- This module introduces learners to the customer engagement applications for Dynamics 365, the individual apps and how they relate to Microsoft Power Platform and Microsoft Dataverse. We also provide a brief overview to Copilot in Dynamics 365 customer engagement apps.
After completing this module, you'll be able to:
Describe use cases for Dynamics 365.
Describe how the Microsoft Power Platform relates to Dynamics 365 apps.
Explain what Microsoft Dataverse is and how it is used by Dynamics 365 customer engagement apps.
Describe the different Dynamics 365 customer engagement apps.
Describe options for accessing Dynamics 365 customer engagement apps.
Describe Copilot in Dynamics 365 customer engagement apps.
- In this module, learners are introduced to activities and integration options across the customer engagement apps for Dynamics 365.
After completing this module, you'll be able to:
Work with customers and manage activities.
Explore different reporting options.
Describe the available integration options.
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Syllabus
- Describe the foundations of Dynamics 365 customer engagement apps
- Introduction
- Describe customer relationship management
- Describe Microsoft Power Platform and Dynamics 365 customer engagement apps
- Describe Microsoft Dataverse and Dynamics 365 customer engagement apps
- Describe use cases for Dynamics 365 customer engagement apps
- Describe the capabilities of Copilot in the Dynamics 365 customer engagement apps
- Navigate to and within Dynamics 365 customer engagement apps
- Module assessment
- Summary and resources
- Describe shared activities and integration options in Dynamics 365 customer engagement apps
- Introduction to Dynamics 365 integration options and activities
- Describe customers and activities
- Describe search criteria and filters
- Describe reporting capabilities including charts, dashboards, and views
- Describe Microsoft Excel and Microsoft Word integrations
- Describe Microsoft SharePoint integration
- Describe Microsoft Teams integration
- Describe Microsoft Outlook integration
- Module assessment
- Summary and resources