platform, including end users, customizers managers, developers in I T UPS professionals. The knowledge you gain in this course can be used as a foundation for future functional and technical training. There's no prior knowledge or experience required. I hope you'll join me in this journey in Microsoft Dynamics 3 65 Getting Started at plural Site