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Dynamics 365 Essentials (PACIFIC TIME)

Dynamics 365 Essentials (PACIFIC TIME)

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Dynamics 365 Essentials

This course will provide new users, managers and business analysts with the core fundamental skills to work with Dynamics 365 Customer Engagement. In this one-day class we’ll start with out-of-box functionality, getting hands-on experience working with the application and managing records.  Take a closer look at central entities – Account, Contact, Opportunity, Lead, Case and their relationships and preview new features of Dynamics 365 for phones and tablets.

This course can help you prepare for exam MB2-717.
This class is delivered as an instructor-led virtual class.

1 Day,  9AM to 4PM (Pacific)

No previous experience with Dynamics 365 is required.

Instructor - Lindsay Marrin, MCT

Spots are limited for this training, so register today.

Content Details

Dynamics 365 Overview

  • Overview of Dynamics 365 functionality
  • Understanding how Security Roles impact Users
  • Dynamics 365 Records
  • The Entity Relationship Model

Working with the Application

  • Navigating Dynamics 365
  • Customer Records
  • Activities, Notes and Attachments
  • Templates
  • Web Client and Unified User Interface 

Working with Records

  • Views, Charts and Dashboards
  • Record Ownership and Sharing
  • Editing and Deleting Records
  • Relationship Insights

Working with Data

  • Global Search and Quick Find
  • Using Advanced Find
  • Export to Excel
  • Data Management
    • Data Import
    • Duplicate Detection

Additional Features

  • Dynamics 365 for Phones
  • Reporting & Power BI

Computers are Required

Each student will be provided with access to a learning environment (Dynamics 365 online) to complete hands-on exercises during class.

This training is hands-on, have your own machine ready with audio/video capabilities.  We recommend using a modern browser for the richest hands-on experience.