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- Core Tech
Using Microsoft Dynamics 365
Microsoft's CRM functionality is encompassed in Dynamics 365, with applications for Sales, Customer Service, Field Service, and Project Service. This suite of business applications enables end-to-end relationship management that is highly customizable and scalable for organizations of all sizes.
This path covers core features and functionality of each application and how to get started using it. We also cover how to customize and configure the system to your specific needs, using Power Apps.
When you’re finished with the path, you’ll have a foundational understanding of Dynamics 365 and how to use it to gain insight into your customers
Content in this path
Using Microsoft Dynamics 365
This section covers core features and functionality of Microsoft Dynamics 365 and how to get started. We also cover how to customize and configure the system to your specific needs, using Power Apps.
Dynamics 365 Applications
This section covers core features and functionality of each application and how to get started using it.
- How to set up Microsoft Dynamics 365 environment
- How to create and customize Dynamics 365 solutions
- How to create forms, views, charts and dashboards
- How to use Microsoft Dynamics 365 Sales
- How to use Microsoft Dynamics 365 Customer Service
- How to use Microsoft Dynamics 365 Field Service
- How to use Microsoft Dynamics 365 Project Service Automation
- No prerequisite knowledge needed.
- CRM
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