|
所在平台: Udemy |
课程主页: https://www.udemy.com/course/learning-path-getting-started-with-microsoft-dynamics-365/
课程评论：没有评论
课程名称：学习路径：开始使用Microsoft Dynamics 365 课程概述：为了加速数字化转型，您需要一种新型的商业应用程序：打破客户关系管理（CRM）与企业资源规划（ERP）之间的壁垒，依靠数据与智能，以捕捉新的商业机会，这就是Microsoft Dynamics 365。该产品线包括Microsoft于2016年7月宣布的企业资源规划和客户关系管理应用程序。如果您希望熟悉项目服务自动化（Project Service Automation, PSA）并探索其在组织中不同角色的强大功能，那么本学习路径非常适合您。 课程亮点： - 探讨任何组织的典型销售周期及如何在Dynamics CRM中进行调整。 - 理解项目服务自动化（PSA）解决方案组件的使用。 本学习路径从客户关系管理（CRM）的概念及其对企业重要性的介绍开始，接着深入了解Microsoft在CRM领域提供的产品——Dynamics CRM或Dynamics 365。您将学习设置试用实例，以便熟悉系统。随后，课程将引导您了解Dynamics CRM的不同方面，包括其数据模型、记录管理以及使用仪表板、图表和报告进行销售管道分析。您还将学习如何通过Excel批量修改数据并重新导入系统。此外，课程还会介绍如何通过Dynamics CRM移动与平板客户端以及Microsoft Outlook将数据移动至移动设备，以便在外勤销售人员能够及时获取所需资源。 Microsoft Dynamics 365（在线）的项目服务自动化功能提供了一个端到端的解决方案，帮助销售与交付团队与客户互动，并按时、预算内交付可计费项目。本学习路径将帮助您展示Microsoft新解决方案的使用及特性，以管理项目并支持销售和交付团队。 您将学习项目服务自动化（PSA）的基本术语、组件、成本及销售列表，并学会安装和导航PSA。接着，您将了解计划、计费以及销售流程概述。同时，还将学会配置Dynamics 365以适应项目服务自动化（PSA）和相关指南。通过本学习路径，您将能够理解任何组织的典型销售周期，以及如何在Microsoft Dynamics 365 CRM中进行调整，同时深入了解项目服务自动化对专业服务管理组织的深远影响。 专家介绍： 主讲人Piyush Paliwal在Microsoft Dynamics CRM咨询领域工作超过五年，与Microsoft合作多年，帮助客户管理销售管道。在空闲时间，他喜欢驾驶和游泳。Sajan Choudhary同样是Microsoft Dynamics CRM的顾问，拥有5年以上的CRM定制与配置经验，曾为多种行业提供解决方案，如医疗、零售、建筑和专业服务。 无论是在软件开发、客户关系管理还是与各行业整合，专业知识和丰富经验为您的学习之旅提供了保障。
To accelerate your digital transformation, you need a new type of business application: One that breaks down the silos between CRM and ERP, that's powered by data and intelligence, and helps capture new business opportunities. That's Microsoft Dynamics 365. Microsoft Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) applications announced by Microsoft in July 2016. If you're interested to get familiar with Project Service Automation and explore its powerful features for different roles in the organisation, then go for this Learning Path. Packt's Video Learning Paths are a series of individual video products put together in a logical and stepwise manner such that each video builds on the skills learned in the video before it. The highlights of this Learning Path are: Explore a typical sales cycle for any organization and how that can be moulded in Dynamics CRM Understand to navigate the Project Service Automation (PSA) Solution components This Learning Path begins with an introduction to the concept of Customer Relationship Management (CRM) and why is it important for any business. You will then quickly dive into a product Microsoft is offering in the CRM space - Dynamics CRM or Dynamics 365. Next, you'll learn to set up a trial instance to play around with the system and get comfortable with it. Moving on, the course walks you through different aspects of Dynamics CRM such as its data model, records management, and sales pipeline analysis using dashboards, charts, and reports. You'll also see how bulk data can be modified via Excel and imported back into the system. You'll also look at how data can be taken mobile with the Dynamics CRM mobile and tablet client and Microsoft Outlook so that the sales workforce who are in the field have the right access to the right resources at the right time. Project Service Automation automation capabilities in Microsoft Dynamics 365 (online) provide an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. This Learning Path will help you demonstrate the usage and features of a new solution from Microsoft to manage Projects and end to end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. You'll learn the basic terminology of Project Service Automation (PSA), its components, sales, and cost list. Then you'll learn to install and navigate Project Service Automation (PSA). Then you'll know more about planning, billing, and sales process overview. You'll be able to know more about configuring the Dynamics 365 for Project Service Automation (PSA) and learn the Project Service Automation (PSA) guide. By the end of this Learning Path, you'll be able to understand the typical sales cycle for any organization and how it can be moulded in Microsoft Dynamics 365 CRM with the deeper impact of Project Service Automation (PSA) to the organization who manages the Professional services. Meet Your Experts: We have combined the best works of the following esteemed authors to ensure that your learning journey is smooth: I'm Piyush Paliwal, your host for this course. I've been working as a Microsoft Dynamics CRM consultant for more than half a decade and have been associated with Microsoft for a few years now. During this time, I've helped various customers manage their sales pipeline by bringing their business processes in Dynamics CRM or Dynamics 365, which is what we have today. In my free time, I usually go for a drive and I also like to swim. I am Sajan Choudhary, working as a Consultant for Microsoft Dynamics CRM and having 5+ years of experience in customizing and configuring in CRM for various customer. I have architected and developed many vertical solutions available at Microsoft Dynamics Market Place for example - healthcare management system, Tender management system etc. I have worked for multiple industries like Healthcare, Retail, Construction and Professional Services. While working with Microsoft on multiple projects and multiple countries I have - Demonstrated capabilities in software/application development, providing technical support and structuring customized solutions to meet customer's specific needs.- Excellent Relationship Management skills, with the ability to conceive profitable and efficient solutions, utilizing technology, Industrious individual, thrive on a challenge while working effectively with all levels of management.- Integrated various in house and 3rd party application with CRM for example SAP using FTP, SAP using WPI web Services, In-house applications using Azure Service Bus etc.- Hands on Experience in Implementing the IOT scenarios using Raspberry PI 3.
