Sanjiv i is an ACTA certified experienced leader with a proven track record in business / finance consulting and in developing i) business intelligence (BI) solutions ii) data analytics/analysis solutions and iii) IOT lead BI solutions. Sanjiv's goal through Prudentia Consulting, is to promote the simple joy and excitement of actively using the Microsoft Platform. He believes that the agility afforded by the Microsoft platform helps businesses get time back for deeper business thinking and to spend more time with their end customers
Sanjiv has rich experiences in diverse/complex high-tech businesses, turn around environments and strategic transformations. His functional expertise is in sales analytics, financial planning and analysis, engineering and program management. He has worked across discrete manufacturing, professional services and higher education verticals. He also has a working knowledge of equities portfolio management within the financial services domain.Sanjiv is the CEO of Prudentia Consulting, an organization committed to promoting the active usage of the Microsoft Platform. Prior to this, he has worked at Microsoft (US & APAC: 9.2 years), Cognizant Tech Solutions (3.3 years), Yazaki North America (8 years) and until recently at Oracle. Here are a few of his BI/analytics projects driven at scale: Built APAC wide BI dashboard using the Power BI umbrella tool set (Power BI online, Power BI desktop and Power Pivot) and a KPI lake (SQL DB), Helped develop key KPIs – identified key KPIs and helped land this in the DB, Developed a budget audit tool that captured budget inputs from a host of countries across the globe, Developed a business unit P&L reporting tool (functional architecture) in Business Objects for the world-wide financial planning and analysis team.
Course Details
Course Details
What You'll Learn
Topic 1 Foundations of Dynamics 365 customer engagement apps
Customer relationship management
Microsoft Power Platform and Dynamics 365 customer engagement apps
Microsoft Dataverse and Dynamics 365 customer engagement app
Use cases for Dynamics 365 customer engagement apps
Navigate to and within Dynamics 365 customer engagement apps
Topic 2 Shared activities and integration options in Dynamics 365 customer engagement apps
Customers and activities
Exercise: Manage customers and activities
Search criteria and filters
Reporting capabilities including charts, dashboards, and views
Excel integrations
Microsoft Teams integration
Outlook integration
Topic 3 Explore Dynamics 365 Customer Insights – Journeys
Use cases for Dynamics 365 Customer Insights - Journeys
Dynamics 365 Customer Insights - Journeys business scenario
Email marketing
How to target customers by using marketing lists and segments
Describe customer journeys
Describe lead generation and qualification
Describe use cases for marketing forms
Describe event management features and capabilities
Topic 4 Describe Dynamics 365 Customer Insights - Data and Dynamics 365 Customer Voice
Explore a Dynamics 365 Customer Insights - Data business scenario
Use cases for and capabilities of Dynamics 365 Customer Insights - Data
Use cases for and capabilities of Dynamics 365 Customer Voice
Topic 5 Explore Dynamics 365 Sales
Describe use cases for Dynamics 365 Sales
Review the sales lifecycle
Explore a Dynamics 365 Sales business scenario
Describe leads and the process for qualifying leads
Describe the opportunity management process
Exercise: Lab: Work with leads and opportunities
Describe Dynamics 365 Sales business process flows
Describe sales order processing
Topic 6 Describe Dynamics 365 Sales capabilities and related apps
Identify additional Dynamics 365 Sales capabilities and related apps
Explore a Dynamics 365 Sales related apps business scenario
Describe sales pipeline and forecasting concepts
Describe use cases for and capabilities of Sales Insights
Describe use cases for and capabilities of LinkedIn Sales Navigator
Describe the Dynamics 365 Sales mobile app
Describe Microsoft Sales Copilot
Topic 7 Explore Dynamics 365 Customer Service
Use cases for Dynamics 365 Customer Service
Explore a Dynamics 365 Customer Service business scenario
Case lifecycle including service-level agreements (SLAs) and entitlements
Functionality for workload management
Dynamics 365 Customer Service business process flows
Knowledge management in Dynamics 365 Customer Service
Topic 8 Describe Dynamics 365 Customer Service capabilities and related apps
Dynamics 365 Customer Service-related apps business scenario8 min
Omnichannel for Customer Service12 min
Reporting and data visualization options in Dynamics 365 Customer Service5 min
Dynamics Customer Voice use cases for customer service
Topic 9 Explore Dynamics 365 Field Service
Describe use cases for Dynamics 365 Field Service
Explore a Dynamics 365 Field Service business scenario
Describe the work order lifecycle
Describe inspections in Dynamics 365 Field Service
Describe the Dynamics 365 Field Service mobile app
Topic 10 Describe Dynamics 365 Field Service scheduling capabilities and related apps
Describe resource and scheduling processes
Explore a Dynamics 365 Field Service-related apps business scenario
Describe asset management and customer assets
Describe Connected Field Service for Dynamics 365
Course Info
Promotion Code
Your will get 10% discount voucher for 2nd course onwards if you write us a Google review.
Minimum Entry Requirement
Knowledge and Skills
- Able to operate using computer functions
- Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)
Attitude
- Positive Learning Attitude
- Enthusiastic Learner
Experience
- Minimum of 1 year of working experience.
Target Age Group: 18-65 years old
Minimum Software/Hardware Requirement
Software:
TBD
Hardware: Window or Mac Laptops
Job Roles
Job Roles
- Data Scientists
- Data Analysts
- Engineers
Trainers
Trainers
Review
Customer Reviews (2)
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. (Posted on 6/29/2023)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - Will Recommend Review by Course Participant/Trainee
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I found the course to be a good starting point on the subject . The trainer was very helpful in answering queries and providing industry examples of this technology . Looking forward to being on another course with Tcources and the same trainer. (Posted on 5/31/2018)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment
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