- 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
- Home
- CloudSwyft Global Systems, Inc
- Courses
- Microsoft Business Applications Dynamics 365 and Power Platform for Sales Professionals
Microsoft Business Applications: Dynamics 365 and Power Platform for Sales Professionals
Intermediate
Online
18 Weeks
Quick facts
particular | details | ||
---|---|---|---|
Medium of instructions
English
|
Mode of learning
Self study
|
Mode of Delivery
Video and Text Based
|
Learning efforts
5 Hours Per Week
|
Course and certificate fees
certificate availability
certificate providing authority
The syllabus
Microsoft Dynamics 365 Fundamentals
Week 1: Course Introduction
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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