Introduction to Microsoft Dynamics 365 Training

This course provides students with an introduction to Microsoft Dynamics 365 by building a foundation for all subsequent courses and learning. The main features and apps are introduced including Sales, Service and Marketing. Students will learn important end user skills including how to proficiently work in Microsoft Dynamics 365 to find information quickly and easily using the out of the box tools such as Advanced Find, the Report Wizard, Charts and Dashboards through the Web, Unified Client Interface (UCI) and the Dynamics 365 for Outlook App.

Course Details


1 day


Working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365.

Target Audience

  • Sales Representatives
  • Customer Service Representatives
  • Marketing Personnel
  • Project Managers
  • General End Users who are looking to improve skill in Dynamics 365

Skills Gained

  • Be familiar with the Apps and Hubs in Microsoft Dynamics 365 Version 9, including Sales, Service and Marketing
  • Understand the differences between the Web and Unified Client Interface (UCI)
  • Be able to Create, Update, Relate, Assign and Delete records in Microsoft Dynamics 365
  • Create Posts, Notes and Activities. Interact with the Relationship Assistant
  • Manage, Assign and Complete Activities
  • Understand Connections and use them to relate records together
  • Create and save a Personal View of records
  • Share records and views with other Users
  • Perform bulk operations on records
  • Configure Personal Options to customize the user experience
  • Track Email, Appointments and Tasks in Outlook against records in Dynamics 365
  • Proficiently find information using Global Search, Quick Find and Advanced Find
  • Explore the out of the box Reports and create a custom Report using the Report Wizard
  • Create a Personal Chart and Dashboard and set as your homepage
Course Outline
  • Introduction
    • What is Dynamics 365?
    • The benefits of Dynamics 365
    • The Sales Apps and Hubs
    • The Customer Service Apps and Hubs
    • The Marketing Apps
    • The Unified Client Interface (UCI)
    • The Web Interface
    • The Outlook Interface
    • Where to get Help
    • Further reading and resources
  • Records, Activities and Personal Options
    • Records and Relationships
    • Activities
    • Posts, Assistant, Activities and Notes
    • Connections
    • Setting your Personal Options
  • Performing Work in Dynamics 365
    • Working with data and records
    • Security considerations
    • System Views and Personal Views
    • Creating a Record
    • Editing an existing Record
    • Deleting a Record
    • Related Records
    • Reassigning a Record to a new Owner
    • Sharing a record with another User or Team
    • Performing operations on multiple Records
  • Dynamics 365 for Outlook
    • Introduction to Dynamics 365 for Outlook
    • Navigation considerations
    • Tracking Activities in Outlook
  • Searching in Dynamics 365
    • Introduction to searching in Dynamics 365
    • Global Search
    • Quick Find
    • Advanced Find
  • Reports, Charts and Dashboards
    • Introduction to Reports, Charts and Dashboards
    • The Default Reports
    • The Reporting Wizard
    • Working with Charts
    • Working with Dashboards
Upcoming Course Dates
USD $810
Online Virtual Class
Date: Jun 10, 2024
Time: 10 AM - 6 PM ET
USD $810
Online Virtual Class
Date: Jul 22, 2024
Time: 10 AM - 6 PM ET
USD $810
Online Virtual Class
Date: Sep 2, 2024
Time: 10 AM - 6 PM ET