Dynamics 365 for Sales Training course

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Course Details

Title: MB901 - Microsoft Dynamics 365 Fundamentals
Duration: 2 days
Price: £1,600 + VAT


About this Course:
This Dynamics 365 Fundamentals course provides learners with a broad overview of Dynamics 365 applications. Providing an introduction to each of the applications within Dynamics 365, articulate their business value, and discuss and demo core functionality. Covering Dynamics 365 security, reporting, and familiarize you with data and product integrations available.

After completing this course, students will be able to:
- Distinguish between the different Dynamics 365 applications.
- Articulate the business value and core functionality of the Dynamics 365 apps.
- Describe artificial intelligence (AI) and mixed reality. (MR)
- Define the digital transformation loop.
- Describe cloud-based security.
- Summarize role-based security in Dynamics 365.
- Explain Dynamics 365 reporting options.
- Give examples of cross-Dynamics app integration.
- Describe Office 365 and Dynamics 365 integration.

Audience Profile
This course is targeted to consultants who want to acquire a solid grounding in the fundamentals of Dynamics 365.

Course Outline

Module 1:Introduction to Microsoft Dynamics 365
We help you explore and evaluate the Dynamics 365 applications that empower employees, engage customers, and optimize operations. You'll be introduced to Dynamics 365 with a holistic view of the whole application.
Lessons
- Introduction
- Dynamics 365 Applications
- What is artificial intelligence (AI)?
- What is mixed reality (MR)?
- Digital Transformation
- Test your knowledge
- Summary

Module 2: Principles of cloud computing and deployment
In this module, we help you understand the principle of cloud computing, and explore deployment options for Dynamics 365 business applications.
Lessons
- Introduction
- What is cloud computing?
- Benefits of cloud computing
- Compliance, terms and requirements
- Types of cloud services
- Deployment
- Azure DevOps
- Microsoft Dynamics Lifecycle Services (LCS)
- Explore Power Platform Admin Centre
- Test your knowledge
- Summary

Module 3:Recognize Dynamics 365 Security
Dynamics 365 and the Power Platform are built with security, privacy, compliance and transparency in mind. Microsoft Cloud security, safeguards your cross-cloud resources. It helps secure infrastructure as a service (IaaS), platform as a service (PaaS), and software as a service (SaaS). It quickly finds vulnerabilities in your apps to provide better defence. In this module, we help you understand and learn data loss prevention which is part of the overall layers of security that the power platform at Dynamics 365 offers.
Lessons
- Introduction
- Dynamics 365 cloud security
- Understand role-based security
- Test your knowledge
- Summary

Module 4: Connect and analyse your Dynamics 365 data
How can business leaders make important and correct decisions in their business without the accurate insights of the underlying financial and operational data running their business? With no visibility it would be Impossible! In this module we will help you understand reporting and analytics in Dynamics 365 business applications.
Lesson
- Introduction
- The use of Power Platform in Dynamics 365
- Benefits of Common Data Service
- Dynamics 365 reporting
- Test your knowledge
- Summary

Module 5: Introduction to Dynamics 365 Sales
In this module, we will introduce you to Dynamics 365 Sales, which enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster.
Lesson
- Introduction
- Dynamics 365 sales automation
- Manage the sales process and pipeline
- Contract management
- Discover Microsoft Relationship Sales solution
- Dynamics 365 Sales Insights
- Sales surveys
- Test your knowledge
- Summary

Module 6: Introduction to Dynamics 365 Marketing
In this module, we will introduce you to Dynamics 365 Marketing and show how Dynamics 365 Marketing is designed to help you find and nurture the right leads. You can run multi-channel marketing campaigns to attract the right prospects. That means email, web, events, text messaging, and custom channels.
Lessons
- Introduction
- The benefits of Dynamics 365 Marketing
- Features and functionality of Dynamics 365 Marketing
- Lead generation and qualification
- Customer journey
- Segmentation
- Event management
- Test your knowledge
- Summary

Module 7: Introduction to Dynamics 365 Customer Service
Excellent customer service creates happy customers. The built-in intelligence of Dynamics 365 Customer Service delivers faster, more personalized support that adds value to every interaction. In this module, we will introduce you to how Marketing manages customer expectations and provides the necessary tools so organizations can keep their customers happy, especially when something doesn’t go exactly as planned.
Lessons
- Introduction
- Overview of Dynamics 365 Customer Service
- Account Management
- Case lifecycle management
- Knowledge articles
- Omnichannel for Dynamics 365 Customer Service
- Portals
- Dynamics 365 Customer Service Insights
-Test your knowledge
- Summary

Module 8: Introduction to Dynamics 365 Field Service
In this module, we will introduce you to Dynamics 365 Field Service. You will learn how Field Service helps organizations deliver seamless end-to-end service experience, where world-class Customer Relationship Management (CRM) capabilities converge with powerful machine learning, mixed reality and IoT technology to create a single, integrated solution that is transforming field service management.
Lesson
- Introduction
- Benefits of Dynamics 365 Field Service
- Working with Advanced Find
- Connected Field Service
- Service resource scheduling
- Resource Scheduling Optimization (RSO)
- Proactive customer service
- Field Service Mobile
- Dynamics 365 Remote Assist
- Dynamics 365 Guides
- Test your knowledge
- Summary

Module 9: Explore model-driven app integrations and Dynamics 365 Customer Insights
Model-driven apps integrate across the Microsoft product’s stack. Using connectors, it is also possible to integrate with hundreds of other software offerings available in AppSource. In this module, we will introduce you to the integrations available to model-driven apps.
Lessons
- Introduction
- Integration across Dynamics 365 applications
- Integration with Microsoft products
- Integration with third-party applications
- Integrating customer data across first and third-party applications with Dynamics 365 Customer Insig
- Test your knowledge
- Summary

Module 10: Introduction to Dynamics 354 Finance
Succeeding in today's business environment requires leveraging technology to manage finances across the globe, monitor performance in real time, automate and simplify functions, protect future business outcomes, and maximize productivity. In this module, we will introduce you to Dynamics 365 Finance, Microsoft's financial management business application that enables medium and enterprise organizations to monitor the performance of global financial operations in real-time, predict future outcomes, and make data-driven decisions to drive growth.
Lessons
- Introduction
- Overview of Dynamics 365 Finance
- Global attributes
- General ledger
- Accounts payable
- Accounts receivable
- Credit and collections
- Budgeting
- Project management and accounting
- Real-time cash flow visibility
- Period and year-end closing
- Test your knowledge
- Summary

Module 11: Introduction to Dynamics 365 Supply Chain Management
Manufacturing and distributors are transforming to smart factories and warehouses, where human intelligence is enhanced by Artificial Intelligence (AI), advanced robotics, Internet of Things (IoT) and Machine Learning (ML) are speeding production while lowering the defects. In this module, we will introduce you to Dynamics 365 Supply Chain Management, which empowers employees of a business to get a unified view of inventory, warehouse, manufacturing, service, and logistics with predictive analytics that turn data into insights to support better strategic decisions.
Lessons
- Introduction
- Overview of Dynamics 365 Supply Chain Management
- Product information
- Procurement and sourcing
- Warehouse management
- Sales order management
- Manufacturing
- Master Planning
- Modernize operations
- Project accounting
- Asset management
- Dynamics 365 Layout
- Test your knowledge
- Summary

Module 12: Introduction to Dynamics 365 Business Central
Dynamics 365 Business Central is comprehensive business management solution that helps connect data, people, and processes. It is designed for small and medium businesses that have outgrown their existing management tools and need to streamline and improve their operations. In this module, we will introduce you to how Dynamics 365 Business Central automatically pulls systems and processes together, enabling users to manage integrated financials, sales, service, and operations.
Lessons
- Introduction
- Finance and budgeting
- Supply chain management
- Project management
- Sales and service
- When should you use Business Central versus other Dynamics 365 applications?
- Test your knowledge
- Summary

Module 13: Introduction to Dynamics 365 Human Resources
The workforce is changing and competition for top talent is fierce! HR leaders are struggling to find and hire the right candidates for the job, and the hiring process is more complicated than ever before. In this module, we will introduce you to Dynamics 365 Human Resources.
Lessons
- Introduction
- Overview of Dynamics 365 Human Resources
- Employee self-service
- Personnel management
- Benefits management
- Employee development
- Test your knowledge
- Summary

Module 14: Introduction to Dynamics 365 Commerce
Customer shopping is no longer limited to a moment in time. Engagement starts well before customers reach your store or website and the nature of our interaction with customers has also changed. Customers are no longer looking to sales associates for product details, but rather engage retailers when they are already significantly down the track of the purchase journey. Along with this shift comes a new expectation from customers that their purchasing experience needs to be personalized, engaging and friction free. This experience is only possible by bringing together digital and physical shopping channels to delivering personalized and differentiated experiences that enable a competitive edge and build brand loyalty. In this module, we will introduce you to Dynamics 365 Commerce.
Lessons
- Introduction
- Core retail functionality
- Point of Sale (POS)
- Assisted Selling
- Merchandising and inventory
- Channel management
- Ecommerce
- Retail deployment
- Dynamics 365 Fraud Protection
- Test your knowledge
- Summary

Module 15: Explore Finance and Operations cross-app integrations
In this module, we help you make the right design decision, when you implement integration scenarios in Microsoft Dynamics 365 Finance and Supply Chain Management.
Lessons
- Introduction
- Integration across Dynamics 365 applications
- Integration with Microsoft products
- Integration with third-party applications
- Explore external system integration capabilities
- Test your knowledge
- Summary


Please note: course content subject to change.

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