- 6 Sections
- 44 Lessons
- 6 Hours
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- Module 1: IntroductionThis module provides the attendee with an introduction to Microsoft Dynamics 365 Customer Engagement.13
- 2.1What is Dynamics 365?
- 2.2The Benefits of Dynamics 365
- 2.3The Sales Apps and Hubs
- 2.4The Customer Service Apps and Hubs
- 2.5The Marketing App
- 2.6Dynamics 365 and PowerApps
- 2.7The Web Interface
- 2.8The Outlook Interface
- 2.9Lists and Grids
- 2.10Forms
- 2.11Look ups and Related Records
- 2.12Where to get Help
- 2.13Further reading and resources
- Module 2: Records, Activities and Personal OptionsThis module presents the basic concepts and features in Microsoft Dynamics 365 Customer Engagement. We examine the relevance of Records and Relationships, tracking Activities and configuring Personal Options. You will also learn how to work with the Posts, Activities and Notes in the Timeline control.6
- Module 3: Performing Work in Dynamics 365This module presents common skills the end user requires to efficiently perform work in Microsoft Dynamics 365 Customer Engagement. You will learn how to work with Records, create Personal Views, Reassign Records to a different Owner and Share Records, Views and Charts with other Users. You will also learn how to perform bulk operations such as Edit Multiple.10
- 4.1Working with data and records
- 4.2Security considerations
- 4.3System Views and Personal Views
- 4.4Creating a Record
- 4.5Editing an existing Record
- 4.6Deleting a Record
- 4.7Related Records
- 4.8Reassigning a Record to a new Owner
- 4.9Sharing a record with another User or Team
- 4.10Performing operations on multiple Records
- Module 4: Dynamics 365 for OutlookIn this module we will learn how to use Dynamics 365 for Outlook. The Outlook Add-in will be considered including the Dynamics 365 navigation options, the process to track Emails and Appointments against records in Dynamics 365 and how to synchronize your work with the Dynamics 365 server.6
- Module 5: Searching in Dynamics 365In this module we will learn how to search for and find information in Microsoft Dynamics Customer Engagement. We will look at all the out of the box search tools including Global Find, Quick Find and Advanced Find.4
- Module 6: Reports, Charts and DashboardsThis module looks at the different methods available in Microsoft Dynamics 365 to analyse information. We look at the out of the box "Default" reports and the process to create a custom report using the Dynamics 365 Report Wizard. This module also examines the out of the box Charts and Dashboards as well as the process to construct a custom Chart and Dashboard.5