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One-day Workshop on MS Dynamics 365 & Power Platform fundamentals

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Course offered by Arun Karnik

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This workshop helps you to learn:

  • Environment and Navigation
  • Data Management and standard business process
  • Sales leads and opportunity flow
  • Marketing lists and data analysis
  • Create a new customer
  • Edit an existing customer
  • Enter a customer invoice
  • Receive payments
  • Create a sales order
  • Review reports for accuracy or research
  • Understand the basics of security and administration
  • Monitor through reporting and telemetry
  • Alert and action through automation
  • Application lifecycle management and deploying apps
  • Connect to, import, and transform data from a variety of sources.
  • Define business rules and KPIs.
  • Explore data with powerful visualization tools.
  • Build stunning reports.
  • Share your dashboards with anyone by publishing them on the web or accessing them on the go.
  • Have awareness of Power Query and data models.
  • Learn how Power Query and Power Pivot in Excel can improve efficiency, provide reusable seamless solutions, and transform existing manual reporting into actionable insights.
  • Understand how modern Excel maps into Power BI Desktop.
  • Identify opportunities to use Excel and Power BI together.
  • Integrate Excel and Power BI solutions into Microsoft Teams and SharePoint.
  • Design report layouts.
  • Connect to data sources to retrieve report data.
  • Work with parameters.
  • Visualize report data.
  • Add interactive features.
  • Publish, consume, deliver, and embed paginated reports.
  • Use Power Automate capabilities such as desktop flows and cloud flows, along with API connectors to automate a business process.
  • Take advantage of form-processing models or mine several processes using AI Builder or Process Advisor.
  • Easily create your own chatbots
  • Take action quickly with seamless integrations
  • Build smart bots using rich, personalized conversations
  • References & Links

About the Trainer

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Arun Karnik

B.E., MBA

12 Years of Experience

I am a MS Dynamics 365 Finance and Supply Chain Management Architect with 12+ years of experience.
I am glad to let you know that I am a Certified Architect in Dynamics AX/D365FO.
I have a PG Degree in MBA and UG Degree in Computer science and Engineering.
My key skills are MS Dynamics AX/D365FO, X++.

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