Online ExpertTrack in Business & Management

Microsoft Business Applications: Dynamics 365 and Power Platform for Sales Professionals

Improve as a Sales Consultant or manager by learning how to harness MS Dynamics 365 and Power Platform

Created by

CloudSwyft Global Systems, Inc.CloudSwyft Global Systems, Inc.

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Accredited by

MicrosoftMicrosoft

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Learn how to use data and automation with MS Dynamics 365 to improve your skills

In this digital age, data is a key component of business processes. However, this data only becomes truly useful when we know how to extract meaningful insights, and to do this we need powerful tools.

Using applications such as Office 365 and MS Dynamics 365, you’ll have the means to analyse your data and retrieve the valuable insights that will help your organisation achieve its goals.

What’s more, these applications also help you automate processes, saving you time and money, and helping to increase productivity in your business processes.

Streamline your business processes using MS Dynamics 365

From customer engagement to optimising operations, using a powerful cloud-based application such as MS Dynamics 365 can help you streamline your business processes, reduce costs, and accelerate growth.

On this course, you’ll delve into the digital tools within Microsoft Dynamics 365 and learn how to apply this to your business to improve efficiency.

Gain valuable insights using Power Platform applications

You’ll delve into Power Platform and learn how to extract meaningful insights from your data. You’ll then learn how to use these insights to automate your business processes, to help increase consistency and produce more accurate results.

Learn how to automate processes using Power Platform

Automation is a powerful way to save time and improve processes. You’ll learn how to use Power Platform to automate the repetitive tasks so that you have more time to focus on the important goals.

Understand how to implement Power Platform Integrations

You’ll learn important integration skills such as email integration to help you manage incoming and outgoing emails quickly, and integration with Microsoft Office products to help develop and optimise your workflows.

Learn how to test and deploy apps in Power Platform

You’ll understand how to solidify your plans for testing and deploying apps. This will ensure that you are guaranteeing quality before its delivery, helping to save on costly mistakes.

By the end of the ExpertTrack, you’ll feel comfortable using MS Dynamics 365 and Power Platform to deliver better processes for your business. You’ll have the knowledge and hands-on experience to apply different techniques to suit your organisation and optimise your workflow.

Key skills you will learn

  • Microsoft Business Applications
  • Microsoft Dynamics 365
  • Power Platform
  • CRM management
  • Sales Data Analysis
  • Funnel Management
  • Sales Reporting
  • Sales Management
  • Sales Leadership
  • Customer Support
  • Sales Maximisation

Experience required

You don’t need any specific requirements to join this ExpertTrack, however, it is best suited if you are a Sales Professional or in a similar role.

Getting started

This ExpertTrack will help you build your confidence in MS Dynamics 365 and Power Platform solutions can help you bring your customers and business together and turn ideas into impactful solutions with real-time insights that drive results.

ExpertTrack course overview

  • Course 1

    Understand how to use Microsoft Dynamics 365 to help improve your customer engagement and streamline your business processes.

    1 test

    3 weeks

    5 hours per week

    • Week 1

      Course Introduction
      • About this Course
      • Dynamics 365 Business Applications
      • Dynamics 365 Sales
      • Dynamics 365 Marketing
      • Dynamics 365 Customer Service
      • Dynamics 365 Field Service
      • Wrapping Up the Week
    • Week 2

      Unified Operations Applications
      • Dynamics 365 Project Service Automation
      • Unified Operations Applications
      • Dynamics 365 Business Central
      • The Power Platform
      • Power Platform Applications
      • Wrapping Up the Week
    • Week 3

      Cloud Services
      • Cloud Services
      • Knowledge Check: Cloud Services
      • Deployments and Releases
      • Security
      • Knowledge Check: Managing Deployments and Releases
      • Getting Started with Dynamics 365
      • Knowledge Check: Getting Started with Dynamics 365
      • Wrapping Up the Course
  • Course 2

    Delve into Power Platform and learn how to use its functions to optimise your business operations.

    1 test

    4 weeks

    5 hours per week

    • Week 1

      Course Introduction and The Power Platform
      • Introduction
      • The Power Platform
      • Configure Power Platform Environments
      • Creating Applications
      • Wrap Up
    • Week 2

      Planning, Data Modelling and Relationships
      • Discovery and Planning
      • Data Model
      • Relationships
      • Other Entity Options
      • Wrap Up
    • Week 3

      Other Entity Options & Building Model-Driven Applications
      • Other Entity Fields & Configure Model-Driven App
      • Configure Model-Driven Forms, Views, Charts and Dashboards
      • Customising the User Experience and Integrating with Model-Driven Apps
      • Wrap Up
    • Week 4

      Building Canvas Applications and Managing Security
      • Configure Reports Application Fundamentals and Working with Data Sources
      • Managing Security Roles and Business Units
      • Configure Hierarchy Security
      • Course Completion and Final Assessment
  • Course 3

    Learn how to increase productivity and consistency with automation using Microsoft Power Platform.

    1 test

    3 weeks

    5 hours per week

    • Week 1

      Platform Automation and Business Rules
      • Course Introduction
      • Platform Automation
      • Business Rules Introduction
      • Business Rules
      • Week 1 Wrap-Up
    • Week 2

      Microsoft Workflows & Working with CDS
      • Workflows Introduction
      • Advanced Workflows
      • Microsoft Flow
      • Working with CDS
      • Week 2 Wrap-Up
    • Week 3

      Business Processes Flows & Apps
      • Approval Flows and Apps
      • Business Process Flows
      • Configuring Business Process Flows
      • Course Conclusion
  • Course 4

    Learn common integrations of the Power Platform to help develop and optimise your workflows.

    1 test

    3 weeks

    5 hours per week

    • Week 1

      Introduction
      • About the Course
      • Integration Overview
      • Email Integration: Fundamentals
      • Email Integration: Advanced
      • Outlook Integration
      • Week Wrap-up
    • Week 2

      Integration with Office
      • Templates
      • SharePoint
      • Microsoft Teams
      • Additional Integrations
      • Week Wrap Up
    • Week 3

      Managing Data
      • Managing Data Overview
      • Duplicate Detection
      • Importing Data
      • Exporting Data
      • Bulk Delete
      • Week Wrap-Up
      • Course Wrap-Up
  • Course 5

    Understand how to create, manage, test, and deploy your apps using Power Platform to ensure high quality before delivery.

    1 test

    2 weeks

    5 hours per week

    • Week 1

      Course Introduction and Managing Applications and Instances
      • About this Course
      • Manage Instances
      • Managing Applications
      • Solution Concepts
      • Planning and Creating Solutions
      • Working with Solution Components
      • Wrapping Up the Week
    • Week 2

      Additional Considerations and Documentation and Testing
      • Distributing Solutions
      • Working with Managed Solutions
      • Additional Considerations: Configure Settings
      • Additional Considerations: Component Deployment Considerations
      • Documentation and Testing
      • Wrapping up the Course
  • Course 6

    Learn how to increase customer loyalty and improve retention with customer relationship management in MS Dynamics 365.

    1 test

    3 weeks

    5 hours per week

    • Week 1

      Course Introduction
      • Course Introduction
      • Sales Overview
      • Configuring Sales
      • Managing Customers
      • Working with Opportunities
      • Week 1 Wrap-Up
    • Week 2

      Embedded Intelligence, Playbooks and Integrated Sales Tools
      • Embedded Intelligence
      • Playbooks
      • Integrated Sales Tools
      • Order Processing and Managing Product Catalogues
      • Create and Manage Quotes
      • Week 2 Wrap Up
    • Week 3

      Managing Orders, Sales Analytics and Insights
      • Create and Manage Orders and Invoices
      • Sales Analytics and Insights
      • Power BI and AI for Sales
      • Course Wrap-Up

Prove you're job ready

Highlight the new, job-relevant skills you’ve gained and supplement existing qualifications with a hard-earned, industry-specific digital certificate – plus one for every course within your ExpertTrack.

  • Learn the latest in your chosen industry or subject.
  • Complete each course and pass assessments.
  • Receive certificates validated by the educating organisation.
  • Impress employers with learning outcomes you can add to your CV.
  • Make your career dreams a reality.

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How ExpertTracks work

Join an ExpertTrack to master new skills in your chosen specialist area. Work through a series of topic-focused courses at your own pace, and pass the final assessment to earn a digital certificate award which proves your expertise.

Join a free 7-day trial

Decide if the ExpertTrack is right for you with free access to the full suite of courses and assessments for a week.

Keep learning for $39/month

Pay a monthly subscription fee of $39 for as long as it takes you to complete the ExpertTrack. You can learn at your own pace and cancel at any time.

Earn digital certificates

Receive a certificate for every completed course and pass the final assessment to earn a digital certificate.

Become an expert

Use your specialist training to progress further in your career or build expertise in areas you’re passionate about.

World-class learning with CloudSwyft Global Systems, Inc.

CloudSwyft has partnered with the top global technology companies to deliver cutting edge digital skills learning across the modern workplace.

This ExpertTrack is accredited by Microsoft

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  • Stay motivated by using the Progress page to keep track of your step completion and assessment scores

Join a global classroom

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Map your progress

  • As you work through the course, use notifications and the Progress page to guide your learning
  • Whenever you’re ready, mark each step as complete, you’re in control
  • Complete 90% of course steps and all of the assessments to earn your certificate

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FAQ

ExpertTracks are a series of online courses designed to help you master new skills in specialist areas. You pay a monthly subscription fee which includes access to all courses within the ExpertTrack, as well as assessments and the final digital certificate.

Each ExpertTrack comes with a 7-day free trial period. You may cancel your subscription at any time and your subscription will automatically cancel when you finish the courses and assessments in your chosen ExpertTrack.

Yes. All of our ExpertTracks come with a 7-day free trial. You may claim one free trial period per ExpertTrack.

You have seven days before you will be charged your first monthly subscription fee. When you join an ExpertTrack you automatically receive a 7-day free trial period. You can cancel at any time during the trial period and no payment will be taken from your account.

Please see our full refund policy here.

No, all of our ExpertTracks consist of fully online courses. This means you can take an ExpertTrack from anywhere in the world.

No. ExpertTracks are designed for you to master new skills in a specialist area. You will earn a digital certificate that proves your learning, but it does not carry accreditation.

If you’re looking for certified or accredited courses, many of our microcredentials offer university credit or professional certification.

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