Dynamics 365 Customer Engagement (CE) Technical Course
Module 1: Introduction to Dynamics 365 CE
- Overview of Dynamics 365 CE
- Key features and benefits
- Navigating the Dynamics 365 CE interface
Module 2: Sales Management
- Lead management and qualification
- Sales pipeline and forecasting
- Opportunity management and conversion
- Sales order processing and invoicing
Module 3: Customer Service
- Case management and tracking
- Knowledge management and article creation
- Service level agreements (SLAs)
- Customer satisfaction and feedback
Module 4: Advanced Analytics and Reporting
- Power BI integration and report creation
- Custom dashboards and visualizations
- Data analysis and insights
- Advanced reporting techniques
Module 5: Customization and Extensibility
- Custom entities and fields
- Workflow and business process automation
- Plugins and custom code
- Integration with other Microsoft products
Module 6: Security and Compliance
- Role-based access control (RBAC)
- Data encryption and protection
- Compliance with industry standards
- Auditing and monitoring
Module 7: Power Platform Integration
- Power Apps for custom applications
- Power Automate for workflow automation
- Power Virtual Agents for chatbots
- Power Pages for secure portals
Module 8: Dataverse and Data Management
- Data import and export
- Data cleansing and transformation
- Data modeling and relationships
- Integration with external data sources
Module 9: Certification Preparation
- Study guides and resources
- Practice exams and quizzes
- Certification tracks for different roles
- Tips for passing the certification exams
These course modules provide a comprehensive roadmap for mastering Dynamics 365 CE, covering essential topics and advanced techniques to ensure a well-rounded understanding.
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