Dynamics 365 CE para usuários - Módulos de Vendas e Serviço

Explore the full potential of Dynamics 365 CE! Whether you're a new user or an experienced professional with Dynamics CRM, this course will empower you to maximize your CRM investment. Learn how to effectively utilize Dynamics 365 to streamline your sales and service processes.

Who is this course for?

• End-users of Dynamics 365 looking to enhance their skills.
• Professionals currently using Dynamics CRM and seeking to upgrade to Dynamics 365 CE.
• Anyone wanting to gain a comprehensive understanding of Dynamics 365 Customer Engagement.

What you'll learn:

This course provides a deep dive into the core functionalities of Dynamics 365, covering both Sales and Service modules.

Dynamics 365 Application Structure:

• Navigating the Interface: Master the Dynamics 365 navigation, including the sidebar, sections, and areas.
• Customizing Your View: Learn to create and share custom views, and optimize them for efficiency. Discover how to control the number of records displayed.
• Form Fundamentals: Understand and utilize all elements of Dynamics 365 forms, including:
  • Lookup Fields: Effectively use lookup fields for data relationships.
  • Timeline & Assistant: Leverage the timeline and assistant features for streamlined data entry.
  • Grids: Efficiently manage and display data using grids.
  • Related Data & Audit History: Track relationships and maintain data integrity.
• Actionable Features: Utilize native Dynamics 365 features for enhanced productivity:
  • Follow/Assign/Share: Efficiently manage record ownership and collaboration.
  • Quick Creation & Duplication: Save time with quick record creation and duplication.
  • Deactivation/Activation & Deletion: Manage record lifecycle.
  • Bulk Editing: Efficiently update multiple records.
  • Global Search: Quickly locate specific records.
  • Excel Export: Export data for analysis.
  • Reporting with Graphs: Visualize data with powerful graphs.
• Dashboard Creation: Build insightful Dynamics 365 dashboards.
• Sales Acceleration: Leverage Dynamics 365 features to boost sales performance.
• Marketing Campaigns & Lists: Utilize Marketing Campaigns and Marketing Lists for targeted marketing efforts.
• Goal Setting & Forecasting: Set and track sales goals and create accurate forecasts.
• Advanced Location: Optimize your sales process with advanced location features.

Course Content Breakdown:

1. Introduction: Overview of Dynamics 365 Customer Engagement.
2. Dynamics 365 Application Structure:
   • Language Settings
   • Navigation Menu (Tables, Sections, Areas)
   • Recent & Fixed Views
3. Views (Fields & Filters):
   • Creating Custom Views
   • Sharing Views
   • Optimizing View Record Counts
4. Forms:
   • Creating and Editing Records
   • Lookup Fields
   • Timeline & Assistant
   • Grid View
   • Assigning Records
   • Following Records
   • Sharing Records
   • Related Records & Audit History
5. Duplicate Management & Merging: Resolve data duplication issues.
6. Record Management: Deactivating/Activating/Deleting Records.
7. Bulk Editing: Efficiently updating multiple records.
8. Global Search: Quickly finding records.
9. Excel Export: Exporting data for analysis.
10. Reporting & Dashboards: Creating insightful visualizations.
11. Advanced Location: Optimizing sales processes.
12. Sales Module (Sales Hub):
    • Sales Accelerator
    • Dynamics 365 Sales Process (Lead -> Opportunity -> Account -> Contact)
    • Marketing Lists
    • Marketing Campaigns
    • Quick Campaigns
    • Goals & Forecasts
    • Team Member Management
13. Service Module (Customer Service Hub):
    • Cases & Queues
    • Rights
    • Knowledge Articles

Unlock the full power of Dynamics 365 CE and transform your business processes. Enroll today!