Dynamics 365 Essentials: 1 Day Workshop in Perth, WA
Description
Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session
Course Overview:
This one-day foundational course provides a practical introduction to Microsoft Dynamics 365, a comprehensive platform that combines CRM and ERP capabilities to enhance business performance. You will explore key modules, understand core navigation, and learn how workflows and automation support daily operations. Through guided activities and real-world examples, the course demonstrates how Dynamics 365 improves customer engagement, streamlines processes, and supports data-driven decision-making across sales, service, operations, and analytics.
Learning Objectives
By the end of this course, you will be able to:
Understand the structure and purpose of Dynamics 365 CRM and ERP modules
Navigate the platform confidently and use essential features effectively
Manage data, records, and dashboards with clarity
Recognize how automation and workflows enhance business processes
Understand the role of integrations and the Power Platform
Apply best practices for efficient system usage and adoption
Identify how Dynamics 365 supports real-world business functions
Target Audience
IT professionals
Business analysts
CRM/ERP users and administrators
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Why Choose This Course
This course offers a clear and practical introduction to Dynamics 365, making it suitable for both technical and non-technical professionals. It simplifies complex CRM and ERP concepts, helping you quickly understand how different modules work together. With hands-on activities and real-world scenarios, you will gain the confidence to use the platform effectively. Whether you are new to Dynamics 365 or strengthening your foundation, this training equips you with the knowledge to support business processes, improve productivity, and leverage Microsoft’s integrated ecosystem
📧 Contact us today to schedule a customized in-house session: corporate@mangates.com
Description
Agenda
Module 1: Introduction to Dynamics 365 Ecosystem
• Overview of CRM and ERP capabilities • Key applications within Dynamics 365 • Benefits of unified business processes • Activity
Module 2: Core Navigation & User Interface
• Home screen, dashboards, and workspaces • Searching, filtering, and personalizing views • Understanding roles, permissions, and security basics • Activity
Module 3: Dynamics 365 Customer Engagement (CRM) Modules
• Sales module overview • Customer service features • Marketing module introduction • Activity
Module 4: Dynamics 365 Finance & Operations (ERP) Fundamentals
• Basics of finance processes • Supply chain and operations overview • Workflow and approval processes • Activity
Module 5: Data Management & Reporting
• Working with forms, fields, and records • Importing and exporting data • Using dashboards and reports • Activity
Module 6: Automation & Basic Workflows
• Creating automated tasks and approvals • Understanding rules and triggers • Benefits of process automation • Activity
Module 7: Integration & Extensibility Overview
• Connecting Dynamics 365 with Microsoft 365 • Power Platform basics: Power Apps, Power Automate, Power BI • Enhancing productivity through integrations • Case Study
Module 8: Best Practices & User Adoption
• Ensuring data accuracy and quality • Improving user engagement and efficiency • Common mistakes to avoid • Role Play
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