Configuration in Microsoft Dynamics 365 for Sales and Customer Service

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

Live Virtual Classroom
Group Training 1000
09 - 10 Aug 09:00 AM - 05:00 PM CST
(8 Hours/Day)
13 - 14 Sep 09:00 AM - 05:00 PM CST
(8 Hours/Day)
1-on-1 Training (GTR) 1150
4 Hours
8 Hours
Week Days
Week End

Start Time : At any time

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12 PM

GTR=Guaranteed to Run
Classroom Training (Available: London, Dubai, India, Sydney, Vancouver)
Duration : On Request
Fee : On Request
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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.

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