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Microsoft Dynamics 365 & NAV

This course describes the techniques required to customize Microsoft Dynamics 365 to meet the specialized
needs of businesses. This course teaches the basics of Microsoft's CRM solution, Dynamics 365 Customer
Engagement, which includes Sales, Customer Service and Marketing. The course describes each topic and how
each topic relates to the other topics to produce a full configured, effective solution.

Audience Profile
This training is intended for both novice and experienced users/customizers of Microsoft Dynamics 365 who are
familiar with the end-user principles of the software. No programming skills are required, but a basic
understanding of application principles will be an advantage.

At Course Completion
Work on managing Microsoft Dynamics 365 Apps
Discover how to navigate through various client types
Work with records through various client types
Explore the different action types that can be taken on a record
Track activities and data in Outlook
Dive deeper into views and how they are utilized
Review how to search for data using Global Search
Recognize the role of leads within Microsoft Dynamics 365
Examine the Lead to Opportunity Process Flow
Discuss communication tracking
Explore case types
Review the basic steps of the marketing process
Recognize how to plan and budget a marketing campaign
Examine marketing lists and how they can be used
Discuss quick campaign and when to use a marketing campaign

Software/ Hardware Requirement

Each participants machine should have following Software and hardware requirement
Intel Core 4 processor
16 GB RAM,
80 GB Hard disk Space empty on C Drive for copying Virtual machines
Internet connection
Operating System:
Windows 10/Windows Server 2012 R2 / 2016 Standard or Datacenter with Hyper-V Enabled
Acrobat Reader

Course Outline - Microsoft Dynamics 365 (CRM)

Day 1

Module 1: Microsoft Dynamics 365 CRM Overview

Module 2: Foundational Concepts

Module 3: Navigating Dynamics 365 Sales, Customer Service, and Marketing

Day 2

Module 5: Customer Service

Day 3

Module 4: Sales Management

Module 6: Marketing

Course Outline - Microsoft Dynamics NAV 2017

Day 4

Module 1: Microsoft Dynamics NAV 2017 as an ERP System

Module 2: Multiple Client Support

Module 3: Basic Functionalities

Day 5

Module 4: Master Data for the Sales and Purchase Process

Module 5: Process Sales and Purchases