Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session

Course Overview:

This one-day foundational course introduces you to Microsoft Dynamics 365, a powerful suite that integrates CRM and ERP capabilities to improve business performance. You will explore essential modules, learn core navigation, understand workflows, and discover how Dynamics 365 enhances customer engagement and operational efficiency. Through practical examples and guided activities, you will gain clarity on how its features support sales, service, operations, and analytics. By the end of the session, you will have a strong baseline understanding to begin using Dynamics 365 confidently in real-world business environments.

Learning Objectives:

By the end of the course, you will:

• Understand the structure and purpose of Dynamics 365 CRM and ERP modules.
• Navigate the platform confidently and use essential features effectively.
• Manage data, records, and dashboards with clarity.
• Recognize how automation and workflows improve business processes.
• Understand the role of integrations and the Power Platform.
• Apply best practices that support efficient usage and adoption.
• Strengthen your understanding of how Dynamics 365 supports real business functions.

Target Audience:

IT professionals, business analysts, CRM/ERP users, and administrators.

Why is it the Right Fit for You?

This course provides a clear, practical introduction to Dynamics 365, making it ideal for both technical and non-technical professionals. It simplifies the structure of CRM and ERP systems so you can immediately understand how different modules work together. The session includes guided hands-on activities to help reinforce learning and boost user confidence. Whether you are exploring Dynamics 365 for the first time or looking to strengthen your foundational knowledge, the training gives you the clarity needed to use the platform effectively. It prepares you to support business processes, enhance productivity, and make better use of Microsoft’s integrated ecosystem.

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Agenda:

Module 1: Introduction to Dynamics 365 Ecosystem

• Overview of CRM and ERP capabilities
• Key applications within Dynamics 365
• Benefits of unified business processes
• Activity

Module 2: Core Navigation & User Interface

• Home screen, dashboards, and workspaces
• Searching, filtering, and personalizing views
• Understanding roles, permissions, and security basics
• Activity

Module 3: Dynamics 365 Customer Engagement (CRM) Modules

• Sales module overview
• Customer service features
• Marketing module introduction
• Activity

Module 4: Dynamics 365 Finance & Operations (ERP) Fundamentals

• Basics of finance processes
• Supply chain and operations overview
• Workflow and approval processes
• Activity

Module 5: Data Management & Reporting

• Working with forms, fields, and records
• Importing and exporting data
• Using dashboards and reports
• Activity

Module 6: Automation & Basic Workflows

• Creating automated tasks and approvals
• Understanding rules and triggers
• Benefits of process automation
• Activity

Module 7: Integration & Extensibility Overview

• Connecting Dynamics 365 with Microsoft 365
• Power Platform basics: Power Apps, Power Automate, Power BI
• Enhancing productivity through integrations
• Case Study

Module 8: Best Practices & User Adoption

• Ensuring data accuracy and quality
• Improving user engagement and efficiency
• Common mistakes to avoid
• Role Play