Understand Dynamics 365’s CRM and ERP power, learn practical navigation, and see how automation strengthens business efficiency.
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About the course:
Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session
Course Overview:
This one-day foundational course provides a practical introduction to Microsoft Dynamics 365, a comprehensive platform that combines CRM and ERP capabilities to enhance business performance. You will explore key modules, understand core navigation, and learn how workflows and automation support daily operations. Through guided activities and real-world examples, the course demonstrates how Dynamics 365 improves customer engagement, streamlines processes, and supports data-driven decision-making across sales, service, operations, and analytics.
Learning Objectives
By the end of this course, you will be able to:
- Understand the structure and purpose of Dynamics 365 CRM and ERP modules
- Navigate the platform confidently and use essential features effectively
- Manage data, records, and dashboards with clarity
- Recognize how automation and workflows enhance business processes
- Understand the role of integrations and the Power Platform
- Apply best practices for efficient system usage and adoption
- Identify how Dynamics 365 supports real-world business functions
Target Audience
- IT professionals
- Business analysts
- CRM/ERP users and administrators
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Good to know
Highlights
- 8 hours
- ages 18+
- In person
- Paid parking
Refund Policy
Location
Regus St Martins Tower
44 Saint Georges Terrace#Level 27
Ph No: 61(0) 2 80155605 Perth, WA 6000
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Agenda
Module 1: Introduction to Dynamics 365 Ecosystem
• Overview of CRM and ERP capabilities • Key applications within Dynamics 365 • Benefits of unified business processes • Activity
Module 2: Core Navigation & User Interface
• Home screen, dashboards, and workspaces • Searching, filtering, and personalizing views • Understanding roles, permissions, and security basics • Activity
Module 3: Dynamics 365 Customer Engagement (CRM) Modules
• Sales module overview • Customer service features • Marketing module introduction • Activity