Microsoft Dynamics - eLearning Bundle Course



Course Details:

Length: 6 courses

Access Length: 6 months

Price: $475/person (USD)

Bulk Pricing: 10+ Contact Us

Course Features:

Instant Access After Purchase

Lecture by Recorded Video

Stop and Start as Needed

Certificate of Completion

Software Lab Included?: No

Delivery Method:

Self-Paced Online

Individuals and Groups
@ Your Location

 

Course Overview

This eLearning bundle includes these Microsoft Dynamics courses:

  • Getting Started with Dynamics 365 Customer Engagement
  • Customizing and Administering Microsoft Dynamics CRM

Also Included - 4 Courses: An Essential Career Skills Pack with 4 courses in key areas for career management and growth, including Time Management, Digital Skills, Creativity and Soft Skills.


How it Works

This course is a self-paced learning solution to fit your own schedule. Certstaffix Training eLearning courses you take on your own schedule in a web browser.


  • Learn at your own pace - Start and stop as it is convenient for you. Pick up where you left off.
  • Lecture utilizing video and recorded screen shots
  • 6 month subscription length
  • Instant Access After Purchase

Have more than 10 students needing this course? Contact Us for bulk pricing.

 

Course Notes

This is a lecture only eLearning course. If you wish to practice with hands-on activities, you must provide the software and environment.

Languages:
  • Audio/Video: American English
  • Subtitles (Closed Caption): No
Key Features:
  • Video
  • Audio Narration

Course Topics

Getting Started with Dynamics 365 Customer Engagement - 2 hrs 11 min

Microsoft Dynamics 365 Customer Engagement is currently one of the most successful Customer Relationship Management platforms in the market. It is capable not only of the typical Salesforce automation functionality, but it can also serve various other purposes. This flexibility, along with its various deployment options, makes it a very enticing proposition for businesses of any size.

We focus on the main types of licensing option available for Microsoft Dynamics 365 Customer Engagement. We look at the requirements for each option, and how to choose the right one. You will then learn about core platform structure. We look at the entities, relationships, modules, and internal structure of the platform.

Throughout this course we create a trial online environment for use during the course, look at out-of-the-box functional modules, and get a better understanding of the main platform components.

By the end of the course, you will be able to use proper terminology, communicate effectively with system implementers, and understand the relationships between the various technical and functional elements.

  • Host Dynamics 365 on-premise
  • Host Dynamics 365 with third-party hosting providers
  • Leverage Dynamics 365 Online
  • Discover the core components of the Dynamics 365 platform
  • Explore the concept of entities
  • Delve into the concept of modules

 

Customizing and Administering Microsoft Dynamics CRM - 3 hrs 43 min

This course shows you how to create new entities that store various details for your business and build forms to ease up data management for users of the CRM. We also explore other features such as building new business processes, creating business rules, and validations to ensure that quality data is stored in the system. Moving on, we show you how to administrate the CRM by enabling user access, setting up data security, and doing other common configurations. We also show you how to provide a better help experience for users with guided help, and finally, we look at the various aspects of enabling customized processes for phones and businesses. While covering all of these topics, we’ll also talk about the best practices you should follow to ensure great overall system performance.

  • Define the concepts of customization and administration
  • Decide which business process option to choose from of the various available ones, and when
  • Identify security concepts to ensure the right people have access to the right data
  • Visualize CRM data with customized dashboards, charts, and views
  • Change the look and feel of the CRM and make it more personalized for your organization
  • Customize features that are available for mobile and tablet clients
  • Use the xRM platform and see how to extend the CRM capabilities with it



Essential Career Skills Pack:

Productivity and Time Management - 30 minutes

It seems that there is never enough time in the day. But, since we all get the same 24 hours, why is it that some people achieve so much more with their time than others? This course will explain how to plan and prioritize tasks, so that we can make the most of the limited time we have. By using the time-management techniques in this course, you can improve your ability to function more effectively – even when time is tight and pressures are high. So, by the end of the course you will have the knowledge, skills and confidence to be an effective manager of your time.

Basic Digital Skills - 13 minutes

With the rise of digital transformation and technology, having a basic digital literacy is essential for all types of jobs, regardless of the industry. To stay competitive and be successful in the workplace, enhancing your digital skills should be a top priority.

4 Ways to Boost Creativity - 30 minutes

The digital economy is opening up ways for everyone to be creative. It doesn’t just mean being artistic – it’s more about ideas, solutions, alternatives, incremental improvements. Peter Quarry and Eve Ash discuss ways that mental capacity can be developed, perspectives changed, group power leveraged and making things actually happen.

The 11 Essential Career Soft Skills - 1 hour 10 minutes

Soft Skills are the traits, characteristics, habits, and skills needed to survive and thrive in the modern work world. Soft skills aren't usually taught in school, but you will learn them all here in this course. Are you someone that other people in your organization and industry like to work with, collaborate with and partner with? Are you seen as a valuable asset to any new project that comes along?

This soft skills training course will teach you how to develop the skills that can make the difference between a lackluster career that tops out at middle management versus one that lands you in the executive suite. Or to wherever you define career success. So many soft skills seem like common sense at first glance, but they are not commonly applied by most workers. This soft skills training course will give you an edge over your competitors. It will also make your job, your career and your life more rewarding and enjoyable.



Course FAQs

What is the Class Format?

This training is a self-paced eLearning course that you have access to for 6 months after purchase.

What Is Microsoft Dynamics Customization and Administration?

Microsoft Dynamics customization and administration is a comprehensive suite of tools used to customize enterprise resource planning (ERP) systems. It allows businesses to configure ERP solutions, automate business processes and reports, manage users and security roles, track inventory and stock levels, generate meaningful insights from data analysis, and more. Microsoft Dynamics customization and administration offers a flexible and customizable approach to managing your business operations, allowing for the integration of existing systems and processes with those found in Dynamics. With its intuitive navigation, comprehensive reporting capabilities, and robust security measures, Microsoft Dynamics allows businesses to better control their resources, improve customer service levels, optimize performance outcomes, and maximize productivity. It also provides a centralized platform for administering and managing enterprise-level applications and services.

By leveraging Microsoft Dynamics customization and administration, businesses can achieve improved operational efficiency, automated processes, better reporting capabilities, enhanced customer service levels, and more. With its user-friendly interface and extensive support documentation, Microsoft Dynamics customization and administration is an excellent choice for businesses looking to get the most out of their ERP systems and services.

What Are Microsoft Dynamics Business Process Options?

Microsoft Dynamics offers several business process options to streamline the management of their business activities. These include Flow, Power Automate, and Windows Workflow Foundation (WWF).

Flow is a cloud-based workflow automation service that helps users quickly build automated workflows between applications and services to synchronize files, get notifications, collect data, and more. Power Automate is a business process automation solution that helps users automate repetitive tasks to save time and resources. WWF is an extensible workflow engine for creating custom business processes in applications. It allows developers to create customized workflows tailored to their specific needs.

All of these options provide powerful tools for businesses to optimize their operations, improve efficiency, and save resources. Microsoft Dynamics provides a variety of integration options to help users better manage their business processes. These include connectors for popular services such as SharePoint, Office 365, SQL Server, Salesforce, and many others. By leveraging the full capabilities of these integration solutions, businesses can easily extend their existing workflow systems to leverage the power of Dynamics.

What Are Microsoft Dynamics Security and User Access Concepts?

Microsoft Dynamics' security and user access concepts provide an effective way to protect data and user access. Microsoft Dynamics offers a range of security solutions that include authentication, role-based access control, encryption, auditing, and other measures. Authentication ensures a user is who they claim to be by requiring credentials such as passwords or biometric factors. Role-based access control ensures that users only have access to the system resources they need. Encryption scrambles data making it unreadable until it is decrypted. Auditing keeps track of user activities and can be used to detect any unauthorized access attempts.

These security solutions help protect your data and enhance the security of your Microsoft Dynamics environment. You can control user access to various parts of the system by assigning roles and permissions. With Microsoft Dynamics, you can create user groups that define a set of roles and permissions for each group. This allows you to restrict user access to only the areas they need, making it easier to manage your security policies more effectively. Understanding Microsoft Dynamics' security and user access concepts helps you ensure your data is secure and properly managed. Taking the time to understand these concepts can help you protect your system, data, and users from malicious threats.

What Are Microsoft Dynamics Customized Dashboards, Charts and Views?

Microsoft Dynamics is a powerful suite of business applications, and it can be further optimized with customized dashboards, charts, and views. These features allow you to keep track of your data in real-time and make more informed decisions faster.

You can design custom dashboards that present all the most important metrics in one place or create bespoke charts to identify trends in your data. Microsoft Dynamics also provides several views that give you a clear overview of your business performance at any given moment, allowing you to respond quickly and accurately to changes in the market.

With these tools, users can make better decisions faster, enabling them to drive greater productivity and efficiency. By taking advantage of the customization available within Microsoft Dynamics, users can unlock the full potential of their data.

What Are Microsoft Dynamics Organization Theme Options?

Microsoft Dynamics provides organizations with numerous theme options to customize the look and feel of their Dynamics 365 environment. Themes are a powerful way to reflect your organization’s branding across their entire Dynamics 365 ecosystem, from Office applications like Outlook and Teams to SharePoint sites, Power BI dashboards, and beyond. With these themes, users can choose from a variety of pre-built templates, such as corporate and modern themes, as well as the ability to upload custom organization logos for further customization. Dynamics 365 also allows users to customize their environment with various color schemes, font types and sizes, accent colors, background images, header bars, and more. Organizations can rest assured that no matter what device they use, their Dynamics 365 environment will remain consistent across all applications and platforms. With the right theme in place, organizations can create an engaging and seamless experience that reflects their brand identity. This helps to foster a sense of pride and ownership among employees while creating an inviting atmosphere for customers.

What Are Microsoft Dynamics Mobile and Tablet Client Features?

Microsoft Dynamics mobile and tablet clients offer a comprehensive set of features to help businesses increase efficiency, streamline operations, and improve customer service. With the ability to access key information anytime and anywhere, companies can reduce downtime and enhance productivity. Some of the main features include:

  • Real-time synchronization across all devices – users can have access to accurate data, ensuring that all information remains consistent and up-to-date.
  • Offline functionality – allows users to continue working even when an internet connection is not available.
  • Transactions on the go – transactional capabilities such as invoicing, payments, quotations, and more can be managed from a mobile or tablet device.
  • Customizable user experience – users can customize their views and inputs to make the most out of Dynamics mobile and tablet clients.
  • Advanced reporting capabilities – provides users with powerful reporting tools, such as charts, graphs, drill downs, and more.

With Microsoft Dynamics mobile and tablet clients, businesses can take advantage of the benefits that cloud computing offers, allowing for better collaboration between teams and greater visibility into business operations. These features provide businesses with an agile and efficient environment, enabling them to keep up with the ever-changing market demands.

What Is the Microsoft Dynamics xRM Platform?

The Microsoft Dynamics xRM platform is a comprehensive set of marketing, sales, customer service, and business intelligence solutions that enable organizations to effectively manage their customer relationships. It helps businesses leverage existing systems for better insight into their customer’s needs and preferences. With the help of powerful cloud-based analytics, it can provide detailed insights about customer behavior as well as the effectiveness of marketing campaigns, helping organizations make better decisions to gain a competitive edge. The Microsoft Dynamics xRM platform also allows businesses to quickly generate reports and view dashboards that provide real-time visibility into customer data. This helps them create more personalized experiences for their customers while enhancing their satisfaction with the product or service they are providing. The platform also allows businesses to quickly and easily customize as needed, giving them the flexibility to adapt their customer relationships management systems as their business changes and grows. This ensures that businesses can keep up with changes in the market, enabling them to remain competitive in the long run. In a nutshell, Microsoft Dynamics xRM is an effective tool for organizations to manage their customer relationships to grow, gain an edge over competitors, and ensure the success of their business.

What Are Microsoft Dynamics C# Plugin & Workflows, TypeScript and the WebAPI?

Microsoft Dynamics C# plugins and workflows allow developers to extend the capabilities of Dynamics 365 applications by writing custom business logic. With C# plugins, developers can implement business rules that can be executed when certain events occur in the application. TypeScript is a programming language that is used for building large-scale web applications. It is a superset of JavaScript and is used to write code that is more reliable, maintainable, and scalable. The WebAPI is a set of HTTP services that allow developers to create applications that can interact with Dynamics 365 data. This enables developers to easily create web-based or mobile applications that can access critical business data stored in Dynamics 365. Each of these technologies offers developers powerful tools and capabilities to create applications that can interact with Dynamics 365 securely and reliably.

What Are Microsoft Dynamics Custom User Interface Options Using TypeScript and KockoutJS?

Microsoft Dynamics Custom User Interfaces (CUIs) are a powerful tool for creating highly interactive, visually attractive, and engaging user interfaces for business applications. Using TypeScript and KnockoutJS, developers can create custom CUIs that allow users to quickly access information from their Dynamics ERP systems while providing an enhanced user experience. TypeScript is a typed superset of JavaScript that can compile to plain JavaScript and offers powerful features like static typing, classes, modules, and interfaces. KnockoutJS is a Model-View-ViewModel (MVVM) library for JavaScript which provides an easy way to keep the user interface in sync with data stored in Dynamics ERP systems.

By leveraging TypeScript and KnockoutJS, developers can create custom CUIs that are tailored to the needs of their users and organization. For example, they can create visually attractive forms with dynamic data binding, custom buttons and controls to quickly access data from Dynamics ERPs, custom filters to quickly identify relevant information, and more. Developers can also use TypeScript's type safety to ensure that data is correctly formatted before it is sent to the Dynamics ERP system.

The combination of TypeScript and KnockoutJS allows developers to create custom user interfaces for Dynamics ERPs that are efficient, highly responsive, visually appealing, and engaging. By using these powerful tools, they can provide their users with an enhanced experience and help them access the information they need quickly and easily.

What Is Microsoft Dynamics Unit Testing Using Visual Studio, QUnit and Chutzpah?

Microsoft Dynamics unit testing is a testing methodology that enables developers to validate various aspects of their custom solutions on the Microsoft Dynamics platform. This includes validating the user interface and business logic during development, as well as ensuring that data integrity is maintained between the different components of a solution after deployment. Visual Studio, QUnit, and Chutzpah are tools that enable developers to perform unit testing within the Dynamics platform. Visual Studio provides an integrated development environment for writing, debugging, and running tests, while QUnit and Chutzpah are JavaScript-based frameworks designed for writing unit-level test cases. With these tools, developers can ensure that their code meets the required standards and performs properly across different systems. By using Microsoft Dynamics unit testing, developers can ensure that their custom solutions are well-designed, deployed correctly, and perform as expected in a production environment.

What Is Microsoft Dynamics Version Control With Visual Studio Team Services?

Microsoft Dynamics version control with Visual Studio Team Services is a powerful tool for managing, tracking, and controlling the versions of software developed by Microsoft. It allows developers to store their source code in a secure online repository, and track changes between versions. Developers can check in or check out files from the version control system, as well as review differences between versions of the same file. The system also provides branching and merging capabilities that allow developers to create different versions from the main project code, or integrate changes from multiple projects into a single version. This allows for more efficient collaboration between teams and ensures that each team member is working on the most up-to-date version of the software. With Visual Studio Team Services, developers can also submit code reviews and track the progress of their work. This helps teams stay on top of the development process and ensure that conflicts in software versions are quickly resolved.

Microsoft Dynamics version control with Visual Studio Team Services provides an effective way to manage software development projects. It ensures that all team members have access to the same version of the software and that changes are properly tracked and documented. This helps reduce errors and delays in the development process, leading to a better quality product for users.

What Is Deploying Microsoft Dynamics Version Updates and Patches?

Deploying Microsoft Dynamics version updates and patches is an essential part of managing the ongoing health, reliability, and performance of your Dynamics environment. It ensures that you have the most up-to-date features and security patches to keep your business running smoothly. Updates also help you stay current with changing industry regulations and standards. With regular deployments, organizations can have confidence in the security and stability of their Dynamics environment. Microsoft regularly releases updates and patches to keep customers up-to-date with new features as well as address any security vulnerabilities that may exist. It's important to stay on top of these deployments to maximize your investment in Dynamics, ensuring optimal performance and avoiding outages or data breaches. Doing so requires a well-defined plan and ongoing maintenance to manage the life cycle of your system, including patching, testing, and deployment. By taking a proactive approach to maintenance and updates, you can ensure your Dynamics environment is secure and reliable over the long term.

What Are Microsoft Dynamics Scheduled Jobs for Repeating Tasks?

Microsoft Dynamics scheduled jobs are automated tasks that can be used to repeat and manage a range of activities in Microsoft Dynamics, such as data imports and exports, sending mass emails, running reports, and more. They allow users to automate their processes and ensure that they run efficiently by scheduling them to happen on predetermined dates or times. This reduces manual effort and saves time by eliminating the need to carry out repetitive tasks manually. Scheduled jobs are easy to set up and can be used to ensure that your Microsoft Dynamics system is running smoothly and efficiently. This makes them an invaluable tool for optimizing business processes in any organization. With scheduled jobs, users can quickly automate many of their core business activities, allowing them to focus on more important strategic tasks. Scheduled jobs are an essential part of any Microsoft Dynamics system, and understanding how to use them correctly is key to optimizing your processes.

What Is Microsoft Dynamics Integration With External Web Services Using Webhooks and Virtual Entities?

Microsoft Dynamics integration with external web services using webhooks and virtual entities is an innovative feature of Microsoft Dynamics CRM that allows businesses to connect their applications with a wide variety of third-party systems. Webhooks provide developers access to external data sources, while virtual entities store this data in the Dynamics CRM database, making it easier to query and use. This feature makes it possible to quickly exchange data between Dynamics and third-party systems, enabling companies to create powerful and efficient workflows that are tailored to their specific needs. With this integration, businesses can leverage the power of webhooks and virtual entities to automate processes, increase efficiency and improve customer engagement. Microsoft Dynamics integration with external web services is an exciting and powerful tool for businesses looking to stay ahead of the competition.







Related Microsoft Dynamics Information:

How Much Do Microsoft Dynamics Training Courses Cost?

Self-Paced Microsoft Dynamics eLearning courses cost $475 at the starting point per student. Group purchase discounts are available.

What Microsoft Dynamics Skills Should I Learn?

A: If you are wondering what Microsoft Dynamics skills are important to learn, we've written a Microsoft Dynamics Skills and Learning Guide that maps out Microsoft Dynamics skills that are key to master and which of our courses teaches each skill.

Read Our Microsoft Dynamics Skills and Learning Guide

How long does it take to learn Microsoft Dynamics?

A: This is a difficult question to answer, as it depends on a number of factors, including your prior experience with similar software, your level of computer literacy, and how much time you are willing to dedicate to learning the program. That being said, most people who are relatively new to using Microsoft Dynamics can expect to spend several weeks or even months becoming proficient in its use. However, with some practice and patience, most people should be able to learn the basics of this powerful software program relatively quickly. If you want to maximize your chances of success, we recommend enrolling in a Microsoft Dynamics training course that will provide you with all the skills and knowledge you need to get the most out of Microsoft Dynamics.

Is Microsoft Dynamics hard to learn?

A: Microsoft Dynamics can be challenging to learn, but with the right resources and support, it can be a valuable tool for businesses. There are a number of online resources and training courses available to help users get the most out of Microsoft Dynamics. Additionally combining reading Microsoft Dynamics books along with software practice can help you learn Microsoft Dynamics. With the right approach, Microsoft Dynamics can be a valuable asset for businesses of all sizes.

Is there coding in Microsoft Dynamics?

A: Yes, there is coding in Microsoft Dynamics. The software uses a variety of programming languages to perform its various functions. However, most users do not need to know how to code in order to use the software. Only those who wish to customize or develop new functionality will need to learn how to code. Microsoft Dynamics provides a number of ways to extend and customize its functionality without having to write code. For example, users can create custom workflows or use the built-in report writer to create new reports.

What are the top Microsoft Dynamics skills?

A: Some of the top skills for Microsoft Dynamics professionals include:

Top Microsoft Dynamics Skills

-Analytical skills: The ability to collect and analyze data is essential for success with Microsoft Dynamics. This includes being able to identify trends and patterns, as well as understand and solve complex problems.

-Communication skills: Clear and effective communication is crucial when working with Microsoft Dynamics. This includes the ability to communicate technical information to non-technical users, as well as the ability to collaborate with others on projects.

-Organizational skills: Keeping track of all the moving parts in a Microsoft Dynamics implementation can be challenging. Strong organizational skills are essential for maintaining control and ensuring that deadlines are met.

-Technical skills: Of course, a strong understanding of Microsoft Dynamics is necessary for success in any role that involves working with the software. This includes being able to configure the software to meet specific business needs, as well as troubleshoot problems that may arise.

The above skills are just some of the most important skills for Microsoft Dynamics professionals. In order to be successful in any role involving Microsoft Dynamics, it is essential to have strong analytical, communication, organizational, and technical skills. With these skills, you will be able to collect and analyze data, communicate effectively with others, keep track of all the moving parts, and troubleshoot any problems that may arise.

Where Can I Learn More About Microsoft Dynamics?

Microsoft Dynamics Blogs

Microsoft Dynamics User Groups

Microsoft Dynamics Online Forums

Explore Microsoft Dynamics Training Classes Near Me:

Certstaffix Training offers self-paced eLearning courses for Microsoft Dynamics, ideal for those looking for convenient and flexible learning options. With these online classes, you can save time trekking to and from a physical class location by taking courses remotely. Have the ability to learn when it's most convenient for you with our eLearning courses – no more worrying about searching for "Microsoft Dynamics classes near me" and commuting long distances. Take advantage of our online Microsoft Dynamics classes today to get the education you need quickly. Start learning today and see how Certstaffix Training can help you reach your goals.







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