MS Dynamics 365 Training in Kuala Lumpur, Malaysia

Microsoft Dynamics 365 training equips learners with the knowledge and skills to effectively use the platform for business applications like CRM and ERP. The training covers modules such as sales, customer service, finance, supply chain, and marketing, helping organizations streamline operations. Participants learn to customize and integrate Dynamics 365 with other tools to meet specific business needs. Hands-on sessions and real-world case studies enhance practical understanding and problem-solving capabilities. This training is ideal for professionals aiming to improve operational efficiency, enhance customer experiences, and drive digital transformation.

Course Outline

Introduction to Microsoft Dynamics 365 and Core Modules

1. Overview of Microsoft Dynamics 365

• Introduction to Dynamics 365 and its key modules (Sales, Customer Service, Marketing, etc.).

• Core architecture and navigation within the platform.

• Hands-on exercise

2. Customer Relationship Management (CRM) Module

• Overview of the CRM module for managing customer relationships and sales pipelines.

• Configuring leads, opportunities, and accounts.

• Hands-on exercise

3. Sales and Marketing Automation

• Configuring and managing sales processes, campaigns, and marketing automation.

• Creating and managing leads, campaigns, and marketing lists.

• Hands-on exercise

Advanced Modules, Automation, and Reporting

4. Customer Service and Case Management

• Introduction to the Customer Service module for managing service requests and case resolutions.

• Creating and managing cases, SLAs, and knowledge base articles.

• Hands-on exercise

5. Business Process Automation

• Automating business workflows with Power Automate and Dynamics 365.

• Setting up approval processes, notifications, and triggers.

• Hands-on exercise

6. Reporting, Dashboards, and Analytics

• Using Dynamics 365’s built-in reporting tools for business insights.

• Creating custom reports and dashboards for different user roles.

• Hands-on exercise

7. Integration with Other Microsoft Tools

• Integrating Microsoft Dynamics 365 with Office 365, Power BI, and other tools.

• Using Outlook for Dynamics 365, Power BI for reporting, and Teams for collaboration.

• Hands-on exercise