Deploy Microsoft Dynamics 365 For Business & Start Using It

Step by Step Process to Successfully Deploy Microsoft Dynamics 365 (CRM, AX, NAV) For A Business & Start Using It
4.39 (523 reviews)
Udemy
platform
English
language
Management
category
Deploy Microsoft Dynamics 365 For Business & Start Using It
4 567
students
3 hours
content
Jul 2022
last update
$19.99
regular price

Why take this course?

looks like you've outlined a comprehensive guide for understanding and deploying Microsoft Dynamics 365. This ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) software suite offers robust solutions for businesses across various industries. Here's a summary of the key points and steps you've mentioned for both businesses and consultants:

Why Dynamics 365?

  • It integrates sales, customer service, field service, marketing, and financial insights in a single cloud solution.
  • Offers intelligence capabilities with built-in AI (Artificial Intelligence) by leveraging LinkedIn insights, market trends, and advanced analytics.
  • Enhances customer relationships through a unified platform that helps manage interactions and deliver exceptional customer experiences.
  • Provides real-time insights to improve sales processes, drive marketing effectiveness, deliver field service excellence, and manage operations efficiently.

System Requirements and Planning:

  • Ensure your web browser is compatible with Dynamics 365.
  • Check for mobile device support for Dynamics 365 Mobile App.
  • Plan for single sign-on (SSO), integration with Office applications, and security measures.
  • Consider the organization's discovery and strategy to tailor the deployment to your specific needs.

Steps to Successful Deployment:

  1. Choose the best model to start (e.g., cloud-based or on-premises).
  2. Sign up for a 30-day trial to explore the system.
  3. Get Dynamics 365 up and running, add users, and manage subscriptions.
  4. Identify and assign roles based on user needs.
  5. Understand the basics of each module (Sales, Marketing, Service, Project Service, Field Service, Financials, Operations) relevant to your business.

Administrating Dynamics 365 Deployment:

  • Understand instances (sandbox for testing, production for live operations).
  • Manage your data effectively.
  • Learn the basics of customizing Dynamics 365.
  • For consultants, learn to manage Microsoft Dynamics projects.

What's Next:

  • Deepen your knowledge of Dynamics 365 functionalities.
  • Learn to customize Dynamics 365 for specific business needs.
  • For consultants, hone your skills in managing Dynamics 365 projects.

Course Announcement: The course you've outlined covers a significant portion (70%) of the MB2-715 exam preparation material. The instructor, Abhay Sharma, is committed to updating the course content and encourages students to stay tuned for new additions or updates.

Final Note: For those looking for comprehensive exam preparation, it's recommended to wait until the course is fully updated with all the necessary content.

In summary, Microsoft Dynamics 365 can be a powerful tool for businesses looking to streamline their operations and enhance customer relationships. Whether you're deploying it yourself or working with a consultant, understanding how to leverage its full potential is key to realizing the benefits it offers. For consultants, mastering both functional and technical aspects of Dynamics 365 will set you apart as a professional in this space.

Course Gallery

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Comidoc Review

Our Verdict

This Udemy course, having evolved since its 2017 release and updated in July 2022, offers a comprehensive introduction to Microsoft Dynamics 365 – applicable for business owners, entrepreneurs or consultants. While testimonials indicate room for improvement regarding brevity and real-world examples, instructors Abhay's expertise and presentation skills shine through. Addressing individual concerns with tailored course content strengthens the overall learning experience.\n\nGiven the affordability and accessibility of Udemy courses compared to Microsoft training, this program serves as an effective stepping stone towards mastery and certification in Dynamics 365.

What We Liked

  • The course is 'thorough and helpful', providing 'small holes' in knowledge with a 'relatable' and 'friendly' instructor
  • Inspires learners to explore Dynamics 365, and is a good starting point for beginners
  • Comprehensive curriculum covering CRM, AX, NAV modules & their differences
  • Value-for-money course, equipping learners 'well' for the MCSA exam

Potential Drawbacks

  • Initial sections could be more concise, repetitive with external documentation or Microsoft resources
  • Lacks real-world examples in planning & certification exam specifics
  • No step-by-step instructions in deployment and configuration for absolute beginners
  • Quiz questions should better match MB2-715 exam difficulty
1189242
udemy ID
22/04/2017
course created date
21/11/2019
course indexed date
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