• Course
  • Vendor

Introduction to Microsoft Dynamics 365. GK# 100596

  • Course Start Date: 2021-10-08
  • Time: 09:00:00 - 17:00:00
  • Duration: 1 day 09:00 AM - 05:00 PM
  • Location: Virtual
  • Delivery Method(s): Virtual Instructor Led

Course Outline

Pre-Requisites

Before attending this course, students must have: A working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365.

Lessons

This course provides students with an introduction to Microsoft Dynamics 365 by building a foundation for all subsequent courses and learning. The main features and apps are introduced including Sales, Service and Marketing. Students will learn important end user skills including how to proficiently work in Microsoft Dynamics 365 to find information quickly and easily using the out of the box tools such as Advanced Find, the Report Wizard, Charts and Dashboards through the Web, Unified Client Interface (UCI) and the Dynamics 365 for Outlook App.

No previous experience of Microsoft Dynamics 365 is needed to sit this course. The course applies to both Business and Enterprise Editions of Microsoft Dynamics 365 Version 9 as well as online and on-premise deployments.

WHAT YOU'LL LEARN

  • Be familiar with the Apps and Hubs in Microsoft Dynamics 365 Version 9, including Sales, Service and Marketing
  • Understand the differences between the Web and Unified Client Interface (UCI)
  • Be able to Create, Update, Relate, Assign and Delete records in Microsoft Dynamics 365
  • Create Posts, Notes and Activities. Interact with the Relationship Assistant
  • Manage, Assign and Complete Activities
  • Understand Connections and use them to relate records together
  • Create and save a Personal View of records
  • Share records and views with other Users
  • Perform bulk operations on records
  • Configure Personal Options to customize the user experience
  • Track Email, Appointments and Tasks in Outlook against records in Dynamics 365
  • Proficiently find information using Global Search, Quick Find and Advanced Find
  • Explore the out of the box Reports and create a custom Report using the Report Wizard
  • Create a Personal Chart and Dashboard and set as your homepage

OUTLINE

Module 1: Introduction

This module provides the attendee with an introduction to Microsoft Dynamics 365.

Lessons

  • What is Dynamics 365?
  • The benefits of Dynamics 365
  • The Sales Apps and Hubs
  • The Customer Service Apps and Hubs
  • The Marketing Apps
  • The Unified Client Interface (UCI)
  • The Web Interface
  • The Outlook Interface
  • Where to get Help
  • Further reading and resources

After completing this module, students will be able to:

  • Describe the key features and benefits of Microsoft Dynamics 365
  • Be familiar with the Sales, Customer Service and Marketing Apps and Hubs
  • Understand the differences between the Web, Unified Client Interface (UCI) and Outlook Interfaces
  • Know where to find help and further reading resources

Module 2: Records, Activities and Personal Options

This module presents the basic concepts and features in Microsoft Dynamics 365. We examine the relevance of Records and Relationships, tracking Activities and configuring Personal Options. You will also learn how to work with the Posts, Activities and Notes control.

Lessons

  • Records and Relationships
  • Activities
  • Posts, Assistant, Activities and Notes
  • Connections
  • Setting your Personal Options

After completing this module, students will be able to:

  • Work with Records and Activities
  • Interact with Posts, Notes, Assistant Insights and Attachments
  • Create Record Connections
  • Configure Personal Options
  • Work with Activity Records
  • Know where to find help and further reading resources

Module 3: Performing Work in Dynamics 365

This module presents common skills an end user requires to efficiently perform work in Microsoft Dynamics 365. You will learn how to work with Records, create Personal Views, Reassign Records to a different Owner and Share a Record with another User. You will also learn how to perform bulk operations such as Edit Multiple.

Lessons

  • Working with data and records
  • Security considerations
  • System Views and Personal Views
  • Creating a Record
  • Editing an existing Record
  • Deleting a Record
  • Related Records
  • Reassigning a Record to a new Owner
  • Sharing a record with another User or Team
  • Performing operations on multiple Records

After completing this module, students will be able to:

  • Perform operations on Records
  • Create and manage Personal Views
  • Reassign and Share Records
  • Perform bulk operations on Records

Module 4: Dynamics 365 for Outlook

In this module we will learn how to use Dynamics 365 for Outlook. The Outlook Add-in will be considered including the Dynamics 365 navigation options, the process to track Emails, Tasks and Appointments against records in Dynamics 365 and how to synchronize your work with the Dynamics 365 server.

Lessons

  • Introduction to Dynamics 365 for Outlook
  • Navigation considerations
  • Tracking Activities in Outlook

After completing this module, students will be able to:

  • Be familiar with the Dynamics 365 for Outlook App
  • Understand the differences between the Browser and Outlook Interfaces
  • Track Activities in Outlook against records in Dynamics 365

Module 5: Searching in Dynamics 365

In this module we will learn how to search for and find information in Microsoft Dynamics. We will look at all the out of the box search tools including Global Find, Quick Find and Advanced Find.

Lessons

  • Introduction to searching in Dynamics 365
  • Global Search
  • Quick Find
  • Advanced Find

After completing this module, students will be able to:

  • Use Global Search
  • Use Quick Find
  • Be proficient in the Advanced Find Tool

Module 6: Reports, Charts and Dashboards

This module looks at the different methods available in Microsoft Dynamics 365 to analyze information. We look at the out of the box ‘Default’ reports and the process to create a custom report using the Dynamics 365 Report Wizard. This module also examines the out of the box Charts and Dashboards as well as the process to construct a custom Chart and Dashboard.

Lessons

  • Introduction to Reports, Charts and Dashboards
  • The Default Reports
  • The Reporting Wizard
  • Working with Charts
  • Working with Dashboards

After completing this module, students will be able to:

  • Be familiar with the out of the box Reports
  • Use the Reporting Wizard to create a custom Report
  • Understand the Dynamics 365 Charts
  • Create a custom Personal Chart
  • Understand the Dynamics 365 Dashboards
  • Create a custom Personal Dashboard

LABS

Lab : Setting up your lab environment

  • Install Sample Data

Lab : Web Interface Orientation

  • Explore the Web Interface in Microsoft Dynamics 365

Lab : Unified Client Interface Orientation

  • Explore the Unified Client Interface in Microsoft Dynamics 365

Lab : Set Personal Options

  • Change your Homepage
  • Change Records Per Page
  • Configure Format Settings

Lab : Using Activities

  • Create a Task Activity
  • Track an Activity using the Set Regarding field
  • Assign an Activity using the Owner Field
  • Find and Complete an Activity

Lab : Managing Records

  • Create Account and Contact Records
  • Relate a Contact to an Account
  • Reassign an Account Record
  • Share an Account Record
  • Make an Account Inactive

Lab : Create a Personal View

  • Create a Personal View
  • Set a default Personal View

Lab : Tracking Activities in Outlook

  • Track an Email in Dynamics 365 for Outlook
  • Track an Appointment in Dynamics 365 for Outlook

Lab : Using Global Find

  • Use Global Find to search for Information

Lab : Using Quick Find

  • Use Quick Find to search Account Records

Lab : Using Advanced Find

  • Use Advanced Find to search for Information

Lab : Create a custom Report

  • Create a Custom Report
  • Test your new Report

Lab : Explore the Charts

  • Explore the Charts
  • Create a Custom Chart

Lab : Explore the Dashboards

  • Explore the Dashboard
  • Create a Custom Dashboard

WHO SHOULD ATTEND

This course has been designed to apply to end users of Microsoft Dynamics 365, including:

  • Sales Representatives
  • Customer Service Representatives
  • Marketing Personnel
  • Project Managers
  • General End Users who are looking to improve skill in Dynamics 365
  • It is recommended that attendees of this course have an existing working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365

Cancellation Policy

We require 16 calendar days notice to reschedule or cancel any registration. Failure to provide the required notification will result in 100% charge of the course. If a student does not attend a scheduled course without prior notification it will result in full forfeiture of the funds and no reschedule will be allowed. Within the required notification period, only student substitutions will be permitted. Reschedules are permitted at anytime with 16 or more calendar days notice. Enrollments must be rescheduled within six months of the cancel date or funds on account will be forfeited.

Training Location

Online Classroom
your office

your city, your province
your country   

About Global Knowledge

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Global Knowledge is the world's leading learning services and professional development solutions provider. We deliver learning solutions to support customers as they adapt to key business transformations and technological advancements that drive the way that organizations around the world differentiate themselves and thrive. Our learning programs, whether designed for a global organization or an individual professional, help businesses close skills gaps and foster an environment of continuous talent development.

Training Provider Rating

This vendor has an overall average rating of 4.38 out of 5 based on 431 reviews.

I would never take another course that starts at 11AM and goes to 9PM again. The way the course was laid out really took away from ... Read more
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I would never take another course that starts at 11AM and goes to 9PM again. The way the course was laid out really took away from the capturing of what was presented as it was 5-6 hours of watching a screen before getting to the actual labs. There has to be a better way to lay out this particular course. In my previous course, the lectures were broken up by labs which worked out fantastic and kept you engaged in the course. There were days when in order to actually complete the labs, would go over the 9PM day end time frame. Was able to get the primary labs done, but if you want to get all the content completed, you cannot complete it in the window of this course, you will need to come back on your own time.

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Instructor was great
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Wasn’t as advanced as I thought it would be. There was an issue when the day my course was the first time they used a new platfo ... Read more
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Wasn’t as advanced as I thought it would be. There was an issue when the day my course was the first time they used a new platform.. from adobe to something called zoom; I had to call support line cause it stated our instructor wasn’t present. Thankfully I called cause everyone online was in the adobe virtual classroom waiting for what looked like a teacher who didn’t show up for class (IT didn’t get anything resolved until 10mins after start time). I felt like he was really getting hung up on very basic knowledge for the first half of the course (talking about how to create tabs and drag formulas as an example). I completed files a few times before he was done explaining. There was a scheduled fire drill for them (roughly 30mins)that also cut into our time, which wasn’t deducted from the hour lunch break or the two, fifteen min breaks. I also really wish he touched base more on the automating workbook functions portion which we barely did. I'm happy there were/are those study guides (learning videos) and exams to take on my own time that I hope after I've had the class are still available for me to learn from.

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