Essential Microsoft Dynamics 365 for the Administrator
- A subscription (or trial) of Microsoft Dynamics 365 Sales and/or Customer Service
- An interest in Administration of Microsoft Dynamics 365 Sales or Service
This free course is a gift to the Dynamics 365 Customer Engagement (Sales and Service) community, delivered by Owen Scott - a 14-year veteran of the platform. The intention of this course is not only to introduce some of the fundamental elements of administration, including the first steps required to get started deploying Microsoft Dynamics 365, but also to provide some slightly more advanced topics, like integration with Microsoft 365, data management, how and why to use Global Option sets, field relationship mapping, and a module to walk the student through a tiny case study for the software development lifecycle of Requirements, Analysis, Design and Deployment of a simple solution within Dynamics 365.
This course is also intended to provide a community forum by one of the foremost leaders of the Microsoft Dynamics 365 community. Owen Scott has delivered Microsoft Dynamics 365 over 100 times for small businesses, and more than 30 times for the Enterprise, providing solutions for Aerospace, Manufacturing, Healthcare, State and Local Governments, Higher Education, K-12, Financial Services, Real Estate, and the Entertainment industries, just to name a few. Interaction with this course will help inform a more comprehensive course offering planned to be released within the next eight months or so. Ideas and interest in topics expressed by the students of this course will influence what we cover, so feel free to communicate with Owen during this course!
Who this course is for:
- Beginning Administrator of Microsoft Dynamics 365 Sales or Service
- Someone contemplating using Microsoft Dynamics 365 Sales of Service for their organization
- 03:37Welcome to this Course!
- 05:23Introduction to Microsoft Dynamics 365 Customer Engagement
- 06:46Introduction to Microsoft Dynamics 365 Administration
- 04:31Creating the Environment
- 05:43System Settings
- 06:52Personal Settings
Owen Scott has spent 24 years in Information Technology, starting with network engineering, then business analysis and software architecture and project management. He has worked with very large and very small companies to help them achieve their technology objectives. Presently, Owen is focused on project rescue and ongoing support of executives who need a deep and solid understanding of technology, so they can make better strategic decisions.