Introduction to Dynamics 365

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(Course eligible for SATVs)

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A great course to learn how to start working with Dynamics 365 and all its features. Includes working with Dynamics 365 through the popular Outlook integration. Every attendee receives a course manual and are guided through lab scenarios by a Microsoft Certified Trainer.

Please note this is a half day course and is run as dedicated company training.

In this module we'll explore:

Lessons: 

  • What Dynamics 365 is
  • What Dynamics 365  is used for
  • The key components that make up Dynamics 365: Sales, Marketing and Customer Services

To get started with this training we'll first step through creating trial accounts so that you are able to interact with Dynamics 365 during this training. 

In this module we'll take you through the key components of Dynamics:
Lessons: 
  • Accounts
  • Contacts
  • Leads
  • Opportunities
  • Quotes
  • Orders
  • Invoice 
  • Competitors
  • Sales Literature
  • Product Catalogue

Dynamics 365 Sales process flow lessons:

  • How to close a sale
  • How to create a lead
  • How to convert a lead into an opportunity
  • Finalising payment by processing the quotes and invoices. 

Microsoft Dynamics Sales Navigation:

  • Dynamics 365 Ribbon
  • Various Entities that belong to the sales category 
  • Use default sales entity forms and check what kind of information's are stored by the sales entities

 

Lessons: 
  • Marketing Lists
  • Campaigns

Marketing Dynamics 365 marketing process flow:

  • Learn how to market your products by creating campaigns and executing various marketing activities

Marketing Dynamics Marketing Navigation:

  • Browse through the Dynamics 365 Ribbon
  • Review various entities that belong to the marketing category
  • Open the default marketing entity forms and check what kind of information's are stored by the marketing entities 
Lessons:
  • Cases
  • Queue
  • Activities
  • Articles
  • Contract

Microsoft Dynamics 365 service process flow:

  • Learn how to resolve issues in an organisation

Microsoft Dynamics 365 service navigation: 

  • Browse through the Dynamics 365 Ribbon
  • Review the various entities that belong to the service category 
  • Open the default service entity forms and check what kind of information's are stored by the service entities 

 

  • How to create a trial D365 account
  • Navigate through the D365 interface
  • How to close the sales process in an organisation. This involves creating a lead, converting the lead into a opportunity, sending the quote to the customer and finalising the payment
  • How to market various products by creating campaigns and executing various marketing activities 
  • How to log and resolve an issue

In this section students will perform the following tasks

  • Register for a Dynamics 365 trial account
  • Navigate through the various models in Dynamics 365 (Sales, Marketing and service)
  • Create a lead and then convert the lead into an opportunity
  • Sending a quote to the lead and close the sales loop
  • How to create campaigns and market the products
  • How to log and issue and provide a resolution
  • How to sort information's in Dynamics 365
  • How to search in Dynamics 365
  • Browse through Dynamics 365 reports
  • Review the sales activity dashboard

Everyone who has, or is thinking of using Microsoft Dynamics 365 in their organisation.

No previous experience is required for this course.

After completing this course, students will be able to:

  • Login and navigate Dynamics 365
  • Create a lead and then convert the lead into an opportunity
  • Send a quote to the lead and close the sales loop
  • Create campaigns and market the products
  • Log an issue and provide a resolution
  • Filter and sort information in Dynamics 365
  • Use the Search functions
  • Browse through Dynamics 365 reports
  • Review the sales activity dashboard

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