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144 Dynamics courses in London delivered Live Online

Healthcare Hero Instructor Training Certification: Level 1

By HFX Training

At HFX Training, we are passionate about business simulations because they bring learning to life through hands-on experience. This Level 1 Certification Program is the first step in our Instructor Training Certification Pathway, equipping you to confidently use the Healthcare Hero simulation in your teaching environment. In this program, you will experience the simulation as a student, navigating its complexities and dynamics. Upon successfully completing Level 1, you’ll be ready to advance to Level 2 Training, where you will deepen your expertise in simulation facilitation and administration. The program is cohort-based, and the timetable is coordinated in advance through discussions with the HFX team to ensure maximum participation. For more information on the program structure, instructional materials, and certification requirements, please read on. What to Expect: The Healthcare Hero simulation places you in charge of a fictional hospital. Over eight simulation rounds - each representing one quarter of business operations - you will make strategic decisions to optimize patient care while managing staffing, capacity, quality, and finances. Throughout the simulation, you’ll navigate challenges like healthcare and economic crises, all while balancing the needs of multiple stakeholders. Your ultimate goal is to outperform competing hospitals managed by other participants in the program. Program and Certification Requirements This program equips you to confidently lead the simulation by requiring more than attendance or participation. To earn certification, you must: Thoroughly Prepare: Review all instructional materials and the scenario manual before the course begins. Fully Participate: Attend all Zoom sessions and complete each simulation round with focus and effort. Demonstrate Mastery: Show a comprehensive understanding of the simulation’s dynamics, decision-making processes, and strategies during practice and live rounds. Engage in Reflection: Actively participate in debrief sessions, assess your performance, and identify strategies for improvement. This certification ensures you are equipped to facilitate this complex simulation with confidence. Auditing the course is an option, but participants who choose to audit will not receive certification. Program Format The program is delivered intensively over one or more Zoom sessions, totaling six hours. This compressed format demands your full attention and focus to successfully navigate the simulation’s complexities. Eligibility Requirements: By registering for this training program, you acknowledge the following: You have discussed your needs with the HFX team and confirmed that the simulation aligns with your class or program objectives. You are an instructor at an academic institution. You agree to the confidentiality terms and commit not to distribute, disclose, or replicate any program content for purposes outside of this training. This program is offered in goodwill to academic instructors as a resource to enhance their teaching. As part of this agreement, you understand that all materials, including the simulation itself, are proprietary to HFX and its partners. Any use of these materials for purposes beyond this program, such as developing similar tools or simulations, is strictly prohibited. Course Structure: After registering, you will gain immediate access to the simulation’s instructional materials. This includes: The Scenario Manual: Your guide to understanding the game. The Capacity Planner Worksheet and Financial Planning Worksheet: Tools to help you strategize. The Strategy Planning Exercise: Designed to align your decisions with overall objectives. The Portal Guide: A walkthrough of the simulation platform. The program unfolds in four key phases: Phase 1: Pre Zoom Call / Study / Set Up Register using the button at the bottom of this page. Review the instructional materials thoroughly. Once the cohort is finalized, you will be sent your login credentials for the simulation itself. Try to submit decisions for the first practice round using the simulation portal at www.simulationportal.com. Phase 2: Play We run two practice rounds over the first 2 hours of the zoom call. This allows you to familiarize yourself with the platform and decision-making process, and think through what your strategy might be in the live game. The simulation resets ("zeroed") after the practice rounds. A brief session will clarify lessons learned and expectations for the live rounds. Over eight rounds, you’ll compete against other participants while refining your strategic decisions. Phase 3: Feedback Reflect on your performance during a structured debrief, including: Strengths and areas for improvement. Insights into competitors’ strategies. Strategic lessons learned, and applicability to local healthcare organizations. Phase 4: Implementation Planning Work with the HFX team to plan your first application of the simulation in a teaching environment. Certification Outcome Upon completing this program, you will earn the HFX Instructor Training Certification: Level One, signifying your expertise in conducting impactful simulation-based training using Healthcare Hero.

Healthcare Hero Instructor Training Certification: Level 1
Delivered Online + more
$2,000

MB-910T00 Microsoft Certified: Dynamics 365 Fundamentals (CRM)

By Nexus Human

Duration 1 Days 6 CPD hours This course is intended for People in different roles and at various stages in their careers can benefit from this fundamentals course. This includes IT professionals, business stakeholders and others who want to be exposed to the customer engagement capabilities of Dynamics 365, students, recent graduates, and people changing careers who want to leverage Dynamics 365 to move to the next level. Overview Describe the customer engagement apps and what they have in common Describe the standard marketing processes and how Dynamics 365 Marketing addresses them Describe Dynamics 365 Marketing features and capabilities Describe additional marketing apps Describe the standard sales processes and how Dynamics 365 Sales addresses them Describe Dynamics 365 Sales capabilities Describe additional sales apps such as Sales Insights and Sales Navigator Describe the standard customer service processes and how Dynamics 365 Customer Serviceaddresses them Describe Dynamics Customer Service capabilities Describe additional sales apps such as Sales Insights and Sales Navigator Describe the standard field service business processes and how Dynamics 365 Field Service addresses Describe how to generate Work Orders Describe the scheduling capabilities of Dynamics 365 Field Service Describe the inventory management capabilities of Dynamics 365 Field Service Describe the asset management capabilities of Dynamics 365 Field Service Describe project-based customer engagement processes addressed by Dynamics 365 Project Operations Describe the sales capabilities of Dynamics 365 Project Operations Describe the project management capabilities of Dynamics 365 Project Operations Describe the resource utilization capabilities of Dynamics 365 Project Operations This course will provide you with a broad introduction to the customer engagement capabilities of Dynamics 365. You will become familiar with the concept of customer engagement, as well as each of the customer engagement apps, including Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, and the customer relationship management (CRM) capabilities of Dynamics 365 Project Operations. This course will include lecture as well as hands-on labs. Learn the Fundamentals of Dynamics 365 Marketing Get introduced to the Dynamics 365 customer engagement apps Examine Dynamics 365 Marketing Describe Dynamics 365 Marketing capabilities Review Additional Marketing Apps Learn the Fundamentals of Dynamics 365 Sales Explore Dynamics 365 Sales Manage the sales lifecycle with Dynamics 365 Sales Review additional sales apps Learn the Fundamentals of Dynamics 365 Customer Service Examine Dynamics 365 Customer Service Describe Dynamics Customer Service capabilities Review additional customer service apps Learn the Fundamentals of Dynamics 365 Field Service Examine Dynamics Field Service Generate Work Orders in Dynamics 365 Field Service Describe the scheduling capabilities of Dynamics 365 Field Service Examine the inventory management capabilities of Dynamics 365 Field Service Review the asset management capabilities of Dynamics 365 Field Service Learn the Fundamentals of Dynamics 365 Project Operations (CRM) Examine Dynamics 365 Project Operations Describe the sales capabilities of Dynamics 365 Project Operations Plan projects with Dynamics 365 Project Operations Review the resource utilization capabilities of Dynamics 365 Project Operations Additional course details: Nexus Humans MB-910T00 Microsoft Dynamics 365 Fundamentals (CRM) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the MB-910T00 Microsoft Dynamics 365 Fundamentals (CRM) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

MB-910T00 Microsoft Certified: Dynamics 365 Fundamentals (CRM)
Delivered OnlineFlexible Dates
£1,190

MB-500T00 Dynamics 365 - Finance and Operations Apps Developer

By Nexus Human

Duration 5 Days 30 CPD hours This course is intended for Microsoft Dynamics 365 Finance and Operations Apps Developers Overview By the end of this course, you will learn to develop fully realized solutions by using standardized application coding patterns. In this course, you will learn the tasks needed to fulfill the role of developer in Dynamics 365 Finance and Operations Apps. The Dynamics 365 for Finance and Operations (FO) developer is a key technical resource that implements and extends the application to meet the requirements of the business. Module 1: Overview & Architecturen Explore the ecosystem and main components Explore the technical architecture Explore design and deployment considerations Module 2: Developer Tools Manage implementations by using Lifecycle Services Manage source code by using version control Customize by using Visual Studio Module 3: Solution Design Implement application lifecycle management Module 4: AOT Elements Build extended data types and enumerations Build tables Build forms and optimize form performance Create classes Create other user interface elements Module 5: Code Development & Testing Explore the test framework and use tools Get started with development using X++ Develop object-oriented code Use RSAT tool Module 6: Data Migration Prepare data for migration Module 7: Frameworks Introduction Explore extensions and the extension framework Extend elements SysOperationSandbox framework Summary Module 8: Integration Identify data integration patterns and scenarios Implement data integration concepts and solutions Implement the data management package API Data integrations Integrate with Microsoft Azure Connecting to Power Platform services Consume business events Integrate Finance and Operations apps with Microsoft Dataverse Module 9: Reporting Explore the reporting tools Build reports Build workspaces Manage data sources with external data stores Module 10: Security & Performance Work with performance and monitoring tools Implement role-based security Apply basic performance optimization techniques Additional course details: Nexus Humans MB-500T00 Dynamics 365 - Finance and Operations Apps Developer training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the MB-500T00 Dynamics 365 - Finance and Operations Apps Developer course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

MB-500T00 Dynamics 365 - Finance and Operations Apps Developer
Delivered OnlineFlexible Dates
£2,975

Mastering the Dynamics of the Colour Energies

By colour-energies.com

Gain insights into how to master the dynamics of the opposite colour energies and see the dynamics within your team shift towards healthy relationships. Watch as your bottom line improves as suddenly more is getting done in a smarter way.

Mastering the Dynamics of the Colour Energies
Delivered OnlineFlexible Dates
£79.20 to £99

Microsoft Dynamics 365 for Sales

By Nexus Human

Duration 2 Days 12 CPD hours This course is intended for This course is intended for Sales Representatives (SR), Sales Managers and End-users who have an interest in the Sales components of Dynamics 365. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course Introduction to Microsoft Dynamics 365 Overview Understand the features and tools that exist in Microsoft Dynamics 365 for SR?s and Sales Managers. Be familiar with the stages of the Sales Order. Process in Microsoft Dynamics 365. Understand the fundamentals of Lead and Opportunity Management. Be able to track, manage, qualify Leads and convert to Opportunities and related customer records in Microsoft Dynamics 365. Know how to disqualify and cancel Leads, and convert Activity records to Leads and Opportunities. Understand how to collaborate on Opportunities with other SR?s and close Opportunity records as Won and Lost. Be able to track Competitors and Stakeholders. Understand how to view Resolution Activities. Add Products and Write-In Products to Opportunities. Build and maintain a repository of Products, Product Bundles and Product Families in the Product Catalog. Configure Unit Groups, Price Lists and Discount Lists. Work with Product Properties and view a Product Hierarchy. Create Quotes and add Products. Work with the Sales Order Process to convert Quotes to Orders and Invoices. Fulfill Orders and manage Invoice payments. Explore the Sales Reports and create a custom Sales Report using the Reporting Wizard in Microsoft Dynamics 365. Understand the significance of Sales Goal Management and Metrics in Microsoft Dynamics 365. Explore the Sales Charts and Dashboards and create a custom Sales Dashboard in Microsoft Dynamics 365. This course provides students with a detailed hands-on experience of the Salesfeatures and components of Microsoft Dynamics 365. Introduction Sales Order Process Scenarios An Introduction to Sales in Dynamics 365 The Dynamics 365 Platform Dynamics 365 Sales Fundamentals Security Considerations Where to get Help Further Reading and Resources Lead Management The Lead Management Process Working with Lead Records Working with the Lead Form Lead Assignment Leads and Activities Qualifying a Lead Disqualifying a Lead Opportunities Management Introduction to Opportunities The Opportunity Views The Opportunity Form Opportunity Sales Process Closing an Opportunity Resolution Activities Products Introduction to the Product Catalog Adding Products Configuring Unit Groups Price Lists and Price List Items Quotes, Orders and Invoices Introduction to Order Processing Adding Products to an Opportunity Working with Quotes Working with Orders Working with Invoices Sales Analysis Introduction to Sales Analysis in Dynamics 365 The Sales Reports The Reporting Wizard Working with Sales Charts Working with Sales Dashboards Working with Sales Goals and Metrics

Microsoft Dynamics 365 for Sales
Delivered OnlineFlexible Dates
Price on Enquiry

55242 Microsoft Dynamics 365 Customization and Configuration

By Nexus Human

Duration 3 Days 18 CPD hours This course is intended for This course is intended for Information workers, IT Professionals and Developers. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. Overview Understand the features and tools that exist in Microsoft Dynamics 365 for Customizers Be aware of integrating complimenting Microsoft products such as SharePoint, Skpe for Business and Exchange Undertake and carry out the initial setup and configuration required in a Microsoft Dynamics 365 deployment Design and configure a comprehensive Security model using the inbuilt tools in Microsoft Dynamics 365 Customize the Dynamics 365 schema by creating custom Entities, Fields and Relationships Design custom Information Forms, Quick View Forms, Quick Create Forms and System Views Create System Charts, Dashboards and Interactive Experience Dashboards Create and manage Business Rules using the Business Rule Designer Plan, design and implement best practice Workflow, Business Process Flows and Custom Actions Be able to apply best practice methodology using Unmanaged and Managed Solutions to deploy Microsoft Dynamics 365 customizations and patches This course provides students with a detailed hands-on experience of setting up, customizing, configuring and maintaining the CRM components of Microsoft Dynamics 365. Attendees of this course will gain an in-depth understanding of the Dynamics 365 security model, learn how to customize the Dynamics 365 framework, create and maintain powerful workflows and business process flows and use solutions to package and deploy customizations across multiple Dynamics 365 environments. The course applies to both Business and Enterprise Editions of Dynamics 365 as well as Online and On-premise deployments. Introduction Getting familiar with the versions of Microsoft Dynamics CRM\365 Get acquainted with the Dynamics 365 framework Review the Dynamics 365 interfaces, devices and apps Understand the tools for Dynamics 365 customizers A brief overview of Solutions Understand the differences between Dynamics 365 organisations and environments Review further reading and resources Set up the lab environment - Acme Enterprises Event Management Solution Initial Setup and Configuration An introduction to Dynamics 365 online setup An introduction to Dynamics 365 on premise setup Review the System Settings area Understand how to configure Auto Save Settings Understand how to configure Format Settings Understand how to configure Email Settings Understand how to configure Skype Integration Understand how to configure SharePoint Integration Security Design and configure Business Units Configure Security Roles Manage Users and Teams Implement Access Teams Configure Hierarchy Security Creating and Managing Entities Introduction to the Dynamics 365 schema Review the different Entity Types Create new Custom Entities Managing Entity Ownership Managing Entity Properties Custom Entity Security Review Entities and Solutions Customizing Fields Introduction to Field Customization Understand the different Field Types Review Field Formats Create a new Field Review Fields and Solutions Implement a Calculated Field Configure Field Level Security Customizing Relationships and Mappings Introduction to Relationships Review the different Relationship Types Create a Relationship Review Relationships and Solutions Understand Relationship Behavior Implement a Hierarchy Relationship Configure Field Mappings Customizing Forms, Views and Visualizations The process to create a new Form Review the different Form types Using the Form Designer Customizing the Main, Quick View and Quick Create Forms Configure Form Security Review the different View types Customizing System Views Customizing System Charts and Dashboards Workflows, Business Process Flows and Custom Actions Introduction to Processes Workflow Business Process Flows Custom Actions Solution Management An introduction to Solution Management How to add and administer components in a Solution The differences between unmanaged and managed Solutions How to export and import a Solution How to set Managed Properties for a Solution What happens when you delete a Solution How to Clone a Solution Patch How to Clone a Solution

55242 Microsoft Dynamics 365 Customization and Configuration
Delivered OnlineFlexible Dates
Price on Enquiry

MB-920T00 Microsoft Dynamics 365 Fundamentals (ERP)

By Nexus Human

Duration 2 Days 12 CPD hours This course is intended for Students should have a fundamental understanding of financial principles and business operations. An understanding of cloud computing is helpful but isn't necessary. Overview After completing this course, students will be able to: Describe the core capabilities of Dynamics 365 finance and operations apps Describe the capabilities and functionality of Dynamics 365 Finance Describe the capabilities and functionality of Dynamics 365 Supply Chain Management Describe the capabilities and functionality of Dynamics 365 Commerce Describe the capabilities and functionality of Dynamics 365 Human Resources Describe the capabilities and functionality of Dynamics 365 Project Operations (ERP) This course will provide you with a broad introduction to the finance and operations capabilities of Dynamics 365. You will become familiar with the concept of enterprise resource management (ERP), as well as each of the finance and operations apps, including Dynamics 365 Supply Chain Management, Dynamics 365 Finance, Dynamics 365 Commerce , Dynamics 365 Human Resources, and the ERP capabilities of Dynamics 365 Project Operations. This course will include lecture as well as hands-on-labs. Module 1: Explore the core capabilities of Dynamics 365 finance and operations apps Get introduced to the finance and operations apps Create reports and integrate finance and operations apps Module 2: Learn the fundamentals of Dynamics 365 Finance Explore Dynamics 365 Finance core capabilities Explore general ledger Explore accounts payable and accounts receivable Explore expense management, fixed asset management, and budgeting Module 3: Learn the fundamentals of Dynamics 365 Supply Chain Management Identify general capabilities of Dynamics 365 Supply Chain Management Explore warehouse and inventory capabilities Explore manufacturing strategies in Dynamics 365 Supply Chain Management Module 4: Learn the fundamentals of Dynamics 365 Commerce Explore Dynamics 365 Commerce capabilities Explore Microsoft Dynamics 365 B2B e-commerce, Store Commerce and Clienteling Module 5: Learn the fundamentals of Dynamics 365 Human Resources Explore Dynamics 365 Human Resources core capabilities Explore personnel management capabilities in Dynamics 365 Human Resources Module 6: Learn the fundamentals of Dynamics 365 Project Operations Identify project life cycle management capabilities in Dynamics 365 Project Operations Explore the project planning and execution capabilities of 365 Project Operations

MB-920T00 Microsoft Dynamics 365 Fundamentals (ERP)
Delivered OnlineFlexible Dates
Price on Enquiry

Level 1 Training: Domestic Abuse Awareness

By Restored

We're passionate about equipping churches to respond to domestic abuse. Our Domestic Abuse Awareness course will help you explore key questions around the issue of domestic abuse, like how to recognise the signs of domestic abuse, why domestic abuse happens, and how to start supporting survivors.

Level 1 Training: Domestic Abuse Awareness
Delivered Online + more
£30

MB-340T00: Microsoft Dynamics 365 Commerce Functional Consultant

By Nexus Human

Duration 4 Days 24 CPD hours This course is intended for The audience for this course is either: a Dynamics 365 consultant who wants to learn Commerce, or a retail analyst with core Dynamics 365 experience who wants to apply their skills to the Dynamics product family. Overview After completing this course, students will be able to: Configure Dynamics 365 Commerce Headquarters Configure products, prices, discounts, loyalty, and affiliations Manage Point of Sale (POS) in Dynamics 365 Commerce Configure and Manage Dynamics 365 Commerce call centers Manage e-commerce Dynamics 365 Commerce functional consultants set up and use the application functionality in Dynamics 365 Commerce, and provide support for the application. The functional consultant typically has a strong understanding of unified commerce business operations, and experience configuring, deploying, maintaining, and using Microsoft Dynamics 365 Commerce. This four-day course covers the essentials for the role Module 1: Get started with Dynamics 365 Commerce Introduction to Unified Commerce platform Dynamics 365 Commerce architecture Deployment of Dynamics 365 Commerce Hardware and peripherals Module 2: Configure Commerce Headquarters Configure prerequisites and Commerce parameters Configure and maintain payment processing Configure Commerce Data Exchange (CDX) Configure delivery modes and charges Configure and work with statements Module 3: Products and Merchandising Product information management Merchandising in Dynamics 365 Commerce Product recommendations and product discovery Module 4: Retail Pricing Manage Pricing Manage discounts and promotions Module 5: Loyalty and customer experience Customer Management Loyalty and affiliations Module 6: Point of sale Introduction to POS Channel Setup Configure Cash and Shift management Worker Setup Point of Sale Setup Customer management at POS Transaction processing Inventory processing End of day processing Reporting Configure and work with Task management Test POS Maintain registers and devices Localization Module 7: Configure and work with call centers in Dynamics 365 Commerce Configure channel Configure Product Catalogs Configure Order Holds Create call center orders Configure call center directed selling Configure Returns and Refunds Configure continuity orders and installment billing Module 8: Work with E-Commerce in Dynamics 365 Commerce Describe e-commerce core capabilities Configure an E-Commerce Channel in Dynamics 365 HQ Configure an E-Commerce site Configure and manage E-Commerce site content Describe & Demonstrate digital asset management Configure business-to-business (B2B) site Configure Ratings and reviews functionality Demonstrate E-Commerce Order Processing Module 9: Manage order fulfillment and inventory in Dynamics 365 Commerce Configure and work with Stock replenishment Configure and work with Order fulfillment Module 10: Work with Dynamics 365 Fraud Protection Overview of Dynamics Fraud Protection Describe Dynamics Fraud Protection Services Configure and work with Dynamics Fraud Protection with Dynamics 365 Commerce Additional course details: Nexus Humans MB-340T00: Microsoft Dynamics 365 Commerce Functional Consultant training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the MB-340T00: Microsoft Dynamics 365 Commerce Functional Consultant course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

MB-340T00: Microsoft Dynamics 365 Commerce Functional Consultant
Delivered OnlineFlexible Dates
Price on Enquiry

Customization and Configuration for Dynamics 365

By Nexus Human

Duration 3 Days 18 CPD hours This course is intended for Students receive comprehensive Microsoft Dynamics exam preparation, becoming familiarized with the Dynamics CRM customization and configuration tools. Aspirants also learn to leverage the platform tools to create custom objects, automate tasks, modify user interface, and perform other such customizations. Overview Configure the Dynamics CRM settingsConfigure different entities and fieldsImplement entity relationships, custom actions, workflows, and dialogsIdentify scenarios for utilizing multiple forms, and design considerations for chartsSet default share views and public views, and configure and manage dashboardsIdentify role-based business processesIdentify and manage business requirements and teams This course explains everything you need to know about customizing and configuring the Dynamics CRM 365 system in accordance with a company?s specific requirements. Introduction to Customization and Configuring Dynamics CRM Talent and Course Introduction Module Overview CRM Overview What is Dynamics Customization and Configuration? CRM Architecture Customization Methodology Module review Obtaining a Dynamics CRM Trial TEST YOUR KNOWLEDGE MODULE 1' Manage Microsoft Dynamics CRM Online Subscriptions Module Overview Configuring CRM Overview of CRM Security User Administration Mailboxes Teams CRM Security Model Module Overview Purpose of the CCRM Security Model Privileges Access Levels Security Roles Hierarchy Security Hierarchy Types Module review Introduction to Solutions Module Overview Solutions Overview Solution Detail Creating and Working with Solutions Working with Solution Assets Exporting Solutions Importing Solutions Module review Entity and Field Customization Module Overview Types Entities Entity Ownership Entity Properties System vs Custom Entities Custom Entities and Security Roles Overview of Fields Field Properties Module review Additional Field Customization Module Overview Creating Fields to Meet Client Needs Calculated Fields Rollup Fields CRM Option Sets Alternate Keys Field Level Security State and Status Reason Transitions Module Review Configure mobile devices Module Overview Types of Relationships How and where they are created Many to Many Relationships Hierarchical Data Entity Mapping Connection and Connection Roles Module Review Customizing Forms Module Overview Form types Qualities of a good form Building a Form Specialized Form Components Access Teams and Sub Grids Working with Navigation Additional Form Types Multiple Forms Form customizations and Mobile Clients Module Review Business Rules Module Overview Business Rules Business Rule Scope Trigger Rules Condition and Actions Else Conditions and Actions Occur When Conditions Are True Module review Views and Visualizations Module Overview Using Views View Customization System View Types Quick Find Customization Charts Customizing Dashboard Themes Module Review Introduction to Processes Module Overview Processes and Automation Workflow Basics Module review Business Process Flows What are CRM Business Process Flows Enabling Business Process Flows Steps Stages and Categories Conditional Branching Module Review Bringing it all Together Module Overview Review of Customization Topics Covered Senario Packaging in a Solution Module review

Customization and Configuration for Dynamics 365
Delivered OnlineFlexible Dates
Price on Enquiry

Educators matching "Dynamics"

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Human Dynamics Group

human dynamics group

Acton

Today, we work closely with clients to embrace a transformational approach aimed at benefiting all stakeholders—empowering organizations to grow, unlock individual potential and make change happen. How We Help Clients? At most organizations, a big gap still yawns between aspiration and practice. We partner with our clients to tackle their most crucial challenges and capture their greatest opportunities in the changing world of work. Developing Key Skills for Leaders At Human Dynamic, we focus first on how to develop coaching and learning practice as an individual managerial capacity, and then on how to make it an organizational one. Human Dynamic’s professional team includes a well-rounded mix of people management consultants, HR professionals, psychologists, counselors, lawyers, accountants, work life coaches and wellness consultants. Our 13 direct offices spread over Hong Kong, Korea, China Mainland, Taiwan, Philippines, Vietnam, Thailand, Malaysia, Singapore, and India, are staffed and run by locals who are familiar with the cultural needs yet sensitive to the global work environment. Our team is further augmented by an extensive professional affiliate network in more than 30 countries in Australia, Middle East, Africa, Europe, North America, and Latin America, which works closely with us to cater to the unique local community and diverse individual needs in each location. Human Dynamic now covers at least half a million lives globally. With a team of highly-trained and experienced consultants, augmented by our network of affiliate partners around the world, we promise the highest level of service and care for our customers.