36500-Introduction to Microsoft Dynamics 365

This course discusses the terms, concepts and components that make up the system, overview of application navigation, setting up accounts, contacts and activities, using the sales, customer service, and marketing processes within Dynamics 365.
SKU: 36500
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$99.00
 

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Course Length: 05 Hours 21 Minutes 22 Seconds

Course Outline

Introduction to Microsoft Dynamics 365

This course prepares you for Microsoft Dynamics MB2-717 and helps prepare you for assessment Microsoft Dynamics 365 Enterprise for Sales and for Customer Service..

This module discusses the following topics:

At Course Completion
The goal of this course is to enable students to:


    Discover how to navigate through various client types
    Work with records through various client types
    Explore the different action types that can be taken on a record
    Track activities and data in Outlook
    Dive deeper into views and how they are utilized
    Review how to search for data using Global Search
    Recognize the role of leads within Microsoft Dynamics 365
    Examine the Lead to Opportunity Process Flow
    Discuss communication tracking
    Explore case types
    Review the basic steps of the marketing process
    Recognize how to plan and budget a marketing campaign
    Examine marketing lists and how they can be used
    Discuss quick campaign and when to use a marketing campaign