Free Dynamics 365 Entry Level Beginners and Introductory Training for Professionals who want to move to and learn Dynamics 365

Are you new to Dynamics 365 or have recently started to learn / study the Dynamics 365 CRM Platform?

Perhaps you want to learn what you can achieve using the Dynamics 365 platform?

You could be an IT professional who knows CRM concepts, worked with other CRM systems but wants to learn Dynamics 365 functionality, features and capabilities?

Or may be, you want to sell Dynamics 365 or participate in Dynamics 365 solution Pre-sales activities?

If your answer is “Yes” to any of the above questions, then apply to “Track A” of the upcoming FREE Dynamics 365 training bootcamp in Microsoft London Paddington offices on 22nd July 2017.

Track A Training will be led by ex-Microsoft and Dynamics 365 expert: Janet Robb

Not only you will learn features and functionalities in Dynamics 365 but Janet will also cover platform capabilities that directly increase User Adoption and improves Dynamics programmes success.

Places are limited so register your interest as soon as possible at: http://crm.boutique/register.

Full details about this free Dynamics 365 training bootcamp on Saturday 22nd July 2017 can be found here:

https://www.linkedin.com/pulse/free-dynamics-365-training-bootcamp-microsoft-london-offices-mostafa

Microsoft Dynamics CRM 2016 & CRM Online Training and Introduction Agenda – Recommendations and Suggestions

I have recently been asked by one of my clients to take them through a walkthrough / high level training / demo of Microsoft Dynamics CRM Online (also applies to Dynamics CRM 2016). The audience is a collection of Client senior leadership, programme leadership and various business stakeholders.

I decided to limit handouts to a single A4 Agenda which lists in a chronological order Dynamics CRM modules, features and functionalities to be covered along with Dynamics CRM navigation, layout and capabilities such as search, filtering, sorting, menu bars, etc.

I then thought I’ll share this suggested agenda list with my blog followers to help everyone out if they are looking for a recommended agenda for Dynamics CRM Introduction or basic Microsoft CRM training. It is certainly not an exhaustive list of all agenda items that you could cover and the scope & flow may also need to change from one client to the other. This agenda, however, seemed sensible for my client needs and requirements.

The agenda is available as an a downloadable PDF file at the bottom of the post below or you can simply copy and paste it from the following list.

Here comes the agenda – Hope this helps:

Concepts:

  • Entity (DB table)
  • Record (DB row)
  • Relationships between entities
  • Modules: Sales, Marketing & Service
  • New: Field Services & Project Services

Walkthrough:

  • Navigation – Application Top Menu bar
    • Recent items
    • Quick Create
    • Global Search
    • Advanced Find / Search
  • Personal Options (top application menu)
  • Views: System & Personal -(e.g. active contacts)
    • Open record vs Link/Relationship
    • Select record or multiple records
    • View top menu (full record vs quick create)
    • View Selector (System vs Personal)
    • Set Default Personal View
    • No. of records displayed in view: 25 -250
    • Search within View (Quick find)*
    • Search wildcard (within current view only)
    • Search by related records (parent account)
    • View charts (right side of view)
    • Filtering & Custom Filters*
    • Sorting & double sort columns
    • View Jump to Letter (Bottom navigation)
    • Bulk Edit multiple records
    • View Data Refresh
  • Forms (Multiple) & Records– (e.g.: contact form)
    • Form Selector
    • Record top menu bar
    • Navigate to next/Prev record & pop out
    • Ownership (User vs Team vs Org)
    • Assign to me/another
    • Social Pane: Posts, Notes & Activities
    • Map (OOB – e.g. contact)
    • Lookup, Option set & Composite (name)
    • Click through to email & dial out (Skype)
    • Saving: shortcut, icon or navigation
  • Advanced Find queries & views
  • Charts & Dashboards
    • System vs Personal
    • E.g. chart: Account by City
  • Business Process Flows
  • Activities: Type of entity
    • System vs custom
    • Filtering
  • Queues:
    • Routing
    • Work On
    • Assignment
  • Reporting:
    • Advanced Find
    • Report Wizard
    • SSRS
  • Help Content/ Learning Path
  • Connections (Networking / non-hierarchical)
    • Connection roles
  • Case Management
  • Other Dynamics CRM features & capabilities:
    • Administration
    • Security, Roles, Users, Teams & Bus
    • Processes: WFs, BPF, dialog & actions
    • Templates
    • Product Catalog / catalogue
    • Data Management & Duplicate detection
    • Service management
    • Business Management
    • Solutions: managed vs unmanaged, patching
  • Other Topics / Future sessions:
    • Outlook Client (x2) & filtering
    • Mobility: Mobile & Tablet apps
    • Document Management (OOB)
    • Social Engagement
    • MS Dynamics Marketing
    • Entitlements & SLAs
    • Activity Feeds
    • Interactive Service Hub
    • ADX Portals
    • Feedback/Customer Voice
    • Sales Gamification
    • Marketplace & AppSource
    • Dynamics 365 vs Office 365

Recap on Search:

  • Global Search
  • Advanced Find
  • Search within View (Quick Find)
  • Filtering within Views

Recap on Reports:

  • Advanced Find
  • Report Wizard
  • Dashboards & Charts
  • SSRS