Who should attend:
This course is intended for anyone who is looking to increase their digital
productivity and collaborate with Dynamics 365.
Prerequisites: None
Duration: 3 Hours
Course Objectives:
Upon completion of the course, participants will be able to accomplish the following:
Save Gmail attachments to OneDrive;
Send an email to any audience when a Power BI data alert is triggered;
Copy SharePoint list items into a CSV every week;
Save tweets that include a specific hashtag to a SharePoint list;
Receive a push notification when you receive an email from your boss;
Create your own Flow.
Course Content
- Integration with Microsoft Dynamics CRM. For example, when a new lead is captured
and added to Microsoft Dynamics CRM, an automated workflow can be triggered to
send the salesperson a notification – be it an email or text message to cell phone –
with details about the lead. - Automate the file copying process. For example, when a new file is added to Dropbox
or OneDrive, an automated workflow can immediately post a copy of the file to SharePoint. - Accumulate data using Workflows. If the user wants to know what people are saying
about a specific brand, a trigger can be created that captures new tweets that mention the brand and stores a copy of each tweet in a database for mining and treatment. - Step by step for creating a workflow. There are hundreds of ready-made models with interactive interfaces, and you can modify them as much as you want.