Course Catalog

D365 Universityfor Microsoft Dynamics 365

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CONTENTS

Black Belt Series for Dynamics 365 (CRM) Administrators 3

White Belt Course 3

Blue Belt Course 3

Purple Belt 1 Course 4

Purple Belt 2 Course 4

Brown Belt Course 5

Black Belt 1 Course 5

Black Belt 2 Course 6

D365 Customer Engagement - CE (Sales) Training 7

Level 1 for CE 7

Level 2 for CE 7

Sales Level 3 Course 8

Sales Manager Course 8

D365 Marketing Training 9

Basics of Marketing 9

Coming Soon: Marketing For Admins 9

Coming Soon: Marketing for End Users Level 1 10

D365 Customer Service Training 11

Customer Service 1 Course 11

Coming Soon: D365 for Field Service Training 11

Equipment Dealer Solution (EDS) For D365 Training 12

EDS Level 1 Course 12

Microsoft Power BI End-User Training 13

Introduction to Power BI Course 13

Power BI for Administrators 14

About Alithya 15

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D365 University Course Catalog

Lesson List:

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D365 University Course Catalog

BLACK BELT SERIES FOR D365 (CRM) ADMINISTRATORS

Summary:

The White Belt course is the introductory course to the Black Belt Series for administrators. This course includes the content in the lessons list, learning labs and assessment questions. This course covers:

Summary:

The Blue Belt course is the second introductory course for the Black Belt Series for administrators. This course includes the content in the lessons list, learning labs and assessment ques-tions. This course covers:

Course Name: Blue BeltTimeframe: 2 hoursLevel of Skill: BeginnerRecommendedAudience: CRM Admins

An introduction to the various components within yourDynamics 365 (CRM) system that can be configured

An exploration of organization and user management,providing information on how to set up different groups and users

How to configure basic forms and basic views

Dynamics 365 (CRM) security managementand how to set up user rights for accessing appropriate data only

How to set up and managevarious types of information audit features

User Overview (5:25 min) User Maintenance (5:39 min)System Settings (2:56 min) Basics of Workflow (2:35 min) Form Configuration 1 (4:19 min) Form Configuration 2 (6:44 min) View Configuration 1 (3:55 min) View Configuration 2 (3:12 min)

Lesson List:

Security Concepts (6:34 min) Business Units (6:03 min)Security Roles Concept (5:59 min) Security Roles Application (5:50 min) Hierarchy Security Concept (4:10 min) Hierarchy Security Application (4:11 min) Ownership Teams (4:48 min)Access Teams (4:43 min) Auditing (6:29 min)

Course Name: White BeltTimeframe: 2 hours Level of Skill: Beginner RecommendedAudience: CRM Admins

Lesson List:

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D365 University Course Catalog

Summary:

The Purple Belt 1 course is the first intermediate course in the Black Belt Series for administrators. This course includes the content in the lessons list, learning labs and assessment ques-tions. This course covers:

Course Name: Purple Belt 1Timeframe: 2 hoursLevel of Skill: IntermediateRecommendedAudience: CRM Admins

Developing custom entities withinthe database and creating relationships with other data

Creating custom forms for generating workflows or reports

Advanced Form Configuration:Sub-grids and Charts (6:51 min) Advanced Form Configuration:Navigation Links and I-frames (4:54 min) Creating Custom Entities (6:47 min) Calculated and Roll Up Fields (7:13 min) Field Level Security (4:37 min) Working with Multiple Forms (6:03 min)

Lesson List:Summary:

The Purple Belt 2 course is the second intermediate course in the Black Belt Series for administrators. This course includes the content in the lessons list, learning labs and assessment questions. This course covers:

Course Name: Purple Belt 2Timeframe: 2 hoursLevel of Skill: IntermediateRecommendedAudience: CRM Admins

Creating Views, Charts, Dashboards andReports for managing different types of information

Customizing the interface to match your company’s needs

Working with Charts (6:57 min)Working with Dashboards (9:13 min)Working with Reports (9:07 min)Document Generation – Word (8:00 min)Document Generation – Excel (4:32 min)Working with Business Rules (9:42 min)Working with Business Process Flows (7:16 min)Custom Interface – Branding (4:00 min)Custom Interface – Site Map Editor (4:13 min)

Working with Charts (6:57 min)Working with Dashboards (9:13 min)Working with Reports (9:07 min)Document Generation – Word (8:00 min)Document Generation – Excel (4:32 min)Working with Business Rules (9:42 min)Working with Business Process Flows (7:16 min)Custom Interface – Branding (4:00 min)Custom Interface – Site Map Editor (4:13 min)

Summary:

The Brown Belt course is the third intermediate course in the Black Belt Series for administrators. This course includes the content in the lessons list, learning labs and assessment ques-tions. This course covers:

Course Name: Brown BeltTimeframe: 2 hoursLevel of Skill: IntermediateRecommendedAudience: CRM Admins

CRM data management techniquesand how to maintain the integrity of your data

Replicating CRM data safely to provide access to offline data

Lesson List:Summary:

The Black Belt 1 course is the first advanced course in the Black Belt Series for administrators. This course includes the content in the lessons list, learning labs. This course covers:

Course Name: Black Belt 1Timeframe: 2 hours Level of Skill: Advanced RecommendedAudience: CRM Admins

Understanding what workflows are, and how to use them

How to choose between real time and background workflows

Automated process management to enable the development of sophisticated workflow processing

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D365 University Course Catalog

Overview (2:13 min)Duplicate Detection 1 (9:10 min)Duplicate Detection 2 (6:54 min)Data Import Wizard 1 (11:02 min)Data Import Wizard 2 (7:53 min)Data Import Best Practices (3:45 min)Data Mapping (9:30 min)Bulk Deletion (2:27 min)Cascading Relationshipsbetween Entities (5:33 min)Mapping Fields betweenAssociated Records (4:44 min)How-to Think aboutData Integration (3:37 min)

Introduction (7:45 min)What is Workflow? (3:40 min)Understanding Workflows (12:44 min)Workflow Scenario 1:Background Workflow (10:17 min)Workflow Scenario 2:Real-time Workflow (7:17 min)

Lesson List:

Summary:

The Black Belt 2 course is the second advanced course, and final course in the Black Belt Series for administrators. This course includes the content in the lessons list as well as assessment questions. This course covers:

Course Name: Black Belt 2Timeframe: 2 hoursLevel of Skill: AdvancedRecommendedAudience: CRM Admins

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D365 University Course Catalog

Lesson List:

Microsoft Flow (5:26 min)Portal Overview (4:31 min)Document Storage (2:32 min)Extending CRM with 3rd Party Tools (6:08 min)PowerApps Introduction (2:30 min)PowerApps - Model (8:18 min)PowerApps - Canvas (10:39 min)Next Steps (3:34 min)

An introduction to the advanced capabilitiesof Dynamics including PowerApps and document storage

How to decide between canvas and model driven methods

How to use 3rd party tools

Summary:

This course deals with the basics of selling with Dynamics 365 for CE and takes logical steps through a standard sales process. This course includes the content in the lessons list, learning labs and assessment questions. The course covers:

Course Name: Level 1 for CE (Updated for the New UI)Timeframe: 2 hoursLevel of skill: BeginnerRecommendedAudience: End-Users, Sales Team

Sales process walk through within Dynamics 365

Concepts and processes white board sessionlessons that will ease you into the lessons within this first level

Lesson List:

D365 CUSTOMER ENGAGEMENT - CE (SALES) TRAINING

Lesson List:Summary:

Building on the learning from Level 1, this course focuses on:

Course Name: Level 2 for CETimeframe: 2 hoursLevel of skill: Intermediate RecommendedAudience: End-Users, Sales Team

Use of Dynamics 365 for CE and the day-to-day activities you will need to master such as leveraging the Outlook integration, using Dynamics 365 on the road, and analyzing data

How to personalize the solution for your own benefit

Introduction (8:17 min)Advanced Find (6:52 min)Leveraging CRM While on the Road (7:59 min) LinkedIn Sales Navigator (4:25 min)Utilizing Teams (3:34 min)Competitors (2:34 min)Connections (3:54 min)Outlook App Integration (6:48 min)Final TestThis course includes the content in the lessons list, learning

labs and assessment questions.

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D365 University Course Catalog

Introduction (13:36 min)Overview of D365 (6:24 min)Working with Accounts (4:38 min)Working with Contacts (5:25 min)Working with Opportunities (5:46 min)Working with Activities (4:29 min)Using Advanced Find (8:34 min)Accessing Playbook (1:59 min)Utilizing Charts and Views (4:38 min)Personalizing CRM Using Dashboards/-Follow (5:39 min)Final Test

Summary:

The final step in this three-part series enhances the skills already learned and helps you to maximize your operational effectiveness with the platform. This course includes the con-tent in the lessons list as well as assessment questions.

Course Name: Sales Level 3Timeframe: 2 hoursLevel of skill: Advanced RecommendedAudience: End-users, Sales Team

This course is all about selling moreand delivering on your business outcomes

Lesson List:

Introduction to Level 3 (8:34 min)Level 3 Content Overview (3:01 min)Key Accounts and Follow-up Plans (3:12 min)Using Proactive Actions to Strengthen Relationships (1:49 min)Researching Your Accounts (3:15 min)Best Practices forPipeline Management (4:07 min)Managing Competitorsand Partners (4:35 min)Connections (2:48 min)Email Templates (2:35 min)Quick Campaigns (3:40 min)Collaboration (2:41 min)

Lesson List:

Course Name: Sales ManagerTimeframe: 2 hoursLevel of skill: Intermediate RecommendedAudience: Managers, Executives

Summary:

This course covers a mixture of conceptual and practical lessons designed around how managers and directors use the platform in different ways. This course includes the content in the lessons list as well as assessment questions.

The underlying objective of this curriculum is to help the sales manager retrieve the answers that they need daily from the solution while identifying coaching opportunities to improvethe overall effectiveness of their team members

Sales Manager Overview (8:12 min)What is User Adoption? (9:34 min)User Adoption (6:46 min)Understanding Your Sales Pipeline (3:40 min)Sales Process and PostOpportunity Analysis (5:18 min)Sales Team Reviewsin Dynamics 365 (CRM) (4:07 min)Creating and Managing Team Goals (3:00 min)Export to Excel (3:07 min)

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D365 University Course Catalog

D365 MARKETING TRAINING

Course Name: Basics of MarketingTimeframe: .5 hoursLevel of skill: Beginner RecommendedAudience: End-Users, Marketing Team

Summary:

This 30 minute course perfect for those who are new to marketing within Microsoft Dynamics. Completing Sales Level 1 as a prerequisite is recommended. This course covers:

How to effectively use Activities,Campaigns and Marketing Lists in Dynamics 365

At the end of this course you will be able to create Marketing Lists, associate targeted lists of prospects and track your campaign results!

Sales Manager Overview (8:12 min)What is User Adoption? (9:34 min)User Adoption (6:46 min)Understanding Your Sales Pipeline (3:40 min)Sales Process and PostOpportunity Analysis (5:18 min)Sales Team Reviewsin Dynamics 365 (CRM) (4:07 min)Creating and Managing Team Goals (3:00 min)Export to Excel (3:07 min)

Lesson List:

Marketing Campaigns (10:02 min)Marketing Lists (3:46 min)Activities (6:50 min)

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D365 University Course Catalog

COMING SOON: MARKETING FOR ADMINS

Course Name: Marketing for AdminsTimeframe: TBDLevel of skill: IntermediateRecommendedAudience: Admins, Marketing Team

Summary:

This course deals with administering Dynamics 365 for Marketing. This course includes the content in the lessons list, learning labs and assessment questions.

Lesson List:

Overview of D365 for MarketingMarketing Security RolesSetup Websites to Track Online BehaviorAuthenticating a DomainManage Content SettingsManage Matching StrategiesCreate and Manage Form FieldsCreate a Marketing FormCreate a URL Redirectand More!

COMING SOON: MARKETING FOR END USERS LEVEL 1

Course Name: Marketing for End Users Level 1Timeframe: TBDLevel of skill: Beginner to IntermediateRecommendedAudience: End-Users, Marketing Team

Summary:

This course deals with the basics of using Dynamics 365 for Marketing. This course includes the content in the lessons list, learning labs and assessment questions.

Lesson List:

Overview of D365 for MarketingUnderstanding Segments and Marketing ListsCreating SegmentsCreating a Subscription ListPreparing a Marketing EmailCreate a Marketing PageCustomize Your Subscription CenterCampaigns and JourneysCreating a Simple Email JourneyCreating a Quick CampaignCreate a Form Response Journeyand More!

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D365 University Course Catalog

Course Name: Customer Service 1Timeframe: 1 hour Level of skill: Beginner RecommendedAudience: End-Users, Customer Service Team

Lesson List:

Introduction (10:29 min)Working with Accounts (6:44 min)Working with Contacts (6:13 min)Working with Activities (6:48 min)Working with Cases (6:54 min)Working with Queues (2:06 min)

Summary:

This is a one hour course on the basics of customer service including:

The most asked about topics: using cases and queues

Other key topics such as using activities, working with accounts, and working with contacts

D365 CUSTOMER SERVICE TRAINING

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D365 University Course Catalog

Introduction Overview of D365 for Field ServiceWorking with Customer AssetsWorking with Bookable ResourcesOverview of Schedule Board

Summary:

This course deals with the basics of using Dynamics 365 for Field Service. This course includes the content in the lessons list, learning labs and assessment questions.

Course Name: D365 for Field Service TrainingTimeframe: TBDLevel of skill: Beginner RecommendedAudience: End-Users, Field Service Team

COMING SOON: D365 FOR FIELD SERVICE TRAINING

Lesson List:

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D365 University Course Catalog

Lesson List:Summary:

This course deals with the basics of selling with Dynamics 365 for Sales using the Equipment Dealer Solution. Concepts and processes during key white board sessions (incorporated in the lessons list) will be covered and will ease you into the training lessons within this course.

Course Name: EDS Level 1Timeframe: 2 hoursLevel of skill: BeginnerRecommendedAudience: End-Users and Sales Team Equipment Dealer Solution Users

Introduction (10:28 min)Dynamics 365 Overview (4:31 min)Account Management (7:25 min)Contact Management (5:16 min)Equipment Management (5:38 min)Introduction to Opportunities (8:39 min)Opportunity Management (9:17 min)Activity Management (6:59 min)

EQUIPMENT DEALER SOLUTION (EDS) FOR D365 TRAINING

What is BI (4:09 min)General Navigation (4:49 min)Special Features (6:00 min)App and App Workspaces (2:42 min)Datasets and Workbooks (1:29 min)Dashboards and Reports (4:56 min)

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D365 University Course Catalog

Lesson List:

Course Name: Introduction to Power BITimeframe: 1 hourLevel of skill: BeginnerRecommendedAudience: End-Users

MICROSOFT POWER BI END-USER TRAINING

Summary:

This is a one hour course on the basics of Power BI. By the end of the course you will:

Understand what Power BI is

Know how to navigate the system

Have an understanding of the various functions and features of Power BI

Introduction to Power BI for Admins (4:18 min)User Maintenance (6:30 min)Planning for User andData Maintenance (8:03 min)Assigning More Roles (5:35 min)Licensing Structure (7:05 min)Azure Active Directoryand Outside Users (8:48 min)Collaboration and Distribution Part 1 (7:58 min)Collaboration and Distribution Part 2 (4:01 min)Conditional Access Part 1 (2:21 min)Conditional Access Part 2 (3:04 min)Manage Export and Sharing Settings (4:44 min)Manage Integration Settings (2:26 min)Manage OrganizationSettings and R-Visual Settings (4:28 min)Manage Auditing (1:31 min)Manage Data and Developer Settings (2:17 min)Capacity and Embed Codes (1:23 min)Data Governance (7:21 min)

Course Name: Power BI for AdministratorsTimeframe: 2 hoursLevel of skill: IntermediateRecommendedAudience: Power BI Admins

MICROSOFT POWER BI FOR ADMINISTRATORS

Summary:

This is an intermediate course on Power BI for administrators. By the end of the course you will:

Gain an understanding of the Power BI adminrole and user administration

Understand tenant administration requirements

Understand the role of data governance and monitoring in Power BI

Lesson List:

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D365 University Course Catalog

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D365 University Course Catalog

ABOUT ALITHYA

Alithya is an award-winning Microsoft Dynamics partner, with over 14 global and national Microsoft awards. We help Sales, Marketing and Service leaders and teams improve and automate their processes through technology. We also have unique adoption and training services to ensure your organization understands and embraces the latest technologies, ultimately driving employee enablement and best practices.

ABOUT D365 UNIVERSITY

The D365 University Platform is an online learning management system (LMS) containing a wide array of curriculum designed to provide ongoing guidance and coaching. The content is a mix of technical and role-based user training and is available 24/7 on virtually any device. Our unique approach to training combines proven best practices with the ability to develop customized content for your team members to be consumed over time. D365 University is an annual program that provides unlimited access to content for all your employees throughout the year.

EFFECTIVE TRAINING IS NOT A “ONE AND DONE” PROPOSITION

How often have you performed training on new solutions at the onset of launching them, only to see your users retain a small percentage of the content provided? Our Training Program is uniquely positioned to stage the right training at the right time. Combined with tools to gauge compliance and retention, managers will be able to coach where it is most needed.

At the onset of your Program, Alithya will assign your organization with a Training Consultant. This individual will facilitate a session with your team to discuss your specific training needs, help organize your initial set of curriculum and assist in getting your Training Administrator prepared.

Get StartedThe Program includes unlimited access to content from anydevice, personalized progress views, support for your LMSadministration, regular update newsletters, customer specificcourse creation and more. Videos can be translated into almostany language either as subtitles or voice overs.

Start Your Training Journey Today!

(866) 420-7624

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