1868 Dynamics courses

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

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.

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