Description

This training program provides learners with a broad outline of Dynamics 365 applications. We will introduce professionals each of the applications, articulate their business value, and discuss and demo core functionality. We will cover Dynamics 365 security, reporting, and familiarize professionals with data and product integrations available.

 

Radiant Teachlearning offers Microsoft Microsoft Dynamics 365 Fundamentals Training Program in Classroom and Virtual instructor Led/Online mode.

 

Duration: 2 days

 

Learning Objectives

After accomplishing this training program, students will be able to:

  • Distinguish between the different Dynamics 365 applications
  • Articulate the business value and core functionality of the Dynamics 365 apps
  • Explain artificial intelligence (AI) and mixed reality (MR)
  • Define the digital transformation loop
  • Explain cloud-based security
  • Summarize role-based security in Dynamics 365
  • Describe Dynamics 365 reporting options
  • Give examples of cross-Dynamics app integration
  • Explain Office 365 and Dynamics 365 integration

Pre-requisite

None

 

Audience Profile

This training program is targeted to learners who want to acquire a solid grounding in the fundamentals of Dynamics 365.

Course Content

Lesson 1: Introduction to Microsoft Dynamics 365

We help professionals explore and evaluate the Dynamics 365 applications that empower employees, engage customers, and optimize operations. You’ll be introduced to Dynamics 365 with a holistic view of the whole application.

Lessons

  • Introduction
  • Dynamics 365 Applications
  • What is artifical intelligence (AI)?
  • What is mixed reality (MR)?
  • Digital Transformation
  • Summary
  • After accomplishing this lesson professionals will be able to:
  • Identify the Dynamics 365 Business Applications
  • Acknowledge the role of artificialiIntelligence (AI) and mixed reality (MR) in Dynamics 365
  • Describe digital transformation
  • Recognize how the Dynamics 365 apps support digital transformation

 

Lesson 2: Principles of cloud computing and deployment

In this lesson, we help professionals acknowledge the principle of cloud computing, and explore deployment options for Dynamics 365 business applications.

Lessons

  • Introduction
  • What is cloud computing?
  • Benefits of cloud computing
  • Compliance, terms and requirements
  • Types of cloud services
  • Deployment
  • Azure DevOps
  • Microsoft Dynamics Lifecycle Services (LCS)
  • Explore Power Platform Admin Center
  • Summary

After accomplishing this lesson professionals will be able to:

  • Explain cloud computing and its benefits
  • Acknowledge deployment options for Dynamics 365 applications
  • Articulate cloud services compliance and compliance requirements
  • Explain the types of cloud services
  • Describe Azure DevOps and Lifecycle Services (LCS)

 

Lesson 3: Recognize Dynamics 365 Security

Power Platform and the Dynamics 365 are built with, compliance, security and transparency in mind. Microsoft Cloud security, safeguards your cross-cloud resources. It helps secure infrastructure as a service (IaaS), platform as a service (PaaS), and software as a service (SaaS). It quickly finds vulnerabilities in your apps to provide better defense. In this lesson, we help professionals acknowledge and learn data loss prevention which is part of the overall layers of security that the power platform at Dynamics 365 offers.

Lessons

  • Introduction
  • Dynamics 365 cloud security
  • Cloud security basics
  • Acknowledging role-based security
  • Security in Finance and Operations apps
  • Summary

Lab: Explore roles of security in Dynamics 365 model-driven application

Lab: Explore role of security in Finance and Operations application

Lab: Enhance security by encrypting your data

After accomplishing this lesson professionals will be able to:

  • Explain Dynamics 365 cloud security
  • Explain Dynamics 365 role-based security

 

Lesson 4: Connect and analyze your Dynamics 365 data

How can business leaders make correct and essential business decisions without the accurate insights of the underlying financial and operational data running their business? With no visibility it would be Impossible! In this lesson we will help professionals acknowledge reporting and analytics in Dynamics 365 business applications.

Lessons

  • Introduction
  • Use of Microsoft Power Platform in Dynamics 365
  • Benefits of Common Data Service
  • Dynamics 365 reporting
  • Summary

Lab: Explore Power Platform Admin Center

After accomplishing this lesson professionals will be able to:

  • Explain the utility of Power Platform in Dynamics 365
  • Articulate the benefits of Common Data Service
  • Describe Dynamics 365 reporting

 

Lesson 5: Introduction to Dynamics 365 Sales

In this lesson, we will introduce professionals to Dynamics 365 Sales, which enables sales professionals to build strong relationships with their customers, take actions based on insights, and close sales faster.

Lessons

  • Introduction
  • Automation of business operation with Dynamics 365 Sales
  • Manage the sales process and pipeline
  • Benefits of Microsoft Relationship Sales Solution (MRSS)
  • Dynamics 365 Sales Insights
  • Microsoft Forms Pro
  • Dynamics 365 Product Visualize
  • Summary

Lab: Explore Dynamics 365 Sales

  • Create or edit quotes
  • Create or edit orders
  • Create or edit invoices

After accomplishing this lesson professionals will be able to:

  • Explain Dynamics 365 sales automation
  • Articulate how to manage the sales process in Dynamics 365 Sales
  • Discover Microsoft Relationship Sales Solution (MRSS)
  • Describe the business value of Dynamics 365 Sales Insights
  • Describe the business value of Microsoft Forms Pro

 

Lesson 6: Introduction to Dynamics 365 Marketing

In this lesson, we will introduce professionals to Dynamics 365 Marketing and show how Dynamics 365 Marketing is designed to help professionals find and nurture the right leads. Professionals can run multi-channel marketing campaigns to attract the right prospects. That means email, web, events, text messaging, and custom channels.

Lessons

  • Introduction
  • The benefits of Dynamics 365 Marketing
  • Features and functionality of Dynamics 365 Marketing
  • Lead generation and qualification
  • Customer journey
  • Segmentation
  • Event management
  • Summary

Lab: Explore Dynamics 365 Marketing

  • Create engaging emails
  • Pinpoint your audience
  • Build a campaign

After accomplishing this lesson professionals will be able to:

  • Articulate the benefits of using Dynamics 365 Marketing
  • Explain the features and functionality of Dynamics 365 Marketing
  • Explain a Customer journey

 

Lesson 7: Introduction to Dynamics 365 Customer Service

Excellent customer service creates happy customers. The integrated intelligence of Dynamics 365 Customer Service is more customized support that adds value to every interaction, delivers faster. In this lesson, we will introduce professionals to how Marketing manages customer expectations and provides the necessary tools so organizations can keep their customers happy, especially when something doesn’t go exactly as planned.

Lessons

  • Introduction
  • Outline of Dynamics 365 Customer Service
  • Account Management
  • Case lifecycle management
  • Knowledge articles
  • Omnichannel for Dynamics 365 Customer Service
  • PowerApps Portals
  • Dynamics 365 Customer Service Insights
  • Summary

Lab: Explore Dynamics 365 Customer Service

  • Create and manage a case

After accomplishing this lesson professionals will be able to describe:

  • Present an outline of Dynamics 365 Customer Service
  • The core ability of Dynamics 365 Customer Service
  • The value of Dynamics 365 Customer Service Insights

 

Lesson 8: Introduction to Dynamics 365 Field Service

In this lesson, we will introduce professionals to Dynamics 365 Field Service. Professionals will learn how Field Service helps organizations deliver seamless end-to-end service experience, where world-class Customer Relationship Management (CRM) capabilities converge with powerful machine learning, mixed reality and IoT technology to create a single, combined solution that is transforming field service management.

Lessons

  • Introduction
  • Benefits of Dynamics 365 Field Service
  • Connected Field Service
  • Service resource scheduling
  • Resource Scheduling Optimization (RSO)
  • Field Service Mobile
  • Dynamics 365 Remote Assist
  • Dynamics 365 Guides
  • Summary

After accomplishing this lesson professionals will be able to:

  • Explain the benefits of Dynamics 365 Field Service
  • Describe Connected Field Service
  • Discover Dynamics 365 Remote Assist
  • Discover Dynamics 365 Guides

 

Lesson 9: Explore model-driven app integrations and Dynamics 365 Customer Insights

Model-driven apps integrate across the Microsoft product’s stack. Using connectors, it is also possible to integrate with hundreds of other software offerings available in AppSource. In this lesson, we will introduce professionals to the integrations available to model-driven apps.

Lessons

  • Introduction
  • Integration across Dynamics 365 applications
  • Integration with Microsoft products
  • Integration with third-party applications
  • Dynamics 365 Customer Insights
  • Summary

After accomplishing this lesson professionals will be able to:

  • Describe how Dynamics 365 model-driven app integrate
  • Explain Office 365 integrations
  • Identify third-party integrations
  • Explain Dynamics 365 Customer Insights
  • Recognize Adobe Experience Cloud

 

Lesson 10: Introduction to Dynamics 365 Finance

Succeeding in today’s business environment needs leveraging technology to manage and maintain finances across the globe, monitor performance in real time, automate and simplify functions, protect future business outcomes, and maximize productivity. In this lesson, we will introduce professionals to Dynamics 365 Finance, Microsoft’s financial management business application that enables medium and enterprise organizations to monitor the performance of global financial operations in predict future outcomes, make data-driven decisions to drive growth, and real-time.

Lessons

  • Introduction
  • Outline of Dynamics 365 Finance
  • Dynamics 365 Finance core capabilities
  • Summary

Lab: Explore Dynamics 365 Finance

After accomplishing this lesson professionals will be able to:

  • Explain the benefits of Dynamics 365 Finance
  • Provide a high level outline of Dynamics 365 Finance
  • Describe the Accounts receivable and payable functions in Dynamics 365 Finance

 

Lesson 11: professionals Gets introduced with Dynamics 365 Supply Chain Management

Manufacturing and distributors are transforming to smart factories and warehouses, where human intelligence is enhanced by Artificial Intelligence (AI), advanced robotics, Internet of Things (IoT) and Machine Learning (ML) are speeding production while lowering the defects. In this lesson, we will introduce professionals to Dynamics 365 Supply Chain Management, which empowers employees of a business to get a unified view of inventory, warehouse, manufacturing, service, and logistics with predictive analytics that transform data into insights to support better strategic decisions.

Lessons

  • Introduction
  • Outline of Dynamics 365 Supply Chain Management
  • Dynamics 365 Supply Chain Management core capabilities
  • Dynamics 365 Layout
  • Summary

Lab: Explore Dynamics 365 Supply Chain Management

  • Create a product
  • Create product masters
  • Creat a purchase order
  • Create sales orders

After accomplishing this lesson professionals will be able to:

  • Explain the advantages of Dynamics 365 Supply Chain Management
  • Provide a high level outline of Dynamics 365 Supply Chain Management
  • Articulate the value of Asset management
  • Discuss Dynamics 365 Layout

 

Lesson 12: Introduction to Dynamics 365 Business Central

Dynamics 365 Business Central is comprehensive business management solution that helps connect data, professionals, and processes. It is planned for small and medium businesses that have outgrown their existing management tools and required to streamline and improve their operations. In this lesson, professionals get to know how Dynamics 365 Business Central automatically and pulls systems enabling users to manage integrated financials, processes together, sales, service, and operations.

Lessons

  • Introduction
  • Outline of Dynamics 365 Business Central
  • Finance and budgeting
  • Supply chain mangement
  • Project management
  • Sales and service
  • When should professionals use Business Central versus other Dynamics 365 applications?
  • Summary

After accomplishing this lesson professionals will be able to:

  • Explore commuon use cases for Dynamics 365 Business Central
  • Discover when to leverage Business Central versus other Dynamics 365 products

 

Lesson 13: Introduction to Dynamics 365 Human Resources

The workforce is changing and competition for top talent is fierce! HR leaders are struggling to find and hire the right candidates for the job, and the hiring process is more complicated than ever before. In this lesson, we will introduce professionals to Dynamics 365 Human Resources.

Lessons

  • Introduction
  • Outline of Dynamics 365 Human Resources
  • Employee Self-service
  • Personnel management
  • Benefits management
  • Employee development
  • Summary

Lab: Explore Dynamics 365 Human Resources

  • Create a job

After accomplishing this lesson professionals will be able to:

  • Discover the Human Resources tools that help drive operational efficiency
  • Explore features and functionality of Human Resources

 

Lesson 14: Introduction to Dynamics 365 Commerce

Customer shopping is no longer limited to a moment in time. Engagement starts before customers reach to your website or store and the nature of our interaction with customers has also changed. Customers are no longer looking to sales associates for product details, but rather engage retailers when they are already significantly down the track of the purchase journey. Along with this change comes a new expectation from customers that their purchasing experience required to be customized, friction free and engaging. This experience is only possible by bringing together digital and physical shopping channels to delivering personalized and differentiated experiences that enable a competitive edge and build brand loyalty. In this lesson, we will introduce professionals to Dynamics 365 Commerce.

Lessons

  • Introduction
  • Outline of Dynamics 365 Commerce
  • Omnichannel and Channel management
  • Dynamics 365 Commerce core functional areas
  • Assisted Selling
  • Merchandizing and inventory
  • Dynamics 365 Commerce deployment options
  • Dynamics 365 Fraud Protection
  • Summary

After accomplishing this lesson professionals will be able to:

  • Provide a high level outline of Dynamics 365 Commerce
  • Discover deployment options
  • Explain Dynamics 365 Fraud Protection
  • Explore omnichannel

 

Lesson 15: Explore Finance and Operations cross-app integrations

In this lesson, we help professionals make the right design decision, when professionals implement integration scenarios in Microsoft Dynamics 365 Finance and Supply Chain Management.

Lessons

  • Introduction
  • Integration across Dynamics 365 apps
  • Discover the Data Management Framework
  • Integrations across Microsoft products
  • Integrations with third-party apps
  • Explore external system integration capabilities
  • Summary

After accomplishing this lesson professionals will be able to:

  • Explain the data management framework
  • Describe Office 3565 integrations
  • Explore external system integration capabilities

FAQs

Q: What is Microsoft Dynamics 365 used for?

 

A: Microsoft Dynamics 365 is a cloud-based business applications platform that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools.

 

Q: What is CRM technologies?

 

A: Customer relationship management (CRM) is mainly a technology which is used for managing all your company’s relationships as well as interactions with customers and potential customers. A CRM system mainly helps companies stay connected to customers, streamline processes, and also to improve profitability.

 

Q: What is dynamic o365?

 

A: Dynamics 365 is a set of intelligent business applications which mainly helps you to run your entire business and deliver greater results with the help of predictive, AI-driven insights.

 

Q: What must you provide during first time setup of dynamics 365 Marketing?

 

A: To run the setup wizard, you must meet all the following requirements: You must already have a Microsoft 365 tenant. Presence of an unconfigured Dynamics 365 Marketing app for users. A security role (like Global admin or Service support admin) which mainly allows you to modify the target Dynamics 365 instance.

 

Q: Who will be the instructor of training program?

 

A: Radiant Techlearning has large pool of in-house certified trainers & consultants with strong background and working experience on the technology. 

Radiant Techlearning offers more than 800+ courses and for each course Radiant have identified best-in-class instructors. 

Radiant has highly intensive selection criteria for Technology Trainers & Consultants, who deliver you training programs. Our trainers & consultants undergo rigorous technical and behavioral interview and assessment process before they are on boarded in the company. 

Our Technology experts / trainers & consultant carry deep dive knowledge in the technical subject & are certified from the OEM. Our faculty will provide you the knowledge of each course from fundamental level in an easy way and you are free to ask your doubts any time from your respective faculty.

Our trainers have patience and ability to explain difficult concepts in simplistic way with depth and width of knowledge.

 

Q: What is the schedule of the training program?

 

A: Radiant Techlearning offers training program on the weekday, weekend and a combination of weekdays and weekends. You can always choose the schedule that best suits to your need. 

 

Q: When the training would be conducted?

 

A: Once we receive your enrollment request, we will share the enrollment details with you to  select and complete the enrollment process. 

You can always email us on the below email address (whichever applicable) to know the upcoming schedule for a specific technology training program. 

Individual:  training@radianttechlearning.com  

Corporate: Corporate@radiantechlearning.com 

 

Q: Will I get course completion certificate?

 

A: The course completion certification would be awarded to all the professionals, who have completed the training program and the project assignment given by your instructor. 

You can use the certificate in your future job interviews will surely help you to land in your dream job.

 

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