Dynamics 365 Essentials

This course will provide new users, managers and business analysts with the core fundamental skills to work with Dynamics 365 Customer Engagement. In this one-day class we’ll start with out-of-box functionality, getting hands-on experience working with the application and managing records.  Take a closer look at central entities – Account, Contact, Opportunity, Lead, Case and their relationships and preview new features of Dynamics 365 for phones and tablets.

This course can help you prepare for exam MB2-717.
This class is delivered as an instructor-led virtual class.

Duration
1 Day,  9AM to 4PM (Eastern)

Prerequisites
No previous experience with Dynamics 365 is required.

Instructor - Lindsay Marrin, MCT

Spots are limited for this training, so register today.

Content Details

Dynamics 365 Overview

• Overview of Dynamics 365 functionality
• Understanding how Security Roles impact Users
• Dynamics 365 Records
• The Entity Relationship Model

Working with the Application

• Navigating Dynamics 365
• Customer Records
• Activities, Notes and Attachments
• Templates
• Web Client and Unified User Interface

Working with Records

• Views, Charts and Dashboards
• Record Ownership and Sharing
• Editing and Deleting Records
• Relationship Insights

Working with Data

• Global Search and Quick Find
• Using Advanced Find
• Export to Excel
• Data Management
  • Data Import
  • Duplicate Detection

Additional Features

• Dynamics 365 for Phones
• Reporting & Power BI

Computers are Required

Each student will have their own Learning and Development environment for the duration of the class.

This training is hands-on, have your own machine ready with audio/video capabilities.  We recommend using a modern browser for the richest hands-on experience.

All registrations are pending approval by Leaf Learning 365.