55250-A : Introduction to Microsoft Dynamics 365

55250-A : Introduction to Microsoft Dynamics 365 Certification Training Course Overview

Enroll for 1-day 55250-A: Introduction to Microsoft Dynamics 365 course from Koenig Solutions accredited by Microsoft. In this course learn important end user skills including how to proficiently work in Microsoft Dynamics 365 to find information quickly and easily using the out of the box tools such as Advanced Find, the Report Wizard, Charts and Dashboards through the Web Browser and Dynamics 365 for Outlook.

Target Audience:

This course has been designed to apply to end users of Microsoft Dynamics 365 Customer Engagement, including:

  • Sales Representatives
  • Customer Service Representatives
  • Marketing Personnel
  • Project Managers
  • General End Users

Learning Objectives:

After completing this course, you will be able to:

  • Be familiar with the Apps and Hubs in Microsoft Dynamics 365 Customer Engagement including Sales, Service and Marketing
  • Understand the differences between the Dynamics 365 Apps and PowerApps
  • Be able to Create, Update, Relate, Assign and Delete records in Microsoft Dynamics 365
  • Create Posts, Notes and Activities in the Timeline control and interact with the Relationship Assistant
  • Manage, Assign and Complete Activities
  • Understand Connections and use them to relate records together
  • Work with Views and create and save a Personal View of records
  • Understand how work with Lookups and Related Records
  • Share records and views with other Users
  • Perform bulk operations on records
  • Configure Personal Options to customize the user experience
  • Track Email and Appointments in Outlook against records in Dynamics 365
  • Proficiently find information using Global Search, Quick Find and Advanced Find
  • Explore the out of the box Reports and create a custom Report using the Report Wizard
  • Create a Personal Chart and Dashboard and set as your homepage

 

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55250-A : Introduction to Microsoft Dynamics 365 (8 Hours) Download Course Contents

Live Virtual Classroom
Group Training 600
29 Nov GTR 09:00 AM - 05:00 PM CST
(8 Hours/Day)

06 Dec 09:00 AM - 05:00 PM CST
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1-on-1 Training (GTR) 700
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8 Hours
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Course Modules

Module 1: Introduction
  • What is Dynamics 365?
  • The Benefits of Dynamics 365
  • The Sales Apps and Hubs
  • The Customer Service Apps and Hubs
  • The Marketing App
  • Dynamics 365 and PowerApps
  • The Web Interface
  • The Outlook Interface
  • Lists and Grids
  • Forms
  • Look ups and Related Records
  • Where to get Help
  • Further reading and resources
  • Lab : Setting up your lab environment
  • Lab : Dynanmics 365 Orientation
Module 2: Records, Activities and Personal Options
  • Records and Relationships
  • Activities
  • The Timeline Control
  • The Relationship Assistant
  • Connections
  • Setting your Personal Options
  • Lab : Set Personal Options
  • Lab : Working with Activities
Module 3: Performing Work in Dynamics 365
  • Working with data and records
  • Security considerations
  • System Views and Personal Views
  • Creating a Record
  • Editing an existing Record
  • Deleting a Record
  • Related Records
  • Reassigning a Record to a new Owner
  • Sharing a record with another User or Team
  • Performing operations on multiple Records
  • Lab : Managing Records
  • Lab : Create a Personal View
Module 4: Dynamics 365 for Outlook
  • Introduction to Dynamics 365 for Outlook
  • Dynamics 365 Pop-out Window
  • Tracking Activities in Outlook
  • Templates, Sales Literature and Articles
  • Creating Dynamics 365 Records in Outlook
  • Searching Dynamics 365 Records in Outlook
  • Lab : Tracking Activities in Outlook
Module 5: Searching in Dynamics 365
  • Introduction to searching in Dynamics 365
  • Global Search
  • Quick Find
  • Advanced Find
  • Lab : Using Global Find
  • Lab : Using Quick Find
  • Lab : Using Advanced Find
Module 6: Reports, Charts and Dashboards
  • Introduction to Reports, Charts and Dashboards
  • The Default Reports
  • The Reporting Wizard
  • Working with Charts
  • Working with Dashboards
  • Lab : Create a custom Report
  • Lab : Explore the Charts
  • Lab : Explore the Dashboards
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Course Prerequisites
  • A working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365.