- Introduction to Dynamics 365 Applications
- Sales
- Marketing
- Customer Service
- Project Operations
- The role of artificial intelligence in Dynamics 365
- What is mixed reality?
- Digital Transformation Lab: Validate and configure lab environment for Customer Engagement Apps
- Navigating the Sales app
- Add an activity to an account
- Introduction to cloud computing and types of cloud services
- Compliance, terms, and requirements
- Deployment options for Dynamics 365 applications
- Azure DevOps
- Explore Power Platform Admin Center
Module 1: Introduction to Microsoft Dynamics 365
Module 2: Principles of cloud computing
- Build strong relationships with customers and close sales
- Automation of business processes with Dynamics 365 Sales
- Manage the sales process and pipeline
- Benefits of Microsoft Relationship Sales Solution (MRSS)
- Dynamics 365 Sales Insights
- Dynamics 365 Customer Voice
- Dynamics 365 Product Visualize
- Summary Lab: Explore Dynamics 365 Sales
- Create or edit quotes
- Create or edit orders
- Create or edit invoices
- The benefits of Dynamics 365 Marketing
- Features and functionality of Dynamics 365 Marketing
- Lead generation and qualification
- Customer journey
- Segmentation
- Event management Lab: Explore Dynamics 365 Marketing
- Create Segments in Dynamics 365 Marketing
- Create Customer Journeys
- Create engaging emails
- Pinpoint your audience
- Build a campaign
Module 3: Introduction to Dynamics 365 Sales
Module 4: Introduction to Dynamics 365 Marketing
- Overview of Dynamics 365 Customer Service
- Account management
- Case lifecycle management
- Knowledge articles
- Omnichannel for Dynamics 365 Customer Service
- Power Apps Portals
- Dynamics 365 Customer Service Insights Lab: Explore Dynamics 365 Customer Service
- Create and manage a case
- Benefits of Dynamics 365 Field Service
- Connected Field Service
- Service resource scheduling
- Resource Scheduling Optimization (RSO)
- Field Service Mobile
- Dynamics 365 Remote Assist
- Dynamics 365 Guides
Module 5: Introduction to Dynamics 365 Customer Service
Module 6: Introduction to Dynamics 365 Field Service
- Introduction to Project-based services
- Contracts, stages, team assignments, and fixed price versus time and material estimates versus retainer contracts
- Converting leads into projects
- Opportunity management and quote management for project-based and product-based quotes
- Use cases for project contracts
- Project team management
- Allocation methods
- Resource scheduling and skills
- Project schedule management
- Tasks, subtasks, assignments, and project plan management
- Project cost tracking including time and expense costs
- Dynamics 365 cloud security
- Cloud security basics
- Understanding role-based security
- Security in Finance and Operations apps Lab: Explore security roles in Dynamics 365 model-driven apps Lab: Enhance security by encrypting your data
Module 7: Introduction to Dynamics 365 Project Operations (CRM)
Module 8: Recognize Dynamics 365 Security
- The use of Microsoft Power Platform in Dynamics 365
- Benefits of Microsoft Dataverse formerly known as the Common Data Service
- Dynamics 365 reporting Lab: Explore Power Platform Admin Center
- After completing this module, you will be able to:
- Describe the use of Power Platform in Dynamics 365
- Articulate the benefits of Microsoft Dataverse
- Explain Dynamics 365 reporting
- Introduction
- Integration across Dynamics 365 applications
- Integrating model-driven apps with Microsoft Office 365
- Integration with third-party applications
- Dynamics 365 Customer Insights
- Adobe Experience Cloud
Module 9: Connect and analyze your Dynamics 365 data
Module 10: Explore model-driven app integrations and Dynamics 365 Customer Insights