Курс "81060 Конфигурирование в Microsoft Dynamics 365 для продаж и обслуживания клиентов"
Код: 81060 Специализация: Microsoft Dynamics 365
Продолжительность - 2 дня
Производится набор группы
Стоимость:
40 000 руб.
81060 Конфигурирование в Microsoft Dynamics 365 для продаж и обслуживания клиентов
Description
This course provides students with the tools to configure a Dynamics 365 implementation for Sales and Service. The focus is on the using and understanding how the platform tools that are provided can be leveraged to create and maintain an organizational security structure, create guided business processes, automate tasks, and other specific customizations.
This course helps prepare you for assessment Customization and Configuration in Microsoft Dynamics 365 for Sales and Customer Service.
This course helps prepare you for assessment Extending Functionality in Microsoft Dynamics 365 for Sales and Customer Service.
This course helps prepare you for exam MB2-716.
What are the goals for this course?
How to successfully configure specific application features such as auto-numbering, data management, and other Dynamics 365 features
Provide guidance on the designing a Dynamics 365 security model including configuration of Business Units, Security Roles, Users, and Teams
Using Dynamics 365’s security model to control access to data, features, and functions
How to create and maintain Business Process Flows that can be used to provide users with a guided path to working through business scenarios
Look at how to implement and configure a Knowledge Management solution
Provide an overview of the different processes that are available in Dynamics 365 and when each process type should be used
Configure Dynamics 365 and Office 365 integration scenarios, such as integration with SharePoint, OneNote, OneDrive, and Office Groups
A working knowledge of how to use Microsoft Dynamics CRM 2013 and/or 2015
It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2013 applications training
Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality
Программа курса
Module 01: Intro to Sales Management
Configuring Dynamics 365
Security
User Management
Email System Settings and Configuration
Teams
Module 02: The Dynamics 365 Security Model
Purpose of the Security Model
Security Roles Explained
Defining Permissions
Privileges
Access Levels
Options for creating Security Roles
Security Roles and Business Units
Assigning Security Roles
Multiple Security Roles
Security Roles: Layered Approach
Teams and Security Roles
Module 03: Implementing Hierarchical Security
Hierarchy Security
Managerial Hierarchy Security
Positional Hierarchy Security
Module 04: Knowledge Management
The Big Picture
Searching the Knowledge Base
Enabling Knowledge Search
Module 05: Introduction to Processes
Processes and Automation
Business Process Flows
Workflow Basics
Creating a Basic Workflow
Convert a Workflow
Module 06: Business Process Flows
What are Business Process Flows?
Enabling Business Process Flows
Steps, Stages, and Categories
Working with Multiple Entities
Conditional Branching
Create a Business Process Flows
Mobile Task Flows
Module 07: Dynamics 365 and Office 365
Integration Options
Folder Tracking
Exchange Folder Mapping
Types of Office Group 365 Groups Integrations
SharePoint Integration Overview
OneNote in Dynamics 365
Облачный сервис Microsoft Dynamics 365 объединил в себе самые последние CRM- и ERP-решения компании для комплексного и более продуктивного управления бизнесом, включая контроль рабочего процесса, распределение ресурсов, формирование различных видов финансовой отчетности, а также повышение качества предоставляемых организацией услуг, анализ клиентской активности или планирование продаж.
Пользователи сервиса Microsoft Dynamics 365 могут использовать широкие возможности интегрированных аналитических инструментов Power BI и сервисов продвинутой аналитики из «облака» Microsoft Azure Cortana Intelligence Suite для оптимизации производства, получения детализированных рыночных прогнозов и создания актуальных, учитывающих множество экономических факторов, маркетинговых планов.
По окончании авторизованного курса Microsoft выдаётся международный сертификат Microsoft
