Dynamics 365 MCSE Training course

Covering the contents of our Dynamics 365 MCSA Course, as well as Dynamics 365 for Sales, this Bootcamp provides everything you need to achieve your Dynamics 365 MCSE Certification, including the exams themselves and revision sessions!

Course Details

Title: T4D137 - Dynamics 365 MCSE Certification Bootcamp course
Duration: 7 days
Price: £5,180 + VAT

Please note: course content subject to change

This course offers full exam preparation, coaching and evening practices sessions for the on demand sitting of the Microsoft Dynamics 365 for Sales exam (MB2-717), the Microsoft Dynamics 365 Customisation and Configuration exam (MB2-716) and the Microsoft Dynamics 365 for Customer Engagement Online Deployment exam (MB2-715), enabling you to become a fully Qualified Microsoft Certified Solutions Expert (MCSE)

Certification Bootcamp Package
This Bootcamp contains the following additional benefits to help you gain your certification:
Exam coaching classes in evening during the Bootcamp.
The exams themselves.
Free post course exam coaching sessions via Skype.
A free resit on the Bootcamp during the next 12 months to top up your knowledge.
An evening exam slot at our Pearson vue Test Centre *Only available at Bath Bootcamps*

About this Course:
This course takes an accelerated approach to covering all the major aspects of Microsoft Dynamics 365 for Sales Microsoft Dynamics 365 Customisation and Configuration and Customer Engagement Online Deployments.

Audience Profile
This course is intended for individuals that plan to implement, use, maintain, or support Dynamics 365 in their organization. It Provides everything you need to pass the MCSE (Microsoft Certified Solutions Expert).

  • Module 1: Getting Started with Microsoft Dynamics 365
    - Overview of Microsoft Dynamics 365
    - Accessing Microsoft Dynamics 365 
    - Requirements
    - Planning a Deployment
    - Import Data

    Module 2: Manage Microsoft Dynamics 365 Subscriptions
    - Signing-up for a Subscription
    - Managing users
    - Microsoft Online Services Administration
    - Lab

    Module 3: Manage Microsoft Dynamics 365 Instances 
    - Overview of Instances
    - Administration Mode
    - Working with Tenants
    - Managing storage
    - Managing administrative email notifications

    Module 4: Managing Microsoft Dynamics 365 Upgrades
    - Update Policy  
    - Customer Driven Upgrade Process

    Module 5: Integration with other Microsoft Online Business Solutions         
    - Microsoft Exchange Online         
    - Microsoft SharePoint Online      
    - Microsoft OneDrive       
    - Microsoft OneNote        
    - Microsoft Social Engagement    
    - Yammer, Office 365 Groups       

    Module 6: Managing Microsoft Dynamics 365 Apps  
    - Introduction to My Apps              
    - App Management          
    - Getting more apps from AppSource        
    - Overview of PowerApps

    Module 7: Microsoft Dynamics 365 integration with Microsoft Outlook
    - Overview of CRM for Outlook 
    - Configure CRM for Outlook     
    - Field Synchronization Management     
    - CRM App for Outlook 

    Module 8: Configure and Manage Mobile Devices
    - Mobile Device Apps
    - Exploring Mobile Only Configuration

  • Module 1: Introduction to Customisation and Configuration in Dynamics 365
    - Overview of Dynamics 365
    - Licensing and Connection Options
    - Examine Supporting Technologies
    - General Overview of Customisation Principles

    Module 2: Configuring Dynamics 365, Business Units, Users and Teams
    - Configuring Dynamics 365
    - Create and Manage Business Units
    - User Management and Email Configuration
    - Using Teams to Extend Functionality
    - Document Management Features

    Module 3: Building a Security Model
    - Overview of Dynamics 365 Security Model
    - Create, Configure and Manage Security Roles
    - Understand How Users and Team Apply to the Security Model
    - Understand how Hierarchy Security Changes the Behaviour of Security in Dynamics 365

    Module 4: Introduction to Solutions
    - Solutions Overview
    - Including Components in Solutions
    - Understanding Solution Publishers and Version Numbers
    - Solution Types
    - Using Multiple Solutions
    - Exporting and Importing Solutions

    Module 5: Dynamics 365 Entity/Field Customisation
    - Overview of Entities
    - Defining Entity Ownership
    - Working with Entity Properties
    - System VS. Custom Entities
    - Overview of Fields
    - Working with Different Field Types

    Module 6: Additional Field Customisation
    - Creating Fields to Meet Current Needs
    - Using Calculated and Roll Up Fields
    - Working with Local and Global Option Sets
    - Using Alternate Keys
    - Using Field Level Security
    - Status and Status reason Transition

    Module 7: Relationships
    - Overview of Relationships
    - 1:N and N:N Relationships
    - Working with Hierarchical Data
    - Using Entity Mapping
    - Connections and Connection Roles

    Module 8: Customising Forms
    - Dynamics 365 Form Types
    - How to Build Dynamics 365 Forms
    - Specialised Form Components
    - Using Access Teams and Sub-Grids to Facilitate Record Sharing
    - Working with Multiple Forms
    - Web Resources and Iframes

    Module 9: Business Rules
    - Overview of Business Rules
    - Business rule Structure and Design
    - Using Conditions and Actions

    Module 10: Views and Visualisations
    - Types of Views in Dynamics 365
    - Creating and Customising Views
    - Customising Charts
    - Customising Dashboards
    - Modifying Dynamics 365 Themes

    Module 11: Introduction to Processes in Dynamics 365
    - Review Business Process Flows
    - Review Workflows
    - Review Dialogues
    - Review Custom Actions
    - Examine How to Create a Workflow

    Module 12: Business Process Flows
    - Overview of Business Process Flows
    - Using Steps, Stages and categories
    - Review Options for Conditional Branching
    - Role Driven Process Flows

    Module 13: What's new in Dynamics 365

    What's New - Released Features
    - Capabilities and Features (subject to change)
    - Editable Grids
    - Visual App Designer
    - Organisation Insights
    - Learning Paths

    What's New - Preview Features
    - Preview Feature principles
    - Current Preview Feature Capabilities (subject to change)
    - Dynamics 365 for Outlook App
    - Relationship Insights
    - Business Process Flow Entity Support

    What's New - Deprecated Features
    - Deprecation principles
    - Current Deprecated Features (subject to change)

  • Module 1: Sales Management
    - Customer Scenarios
    - Core Records
    - Working with Sales Literature
    - Creating and Maintaining Competitors
    - Using Sales Territories
    - Exploring social Engagement

    Module 2: Lead Management
    - Lead and Opportunity Records
    - Lead to Opportunity Process Flow
    - Understand Sales Methodology and Lead Management
    - Explore Business Process Flow
    - Convert, Track and Work with Leads

    Module 3: Opportunity Records
    - Understanding Opportunity Records
    - Create, Work and Close Opportunity Records
    - The Status of an Opportunity
    - Assigning Opportunities
    - Connecting Competitors
    - Manage Opportunity from System View
    - Adding an Existing Contact to Opportunities from Quick Create

    Module 4: The Product catalogue
    - Features of the Product catalogue
    - Unit Groups
    - Products
    - Price list
    - Product Bundles
    - View Product in Hierarchical Views
    - Multiple Currencies
    - Add Line Items to Opportunity

    Module 5: Sales Order Processing
    - The Quote Life Cycle
    - Generating Quotes from Opportunities
    - Create and Edit Quotes
    - Create and Edit Orders
    - Create and Edit Invoices
    - Converting Quotes to Orders
    - Converting Orders to Invoices

    Module 6: Sales and Marketing
    - The Closed Loop Marketing Process
    - Using Marketing Lists
    - Using Quick Campaigns
    - The Purpose and Elements of Marketing Campaigns
    - Using Campaign Templates
    - Interactive Generation of HTML IN Emails

    Module 7: Goal Management
    - Create and Manage Sales Goals for Individuals, Teams and the Organisation
    - Configure the financial period
    - Defining Parent and Child Goals
    - Work With Individuals Goal Records
    - Create Roll-up Queries
    - Using Pre-Formatted Excel Templates
    - Using Word Templates

    Module 8: Sales Analysis
    - Use Lists, Views and Charts to Obtain Important Information
    - Use Sales Reports to Review Potential Opportunities, Forecast Revenue and Analyse Sales Productivity
    - Working with Advanced Find
    - Using the Export to Excel Feature
    - Create and Share Personal and System Charts
    - Working with and Creating Dashboards
    - Power BI Dashboards
    - Using Pre-Formatted Excel Templates

    Module 9: What's new in Dynamics 365 for Sales
    - Power BI (core integration)
    - Linking Office 365 to Dynamics 365 groups
    - Editable grids
    - Searching (relevance, categorised, quick, advanced)
    - Visual Designer
    - Organisation Insights
    - Learning Path
    - Relationship Insights
    - Lists, Views and Charts to Obtain Important Information

    Module 10: A 360 degree overview of Dynamics 365 for Customer Service for sales teams
    - What is Dynamics 365 for Customer Service?
    - Typical scenarios for Dynamics 365 for Customer Service
    - Why understanding Dynamics 365 for Customer Service is useful for Sales Teams
    - How Dynamics 365 for Customer Service integrates with Dynamics 365 for Sales

Before attending this course, students must have:
• General knowledge of Microsoft Windows.
• General knowledge of Microsoft Office.

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