Course Outline


Microsoft Dynamics 365 as an Enterprise System

  • Modules and processes used in Microsoft Dynamics 365

Overview of CRM and ERP

  • Workflows and business processes in information technology
  • Software as a service delivery
  • Normalized data vs denormalized data

Starting Microsoft Dynamics 365

  • Registering and logging into Microsoft Dynamics 365
  • Navigating the Microsoft Dynamics 365 interfaces

Modules in Microsoft Dynamics 365

  • Using and understanding the sales module
  • Using and understanding the marketing module
  • Using and understanding the service modules
  • Using and understanding the financial module

Structuring in Microsoft Dynamics 365

  • Creating and pinning records
  • Creating opportunities
  • Creating an activity and converting it into an opportunity
  • Creating and qualifying leads
  • Creating a quote

Automation with Microsoft Flow

  • Connecting Microsoft Flow with Microsoft Dynamics 365
  • Using a template, create a flow
  • Creating a flow without a template
  • Testing the flow

Data Visualization with Power BI

  • Connecting PowerBI with Microsoft Dynamics 365
  • Adding a PowerBI dashboard
  • Creating a visualization

Summary and Conclusion


  • An understanding of basic computer skills


  • Business Analysts
  14 Hours


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