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.
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
- 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
- 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.