In today’s business environment, organizations are driven by data. This data helps provide insights into customers, and also gives organizations a comprehensive view into their own business. Dynamics 365 enables both of these, by providing Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) functionality all under the same umbrella. In this course, Microsoft Dynamics 365: Getting Started, you’ll look at the overall Dynamics 365 platform, as well as the common applications that comprise it. First, you’ll focus on sales, customer service, field service, project service automation, finance, and supply chain management. Next, you’ll learn how to set up a trial instance of Dynamics 365, and the core skills needed to be a successful user, customizer or developer on the platform. Then, you’ll explore navigation, entities, views, forms, search, business process flows, dashboards, and activities. Finally, you’ll discover how to extend and build on the platform using the Common Data Service and Power Apps. When you’re finished with the course, you’ll have a foundational understanding of Dynamics 365 and how to use it to manage the end-to-end customer lifecycle.
Author Name: Amber Israelsen
Author Description:
Amber has been a software developer and technical trainer for over two decades, sharing her expertise in AI, machine learning, AWS, and Power Apps with students around the world. She has a knack for making complex tech topics easy to grasp, whether you’re a developer, designer, or business professional. Amber holds certifications in machine learning, AWS, and various Microsoft technologies, including her experience as a former Microsoft Certified Trainer. With a strong background in visual com… more

Table of Contents

• Course Overview
  1min
• Course Introduction
  6mins
• Introducing Dynamics 365
  12mins
• Accessing and Navigating Dynamics 365
  29mins
• Understanding the Foundations of Dynamics 365
  30mins
• A Brief Look at the Dynamics 365 Apps
  39mins
• Introduction to Power Apps and Common Data Service
  21mins
• Dynamics 365 Summary and Next Steps
  5mins