Learning Microsoft Dynamics 365: The Basics

Looking for a comprehensive introduction to Dynamics 365, Microsoft’s platform for managing business operations and customer relationships? In this course, instructor Shari Oswald covers the essentials of how to navigate the system, manage records, and leverage core built-in features like dashboards, lists, and reports. Along the way, explore the basics of creating and managing accounts, contacts, and leads. By the end of this course, you’ll be equipped with the skills you need to harness Dynamics 365 effectively in your work.

Learning objectives
Learn the foundational components of Dynamics 365, including its interface, features, and navigation.
Apply knowledge of Dynamics 365 to create and manage records such as accounts, contacts, leads, and opportunities.
Analyze customer relationships and sales data using dashboards, reports, and filtering tools to derive actionable insights.
Evaluate sales opportunities and business processes to improve workflows and outcomes within Dynamics 365.
Create customized solutions, such as sales proposals and quotes, while leveraging AI tools like Copilot for enhanced efficiency.