Learn D365 Fundamentals (CRM & ERP) with Microsoft Dynamics
Microsoft Dynamics 365 Training :
ProCodeInstructor's Dynamics 365 training equips you to become a D365 expert by mastering CRM, ERP, automation, integrations, and analytics. Learn from industry professionals and gain hands-on experience with Sales, Customer Service, Finance, Operations, and Power Platform.
D365 – Training Topics
Introduction to Dynamics 365
Gain foundational knowledge of Microsoft Dynamics 365 including:
- What is Dynamics 365 and its business value
- Key modules: CRM, ERP, Sales, Finance, HR, and Service
- Role of Dynamics 365 in digital transformation
- Real-world industry use cases
Getting Started with D365 Environment
Learn how to set up and navigate Dynamics 365:
- Accessing D365 apps and modules
- Navigating the user interface
- Customizing dashboards and workspaces
- Creating your first entity and records
Customer Engagement (CRM) Essentials
Explore CRM capabilities in Dynamics 365:
- Managing Leads, Opportunities, and Accounts
- Case management in Customer Service
- Activity tracking and communication history
- Best practices in customer engagement
Data Management & Integration
Learn to manage and connect business data:
- Data import, export, and cleansing
- Working with Excel and Power BI integration
- Common Data Service (Dataverse)
- Business rules and workflows for automation
Finance & Operations in D365
Master finance and ERP functions:
- Financial management and reporting
- Supply chain and inventory control
- Project operations and HR integration
- Compliance and security features
Power Platform, Automation & AI
Boost productivity using automation and AI tools:
- Power Automate flows for business processes
- AI Builder and predictive insights
- Chatbots with Power Virtual Agents
- Integration with Microsoft 365 and Teams
Security & Administration in D365
Learn enterprise-grade security and admin tasks:
- Role-based access and permissions
- Managing environments and solutions
- Configuring workflows and approvals
- Monitoring performance and troubleshooting
Final Project Overview
End-to-end Dynamics 365 project development covering:
- Business requirements gathering and analysis
- Designing solution architecture
- Implementing CRM + ERP use cases
- Integration with Power Platform
- Documentation, testing, and deployment
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