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Dynamics 365 for Business Professionals (On-Demand)
Duration: 1 Day
Overview:
The Dynamics 265 for Business Professionals (On-Demand) package comprises the Introduction to Dynamics 365, Dynamics 365 for Sales and Dynamics 365 for Customer Service modules. Ideal for managers who want an overarching perspective of Dynamics and how it can support the key areas of your business. Each attendee will receive a course manual and will be guided through lab scenarios by a Microsoft Certified Trainer. Includes 3 months On-Demand access to each module.New Horizons can also provide option for companies wanting to give their whole organisation an overview, and then to pull the Sales or Customer Service teams together to focus on training in their specific fields of expertise. Ask us about tailoring a program for your company.
Target Audience:Designed for new and existing end-users of Dynamics- from all walks of life within the office environment
§ Sales Agents§ Any employees with a
customer service management, service-focus or customer-centric role
Pre-requisites:Before attending this course, students must have:
§ A beginner-intermediate understanding of the Windows Operating System, Microsoft office applications and/or previous version of Microsoft Dynamics is Desirable.
Module 1: Introduction to Dynamics 365
§ What is Microsoft Dynamics 365?§ Register for Microsoft Dynamics 365§ Microsoft Dynamics 365 Sales Overview§ Microsoft Dynamics 365 Marketing
Overview§ Microsoft Dynamics 365 Service
Overview§ Microsoft Dynamics 365 Project Service
Overview§ Microsoft Dynamics 365 Field Service
Overview§ Course Review
Module 2: Dynamics 365 for Sales
§ Microsoft Dynamics 365 Sales Overview§ Enter Customer information§ Monitor existing customers§ Market to leads§ Follow up with your contacts§ Course review
Module 3: Dynamics 365 for Customer Service
§ Microsoft Dynamics 365 Customer Service Overview
§ Work with cases§ Use dashboards§ Cases§ Service Calendar§ Queueing§ Contracts and Services§ Document your learnings
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Dynamics 365 for Business Professionals (On-Demand)