55250BC: Introduction to Microsoft Dynamics 365 Course Overview

55250BC: Introduction to Microsoft Dynamics 365 Course Overview

The Introduction to Dynamics 365 course, designated as 55250BC, provides learners with foundational knowledge of Microsoft Dynamics 365. It is designed for individuals who are new to this versatile business management solution. The course covers a broad range of topics, from understanding the core concepts and benefits of Dynamics 365 to navigating its various apps and interfaces such as sales, customer service, and marketing apps.

Through a combination of lectures and hands-on labs, participants will learn how to manage records, utilize activities, and personalize options to enhance their workflow. They will also gain proficiency in Searching within the platform, as well as Creating and interpreting reports, Charts, and Dashboards.

By the end of the course, learners will be well-equipped to use Dynamics 365 effectively in a business setting, improving productivity and customer engagement. This introduction to Dynamics 365 will also lay the groundwork for further specialized training or certification within the Dynamics 365 suite.

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Course Prerequisites

To ensure that you can successfully participate in and comprehend the content of the 55250BC: Introduction to Microsoft Dynamics 365 course, the following minimum prerequisites are recommended:


  • Basic understanding of business processes and their interrelationships, such as sales, customer service, and marketing.
  • Familiarity with general computing concepts, including the use of a keyboard and mouse, navigating through Windows operating systems, and basic web browser usage.
  • Proficiency in using Microsoft Office applications, particularly Outlook, as the course includes integration features with this tool.
  • No prior experience with Microsoft Dynamics 365 is required, as this is an introductory course designed to familiarize you with the platform.
  • An eagerness to learn and engage with new software technologies.

Please note that while these prerequisites are aimed at setting a baseline for the training, individuals with varying levels of computer proficiency have successfully completed this course. Our trainers are adept at providing support and guidance tailored to the needs of each participant.


Target Audience for 55250BC: Introduction to Microsoft Dynamics 365

This course offers a foundational understanding of Microsoft Dynamics 365, ideal for professionals seeking to leverage its business solutions.


  • Sales associates and managers looking to improve customer engagement
  • Customer service representatives and managers seeking to enhance service delivery
  • Marketing professionals aiming to utilize Dynamics 365 for campaigns
  • IT professionals responsible for implementing and managing Dynamics 365 environments
  • Business analysts interested in leveraging Dynamics 365 for data insights
  • Dynamics 365 administrators and customizers
  • Project managers overseeing Dynamics 365 deployments
  • System integrators and consultants specializing in CRM solutions
  • PowerApps developers interested in integrating with Dynamics 365
  • Technical support staff involved with Dynamics 365 maintenance and troubleshooting


Learning Objectives - What you will Learn in this 55250BC: Introduction to Microsoft Dynamics 365?

Introduction to the Course's Learning Outcomes and Concepts Covered:

This course offers a comprehensive introduction to Microsoft Dynamics 365, covering its various apps, interfaces, and functionalities, with practical labs to reinforce learning and skills application.

Learning Objectives and Outcomes:

  • Understand the components and benefits of Microsoft Dynamics 365, including sales, customer service, and marketing applications.
  • Navigate and use the Dynamics 365 web and Outlook interfaces effectively for business processes.
  • Manage records within Dynamics 365, understanding the relationship between records and activities, and configure personal options for a customized experience.
  • Perform daily tasks in Dynamics 365, including creating, editing, deleting, and sharing records, while considering security implications.
  • Utilize the Timeline Control and Relationship Assistant to enhance customer interactions and maintain relationships.
  • Execute searches using Global Search, Quick Find, and Advanced Find to efficiently locate records and information within Dynamics 365.
  • Create and manage system and personal views to organize and access data according to individual user needs.
  • Generate, interpret, and customize reports, charts, and dashboards to analyze business data and inform decision-making.
  • Gain hands-on experience through labs that simulate real-world scenarios and reinforce the application of Dynamics 365 features.
  • Access resources and support to continue learning and stay updated with Dynamics 365 advancements and best practices.

Technical Topic Explanation

Microsoft Dynamics 365

Microsoft Dynamics 365 is a suite of business applications that helps companies manage and improve their operations. It combines CRM (customer relationship management) and ERP (enterprise resource planning) tools into one cloud-based system. This allows organizations to track customer interactions, manage financials, operate supply chains, and harness big data analytics in one centralized platform. Dynamics 365's modular approach lets you choose only what you need, facilitating customization and scalability. This integration provides deeper insights, promotes efficiency, and enhances decision-making across different business functions.

Dashboards

Dashboards are visual representation tools that aggregate and display data and key performance indicators (KPIs) in real-time. They provide a quick overview of a business's status or performance, presenting complex information through charts, graphs, and summaries. This aids in tracking operations, focusing on areas needing improvement, and making informed decisions efficiently. Dashboards are customizable, allowing users to focus on specific data relevant to their roles or business objectives, which enhances operational effectiveness and strategic planning.

Creating and interpreting reports

Creating and interpreting reports involve gathering data and analyzing it to extract useful information. This process helps in making informed decisions based on facts and trends. When creating reports, data is collected, organized, and then presented in formats such as charts, graphs, or tables. Interpreting reports is about understanding these visual data presentations, identifying key insights, and determining the implications for a business or project. It requires a mix of analytical skills and the ability to connect the dots between data and real-world scenarios to drive strategic actions and improvements.

Charts

Charts are visual representations of data that help viewers quickly understand and analyze information. They illustrate relationships, trends, and patterns in data by using various forms such as bar graphs, line charts, pie charts, scatter plots, and more. Effective use of charts can enhance decision-making processes in business, education, and many other fields by simplifying complex data sets and providing insights at a glance. Charts are essential tools in presentations and reports, making data more accessible and comprehensible to a wide audience.

Searching within the platform

Searching within the platform in Microsoft Dynamics 365 involves using the built-in search functions to quickly locate data, records, or documents. Dynamics 365 provides diverse search capabilities, like Quick Find, Advanced Find, and Global Search, that allow users to filter and retrieve specific information across various modules. This functionality enhances user efficiency by enabling quick navigation and management of customer relationships and other operational data within the system. The seamless integration of search tools helps professionals streamline workflows and improve decision-making in their daily business processes.

Target Audience for 55250BC: Introduction to Microsoft Dynamics 365

This course offers a foundational understanding of Microsoft Dynamics 365, ideal for professionals seeking to leverage its business solutions.


  • Sales associates and managers looking to improve customer engagement
  • Customer service representatives and managers seeking to enhance service delivery
  • Marketing professionals aiming to utilize Dynamics 365 for campaigns
  • IT professionals responsible for implementing and managing Dynamics 365 environments
  • Business analysts interested in leveraging Dynamics 365 for data insights
  • Dynamics 365 administrators and customizers
  • Project managers overseeing Dynamics 365 deployments
  • System integrators and consultants specializing in CRM solutions
  • PowerApps developers interested in integrating with Dynamics 365
  • Technical support staff involved with Dynamics 365 maintenance and troubleshooting


Learning Objectives - What you will Learn in this 55250BC: Introduction to Microsoft Dynamics 365?

Introduction to the Course's Learning Outcomes and Concepts Covered:

This course offers a comprehensive introduction to Microsoft Dynamics 365, covering its various apps, interfaces, and functionalities, with practical labs to reinforce learning and skills application.

Learning Objectives and Outcomes:

  • Understand the components and benefits of Microsoft Dynamics 365, including sales, customer service, and marketing applications.
  • Navigate and use the Dynamics 365 web and Outlook interfaces effectively for business processes.
  • Manage records within Dynamics 365, understanding the relationship between records and activities, and configure personal options for a customized experience.
  • Perform daily tasks in Dynamics 365, including creating, editing, deleting, and sharing records, while considering security implications.
  • Utilize the Timeline Control and Relationship Assistant to enhance customer interactions and maintain relationships.
  • Execute searches using Global Search, Quick Find, and Advanced Find to efficiently locate records and information within Dynamics 365.
  • Create and manage system and personal views to organize and access data according to individual user needs.
  • Generate, interpret, and customize reports, charts, and dashboards to analyze business data and inform decision-making.
  • Gain hands-on experience through labs that simulate real-world scenarios and reinforce the application of Dynamics 365 features.
  • Access resources and support to continue learning and stay updated with Dynamics 365 advancements and best practices.