Training Microsoft

Training goals

code: MS-55250 | version: B

This course provides end users with the skills they need most to be productive using Microsoft Dynamics 365 Customer Engagement (CRM) Apps. The main features of all Dynamics 365 Apps are introduced including the Sales, Customer Service and Marketing, with an emphasis on handy tricks and techniques to become more productive in everyday tasks. 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. After the training, students will be proficient in using Microsoft Dynamics 365 Apps through the browser and through the Outlook interfaces. No previous experience of Microsoft Dynamics 365 is needed to take this course. This course serves as a pre-requisite to all other Microsoft Dynamics 365 courses.

 

After completing the course, students will be able to:

  • Be familiar with the Apps and Hubs in Microsoft Dynamics 365 Customer Engagement including Sales, Service and Marketing
  • Understand the differences between the Dynamics 365 Apps and PowerApps
  • Be able to Create, Update, Relate, Assign and Delete records in Microsoft Dynamics 365
  • Create Posts, Notes and Activities in the Timeline control and interact with the Relationship Assistant
  • Manage, Assign and Complete Activities
  • Understand Connections and use them to relate records together
  • Work with Views and create and save a Personal View of records
  • Understand how work with Lookups and Related Records
  • Share records and views with other Users
  • Perform bulk operations on records
  • Configure Personal Options to customize the user experience
  • Track Email and Appointments 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

Audience profile:

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

  • Sales Representatives
  • Customer Service Representatives
  • Marketing Personnel
  • Project Managers
  • General End Users who are looking to improve skill in Dynamics 365

Conspect Show list

  1. Introduction
  2. Records, Activities and Personal Options
  3. Performing Work in Dynamics 365
  4. Dynamics 365 for Outlook
  5. Searching in Dynamics 365
  6. Reports, Charts and Dashboards
Download conspect training as PDF

Additional information

Prerequisites

A working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365.
Difficulty level
Duration 1 day
Certificate

Certificate of completing an authorized Microsoft training
Additional informations

Microsoft Certified Trainer

Other training Microsoft | Dynamics 365

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PRICE 700 EUR

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Traditional training

Sessions organised at Compendium CE are usually held in our locations in Kraków and Warsaw, but also in venues designated by the client. The group participating in training meets at a specific place and specific time with a coach and actively participates in laboratory sessions.

Dlearning training

You may participate from at any place in the world. It is sufficient to have a computer (or, actually a tablet, or smartphone) connected to the Internet. Compendium CE provides each Distance Learning training participant with adequate software enabling connection to the Data Center. For more information, please visit dlearning.eu site

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Paper materials

Traditional materials: The price includes standard materials issued in the form of paper books, printed or other, depending on the arrangements with the manufacturer.

Electronic materials

Electronic materials: These are electronic training materials that are available to you based on your specific application: Skillpipe, eVantage, etc., or as PDF documents.

Ctab materials

Ctab materials: the price includes ctab tablet and electronic training materials or traditional training materials and supplies provided electronically according to manufacturer's specifications (in PDF or EPUB form). The materials provided are adapted for display on ctab tablets. For more information, check out the ctab website.

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