קורס יישום וניהול 

Introduction to Dynamics 365

Sales Management in Microsoft Dynamics

• Introduction to Sales management

• Lead Management

• Working with Opportunity Records

• Sales Analysis

Customer service Microsoft Dynamics

• Introduction to Service management

  • Case Management

  • Service Level Agreements

  • Entitlements

  • Service Management Analysis

 Customer service Microsoft Dynamics

• Advanced service capabilities

 Administration

• Security Model

• Templates -word\email\excel

• Excel integration, Import data in the old and new UI

Customization and Configuration in Microsoft Dynamics

• Introduction to customization and configuration

• Introduction to Solutions

• Customizing Entities

• ​​​​​Fields and advanced fields

• View

• Forms

• ​​​​​​Relationships

• Business Rules

• Visualizations (dashboards, charts)

• Introduction to Process

• ​​​​​​Business process Flow

• Workflows

• New UI customization (new type of fields)

• Introduction of Power Automate

• Final project

FIELD SERVICE

• Configuration - Defining resource, Skills, territory

• Adjustment of timing screen

• Map Settings

• Resource scheduling

• Work order establishment

• RMA , RTV establishement

• Maintenance

• Asset management

• Customer billing

• Controls

 MARKETING AUTOMATION

• Configuration- Domain, Event, Setting up an Event Portal

• Segmentation

• Markeing Email setup

• Marketing page setup

• Unsubscribe page setup

• Forms setup

• Customer Journey setup

• Event- setup & registration management

• Dedicated event registration form setup

** Setting up a survey & CRM connection