Duration: Hours

Microsoft Dynamics 365 is the next generation of intelligent business applications in the cloud. A techno-functional Dynamics 365 consultant is looked up to an end-user client. They spearhead an internal business process service and implement the organization’s growth.

Training Mode: Online

Description

Microsoft D365 CRM:  Microsoft Dynamics 365 is a cloud-based business applications platform that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools.

Customization:
1: Introduction to Customizing Dynamics 365
2: Introduction to Dynamics 365 Solution
3: Dynamics 365 Entity and Field Customization
4: Additional Field Customizations
5: Relationships
6: Customizing Forms
7: Business Rules
8: Views and Visualizations
9: Interactive Service Hub
10: Mobile Considerations

Configuration: Duration

1: Introduction to Configuring Dynamics 365 Application
2: Building a Security Model
3: Hierarchical Security
4: Knowledge Management
5: Introduction to Processes in Dynamics 365
6: Business Process Flows
7: Dynamics 365 and Office 365

Microsoft D365 CRM: Functional Training Contents

Customer Engagement:

1.2 Dynamics product Stack
1.2 History of Dynamics CRM
1.3 Editions in Dynamics CRM
1.4 Deployment types & Licensing Options
1.5 Comparison with other CRM’s in the Market
1.6 XRM Framework
1.7 Out of Box Features (OOB Concepts)
1.8 Apps in Dynamics 365

SALES MODULE:

2.1 Customer Management
2.2 Lead Management
2.3 Opportunity Management
2.4 Product Management
2.5 Quotes, Orders and Invoices
2.6 Goal Management

MARKETING MODULE:

3.1 Marketing Lists
3.2 Campaigns
3.3 Sales Literature
3.4 Quick Campaigns

CUSTOMER SERVICE:

4.1 Services
4.2 Service Calendar
4.3 Case Management
4.4 Knowledge Base
4.5 Entitlements
4.6 Service Level Agreements (SLAs)

Microsoft Dynamics 365 for Talent:

1. Introduction to Microsoft Dynamics 365 for Talent
2. Introduction to Personnel Management in Microsoft Dynamics 365 for Talent
3. Introduction to Organization Management in Microsoft Dynamics 365 for Talent
4. Job and Position Management in Microsoft Dynamics 365 for Talent
5. Worker and Position Actions in Microsoft Dynamics 365 for Talent
6. Compensation Management in Microsoft Dynamics 365 for Talent
7. Compliance in Microsoft Dynamics 365 for Talent
8. Benefit Management in Microsoft Dynamics 365 for Talent
9. Performance Management in Microsoft Dynamics 365 for Talent
10. Learning Management in Microsoft Dynamics 365 for Talent
11. Leave and Absence Management in Microsoft Dynamics 365 for Talent
12. Employee Self-Service with Microsoft Dynamics 365 for Talent
13. People Analytics in Microsoft Dynamics 365 for Talent
14. Recruiting Management in Microsoft Dynamics 365 for Talent
15. Onboarding Management with Microsoft Dynamics 365 for Talent
16. Business Process Flows with Microsoft Dynamics 365 for Talent
17. Security Administration in Microsoft Dynamics 365 for Talent
18. System Administration in Microsoft Dynamics 365 for Talent

Field Service in Dynamics 365

1. Introduction
2. Setup and Configuration
3. Work Order Management
4. Scheduling and Dispatching
5. Agreements
6. Mobility
7. Inventory and Purchasing

 

For more inputs on Microsoft Dynamics 365 you can connect here.
Contact the L&D Specialist at Locus IT.

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