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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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