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We're here to help you find itThe Dynamics 365 Customer Engagement Apps with Customization course is a comprehensive learning pathway designed for individuals looking to master the suite of Microsoft Dynamics 365 CE Apps, including Marketing, Sales, Customer Service, and Field Service. The course begins with Module 1, introducing learners to the core capabilities of these customer engagement apps, ensuring a solid foundation of knowledge.
As participants progress through the curriculum, they will delve into the Power Platform, exploring Dataverse, creating model-driven and Canvas apps with Power Apps, and constructing portals. Automation plays a significant role, with lessons on creating cloud and desktop flows with Power Automate and building chatbots with Power Virtual Agents. Understanding data analysis is critical, and Power BI is covered to provide insights into visualization.
The latter modules tackle advanced concepts of customization and management within the Dynamics 365 and Power Platform ecosystems. Learners will gain hands-on experience managing Dataverse, developing Model-driven apps, and integrating solutions. By the end of the course, students will be equipped with the skills to customize and extend Dynamics 365 apps to meet business requirements, making them valuable assets in any organization looking to leverage Microsoft's powerful business applications suite.
Successfully delivered 6 sessions for over 11 professionals
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♱ Excluding VAT/GST
Classroom Training price is on request
You can request classroom training in any city on any date by Requesting More Information
To ensure that our students are well-prepared and can fully benefit from the Dynamics 365 Customer Engagements App with Customization course, the following prerequisites are recommended:
These prerequisites are designed to ensure that students have a foundational understanding of the concepts that will be explored in the course and can actively participate in discussions and hands-on activities.
This Dynamics 365 Customer Engagement course is ideal for professionals seeking to master CRM customization and app integration.
Target audience for the course:
This course offers a comprehensive understanding of Microsoft Dynamics 365 Customer Engagement (CE) Apps, with a focus on customization and leveraging the Microsoft Power Platform to enhance business processes and customer interactions.
Dynamics 365 CE (Customer Engagement) Apps are a set of integrated tools designed for businesses to manage and improve customer interactions. These apps streamline various functions like sales, customer service, and marketing, allowing companies to foster better customer relationships. With capabilities ranging from data analysis to automation, they help personalize customer experiences, increase efficiency, and drive sales growth. Organizations often seek Dynamics 365 implementation training to ensure their teams can fully leverage these applications to meet business goals effectively. These apps are part of Microsoft’s broader suite of business solutions, integrated with cloud technology for flexibility and scalability.
Dataverse is a cloud-based storage platform that allows users to securely store and manage data used by business applications. Part of the Microsoft Power Platform, Dataverse structures data in a way that makes it accessible across applications, like Dynamics 365. This enables seamless integration and management of data, essential for businesses looking to improve their processes. By using Dataverse, organizations can ensure that their data is consistent, secure, and integrates smoothly with Dynamics 365 applications, supporting robust implementation and efficient training. It provides a scalable environment where data from diverse sources becomes easily usable for creating comprehensive business solutions.
Model-driven apps are a type of application built using the Microsoft Power Platform. They focus primarily on automating business processes and improving workflow efficiency. These apps use a data-first approach, creating a model with the underlying business data structured within the Dynamics 365 environment. The model allows you to simplify the design process because it automatically generates various components like forms, views, and business rules based on the data model. This approach is highly customizable and adaptable, making it ideal for dynamic business needs that require specific functionalities without extensive coding expertise.
Canvas apps are a feature within Microsoft Power Apps that allow users to build custom applications with a user-friendly design interface. Users can create apps from scratch by dragging and dropping elements onto a canvas, making the development accessible even for those without extensive coding skills. These apps can connect to a variety of data sources, including Dynamics 365, to enhance business processes and workflows. Canvas apps are a flexible solution for businesses looking to implement specific functionalities tailored to their needs, without the extensive development time typically required for custom software.
Power Apps is a suite of apps, services, and connectors, as well as a data platform, that provides a rapid development environment to build custom apps for your business needs. Using Power Apps, you can quickly create apps that work on any device, with a drag-and-drop experience that doesn't require coding knowledge. It enables anyone in your organization to automate business processes and solve complex challenges. By connecting data from various sources, including Dynamics 365, these apps optimize business operations and streamline implementation, empowering teams to develop solutions directly from their existing data landscapes.
Automation is the use of technology to create systems that perform tasks without continuous human intervention. It involves integrating software and machinery to handle repetitive activities, enhancing efficiency and reducing errors. An essential aspect of automation is the implementation, which can range from simple programs for data management to complex machinery operations. Ideal automation systems improve productivity, ensure precision, and can significantly lower costs. By automating routine tasks, resources can be reallocated to more strategic areas, driving innovation and improving competitiveness in various industries. Automation is continually evolving, incorporating more advanced technology to handle increasingly complex operations.
Power Virtual Agents are part of Microsoft Dynamics 365, enabling users to create powerful chatbots using a guided, no-code graphical interface. These chatbots can engage in conversations with customers or employees to automate tasks or resolve issues, enhancing customer service and operational efficiency. The platform integrates with Dynamics 365 and other Microsoft services, making it easier to deploy bots that can perform a variety of actions, from answering FAQs to processing simple requests, without needing extensive programming knowledge. This flexibility makes Dynamics 365 implementation training vital for optimizing bot performance and ensuring seamless functionality across business processes.
Power BI is a business analytics tool developed by Microsoft that helps professionals visualize and share insights from their company's data. It allows users to connect to a wide variety of data sources, simplify data prep, and drive ad hoc analysis. With Power BI, you can create rich, interactive reports and dashboards, access your data on the go with Power BI Mobile apps, and ensure your data is always up-to-date with automatic refresh features. This tool is essential for making data-driven decisions and is easy to use for everyone, from beginners to experts.
Power Platform is a suite from Microsoft that lets businesses analyze data, build solutions, automate processes, and create virtual agents. It integrates with Microsoft 365 and Dynamics 365, enhancing its capabilities. The platform includes Power BI for analytics, Power Apps for app development, Power Automate for process automation, and Power Virtual Agents for building chatbots. Together, these tools empower users to solve complex business problems without needing extensive programming knowledge. Ideal for companies following Dynamics 365 implementation training, Power Platform enables customization and automation, boosting efficiency across various business operations.
This Dynamics 365 Customer Engagement course is ideal for professionals seeking to master CRM customization and app integration.
Target audience for the course:
This course offers a comprehensive understanding of Microsoft Dynamics 365 Customer Engagement (CE) Apps, with a focus on customization and leveraging the Microsoft Power Platform to enhance business processes and customer interactions.
