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LEARNING PATH: Getting Started with Microsoft Dynamics 365
Rating: 3.8 out of 5(20 ratings)
164 students

LEARNING PATH: Getting Started with Microsoft Dynamics 365

Explore a classic sales cycle in Dynamics CRM to get familiar with Project Service Automation and explore its features
Created byPackt Publishing
Last updated 12/2017
English

What you'll learn

  • Perform CRUD Operations on CRM records
  • Import and export data from Dynamics CRM
  • Working with Dynamics CRM using Outlook
  • You will learn to install and Configure PSA.
  • Understand to navigate and understand the Project Service Automation Solution components
  • You will be able to give a demo to the prospect showcasing the capabilities of Managing Projects within Budget.
  • Learn to become the administrator in organization to configure the CRM with PSA Solution
  • You will be able to understand the deeper impact of PSA to the organization who manages the Professional Services.

Course content

2 sections • 34 lectures • 5h 38m total length

  • The Course Overview5:22
    This video shows the overall outline of how this course is laid out, what topics will be covered, and who are the target audience of this course.
  • What is CRM and Why it is needed?2:49

    This video covers the concept of Customer Relationship Management and why it is mandatory for your business.

  • Introduction to Microsoft Dynamics 3652:21

    This video introduces you to Microsoft Dynamics 365 and all its components.

  • Setting Up a Trial Instance of Dynamics 3655:00

    This video demonstrates how one can set up a trial instance of Dynamics 365 and install Sample data to explore the system.

  • Moving around in Microsoft Dynamics 3658:18

    This video walks through various screens of Dynamics 365 and helps the user understand basic navigation.

  • Personalize Dynamics to Suit Your Needs5:16
    This video demonstrates how one can personalize Dynamics to suit their business needs such as pinning records, favoriting, and switch number formats.
  • How Does Dynamics CRM Data Model look?2:52

    This video explores how the Dynamics CRM data is organized and helps understand its data model.

  • Play with Records (CRUD Operations)5:47
    This video demonstrates how we can work with records and perform various operations such as Create, Update, Retrieve, and Delete.
  • Import/Export data in CRM10:37

    This video will walk through the steps that would be required to prepare and import your data in CRM and also look at how to export it.

  • Typical Sales Cycle - Demo16:39

    This video is a demonstration of a complete sales cycle from lead generation to order fulfilment in CRM.

  • Advanced Find – Strongest Search Tool9:10

    In this video, we’ll look at one of the strongest search tool that is available right within dynamics CRM to search for records—Advanced Find.

  • Create Views4:14

    In this video, we are going to look at how to create views or lists for a quick summary of all our data.

  • Explore Trends with Charts7:12

    In this video, we will try to explore trends with charts in Dynamics CRM and var

  • Need 360 View of Business9:10

    This video will focus on exploring dashboards and how they can be handy to provide you 360 view on your business.

  • Working with Reports12:18
    In this video, we will see how to work with Reports in Dynamics CRM.
  • Go Mobile with Dynamics CRM Mobile Client13:51

    In this video, we’ll quickly walk through dynamics CRM’s companion app for smart phones and explore its feature set.

  • Go Mobile with Dynamics CRM Tablet Client11:16

    In this video, we’ll quickly walk through dynamics CRM’s companion app for Tablets and 2-in-1 Laptops and explore its feature set.

  • Exploring How Well Dynamics CRM Talks to Outlook11:37

    Microsoft Outlook needs no introduction, almost all of you practically use this applications for managing all your e-mails. In this video, we’ll see how can we connect Outlook to Dynamics CRM to further increase our productivity.

  • Ease Up the Sales Document Writing9:55

    Explore document generation capabilities with Dynamics 365 for all those redundant documents that you must prepare for completing a sale.

  • Start Analyzing Data with Excel Templates7:05

    In this video, we will quickly see how we can go about creating excel template containing some specific customizations such as charts and pivots, which you need every month or quarter to make sure the business is indeed going in the right track.

  • Do More with Dynamics 3655:10

    In this video, we’ll try to summarize what you learned so far and then see what more can be done with Dynamics.

  • Test your Knowledge

Requirements

  • Basic understanding of project management principles is needed.

Description

To accelerate your digital transformation, you need a new type of business application: One that breaks down the silos between CRM and ERP, that’s powered by data and intelligence, and helps capture new business opportunities. That’s Microsoft Dynamics 365. Microsoft Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) applications announced by Microsoft in July 2016. If you're interested to get familiar with Project Service Automation and explore its powerful features for different roles in the organisation, then go for this Learning Path.

Packt’s Video Learning Paths are a series of individual video products put together in a logical and stepwise manner such that each video builds on the skills learned in the video before it.

The highlights of this Learning Path are:

  • Explore a typical sales cycle for any organization and how that can be moulded in Dynamics CRM
  • Understand to navigate the Project Service Automation (PSA) Solution components

This Learning Path begins with an introduction to the concept of Customer Relationship Management (CRM) and why is it important for any business. You will then quickly dive into a product Microsoft is offering in the CRM space - Dynamics CRM or Dynamics 365. Next, you’ll learn to set up a trial instance to play around with the system and get comfortable with it. Moving on, the course walks you through different aspects of Dynamics CRM such as its data model, records management, and sales pipeline analysis using dashboards, charts, and reports. You’ll also see how bulk data can be modified via Excel and imported back into the system. You’ll also look at how data can be taken mobile with the Dynamics CRM mobile and tablet client and Microsoft Outlook so that the sales workforce who are in the field have the right access to the right resources at the right time.

Project Service Automation automation capabilities in Microsoft Dynamics 365 (online) provide an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. This Learning Path will help you demonstrate the usage and features of a new solution from Microsoft to manage Projects and end to end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. You’ll learn the basic terminology of Project Service Automation (PSA), its components, sales, and cost list. Then you’ll learn to install and navigate Project Service Automation (PSA). Then you'll know more about planning, billing, and sales process overview. You’ll be able to know more about configuring the Dynamics 365 for Project Service Automation (PSA) and learn the Project Service Automation (PSA) guide. By the end of this Learning Path, you’ll be able to understand the typical sales cycle for any organization and how it can be moulded in Microsoft Dynamics 365 CRM with the deeper impact of Project Service Automation (PSA) to the organization who manages the Professional services.

Meet Your Experts:

We have combined the best works of the following esteemed authors to ensure that your learning journey is smooth:

  • I'm Piyush Paliwal, your host for this course. I've been working as a Microsoft Dynamics CRM consultant for more than half a decade and have been associated with Microsoft for a few years now. During this time, I've helped various customers manage their sales pipeline by bringing their business processes in Dynamics CRM or Dynamics 365, which is what we have today. In my free time, I usually go for a drive and I also like to swim.

I am Sajan Choudhary, working as a Consultant for Microsoft Dynamics CRM and having 5+ years of experience in customizing and configuring in CRM for various customer. I have architected and developed many vertical solutions available at Microsoft Dynamics Market Place for example – healthcare management system, Tender management system etc. I have worked for multiple industries like Healthcare, Retail, Construction and Professional Services. While working with Microsoft on multiple projects and multiple countries I have -- Demonstrated capabilities in software/application development, providing technical support and structuring customized solutions to meet customer’s specific needs.- Excellent Relationship Management skills, with the ability to conceive profitable and efficient solutions, utilizing technology, Industrious individual, thrive on a challenge while working effectively with all levels of management.- Integrated various in house and 3rd party application with CRM for example SAP using FTP, SAP using WPI web Services, In-house applications using Azure Service Bus etc.- Hands on Experience in Implementing the IOT scenarios using Raspberry PI 3.

Who this course is for:

  • This Learning Path is for new users of the Microsoft Dynamics (beginner customizers of Microsoft Dynamics 365) CRM platform, as well as existing users who are familiar with the end-user principles of the software and want to learn more and become more proficient.

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