• Training on how to use Microsoft 365 Copilot
  • Excel
  • Chat
  • Outlook
  • PowerPoint
  • Word
• Presentation on Copilot inside Dynamics 365 and Business Central
• Microsoft AI throughout the Power Platform
• How to write better prompts
• AI Security and Governance
• Next Steps to get started!

Microsoft has released new tools for building client portals. These portals allow partners, vendors, clients, and other stakeholders to securely access specific parts of a company’s network. Users are restricted to the sections they are granted access to, keeping the rest of the network secure. With these tools, Power Apps makers can create external-facing websites that display necessary data securely.

What You Will Learn

• About Portals: Collaboration, Accessibility, Customized Content, Connected Devices, Better Communication, Improve Customer Loyalty, Enhance Customer Service, Increase Productivity, Reduce Errors, Increase Responsiveness, Analytics, Security.
• Design:
  • Portal Design: Create portals using the WYSIWYG Power Apps Portals Studio.
  • Configuring Components: Set up components on webpages.
  • Connecting Lists and Views: Integrate lists and views from Microsoft Dynamics 365.
• Copilot Integration

Teams’ Premium vs Sales Copilot:  

Which One is Right for Your Sales Team? 

• Overview of Teams Premium: Explain what Teams Premium is, how it works, and what benefits it offers for sales teams  

• Overview of Sales Copilot: Explain what Sales Copilot is, how it works, and what benefits it offers for sales professionals  

• Both Teams Premium and Sales Copilot can help you access and analyze your sales data and metrics and provide you with insights and analytics to optimize your sales performance. However, Teams Premium is more focused on enabling your team collaboration and alignment, while Sales Copilot is more focused on empowering your individual sales growth and development.  Let’s have a look! 

How much $$$ is each product, and what should you use! 

To learn more about Teams Premium and Sales Copilot, and how they can help you achieve your sales objectives, register for our webinar today. 

When using Microsoft Dynamics 365 or Business Central, mastering Excel becomes significantly beneficial, enhancing your data analysis, reporting capabilities, and overall business management efficiency. This training guide is to bring new users up to speed with basic excel skills in order to improve data import/export, analysis tools, budgeting and forecasting or auditing in the business systems from Microsoft.

Agenda

Introduction

· Overview of Microsoft Excel

· Explanation of Excel Interface: Ribbon, Tabs, Cells, Columns, and Rows

· Different Types of Data in Excel: Text, Numbers, Dates

· Navigating Excel

Moving Around the Worksheet

· Selecting Cells, Rows, and Columns

· Introduction to Excel Shortcuts for Navigation

· Data Entry

Inputting Data into Cells

· Managing Data: Cut, Copy, Paste, and AutoFill

· Using the Right-Click Menu for Data Management

· Formatting Cells

Changing Font Type, Size, and Color

· Cell Alignment and Text Wrapping

· Formatting Numbers and Dates

· Adding Borders and Fill Color

· Basic Formulas and Functions

Basic Mathematical Operations: Addition, Subtraction, Multiplication, Division

· Introduction to Excel Functions: SUM(), AVERAGE(), MIN(), MAX()

· AutoSum Feature

· Relative and Absolute Cell References in Formulas

· Working with Sheets

Inserting, Deleting, and Renaming Sheets

· Navigating Between Sheets

· Copying and Moving Sheets

· Creating Charts and Graphs

Selecting the Right Type of Chart

· Creating a Chart: Column, Line, and Pie Charts

· Customizing and Formatting Charts

· Data Sorting and Filtering

Sorting Data Alphabetically, Numerically, and by Date

· Basic Data Filtering

· Clearing and Applying Different Filters

· Basic Keyboard Shortcuts

Commonly Used Excel Shortcuts

· Customizing and Creating Your Own Shortcuts

· Saving and Exporting Workbooks

Saving Workbooks in Different Formats

· Exporting Workbooks as PDF, CSV, and Other Formats

· Additional Resources

· Questions and Answers

Effortless Data Management:

1. Smooth Data Import/Export:

· Easily transfer data between Excel and Business Central or Dynamics 365 without hassle, ensuring seamless data integration and management.

Enhanced Data Analysis:

2. Advanced Data Analysis Tools:

· Leverage Excel’s robust data analysis tools to delve deeper into your business data, uncovering insights and trends that are crucial for informed decision-making.

3. Customized Reporting:

· Create tailored reports with Excel’s extensive formatting and customization options, making it easier to analyze and present data in a way that is most relevant to your business.

Streamlined Financial Tasks:

4. Budgeting and Forecasting:

· Utilize Excel’s financial functions to assist in budgeting, financial forecasting, and financial analysis, helping to keep your business’s finances in check.

5. Financial Templates:

· Make use of a multitude of financial templates available in Excel, streamlining various financial tasks and ensuring accuracy and consistency.

Time-Efficient Automation:

6. Automated Tasks:

· Automate repetitive tasks with Excel macros, saving time and reducing the likelihood of errors, which is essential for efficient business operations.

7. Integrated Planning and Scheduling:

· Integrate Excel with Business Central or Dynamics 365 to enhance planning, scheduling, and project management by utilizing Excel’s planni

Collaborative Capabilities:

8. Collaborative Work:

· Work collaboratively on Excel documents with team members, improving coordination and ensuring everyone is on the same page.

9. Data Sharing:

· Conveniently share insights and data with team members, stakeholders, or clients by exporting data and reports from Excel, facilitating clear and concise communication.

Comprehensive Integration:

10. Seamless Integration:

· Benefit from the seamless integration between Excel and Microsoft’s suite of business solutions, ensuring cohesive and integrated business operations and data management.

By acquiring expertise in Excel, users of Business Central or Dynamics 365 can greatly enhance their efficiency, data analysis, and reporting capabilities, thereby contributing to more informed decision-making and optimized business operations.