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コース概要
Introduction
Microsoft Dynamics 365 as an Enterprise System
- Modules and processes used in Microsoft Dynamics 365
Overview of CRM and ERP
- Workflows and business processes in information technology
- Software as a service delivery
- Normalized data vs denormalized data
Starting Microsoft Dynamics 365
- Registering and logging into Microsoft Dynamics 365
- Navigating the Microsoft Dynamics 365 interfaces
Modules in Microsoft Dynamics 365
- Using and understanding the sales module
- Using and understanding the marketing module
- Using and understanding the service modules
- Using and understanding the financial module
Structuring in Microsoft Dynamics 365
- Creating and pinning records
- Creating opportunities
- Creating an activity and converting it into an opportunity
- Creating and qualifying leads
- Creating a quote
Automation with Microsoft Flow
- Connecting Microsoft Flow with Microsoft Dynamics 365
- Using a template, create a flow
- Creating a flow without a template
- Testing the flow
Data Visualization with Power BI
- Connecting PowerBI with Microsoft Dynamics 365
- Adding a PowerBI dashboard
- Creating a visualization
Summary and Conclusion
要求
- An understanding of basic computer skills
Audience
- Business Analysts
14 時間
お客様の声 (1)
私たちは自分たちが取り組んでいるシステムを十分に活用していないことを知り、あらゆる面で楽しみました。
Tracy Rehman - Financial Planning Institute
コース - Microsoft Dynamics 365 Customer Insights (MB-220)
機械翻訳