Trainings

Course Description:
Microsoft dynamics 365 for sales is an end-to-end application to manage the handling of customers and potential customers; it assists with tracking data against sales goals, automating best practices, learning from data, and more.
Our team of globally recognized experts take students step by step, from lead, to opportunity, to closed deal. Using the application’s available automation and customization options, students will learn how to enable sales staff to be their most productive selves.

Skills gained:
· install and configure the application
· Identify common sales scenarios
· Complete a sales cycle
· Configure product catalogue
· Manage customer records
· Utilize analytics tools with customer data

Course outline:

Module 1: Sales Overview
Module 2: Working with Opportunities
Module 3: Quotes to Orders
Module 4: Sales Analytics and Insights

Course description:

Microsoft dynamics 365 for customer service offers any organization an opportunity for customer success. Using tools such as automatic case creation and queue management frees up time to dedicate where a greater impact can be made, directly with customers.
Our team of globally recognized experts take students step by step, from creating cases, to interacting with customers, to resolving those cases. Once those cases are resolved, students will learn from data analysis the key details to help resolve similar cases faster or avoid new issues altogether.

Skills gained:

· Install and configure the customer service app
· Identify common customer service scenarios
· Complete a case resolution process
· Analyse customer service data
· Automate case management record processing
· Create and use knowledge articles
· Create and use entitlements and service level agreements

Course outline:

Module 1: Customer Service Overview
Module 2: Case Management
Module 3: Service Level Agreements and Entitlements
Module 4: Knowledge Management

Course Description:

This course will review the marketing application configuration needed to drive business growth. It will also dive into lead management, marketing forms and pages, segmentation, and email marketing messages. All these pieces are tied together through interactive customer journey design, including event and survey configuration.

Skills gained:

· Configure advanced settings
· Manage marketing content, templates and integrations
· Create and manage leads
· Design and create marketing forms and pages
· Create and manage segments
· Set up and launch customer journeys
· Create and manage events
· Distribute and analyse surveys

Course outline:

Module 1: Marketing Application Configuration
Module 2: Leads
Module 3: Marketing Forms and Pages
Module 4: Segments and Lists
Module 5: Marketing Emails
Module 6: Customer Journeys
Module 7: Insights
Module 8: Events
Module 9: Surveys
Module 10: Results

Course Description
Dynamics 365 Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects. This course helps students better understand the bigger picture and end goals focused on implementations that aid in designing more efficient solutions that align with customer and organizational goals.

Skills gained:

· Identify the key components involved in Field Service Implementations.
· Define the products and services that will be delivered to customers.
· Determine which pricing options to use in specific scenarios.
· Determine which resources are required.

Course outline:

Module 1: Configure Field Service
Module 2: Resource Scheduling Configuration
Module 3: Defining and Configuring Bookable Resources
Module 4: Configure Incidents
Module 5: Inventory and Work Order Management
Module 6: Field Service Agreements
Module 7: Inventory and Purchasing
Module 8: Field Service Mobile
Module 9: Universal Resource Scheduling
Module 10: Managing Scheduling Options
Module 11: Customizing the Schedule Board
Module 12: Advanced Scheduling Options

Course Description:

Learn the business value and product capabilities of Power Platform. Create a simple Power App, connect data with Common Data Service, build a Power BI Dashboard, and automate a process with Power Automate.

Skills gained:

· Describe the Power Platform components: Power Apps, Power BI and Microsoft Automate
· Describe the Power Platform components: Common Data Service, Connectors and AI builder
· Describe cross-cloud scenarios across M365, Dynamics 365, Microsoft Azure and 3rd party services
· Identify benefits and capabilities of Power Platform
· Identify the basic functionality and business value Power Platform components
· Implement simple solutions with Microsoft Automate, Power BI, and Power Apps

Course outline:

Module 1: Introduction to Power Platform
Module 2: Introduction to Common Data Service
Module 3: Get Started with Power Apps
Module 4: Get Started with Power Automate
Module 5: Get Started with Power BI