CRM1 – Microsoft Dynamics 365 Customer Engagement Core

Module 0: CRM Core Intro
Module 0.5: Setting Up a CRM Training Environment (optional)
MODULE 1: Introduction to Dynamics 365
10 Topics
Dynamics 365 Suite and Product Applications
Navigation and General Usage
Dynamics 365 Deployment Options: Cloud and On- Premise
Dynamics 365 User Experience
Unified Interface Navigation
Record Features
Sharing Records
Assigning Records
Placing Records in Queues
Lab: Creating and Associating Records and Accounts
MODULE 2: Metrics and Goals
8 Topics | 1 Quiz
How Goals and Metrics Work
Configuring Goal Metrics
Configure Fiscal Periods
Creating and Assigning Goal Records
Creating and Recalculating Parent and Child Goal Records
Creating a Rollup Query
Demonstration of Configuring Goal Metrics
Lab 1: Goal Management for Individuals, Teams, and Parent-Child Goals
Module 2 Quiz: Test Your Knowledge
MODULE 3: Data Analysis
13 Topics | 1 Quiz
Running Built-in Reports
Exporting List Data to Excel
Exporting a Pivot Table
Excel Templates
Working with Charts and Dashboards
Creating a Chart
Working with System Charts
Working with Dashboards
View Existing Charts and Dashboards
Creating a New Personal Dashboard
Sharing Dashboards, Charts and Advanced Find Queries
Lab: Create a New Personal, Sales Dashboard
Extra: Setting Up and Using PowerBI
Module 3 Quiz: Test Your Knowledge
MODULE 4: D365 and O365 Integration
6 Topics
Microsoft Word
Microsoft OneNote Integration
Outlook Integration
Office 365 Groups Integration
Microsoft Teams Integration
O365 SharePoint Integration
MODULE 5: Business Process Automation
2 Topics
Business Process Workflows
Using a Wait Condition to Send Out Reminders
MODULE 6: Microsoft Flow with Dynamics 365
2 Topics
Microsoft Flow
Using Microsoft Flow to drive Dynamics 365 Marketing List Communications
MODULE 7: Multilanguage and Multicurrency
2 Topics
Multilanguage
Multicurrency
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Module 0: CRM Core Intro

CRM1 – Microsoft Dynamics 365 Customer Engagement Core Module 0: CRM Core Intro

This course describes the techniques required to customize Microsoft Dynamics 365 to meet the specialized needs of businesses and produce a full configured, effective solution. Topics include:

  • Deployment Overview
  • CRM Online vs On-premise
  • Licensing Overview implications
  • Security
  • Application Usage – Navigation, Usage, Entity Structures, Business Process Flows
  • Product Catalog – Units, Products, Families
  • Office365 Integration (Word Template, Excel Template, OneNote and SharePoint Integration, Outlook Integration, Flow)
  • Workflows (Business Process Flows, Workflow Engine, Microsoft Flow, CDS, CDM)
  • Customization and Configuration Best Practices and Methods
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