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Introduction to Dynamics 365 for Public Sector
Next course date:
September 28th 2020 9:00am EST – 4:00pm EST
A one-day instructor-led course providing an introduction to Microsoft Dynamics 365. This course places a focus on the application of Dynamics 365 solution for the public sector. It covers key concepts related to applying Dynamics 365. It provides a foundation for other Microsoft Dynamics 365 courses and includes hands-on exercises to complement student learning.
This course is intended for CXO’s, Directors, Managers and Staff who plan to use, implement, enhance, or support Microsoft Dynamics 365 in their organization. This user-friendly course is intended for anyone who wants to gain foundational knowledge of Microsoft Dynamics 365.
$700.00 NOW $350.00 (1 day – Introductory course)
No prerequisite training or skills required other than general exposure to office desktop applications.
After completing this course, students will be able to do the following:
- Understand key Microsoft Dynamics 365 concepts.
- Explain how customer data (e.g. Cases, Contacts, Organizations…) are recorded in Microsoft Dynamics 365 and how to configure personal options.
- Work with case, contact(individual) and organization(account) records and views.
- Use Search and Reporting functionality in Microsoft Dynamics 365
- Complete basic Exports & Imports of records with Microsoft
- Create charts and dashboards in Microsoft Dynamics.
Module 1: Introduction to Microsoft Dynamics 365
This module provides a high-level overview of Microsoft Dynamics 365 concepts and describes ways to navigate the application.
- CRM terminology
- Accessing Microsoft Dynamics CRM
- Application navigation and user interface
- Getting help
- Setting personal options
Module 2: Working with Information Entities
This module explains how client, case management and marketing data are used in
Microsoft Dynamics 365. It describes how contacts, notes, attachments, connection
and activities are recorded in Dynamics.
- Managing client data
- Creating/managing case data
- Creating/managing marketing data
- Using the interaction wall
- Record ownership and Assignment
- Using the business process flow
Module 3: Viewing and Searching Information
This module describes how to filter, search and edit information for a variety of purposes.
- Search tools
- Advanced Find
- Managing views
- Editing and deleting records
- Bulk data modifications
- Importing and exporting data
Module 4: Working with Reports, Charts and Dashboards
This module describes ways to visualize and report data in Microsoft Dynamics 365.
- Report Wizard
International Training Centre
Address: 100 Sparks Street, Suite 901 Ottawa, ON K1P 5B7