Microsoft Dynamics Program

Microsoft Dynamics Program

Course Overview

Dynamics program contains all the base components required for today’s efficient CRM and ERP expertise. We provide a comprehensive 360-degree program which is one of its kind. We provide on-site delivery as well, making it a perfect choice for corporate clients. 
The whole program is majorly divided into 4 sections, each dealing with a specific dynamics component. This end-to-end program helps SMEs and e-commerce companies to achieve their business objectives through Microsoft Dynamics. 

Course Outline

Module 1 – Microsoft Dynamics AX 2012 Order Processing and Intercompany Setup

1 Overview
2 Setup (Policies, Agreements, Mapping)
3 PO initiated intercompany order chain
4 SO initiated intercompany order chain
5 Intercompany agreements
6 Direct delivery, updates and return orders
7 Serial and batch number registrations
8 Security


Module 2 – Sales and Marketing in Dynamics CRM 2016

1 Overview
2 Introduction to Sales management
3 Understanding Lead management
4 Working with opportunity records
5 Building and managing product catalog
6 Quote management and order processing
7 Marketing and campaign management
8 Key Performance Indicators and other metrics
9 Marketing Analytics and Dashboards

Module 3 – Customizations in Dynamics 365 for Sales and Customer Service

1 Customizing Dynamics 365 – An Introduction
2 Solutions
3 Field and Entity customizations
4 Additional Field customizations
5 Relationships Management
6 Forms customization
7 Defining Business rules
8 Views, Dashboards and Visualizations


Module 4 – Installation and Configuration in Dynamics NAV 2016

1 Architecture
2 Installation Requirements
3 Dynamics NAV server
4 Dynamics NAV client
5 Understanding the development environment
6 Client Personalization – Windows
7 Deployment
8 Dynamics PowerShell

Duration of the program – 6 days