Microsoft Dynamics 365
Information Technology > Customer relationship management CRMDescription
Microsoft Dynamics 365 is a suite of business applications that helps companies streamline their operations and make data-driven decisions. It includes tools for sales, customer service, finance, operations, and more. Users need to understand how to navigate the interface, manage records, and use search functions. As proficiency increases, users can customize forms, create workflows, integrate with other Microsoft services, and apply business rules. Advanced users can develop custom solutions, implement complex workflows, and troubleshoot issues. Experts are capable of designing comprehensive solutions, optimizing performance, leading implementation projects, and staying updated with the latest features.
Expected Behaviors
Fundamental Awareness
At the fundamental awareness level, individuals are expected to have a basic understanding of Microsoft Dynamics 36They should be familiar with the user interface and have a general knowledge of its functionalities. They should also be aware of the benefits and applications of Dynamics 365 in a business context.
Novice
Novices should be able to navigate through Dynamics 365 and manage records. They should be able to use basic search and filter functions and understand the role-based security model. Novices should also be able to perform basic customizations of forms and views within Dynamics 365.
Intermediate
At the intermediate level, individuals should be capable of advanced data management and creating workflows in Dynamics 36They should be proficient in customizing Dynamics 365 using Power Apps and integrating it with other Microsoft services. Understanding and applying business rules in Dynamics 365 is also expected at this level.
Advanced
Advanced users should be able to develop custom solutions for Dynamics 365 and implement complex workflows and business processes. They should be adept at managing and troubleshooting Dynamics 365 integrations and applying artificial intelligence features. Advanced customization of Dynamics 365 using Power Apps and Power Automate is also expected.
Expert
Experts should be capable of designing and implementing complex Dynamics 365 solutions and performing advanced troubleshooting and performance optimization. They should be able to lead Dynamics 365 implementation projects and train others on Dynamics 36Staying up-to-date with the latest updates and features of Dynamics 365 and incorporating them into solutions is also expected at this level.