25.10.21
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EXPIRED ON JULY 17, 2022 This credential is expired, but here's what you should know. We default our certificates to a three year expiration. However, PowerObjects offers training on the most recent version of Dynamics 365. As long as this credential holder has been active on the same version (or newer), they likely still possess the credentialed skills. However, to stay up to date, we recommend renewing training every three major versions releases. In other words, someone credentialed on Microsoft CRM version "Orion" or 6.0 would be due for an updated credential if they were switching to Microsoft Dynamics 365 version "Ara" or 9.0. The version release schedule can be found here: https://support.microsoft.com/en-us/help/2925359/microsoft-dynamics-crm-online-releases
PowerObjects, An HCL Technologies Company

2019 - Unified Service Desk (USD) for Dynamics 365

Ryan Smith

This course provides technical resources a deep dive into USD. USD allows advanced applications to be created that manage the agent desktop experience for Dynamics 365. It adds the ability to organize windows into Sessions to keep multiple customer interactions separated to improve data quality and agent manageability, create completely customized user experiences - including toolbars, agent scripting, overview information, alerts, and menus. This is all done using configuration through Dynamics 365 which auto-populates complete Dynamics 365 forms with data from other tabs or applications. It also includes a powerful rules engine for routing Dynamics 365 popup windows to specific tabs and controlling behavior of the user experience. This training will allow participants to gain: - Introduction and Overview - Installation - Actions, Action calls and Events - Toolbars and Window Navigation rules - Logging and Debugging - Scriptlets and Session Management - Using CRM data and entity searches - Agent Scripts - Templates, Styling, and Translation - CTI Framework - CCA Migration - Hosting External Applications - Troubleshooting Microsoft Dynamics - 365 Processes

Skills / Knowledge

  • Reporting Available in the Dynamics 365 User Interface
  • Advanced Find, Views, Document Generation, Charts, and Dashboards
  • Basic Formatting Changes to Dynamics 365 Charts by Editing the XML
  • Features and Functions of the Reporting Manager
  • Power BI Suite Including: PowerView, PowerMap, PowerQuery, PowerPivot, Report Authoring with SSRS
  • Business Intelligence
  • BI
  • Data
  • Reporting
  • Report Authoring
  • Report Building
  • Power BI

Issued on

July 17, 2019

Expired on

July 17, 2022