Learn the fundamentals of Microsoft® Dynamics 365.
Dynamics 365 is a cloud-based Enterprise Resource Planning (ERP) and Customer Relationship Planning (CRM) framework built on the Azure platform. Dynamics provides high uptime and a comprehensive set of business tools. Whether you are in financing, sales or retail, Dynamics has an app for you. Use the Power Apps and Power BI to understand your sales and customer needs.Learning Objectives
- You will be able to define what Dynamics 365 is and how it began.
- You will be able to describe the tools and technology used.
- You will be able to discuss the different applications and add-ins available.
- You will be able to explain how Dynamics 365 utilized for financing and sales.
Agenda
What Is Dynamics 365?A Brief History of Dynamics
Technology
- Power Platform
- Common Data Service
- Sales - Increase Sales Through:
- Customer Service
- Field Service
- Human Resources
- Finance
- Supply Chain Management
- Retail
- Commerce
- Focuses on Digital Commerce
- Project Service Automation
- Marketing
- Targeted, Multi-Channel Ad Campaigns to Create Leads
- Power BI Driven Data and Analytics for Financial Planning and Analysis
- Role-Based Workspaces
- Automate and Prioritize Financial Tasks
- Emphasis on Subscription-Based Economy and Recurring Billing
Speaker(s)
Jay R. CarlsonFatDAWGS.com
- Principal and co-owner of FatDAWGS.com, an IT solutions company
- More than 25 years of experience in the IT industry and 20 years as a technical writer, including working as the technical lead at a top software company supporting their financial software
- Through FatDAWGS.com, co-wrote OfficeFest 2007, a self-published series of training modules that includes Using Microsoft® Excel® for Financial Analysis, Microsoft® Excel® Pivot Tables and Charts, as well as Visual Basic for Applications in Microsoft® Excel® 2007
- Co-developed commercial SQL solutions and well-reviewed iPhone® applications
- MCSE, MCDBA, ITIL, and SCRUM certified
- Graduate, Southern Illinois University; M.S. Degree in public administration with an emphasis in finance, University of Montana; A.S. Degree in journalism
