Dynamics 365 Customer Engagement Foundations

The customer engagement apps of Dynamics 365 on Dataverse: navigation, data, security, configuration and Copilot.

MSBA-140 12 lessons planned ▶ Video lessons coming soon

Offered by HSM University · Microsoft Certification Prep

Course content

  1. 1Dynamics 365 customer engagement appsComing
  2. 2Dataverse in Dynamics 365Coming
  3. 3Navigating apps, forms and viewsComing
  4. 4Accounts, contacts and activitiesComing
  5. 5Security roles and business unitsComing
  6. 6Configuring forms, views and dashboardsComing
  7. 7Business process flowsComing
  8. 8Microsoft 365 and Teams integrationComing
  9. 9Copilot and agents in Dynamics 365Coming
  10. 10Reporting and analyticsComing
  11. 11Data import and duplicate detectionComing
  12. 12Case study: setting up a CRM for a small firmComing

Description

The customer engagement apps of Dynamics 365 on Dataverse: navigation, data, security, configuration and Copilot.