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Configuration in Microsoft Dynamics 365 for Sales and Customer Service

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Configuration in Microsoft Dynamics 365 for Sales and Customer Service Certification Training Course Overview

Configuration in Microsoft Dynamics 365 for Sales and Customer Service course is 2 Day training course helping individual and groups who needs to learn and extend their abilities to configure the Microsoft Dynamics 365 for Sales and Customer Service module. You will learn well-ordered guidelines to design Security utilizing security parts and Hierarchical Security, Configure Knowledge Management, Create Workflows, Dialogs, Actions, and Business Process Flows notwithstanding Configuring Dynamics 365 and Office 365 together for consistent coordination.

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Configuration in Microsoft Dynamics 365 for Sales and Customer Service (16 Hours) Download Course Contents

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Group Training 1000 25 - 26 Oct GTR 09:00 AM - 05:00 PM CST (8 Hours/Day) 01 - 02 Nov 09:00 AM - 05:00 PM CST (8 Hours/Day) 13 - 14 Dec 09:00 AM - 05:00 PM CST (8 Hours/Day)	1-on-1 Training (GTR) 1150 4 Hours 8 Hours Week Days Weekend Start Time : At any time 12 AM 12 PM Training Schedule: GTR=Guaranteed to Run

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Course Modules

Module 1: Introduction to Configuring Dynamics 365 Application

Configuring Dynamics 365 application
Create and Manage 365 Business Units
User Management
Using Teams to Extend Functionality

Module 2: Building a Security Model

Overview of the Dynamics 365 Security Model
Create, Configure and Manage Security Roles
Users / Teams & Security Roles

Module 3: Hierarchical Security

Dynamics 365 Hierarchy Security
Configuration Hierarchy Security
Manager Hierarchy
Position Hierarchy

Module 4: Knowledge Management

Review of Knowledge Options
Knowledge Articles
Knowledge Search

Module 5: Introduction to Processes in Dynamics 365

Review Processes Available in Dynamics 365
Business Process Flows
Workflows
Dialogs
Custom Actions
Examine how to create a Dynamics 365 workflow

Module 6: Business Process Flows

Overview of Business Process Flows
Using Stages, Steps, and Categories
Reviews Options for Conditional Branching
Workflows and Business Process Flows
Role Driven Process Flows

Module 7: Dynamics 365 and Office 365

Review the different options for connecting a Dynamics 365 and Office 365
Use Folder Tracking to better track emails
Use Office Groups for Collaboration
Setup Server Side SharePoint Integration
Configure OneNote Integration

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Course Prerequisites

Basic knowledge of Business Requirements
Basic understanding of Microsoft Dynamics 365 CRM Apps offered
Sound Knowledge of Gathering Client’s requirements

Upon Completion of this Course, you will accomplish following:

Introduction to Configuring Microsoft Dynamics 365
Configuring Microsoft Dynamics 365, Business Units, Teams, and Users
Microsoft Dynamics 365 Security Model
Implementing Hierarchical Security
Knowledge Management
Introduction to Processes
Business Process Flows
Microsoft Dynamics 365 & Office 365

Give an edge to your career with Microsoft Dynamics certification training courses. Students can join the classes for Configuration in Microsoft Dynamics 365 for Sales and Customer Service at Koenig Campus located at New Delhi, Bengaluru, Shimla, Goa, Dehradun, Dubai & Instructor-Led Online.