Microsoft Business Applications: Dynamics 365 and Power Platform for Sales Professionals

CloudSwyft Global Systems, Inc via Futurelearn

Intermediate

Online

18 Weeks

particular

details

                                    Medium of instructions
                                    English

                                    Mode of learning
                                    Self study

                                    Mode of Delivery
                                    Video and Text Based

                                    Learning efforts
                                    5 Hours Per Week
                                

Microsoft Dynamics 365 Fundamentals

Week 1: Course Introduction

About this Course
Dynamics 365 Business Applications
Dynamics 365 Sales
Dynamics 365 Marketing
Dynamics 365 Customer Service
Dynamics 365 Field Service
Wrapping Up the Week

Week 2: Unified Operations Applications

Dynamics 365 Project Service Automation
Unified Operations Applications
Dynamics 365 Business Central
The Power Platform
Power Platform Applications
Wrapping Up the Week

Week 3: Cloud Services

Cloud Services
Knowledge Check: Cloud Services
Deployments and Releases
Security
Knowledge Check: Managing Deployments and Releases
Getting Started with Dynamics 365
Knowledge Check: Getting Started with Dynamics 365
Wrapping Up the Course
Course Introduction and The Power Platform

Dynamics 365: Using Power Platform Applications

Week 1: Course Introduction and The Power Platform

Introduction
The Power Platform
Configure Power Platform Environments
Creating Applications
Wrap Up

Week 2: Planning, Data Modelling and Relationships

Discovery and Planning
Data Model
Relationships
Other Entity Options
Wrap Up

Week 3: Other Entity Options & Building Model-Driven Applications

Other Entity Fields & Configure Model-Driven App
Configure Model-Driven Forms, Views, Charts, and Dashboards
Customizing the User Experience and Integrating with Model-Driven Apps
Wrap Up

Week 4: Building Canvas Applications and Managing Security

Configure Reports Application Fundamentals and Working with Data Sources
Managing Security Roles and Business Units
Configure Hierarchy Security
Course Completion and Final Assessment

Dynamics 365: Working with Power Platform Automation

Week 1: Platform Automation and Business Rules

Course Introduction
Platform Automation
Business Rules Introduction
Business Rules
Week 1 Wrap-Up

Week 2: Microsoft Workflows & Working with CDS

Workflows Introduction
Advanced Workflows
Microsoft Flow
Working with CDS
Week 2 Wrap-Up

Week 3: Business Processes Flows & Apps

Approval Flows and Apps
Business Process Flows
Configuring Business Process Flows
Course Conclusion

Dynamics 365: Implementing Power Platform Integrations

Week 1: Introduction

About the Course
Integration Overview
Email Integration: Fundamentals
Email Integration: Advanced
Outlook Integration
Week Wrap-up

Week 2: Integration with Office

Templates
SharePoint
Microsoft Teams
Additional Integrations
Week Wrap Up

Week 3: Managing Data

Managing Data Overview
Duplicate Detection
Importing Data
Exporting Data
Bulk Delete
Week Wrap-Up
Course Wrap-Up

Dynamics 365: Testing and Deploying Power Platform Applications

Week 1: Course Introduction and Managing Applications and Instances

About this Course
Manage Instances
Managing Applications
Solution Concepts
Planning and Creating Solutions
Working with Solution Components
Wrapping Up the Week

Week 2: Additional Considerations and Documentation and Testing

Distributing Solutions
Working with Managed Solutions
Additional Considerations: Configure Settings
Additional Considerations: Component Deployment Considerations
Documentation and Testing
Wrapping up the Course

Dynamics 365: Customer Engagement for Sales

Week 1: Course Introduction

Course Introduction
Sales Overview
Configuring Sales
Managing Customers
Working with Opportunities
Week 1 Wrap-Up

Week 2: Embedded Intelligence, Playbooks and Integrated Sales Tools

Embedded Intelligence
Playbooks
Integrated Sales Tools
Order Processing and Managing Product Catalogues
Create and Manage Quotes
Week 2 Wrap Up

Week 3: Managing Orders, Sales Analytics and Insights

Create and Manage Orders and Invoices
Sales Analytics and Insights
Power BI and AI for Sales
Course Wrap-Up

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Microsoft Business Applications: Dynamics 365 and Power Platform for Sales Professionals

Intermediate

Online

18 Weeks

Quick Facts

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The syllabus

Microsoft Dynamics 365 Fundamentals

Week 1: Course Introduction

Week 2: Unified Operations Applications

Week 3: Cloud Services

Course Introduction and The Power Platform

Dynamics 365: Using Power Platform Applications

Week 1: Course Introduction and The Power Platform

Week 2: Planning, Data Modelling and Relationships

Week 3: Other Entity Options & Building Model-Driven Applications

Week 4: Building Canvas Applications and Managing Security

Dynamics 365: Working with Power Platform Automation

Week 1: Platform Automation and Business Rules

Week 2: Microsoft Workflows & Working with CDS

Week 3: Business Processes Flows & Apps

Dynamics 365: Implementing Power Platform Integrations

Week 1: Introduction

Week 2: Integration with Office

Week 3: Managing Data

Dynamics 365: Testing and Deploying Power Platform Applications

Week 1: Course Introduction and Managing Applications and Instances

Week 2: Additional Considerations and Documentation and Testing

Dynamics 365: Customer Engagement for Sales

Week 1: Course Introduction

Week 2: Embedded Intelligence, Playbooks and Integrated Sales Tools

Week 3: Managing Orders, Sales Analytics and Insights

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