LEARNING PATH: Getting Started with Microsoft Dynamics 365

🌟 LEARNING PATH: Getting Started with Microsoft Dynamics 365 🌟

Course Headline:

Explore a classic sales cycle in Dynamics CRM to get familiar with Project Service Automation and explore its features.

Course Overview:

🚀 Accelerate Your Digital Transformation with Microsoft Dynamics 365! 🚀

Microsoft Dynamics 365 is the next generation of intelligent business applications that integrate CRM and ERP capabilities. It empowers your organization to break down silos, harness the power of data, and seize new business opportunities. Announced by Microsoft in July 2016, Dynamics 365 offers a unified solution for sales, customer service, field service, marketing, and financials.

If you're eager to get familiar with Project Service Automation (PSA) and explore its powerful features for various roles within your organization, this Learning Path is perfect for you!

About Packt’s Video Learning Paths:

🚀 A Stepwise Learning Experience 🚀

Packt’s Video Learning Paths are carefully curated series of individual video products designed to build your skills incrementally. Each video in the sequence is crafted to be a natural follow-on from the one before, ensuring you have a comprehensive learning experience.

Highlights of this Learning Path:

🔹 Explore a Typical Sales Cycle 🔸 Dive into understanding and molding a typical sales cycle within Dynamics CRM.

🔹 Navigate PSA Solution Components 🔹 Get to know the navigation of the Project Service Automation (PSA) solution components with ease.

What You Will Learn:

📚 Introduction to CRM and Its Importance

• Understanding the concept of Customer Relationship Management (CRM) and its importance in business.
• Familiarization with Microsoft's offering in the CRM space - Dynamics CRM or Dynamics 365.

🖥️ Setting Up Your Trial Instance

• Learn how to set up a trial instance of Dynamics CRM to get hands-on experience.

📊 Understanding Dynamics CRM’s Data Model and Sales Pipeline Analysis

• Gain insights into the data model and records management within Dynamics CRM.
• Master analyzing your sales pipeline using dashboards, charts, and reports.

☍ Working with Bulk Data

• Discover how to modify bulk data via Excel and import it back into the system effectively.

📱 Mobile Access with Dynamics CRM

• Explore how Dynamics CRM’s mobile and tablet client, along with Microsoft Outlook, can keep your sales force informed and productive on the go.

🏗️ Project Service Automation (PSA) Capabilities

• Get to grips with the automation capabilities of Project Service Automation (PSA) within Microsoft Dynamics 365 (online).
• Learn about managing resources, projects, and customer engagements.

🔧 Configuring PSA for Your Business Needs

• Understand how to configure PSA to meet the unique needs of your business.

Meet Your Instructors:

Pawan Kumar

🚘 A tech enthusiast who loves driving and swimming in his free time, Pawan is a seasoned Microsoft Dynamics CRM Consultant with a rich background in helping various customers manage their sales pipelines within Dynamics CRM or Dynamics 365. He brings a wealth of knowledge and hands-on experience to this Learning Path.

Sajan Choudhary

As a Microsoft Dynamics CRM Consultant with 5+ years of experience, Sajan has architected and developed multiple vertical solutions for the healthcare and retail industries, available on the Microsoft Dynamics Marketplace. His expertise spans across various industries, including Healthcare, Retail, Construction, and Professional Services. He has a proven track record in application development, technical support, and structuring customized solutions to meet customer needs, with a particular focus on integrating third-party applications with CRM using innovative technologies like Azure Service Bus.

Embark on your journey to mastering Microsoft Dynamics 365 with this comprehensive Learning Path. Whether you're new to the platform or looking to deepen your understanding, this course will equip you with the skills needed to leverage PSA and drive your organization's success!

🎓 Start Learning Today and Transform Your Business Tomorrow! 🎓