Processes in Dynamics 365 Customer Engagement Course Overview
The 'Processes in Dynamics 365 Customer Engagement Course Overview' equips professionals with essential skills to optimize customer relationship management. This course is vital for business analysts, CRM administrators, and sales professionals, enhancing their ability to streamline processes, improve customer interactions, and drive business growth through effective use of Microsoft Dynamics 365.
Course outline & what you'll learn
Overview of Dynamics 365 applications
- Understanding the customer engagement landscape
- Business process flows
- Entity relationships and data modeling
- Role-based security and permissions
- Custom entities and fields
- Form and view customization
- Workflow and business rules configuration
- Data import and export methods
- Using Data Integrator and Power Query
- Managing data quality and duplicate detection
- Creating and managing workflows
- Introduction to Power Automate
- Business process automation strategies
- Introduction to dashboards and reports
- Utilizing Power BI with Dynamics 365
- Advanced analytics features
Overview of the mobile app
- Customizing the Unified Interface
- User experience considerations
- Understanding security roles and access levels
- Compliance features in Dynamics 365
- Data privacy and protection measures
- Common scenarios and solutions
- Performance optimization tips
- Resources for continued learning and support
Why train with Traincrest
This Microsoft course is delivered by Traincrest's certified instructors, live online or in the classroom, with hands-on labs and a 98% exam success rate. Trusted by 500+ companies and 50,000+ students worldwide.