MB-910T00 Microsoft Dynamics 365 Fundamentals (CRM)

This course will provide you with a broad introduction to the customer engagement capabilities of Dynamics 365. You will become familiar with the concept of customer engagement, as well as each of the customer engagement apps, including Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, and the customer relationship management (CRM) capabilities of Dynamics 365 Project Operations. This course will include lecture as well as hands-on labs.

Description

Describe the customer engagement apps and what they have in common Describe the standard marketing processes and how Dynamics 365 Marketing addresses them Describe Dynamics 365 Marketing features and capabilities Describe additional marketing apps Describe the standard sales processes and how Dynamics 365 Sales addresses them Describe Dynamics 365 Sales capabilities Describe additional sales apps such as Sales Insights and Sales Navigator Describe the standard customer service processes and how Dynamics 365 Customer Serviceaddresses them Describe Dynamics Customer Service capabilities Describe additional sales apps such as Sales Insights and Sales Navigator Describe the standard field service business processes and how Dynamics 365 Field Service addresses Describe how to generate Work Orders Describe the scheduling capabilities of Dynamics 365 Field Service Describe the inventory management capabilities of Dynamics 365 Field Service Describe the asset management capabilities of Dynamics 365 Field Service Describe project-based customer engagement processes addressed by Dynamics 365 Project Operations Describe the sales capabilities of Dynamics 365 Project Operations Describe the project management capabilities of Dynamics 365 Project Operations Describe the resource utilization capabilities of Dynamics 365 Project Operations

Prerequisites

While there are no prerequisites for this course, please ensure you have the right level of experience to be successful in this training.

View / Download Course Details

Similar events

This course provides students with a detailed hands-on experience of setting up, customizing, configuring and maintaining the CRM components of Microsoft Dynamics 365. Attendees of this course will gain an in-depth understanding of the Dynamics 365 security model, learn how to customize the Dynamics 365 framework, create and maintain powerful workflows and business process flows and use solutions to package and deploy customizations across multiple Dynamics 365 environments. The course applies to both Business and Enterprise Editions of Dynamics 365 as well as Online and On-premise deployments.

More Information

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.

More Information

This course will review the marketing application configuration needed to drive business growth. It will also dive into lead management, marketing forms and pages, segmentation, and email marketing messages. All these pieces are tied together through interactive customer journey design, including event and survey configuration.

More Information

Microsoft Dynamics 365 for Customer Service offers any organization an opportunity for customer success. Using tools such as automatic case creation and queue management frees up time to dedicate where a greater impact can be made, directly with customers. Our team of globally recognized experts take students step by step, from creating cases, to interacting with customers, to resolving those cases. Once those cases are resolved, students will learn from data analysis the key details to help resolve similar cases faster or avoid new issues altogether.

More Information

This course is designed to build your in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing. The transportation management features, and the warehouse management features. Asset Management functionalities. Master planning configuration and processing. Sales and procurement processes.

More Information

In this course, you will learn the tasks needed to fulfill the role of developer in Dynamics 365 Finance and Operations Apps. The Dynamics 365 for Finance and Operations (FO) developer is a key technical resource that implements and extends the application to meet the requirements of the business. This course may earn a Credly Badge.

More Information

This course will provide you with a broad introduction to the finance and operations capabilities of Dynamics 365. You will become familiar with the concept of enterprise resource management (ERP), as well as each of the finance and operations apps, including Dynamics 365 Supply Chain Management, Dynamics 365 Finance, Dynamics 365 Commerce , Dynamics 365 Human Resources, and the ERP capabilities of Dynamics 365 Project Operations. This course will include lecture as well as hands-on-labs..

More Information