Microsoft Dynamics 365 Training by Experts

1. Syllabus Overview

Basic Modules

• Introduction to Dynamics 365:
  • Overview of Dynamics 365 CRM and ERP applications.
  • Cloud architecture and deployment models.
• Core CRM Functionalities:
  • Lead and opportunity management.
  • Sales process automation.
  • Customer service and case management.
• Core ERP Functionalities:
  • Financial management.
  • Supply chain and inventory management.
  • Basic reporting and analytics.

Intermediate Modules

• Customization and Configuration:
  • Managing entities, fields, and forms.
  • Creating workflows, business rules, and process flows.
  • Role-based security settings.
• Integration and Data Management:
  • Data import/export.
  • Integrating Dynamics 365 with Power Platform (Power BI, Power Apps).
  • API integration basics.
• Marketing Module:
  • Campaign management.
  • Customer segmentation and targeting.
  • Insights and analytics.

Advanced Modules

• Advanced Analytics and AI:
  • Using AI Builder for insights.
  • Predictive analytics with customer data.
• Advanced ERP Functionalities:
  • Budgeting and financial forecasting.
  • Advanced supply chain management.
• Custom Development:
  • Scripting using JavaScript and C#.
  • Plugin development and custom workflow activities.
  • Extending functionality with Azure services.