Dynamics 365 (CRM) Essentials

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.

1 Day,  9AM to 4PM (Eastern)

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.

Dates:  September 25
Class Hours: 9am - 4pm
Location:  Virtual
Price:  $650 + Tax
Dates:  October 23
Class Hours: 9am - 4pm
Location:  Virtual
Price:  $650 + Tax
Dates:  November 22
Class Hours: 9am - 4pm
Location:  Virtual
Price:  $650 + Tax

All registrations are pending approval by Leaf Learning 365.