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Automation of Microsoft Dynamics 365

Automation of Microsoft Dynamics 365

Beyond Configuration (no-code customisation) of Microsoft Dynamics 365, user adoption can be improved further by making each user’s job easier through automating some of their frequently repeated tasks.

This one-day course is an overview to the options available to automate Microsoft Dynamics 365 without using code. This course focusses on the design of the process so the participants leave knowing why each technique adds value, and when it is appropriate, as well as how to use the technique.

This course covers the benefits and the reasons to use Workflows, Business Process Flows and
Custom Actions in Microsoft Dynamics 365 to make your Microsoft Dynamics 365 easier for your users

Microsoft Dynamics 365 Automation is a valuable skill to have if you are, or want to be, a Microsoft Dynamics 365 Project Manager, Microsoft Dynamics 365 Business Analyst, or a Microsoft Dynamics 365 Solution Architect.

At the end of this course, you have:

  • An understanding of the automation options available in Microsoft Dynamics 365
  • The ability to use workflows to do work for you
  • Automation of email to speed up frequently used communication
  • Using Business Process Flows to guide users through data entry
  • An understanding of how to monitor the processes running in Microsoft Dynamics 365

This one-day course is perfect for people who want to maximise their Microsoft Dynamics 365 and make it as easy as possible for their users.

Target Audience for Automation in Microsoft Dynamics 365

  • People wanting to improve the user experience by automating some of their business processes
  • Microsoft Dynamics 365 Project Managers, Microsoft Dynamics 365 Business Analysts, and Microsoft Dynamics 365 Solution Architects

Course prerequisites for Automation in Microsoft Dynamics 365

Participants on the Automation course should be very comfortable with configuring Microsoft Dynamics 365 (equivalent to the skills gained on Configuration of Microsoft Dynamics 365) and the breadth of functionality available in Microsoft Dynamics 365.

Course length

One day

Course Content in Automation in Microsoft Dynamics 365

  • Introduction to Workflow
  • Automation in Dynamics 365
  • Techniques available for automation in Microsoft Dynamics 365
  • Sales Process Automation
  • Account Management Automation
  • Support Automation
  • Workflow activation and testing
  • Security Roles and Workflow
  • On Demand processes
  • Email templates and email in workflow
  • Real Time Workflows
  • Differences between real time and background workflows
  • Monitoring and Debugging workflow processes
  • Business Process Flows
  • Actions

For more information about our Automation course please contact us.

To see when our Automation course is scheduled click on the button to the right

  Microsoft Dynamics 365 training schedule

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Phone: +61(2) 8212 3480

Email: opsisinfo(at)opsis.com.au

Skype: opsiscrm

Postal address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1a,
993 Pacific Highway,
Pymble, NSW 2073

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Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.