Microsoft Dynamics 365 E-Learning Training
Order this amazing, award-winning Microsoft Dynamics 365 course online!
✔️ 1 year 24/7 access to comprehensive interactive videos, speeches and practical tasks.
✔️ Includes progress monitoring and a certificate of participation upon completion.
Why choose this course?
Microsoft Dynamics 365 is a powerful and versatile ERP system used worldwide to optimise and automate business processes. Whether for financial administration, customer relationship management, supply chain management or project management, Dynamics 365 offers an all-in-one solution.
This training offers a comprehensive introduction to the main functions and applications of Microsoft Dynamics 365. From basic concepts to practical implementations, you will learn how to use Dynamics 365 to achieve your business goals and improve operational efficiency.
What you will learn:
- Navigation and basic functionalities: How Dynamics 365 works and how to adapt the platform to your needs.
- Financial management: Automating accounting processes and performing financial analysis.
- CRM (Customer Relationship Management): Effectively manage customer relationships and sales processes.
- Supply chain and logistics: Optimise inventory management, production and distribution.
- Integration and reporting: Creating integrated reports for data-driven decision-making.
Who should participate?
This course is suitable for:
- Business leaders and managers who want to use Dynamics 365 to improve processes within their organisation.
- Finance professionals responsible for budgeting, reporting and accounting.
- Sales and marketing teams who want to optimise customer relationship management and sales activities.
- IT professionals who want to implement or manage Dynamics 365 within their organisation.
- Anyone who wants to expand his/her knowledge of ERP systems and learn more about the capabilities of Dynamics 365.
Course content
Microsoft Dynamics 365: Sign-in & Setup
Course: 56 Minutes
- Signing in to Dynamics 365
- Understanding the Dynamics 365 Sales interface
- Navigating in the Dynamics 365 Sales app
- Using the Dynamics 365 Sales Hub
- Using the search tools
- Viewing your recent activity
- Browsing & opening records
- Selecting & editing multiple records
- Editing & creating record views
- Customizing your display settings
Microsoft Dynamics 365: Managing Leads, Opportunities & Accounts
Course: 1 Hour, 27 Minutes
- Browsing leads
- Creating a new lead
- Qualifying & converting leads
- Disqualifying & deleting leads
- Browsing opportunities
- Creating an opportunity
- Updating opportunities
- Closing & reopening opportunities
- Sharing & assigning records
- Browsing competitors
- Creating a competitor
- Adding competition data
- Creating accounts
- Creating a contact
- Adding sales documentation
Microsoft Dynamics 365: Managing Sales Data
Course: 53 Minutes
- Using dashboards
- Customizing dashboards
- Creating a dashboard
- Using predefined reports
- Creating custom reports
- Exporting sales data to Excel
- Using charts
- Creating charts
- Importing data into Dynamics 365
Microsoft Dynamics 365: Keeping Track of Activities
Course: 59 Minutes
- Adding & tracking phone calls
- Adding notes & documents
- Using posts
- Creating email templates
- Emailing a contact
- Sending bulk mailouts
- Creating a task
- Setting up an appointment
- Creating & managing activities
- Using the calendar
Get started with Microsoft Dynamics 365!
✔️ Take an award-winning course designed to help you understand and use Dynamics 365 effectively.
✔️ Receive a certificate of attendance and enhance your career opportunities in ERP management.
✔️ Learn at your own pace, with 1 year of unlimited access to interactive content and practical tasks.
Order your course now and get the most out of Microsoft Dynamics 365 for your organisation!
Microsoft
