Microsoft Dynamics 365 Fundamentals (CRM)

Why take this course?
It looks like you've outlined a structured training program for understanding and utilizing Microsoft Dynamics 365 across various modules and integrations. This course structure is well-organized and covers a broad range of functionalities within Dynamics 365, from CRM aspects like sales and customer service to integration with other Microsoft products and services. Here's a summary of the sections and lectures you've outlined:
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Introduction to Dynamics 365
- Overview of Dynamics 365 and its place in the Microsoft ecosystem
- Understanding the cloud-based nature of Dynamics 365 and its benefits
- Introduction to key terms and concepts used throughout the course
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Dynamics 365 Common Data Service (CDS)
- Exploring CDS as a unified data platform
- Learning how CDS powers Dynamics 365 applications
- Understanding the role of entities, relationships, and views in CDS
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Dynamics 365 Product Integration
- Examining integrations with Microsoft Office products (Word, Excel, Outlook, Teams)
- Learning how to export and import data between Dynamics 365 and Office applications
- Understanding the benefits of these integrations for document management, email tracking, calendar synchronization, and more
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Dynamics 365 Customer Insights
- Introduction to the Customer Insights module within Dynamics 365
- Creating and managing customer journeys
- Leveraging insights for marketing, sales, and customer service
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Dynamics 365 Customer Services
- Overview of the Customer Service module
- Understanding the service request lifecycle in Dynamics 365
- Managing knowledge base articles and resolving issues efficiently
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Dynamics 365 Field Service
- Introduction to the Field Service module for optimizing field operations
- Scheduling resources, managing work orders, and ensuring effective service delivery
Each section concludes with a knowledge check or assessment to reinforce learning and ensure comprehension of the material covered. This course structure provides a comprehensive overview of Dynamics 365, covering both its core functionalities across various business processes as well as how it integrates with other Microsoft products for a seamless experience.
To enhance the learning experience, consider the following tips:
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Interactive Learning: Include interactive exercises or real-world scenarios that allow learners to apply what they've learned directly within Dynamics 365 environments, possibly through sandbox instances or trials.
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Hands-On Practice: Provide guided step-by-step tutorials for key tasks and processes, encouraging hands-on practice and reinforcement of concepts.
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Community Engagement: Encourage learners to join Dynamics 365 communities, such as user groups, forums, or social media channels, to connect with peers and experts in the field.
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Certification Pathways: Outline the pathway to official Microsoft certifications relevant to each module, motivating learners to achieve recognition of their skills.
This course structure is a solid foundation for anyone looking to master Dynamics 365 and its applications in business. It's clear that with this curriculum, learners will be well-prepared to implement and utilize Dynamics 365 across various aspects of an organization's operations.
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