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Introduction to Microsoft Dynamics 365 Data Imports

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Introduction to Microsoft Dynamics 365 Data Imports Course

Aimed at introducing users with limited experience of Microsoft Dynamics 365 Sales to the Import functionality. You will learn how to create templates using advanced find and then use those templates to import data into Dynamics. Through tasks, assignments and quizzes, you will be able to gain hands-on knowledge and put what you have learnt into practice.

Course Overview 

This course focuses on introducing users to the basic concepts of creating templates and importing data in Microsoft Dynamics 365 Sales. Users will be introduced to how advanced find can be used to create various templates, how these can be saved as personal views for repeated use, how to import data and how to map fields. Each unit comes with a set of tasks that can be used to gain experience creating information within the system as well as quizzes to test basic learner progress.

Duration: 4 hours

The topics this course covers are:

  • The main concepts behind the use of Data Imports
  • Template creation using Advanced Find
  • Importing Data and Mapping fields

Delivery options:

  • On site
  • Via Remote sessions
  • As LMS compliant SCORM files
  • As a ClickLearn Portal

Languages: This course can be made available in alternative languages upon request.

Customisable: This course can be customised through the authoring service.

Assessment Methods:

  • Tasks and exercises
  • Quiz questions

Prices: TBC

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