Duration 1 Days 6 CPD hours This course is intended for This course is intended for students who want to use more advanced functionalities in Microsoft Word, including image manipulation, collaboration and revision tracking, cross- referencing and linking, document security, forms, and process automation through macros. Overview In this course, you will explore advanced functionalities in Word. You will: Use images in a document. Create custom graphic elements. Collaborate on documents. Add reference marks and notes. Secure a document. Create and manipulate forms. Create macros to automate tasks. Word for Microsoft 365 enables you to do far more than simple word processing. Word includes advanced image manipulation tools, collaboration features, cross-referencing and linking tools, entry forms and data collection, security features, and tools to automate document production.Being able to manipulate graphics and efficiently create, manage, revise, and distribute long documents and forms can help your organization create important and interesting documents. Implementing time-saving features that enable you to work well in a collaborative mode will benefit both you and your organization. Constructing document elements that ensure your readers have access to pertinent information at the click of a button, while at the same time protecting sensitive information, is another important skill. Mastering these skills and techniques will make you a valued employee in your organization.Note: Most Office users perform the majority of their daily tasks using the desktop version of the Office software, so that is the focus of this training. The course material will alsoenable you to access and effectively utilize many web-based resources provided with your Microsoft 365? subscription. Helpful notes throughout the material alert you to caseswhere the online version of the application may function differently from the primary, desktop version.This course may be a useful component in your preparation for theMicrosoft Word (Microsoft 365 Apps and Office 2019): Exam MO-100 and Microsoft Word Expert (Microsoft 365 Apps and Office 2019): Exam MO-101 certification exams. Lesson 1: Manipulating Images Topic A: Integrate Pictures and Text Topic B: Adjust Image Appearance Lesson 2: Using Custom Graphic Elements Topic A: Create Text Boxes and Pull Quotes Topic B: Add WordArt and Other Text Effects Topic C: Draw Shapes Topic D: Create Complex Illustrations with SmartArt Lesson 3: Collaborating on Documents Topic A: Share and Co-Author a Document Topic B: Mark Up a Document Topic C: Review Markups Topic D: Merge Changes from Other Documents Lesson 4: Adding Document References and Links Topic A: Add Captions Topic B: Add Cross-References Topic C: Add Bookmarks Topic D: Add Links Topic E: Insert Footnotes and Endnotes Topic F: Add Citations and a Bibliography Lesson 5: Securing a Document Topic A: Suppress Information Topic B: Set Formatting and Editing Restrictions Topic C: Restrict Document Access Topic D: Add a Digital Signature to a Document Lesson 6: Using Forms to Manage Content Topic A: Create Forms Topic B: Modify Forms Lesson 7: Automating Repetitive Tasks with Macros Topic A: Automate Tasks by Using Macros Topic B: Create a Macro Additional course details: Nexus Humans Microsoft Word for Office 365 (Desktop or Online) (v1.1) Part 3 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 Microsoft Word for Office 365 (Desktop or Online) (v1.1) Part 3 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.
Duration 1 Days 6 CPD hours This course is intended for This course is designed for students who wish to use Microsoft Word to create and modify complex documents and use tools that allow them to customize those documents. Overview In this course, you will learn to create and modify complex documents and use tools that allow you to customize those documents. You will: Organize content using tables and charts. Customize formats using styles and themes. Insert content using Quick Parts. Use templates to automate document formatting. Control the flow of a document. Simplify and manage long documents. Use mail merge to create letters, envelopes, and labels. After you master the basics of creating, editing, and printing Microsoft© Word documents, you're ready to move on to tackling the more advanced features. In this course, you will work with features such as formats, styles, and templates to create professional documents with a consistent look and feel. You will add visual interest to your documents by using the tables and charts features. Quick Parts and templates provide efficiency and consistency when adding content, and long complex documents can be simplified and managed in Master Documents. Finally, you will use the mail merge feature to automate sending individual letters to customers. Creating professional-looking documents can give you and your organization a competitive edge. Implementing time-saving features such as document templates and automated mailings can help reduce expenses. Mastering these techniques will make you a valued employee in your organization. This course covers Microsoft Office Specialist Program exam objectives to help you prepare for the Word Associate (Office 365 and Office 2021): Exam MO-100 and Word Expert (Office 365 and Office 2021): Exam MO-101 certifications. Organizing Content Using Tables and Charts Topic A: Sort Table Data Topic B: Control Cell Layout Topic C: Perform Calculations in a Table Topic D: Create a Chart Topic E: Add an Excel Table to a Word Document (Optional) Customizing Formats Using Styles and Themes Topic A: Create and Modify Text Styles Topic B: Create Custom List or Table Styles Topic C: Apply Document Themes Inserting Content Using Quick Parts Topic A: Insert Building Blocks Topic B: Create and Modify Building Blocks Topic C: Insert Fields Using Quick Parts Using Templates to Automate Document Formatting Topic A: Create a Document Using a Template Topic B: Create and Modify a Template Topic C: Manage Templates with the Template Organizer Controlling the Flow of a Document Topic A: Control Paragraph Flow Topic B: Insert Section Breaks Topic C: Insert Columns Topic D: Link Text Boxes to Control Text Flow Simplifying and Managing Long Documents Topic A: Insert Blank and Cover Pages Topic B: Insert an Index Topic C: Insert a Table of Contents Topic D: Insert an Ancillary Table Topic E: Manage Outlines Topic F: Create a Master Document Using Mail Merge to Create Letters, Envelopes, and Labels Topic A: Use Mail Merge Topic B: Merge Envelopes and Labels Additional course details: Nexus Humans Microsoft Office Word 2021: Part 2 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 Microsoft Office Word 2021: Part 2 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.
Duration 1 Days 6 CPD hours This course is intended for This course is designed for students who wish to use Microsoft Word to create and modify complex documents and use tools that allow them to customize those documents. Overview In this course, you will learn fundamental Word skills. You will: Organize content using tables and charts. Customize formats using styles and themes. Insert content using Quick Parts. Use templates to automate document formatting. Control the flow of a document. Simplify and manage long documents. Use mail merge to create letters, envelopes, and labels. After you master the basics of using Microsoft© Word such as creating, editing, and saving documents; navigating through a document; and printing, you're ready to move on to tackling the more advanced features. These features enable you to create complex and professional documents with a consistent look and feel. They also enable you to automate tedious tasks such as preparing a letter to send to every customer of your organization.Creating professional-looking documents can help you give your organization a competitive edge. Implementing time-saving features such as document templates and automated mailings helps your organization reduce expenses. Mastering these techniques will make you a valued employee in your organization.Note: Most Office users perform the majority of their daily tasks using the desktop version of the Office software, so that is the focus of this training. The course material will alsoenable you to access and effectively utilize many web-based resources provided with your Microsoft 365 subscription. This includes brief coverage of key skills for using Word for theWeb and OneDrive©. Helpful notes throughout the material alert you to cases where the online version of the application may function differently from the primary, desktop version.This course may be a useful component in your preparation for the Microsoft Word (Microsoft 365 Apps and Office 2019): Exam MO-100 and Microsoft Word Expert (Microsoft 365 Apps and Office 2019): Exam MO-101 certification exams. Lesson 1: Organizing Content Using Tables and Charts Topic A: Sort Table Data Topic B: Control Cell Layout Topic C: Perform Calculations in a Table Topic D: Create a Chart Topic E: Add an Excel Table to a Word Document Lesson 2: Customizing Formats Using Styles and Themes Topic A: Create and Modify Text Styles Topic B: Create Custom List or Table Styles Topic C: Apply Document Themes Lesson 3: Inserting Content Using Quick Parts Topic A: Insert Building Blocks Topic B: Create and Modify Building Blocks Topic C: Insert Fields Using Quick Parts Lesson 4: Using Templates to Automate Document Formatting Topic A: Create a Document Using a Template Topic B: Create and Modify a Template Topic C: Manage Templates with the Template Organizer Lesson 5: Controlling the Flow of a Document Topic A: Control Paragraph Flow Topic B: Insert Section Breaks Topic C: Insert Columns Topic D: Link Text Boxes to Control Text Flow Lesson 6: Managing Long Documents Topic A: Insert Blank and Cover Pages Topic B: Insert an Index Topic C: Insert a Table of Contents Topic D: Insert an Ancillary Table Topic E: Manage Outlines Topic F: Create a Master Document Lesson 7: Using Mail Merge to Create Letters, Envelopes, and Labels Topic A: Use Mail Merge Topic B: Merge Data for Envelopes and Label Additional course details: Nexus Humans Microsoft Word for Office 365 (Desktop or Online) (v1.1) Part 2 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 Microsoft Word for Office 365 (Desktop or Online) (v1.1) Part 2 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.
Duration 1 Days 6 CPD hours This course is intended for This course is intended for business users and knowledge workers in a variety of roles and fields who have competence in a desktop-based installation of the Microsoft Office 2010, 2013, or 2016 edition of the Microsoft Office productivity suite, and who are now extending Microsoft Office to a collaborative cloud-based Office 365 environment. Overview In this course, you will build upon your knowledge of the Microsoft Office desktop application suite to work productively in the cloud-based Microsoft Office 365 environment. You will: Sign in, navigate, and identify components of the Office 365 environment. Create, edit, and share documents with team members using the Office Online apps, SharePoint, OneDrive for Business, and Delve. Collaborate and work with colleagues using the Yammer and Planner apps. Use email and manage contacts with Outlook on the web. Collaborate using Teams. Configure Teams. This course introduces working with shared documents in the familiar Office 365 online apps?Word, PowerPoint©, and Excel©?as an alternative to installing the Microsoft© Office desktop applications. This course also introduces several productivity apps including Yammer?, Planner, and Delve© that can be used in combination by teams for communication and collaboration. Getting Started with Office 365 Topic A: Sign In to Office 365 Topic B: Navigate the Office 365 Environment Collaborating with Shared Files Topic A: Work with Shared Documents in SharePoint Topic B: Edit Documents in Office Online Topic C: Collaborate on the SharePoint Site Topic D: Work with OneDrive for Business Topic E: Find Shared Resources Using Productivity Apps Topic A: Work with Productivity Apps in Combination Topic B: Broadcast Messages with Yammer Using Outlook on the Web Topic A: Send and Receive Email Topic B: Manage Contacts Topic C: Schedule Appointments Topic D: Personalize Outlook on the Web Collaborating with Teams Topic A: Overview of Microsoft Teams Topic B: Converse and Share in Teams Topic C: Call and Meet in Teams Topic D: Collaborate with Microsoft 365 Apps and Teams Configuring Teams Topic A: Configure Teams Topic B: Configure Channels Topic C: Configure Tabs Additional course details: Nexus Humans Microsoft 365 Office for the Web (with Teams) 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 Microsoft 365 Office for the Web (with Teams) 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.
Duration 0.5 Days 3 CPD hours This course is intended for This course is intended for people who have made the transition to remote working and now wish to fully leverage Microsoft Teams for their day to day business needs. Done in a show and Tell style, this course is designed to give business users a thorough understanding of how to use Teams features from an organizational perspective. Features such as: how to manage communications, file sharing for collaboration, calendar events, conference calling, search functions and other daily tasks. Prerequisites: To ensure your success in this course, you should have end-user skills with any current version of Windows, including being able to open and close applications, navigate basic file structures, and manage files and folders. Overview Overview of Teams Permissions, Access & Restrictions Team Management (Power Users) Team Management (End Users) Communication and Collaboration Searching and Activity Sharing Files Customizing your settings Meetings and Calls Done in a show and Tell style, this course is designed to give business users a thorough understanding of how to use Teams features from an organizational perspective. Overview What is Microsoft Teams? How to Access Microsoft Teams Etiquette for using teams Integration and Storage Capabilities Interface Permissions, Access & Restrictions Owner, Member & Guest Team restrictions Channel restrictions Call Restrictions Team Management (Power Users) Create a Team Access administrator settings Add/delete members to a Team Add/delete a guest user Create and manage Channels Create and manage Private channels Customize Channel tabs Creating Tags Team Management (End Users) Getting your Channel email address Integration with Outlook Leave a Team or Channel Communication and Collaboration Team Conversations Using the New Conversation panel Replying to a conversation Using the interactive options Deleting and editing a conversation Turn off notifications for a conversation Using Mentions and Tags Saving messages Accessing your saved messages Accessing recent chats Create a new Chat for one-2-one Create a new chat for group chats Read Receipts Pop out Chats Searching and Activity Use the search tool to find Specific messages Files People Accessing your Activity Accessing your Feed Filtering your feed and activity Sharing Files Uploading files Viewing files Attaching files to a conversation Sharing a link to a file Edit and Collaborate on files Create files Open files in Teams Online Desktop SharePoint Add a file to a tab Share file outside your organization Customizing your settings Filter Teams Hide channels Channel notifications Channel analytics Changing your Status Setting your status message Controlling the general user settings Controlling your privacy settings Controlling your personal notification settings Controlling your device settings (headphones and microphone) Controlling your call settings Setting your Voicemail message Controlling your app permissions Meetings and Calls Accessing your calendar Calendar views Create a Teams meeting Meeting options Meeting requests and RSVP options Join a Teams meeting Copy join information Create a meeting from Outlook Using the Meet Now option Sharing your screen Changing your background image Adding more people to a meeting Meetings menu Download meeting attendees End meetings for everyone (Organizer only) Accessing your Contacts Accessing your Voicemail Accessing your call history Additional course details: Nexus Humans Microsoft Teams for the Remote Business User 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 Microsoft Teams for the Remote Business User 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.
Duration 5 Days 30 CPD hours This course is intended for This course is designed for The Dynamics 365 Supply Chain Management functional consultant. The Dynamics 365 Supply Chain Management functional consultant is a key resource that designs and configures apps to meet the requirements for a customer. The functional consultant analyzes business requirements and translates those requirements into fully realized business processes and solutions that implement industry-recommended practices. The functional consultant specializes in one or more of the following feature sets of Dynamics: finance, manufacturing, or supply chain management. They partner with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed the needs of their customers. Overview Configure the most important Dynamics 365 Dynamics 365 Supply Chain Management functionalities. Process most of the Dynamics 365 Supply Chain Management transactions. Explain to others how Dynamics 365 Supply Chain Management features and functionalities works. This course is designed to build your foundation in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing. The transportation management features, and the warehouse management features. Quality management and quality control functionalities. Master planning configuration and processing. This course includes lectures and several hands-on exercises. The exercises will be introduced to you on a form of a case study presented to a Dynamics 365 Supply Chain Management functional consultant. Each exercise will be bases on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps. Implement product information management Create and manage products Configure products for supply chain management Manage inventory pricing and costing Implement inventory management Configure Inventory management Manage and process inventory activities Implement and manage supply chain processes Implement Procurement and sourcing Implement common sales and marketing features Using Microsoft Guides Implement warehouse management and transportation management Configure warehouse management Perform warehouse management processes Implement transportation management Configure and manage quality control and quality management Configure quality control and quality management Manage quality control and quality management Implement master planning Configure master planning and forecasting Run master plans and manage planned orders Implement additional master planning features
Duration 1 Days 6 CPD hours This course is intended for This course is intended for business users and knowledge workers in a variety of roles and fields who have competence in a desktop-based installation of Microsoft Office, and who are now extending Microsoft 365 to a collaborative cloud-based environment. Overview In this course, you will work productively in the Microsoft 365 cloud-based environment. You will: Navigate Microsoft 365 and integrate the online apps. Use Microsoft Outlook on the Web. Use Microsoft Teams on the web. Store documents in SharePoint, OneDrive, and Teams. Work with files online. This course is an introduction to Microsoft 365 in a cloud-based environment. Using the Microsoft 365 suite of productivity apps online, users can easily communicate and collaborate through Microsoft Teams messaging and meeting functionality and Outlook email. When you create a team, the Microsoft SharePoint team site provides a central storage location for accessing and modifying shared documents. Each user also receives individual document storage through OneDrive for Business. Teams can provide a central hub for working with shared documents in the familiar apps?Word, PowerPoint, and Excel?as an alternative to installing the Microsoft 365 Desktop applications. Getting Started with Microsoft 365 for the Web Topic A:ÿSign In to Microsoft 365 Online Topic B:ÿNavigate the Microsoft 365 Web Environment Topic C:ÿIntegrate the Microsoft 365 Web Apps Using Outlook on the Web Topic A:ÿSend and Receive Email on the Web Topic B:ÿAccess the Outlook Calendar Online Using Teams on the Web Topic A:ÿAccess Teams Features Topic B:ÿCreate and Configure Teams and Channels Topic C:ÿChat and Post in Teams Topic D:ÿCall and Meet in Teams Storing Documents on the Web Topic A:ÿOrganize Documents in SharePoint Topic B:ÿOrganize Documents in OneDrive Topic C:ÿWork with Documents in Teams Topic D:ÿSelect a File Storage Location Working with Files Online Topic A:ÿEdit Documents in Microsoft 365 Online Topic B:ÿCollaborate on Files Online Topic C:ÿFind Shared Resources Online Additional course details: Nexus Humans Microsoft 365 for the Web (with Teams, SharePoint, and OneDrive) v3.0 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 Microsoft 365 for the Web (with Teams, SharePoint, and OneDrive) v3.0 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.
Duration 2 Days 12 CPD hours This course is intended for This course is designed for students wishing to gain intermediate-level skills or individuals whose job responsibilities include constructing relational databases and developing tables, queries, forms, and reports in Microsoft Access for Office 365. Overview In this course, you will optimize an Access database. You will: Provide input validation features to promote the entry of quality data into a database. Organize a database for efficiency and performance, and to maintain data integrity. Improve the usability of Access tables. Create advanced queries to join and summarize data. Use advanced formatting and controls to improve form presentation. Use advanced formatting and calculated fields to improve reports. In this course, you will expand your knowledge of relational database design; promote quality input from users; improve database efficiency and promote data integrity; and implement advanced features in tables, queries, forms, and reports. Extending your knowledge of Access will result in a robust, functional database for your users.This course covers Microsoft Office Specialist Program exam objectives to help you prepare for the Access Expert (Office 365 and Office 2019): Exam MO-500 certification. Improving Table Usability Topic A: Create Lookups Within a Table Topic B: Work with Subdatasheets Creating Advanced Queries Topic A: Create Query Joins Topic B: Create Subqueries Topic C: Summarize Data Improving Form Presentation Topic A: Apply Conditional Formatting Topic B: Create Tab Pages with Subforms and Other Controls Creating Advanced Reports Topic A: Apply Advanced Formatting to a Report Topic B: Add a Calculated Field to a Report Topic C: Control Pagination and Print Quality Topic D: Add a Chart to a Report Importing and Exporting Table Data Topic A: Import and Link Data Topic B: Export Data Topic C: Create a Mail Merge Using Queries to Manage Data Topic A: Create Action Queries Topic B: Create Unmatched and Duplicate Queries Creating Complex Reports and Forms Topic A: Create Subreports Topic B: Create a Navigation Form Topic C: Show Details in Subforms and Popup Forms Creating Access Macros Topic A: Create a Standalone Macro to Automate Repetitive Tasks Topic B: Create a Macro to Program a User Interface Component Topic C: Filter Records by Using a Condition Topic D: Create a Data Macro Using VBA to Extend Database Capabilities Topic A: Introduction to VBA Topic B: Using VBA with Form Controls Managing a Database Topic A: Back Up a Database Topic B: Manage Performance Issues Topic C: Document a Database Distributing and Securing a Database Topic A: Split a Database for Multiple-User Access Topic B: Implement Security Topic C: Convert an Access Database to an ACCDE File Topic D: Package a Database with a Digital Signature
Duration 4 Days 24 CPD hours This course is intended for Candidates should be familiar with Dynamics 365 Customer Insights and have firsthand experience with one or more additional Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform. They should also have working knowledge of practices related to privacy, compliance, consent, security, responsible AI, and data retention policy. Overview After completing this course, you will be able to: Clean, transform, and ingest data into Dynamics 365 Customer Insights Create a unified customer profile Work with Dynamics 365 Audience insights Enrich data and predictions Set up and manage external connections Administer and monitor Customer Insights Customer Data Platform specialists implement solutions that provide insight into customer profiles and that track engagement activities to help improve customer experiences and increase customer retention. In this course, students will learn about the Dynamics 365 Customer Insights solution, including how to unify customer data with prebuilt connectors, predict customer intent with rich segmentation, and maintain control of customer data. This specialty course starts with creating a unified profile and then working with customer data. Module 1: Get started with Dynamics 365 Customer Insights Introduction to the customer data platform Administer Dynamics 365 Customer Insights Explore user permissions in Dynamics 365 Customer Insights Module 2: Ingest data into Dynamics 365 Customer Insights Import and transform data Connect to data sources Work with data Module 3: Create a unified customer profile in Dynamics 365 Customer Insights Map data Match data Merge data Find customers Module 4: Work with Dynamics 365 Customer Insights Explore Audience insights Define relationships and activities Work with measures Work with segments Module 5: Enrich data and predictions with Audience insights Enrich data Use predictions Use machine learning models Module 6: Manage external connections with Customer Data Platform Export Customer Insights data Use Customer Insights with Microsoft Power Platform Display Customer Insights data in Dynamics 365 apps More ways to extend Customer Insights
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