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MS Dynamics

Unlock the full potential of your business by unifying CRM and ERP capabilities into a single, seamless ecosystem.

Duration

2 Days

Language

English

Delivery Mode

Online/Hybrid/Face-to-Face

Course Overview

Welcome to the Mastering Microsoft Dynamics 365 course: Comprehensive CRM and ERP Solutions. Dynamics 365 is a powerful suite of business applications that combines customer relationship management (CRM) and enterprise resource planning (ERP) capabilities. This course will provide you with the knowledge and skills to effectively utilize Dynamics 365 to streamline business processes, improve customer engagement, and drive organizational growth.

Learning Objectives

  • Develop a comprehensive understanding of the Dynamics 365 ecosystem and its core functionalities.
  • Execute advanced sales and marketing strategies using automated pipelines and customer journey mapping.
  • Manage field service operations and project lifecycles to improve resource allocation and profitability.
  • Implement robust financial and human resource management processes within a unified digital environment.
  • Configure inventory, supply chain, and retail operations through Dynamics 365 Business Central.
  • Extend and customize platform capabilities using Power Platform tools and API integrations.

Course Outline

Modules

  • Module 1: Introduction to Microsoft Dynamics 365

    • Understanding the purpose and benefits of Dynamics 365
    • Exploring the Dynamics 365 ecosystem and components
    • Navigating the Dynamics 365 interface and workspace
    • Overview of CRM and ERP functionalities in Dynamics 365

  • Module 2: Dynamics 365 Customer Engagement

    • Managing customer relationships and interactions
    • Creating and managing leads, opportunities, and sales pipelines
    • Implementing marketing campaigns and automation
    • Configuring customer service and case management

  • Module 3: Dynamics 365 Sales

    • Managing sales processes and pipelines
    • Tracking and analyzing sales performance
    • Configuring sales territories and quotas
    • Utilizing sales forecasting and order management

  • Module 4: Dynamics 365 Marketing

    • Planning and executing marketing campaigns
    • Managing marketing leads and customer journeys
    • Implementing email marketing and customer segmentation
    • Utilizing marketing analytics and insights

  • Module 5: Dynamics 365 Field Service

    • Managing field service operations and resources
    • Scheduling and dispatching technicians
    • Tracking and managing service contracts and warranties
    • Utilizing IoT and predictive maintenance for field service

  • Module 6: Dynamics 365 Project Service Automation

    • Planning and managing projects within Dynamics 365
    • Estimating project costs and resources
    • Tracking project progress and profitability
    • Collaborating and managing project teams

  • Module 7: Dynamics 365 Finance and Operations

    • Managing financial processes and transactions
    • Implementing general ledger and accounts payable/receivable
    • Configuring inventory management and supply chain
    • Utilizing budgeting and forecasting functionalities

  • Module 8: Dynamics 365 Human Resources

    • Managing employee information and HR processes
    • Configuring employee self-service and onboarding
    • Tracking and managing time and attendance
    • Utilizing performance management and training functionalities

  • Module 9: Dynamics 365 Business Central

    • Exploring the capabilities of Dynamics 365 Business Central
    • Configuring financial management and reporting
    • Managing sales, purchasing, and inventory processes
    • Utilizing business intelligence and analytics

  • Module 10: Integration and Extensibility

    • Integrating Dynamics 365 with other systems and applications
    • Utilizing connectors and APIs for data exchange
    • Customizing Dynamics 365 with Power Platform tools
    • Developing custom extensions and add-ons

Certification

OrientMCT Certified

Who Should Attend

Operations Managers

Financial Controllers

IT Solutions Architects

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