In the dynamic landscape of modern business, adaptability and efficiency are key. Microsoft Dynamics 365 emerges as a transformative force, offering a cloud-based platform that seamlessly integrates Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP). Beyond these core functions, it extends its capabilities to encompass a suite of productivity applications and cutting-edge artificial intelligence tools.
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Introduction to Dynamics 365
Overview of Dynamics 365
Key features and capabilities
Deployment options
Navigation and user interface
Getting started with Dynamics 365
Sales Management in Dynamics 365
Managing leads and opportunities
Creating and managing accounts and contacts
Managing sales quotes and orders
Tracking sales activities
Sales forecasting and reporting
Customer Service in Dynamics 365
Managing cases and customer inquiries
Creating and managing service requests
Creating and managing service agreements
Service scheduling and dispatching
Service reporting and analytics
Marketing in Dynamics 365
Creating and managing marketing campaigns
Marketing list management
Lead scoring and qualification
Email marketing and templates
Marketing reporting and analytics
Project Service Automation in Dynamics 365
Managing projects and project tasks
Resource management and scheduling
Project billing and cost management
Project reporting and analytics
Integrating with other Dynamics 365 modules
Field Service in Dynamics 365
Creating and managing work orders
Field service scheduling and dispatching
Resource management and scheduling
Field service reporting and analytics
Integrating with other Dynamics 365 modules
Finance and Operations in Dynamics 365
Managing financials and accounting
Purchasing and procurement management
Inventory and warehouse management
Production and manufacturing management
Supply chain management and logistics
Human Resources in Dynamics 365
Employee management and HR administration
Talent management and recruitment
Performance and goal management
Compensation and benefits management
Training and development management
Power Platform Integration with Dynamics 365
Introduction to the Power Platform
Power Apps development and customization
Power BI reporting and analytics
Power Automate workflow automation
Common Data Service integration
Customization and Configuration in Dynamics 365
Customizing entity forms and fields
Creating and modifying views and dashboards
Customizing business processes and workflows
Creating and managing custom entities
Data import and export
Administration and Security in Dynamics 365
Managing users and security roles
Configuring system settings and options
Customizing themes and branding
Managing solutions and customizations
System monitoring and performance tuning
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