WORLD-CLASS Microsoft Dynamics 365
CRM administrator Training
7 – 8 August 2019 – Cape Town
Join our upcoming Dynamics 365 CRM Administrator
Training Course
Very limited space available.
Date – 7 – 8 August 2019
Time – 9am – 5pm
Venue – Cape Town, Century City Conference Centre
Days – 2 Days
Max – 12 seats available
Benefits of the course
– Be equipped to fully utilize Dynamics 365 for maximum benefit
– Get to understand the solution through a facilitated, interactive nenvironment
– Get the latest tips and tricks and quick wins
– Discover best practices and learn how to implement them
– Adopt ease of use and be the pro you’ve always wanted to be
– Upskill yourself, be set apart and advance in your career
Who is the course for
The audience typically includes system administrators, implementation consultants, system integrators, technical staff, functional consultants, partners, and project managers and support professionals. They assess a customer’s business needs and install, configure, deploy, and customize the application.
This course is also appropriate for sales staff who have a business software solutions background and want to demonstrate foundational understanding of the Microsoft Dynamics 365 application.
ONLY 10 SPACES LEFT
RESERVE YOUR SEAT
Fill in the form below to reserve your seat.
Standard Cost
Voucher code #standardtraining- What you’ll get
- Two days of intense training
- Delicious lunch and refreshments
- Take-away course material
- Be a great CRM Administrator
- What you’ll learn
- Configure Microsoft Dynamics 365
- Implement Dynamics 365 entities, entity relationships
and fields - Create and manage Dynamics 365 solutions, forms, views and visualizations
- Implement business rules and workflows
Special Offer
Valid until 24 July only - Voucher code #trainingspecial- What you’ll get
- Two days of intense training
- Delicious lunch and refreshments
- 30% discount
- Take-away course material
- Be a great CRM Administrator
- What you’ll learn
- Configure Microsoft Dynamics 365
- Implement Dynamics 365 entities, entity relationships
and fields - Create and manage Dynamics 365 solutions, forms, views and visualizations
- Implement business rules and workflows
Team Package
Minimum 3 attendees - Voucher code #teamtraining- What you’ll get
- Two days of intense training
- Delicious lunch and refreshments
- 35% discount
- Take-away course material
- Be a great CRM Administrator
- What you’ll learn
- Configure Microsoft Dynamics 365
- Implement Dynamics 365 entities, entity relationships
and fields - Create and manage Dynamics 365 solutions, forms, views and visualizations
- Implement business rules and workflows
Agenda
Day 1
| Topic | Time | |
| Start | 9:00 | |
| Exploring the new Admin and Maker Portals | ||
| User Management in Office 365 | ||
| Break | 10:30 | |
| User Management in Dynamics | 10:50 | |
| Setting up Business Units | ||
| Manage Microsoft Dynamics 365 Security Roles and Privileges. | ||
| Set up Hierarchy based Security | ||
| Set up Manager based Hierarchy | ||
| Set up Position based Hierarchy | ||
| Lunch | 13:00 | |
| Setting up Owner Teams | ||
| Setting up Access Teams | ||
| Using Teams | ||
| Security Best practises | ||
| Break | 14:30 | |
| Setting up Mailboxes | ||
| Outlook App Setup | ||
| Exploring the Outlook App | ||
| End of Day | 17:00 |
Day 2
| Topic | |
Time |
| Start | 9:00 | |
| Set up Dynamics 365 for Outlook | ||
| Navigating Dynamics 365 for Outlook | ||
| Comparing Dynamics 365 App for Outlook with Dynamics 365 for Outlook | ||
| Break | 10:30 | |
| Using Dashboards | ||
| Exploring Advanced Find | ||
| Extending Advanced Find | ||
| Building Dashboards, Charts and Views | ||
| Lunch |
13:00 | |
| Configuring SharePoint Integration | ||
| Setting up Sales AI | ||
| Break |
14:30 | |
| Mobile Application Navigation | ||
| Mobile Record Navigation | ||
| Setting up Mobile Offline | ||
| Introduction to Organisation Insights | ||
| Tools for Admin (Gus Gonzalez – Microsoft MVP) | ||
|
End of Day
|
17:00 |
Course Content
1. Office 365
- User Management in Office 365
- Adding multiple users to Office 365
- Character limits for the user import file
2. Business Units
- Setting up Business Units
- Business Units – Important information
- User Management in Dynamics
3. Security
- Set up Hierarchy based Security
- Set up Manager based Hierarchy
- Set up Position based Hierarchy
- Security Best practices
- Manage Microsoft Dynamics 365 Security Roles and Privileges.
4. Teams
- Using Teams
- Setting up Owner Teams
- Setting up Access Teams
5. Outlook
- Setting up Mailboxes
- Outlook App Setup
- Set up Dynamics 365 for Outlook
- Navigating Dynamics 365 for Outlook
- Comparing Dynamics 365 App for Outlook with Dynamics 365 for Outlook
6. Mobile
- Using Teams
- Setting up Owner Teams
- Setting up Access Teams
7. Other
- Managing Users in Office
- Setting up Users in Dynamics
- Exploring Advanced Find
- Setting up Activity Reports and Organisation Insights
- Using Dashboards
- Introduction to Organisation Insights
- Tools for Admin (Gus Gonzalez – Microsoft MVP)
Meet Your Trainer
20 Countries & Counting!
The CRM Team’s world-class trainers have helped companies like yours in ten countries to date, including North America, Australia, Dubai, Turkey, Cameroon, Kenya and the UK.
With an average of 2 classes a day, 18 days a month, 11 months a year, for the last 10 years our trainers know how to deliver training that adds real value to your company.
Terms of payment:
100% upfront payment is required.
Cancellations made 7 days or less prior to the course start date: Receive no refund
Cancellations made 14 days prior to the course start date: Receive a 50% refund
Cancellations made 15 days or more prior to the course start date: Receive a full refund
All refunds must be requested in writing and will adhere to our standard payment processes.