MB 210T01: Microsoft Dynamics 365 Sales Training Course

About This Course

This course will provide an in-depth look at the marketing application configuration necessary to drive business growth. It will delve into lead management, marketing forms and pages, segmentation, and email marketing messages. All these components are integrated through interactive customer journey design, including event and survey configuration.

Audience Profile

This course is tailored for IT or marketing professionals who aim to learn how to effectively use Dynamics 365 Marketing for their businesses.

At Course Completion

Upon completing this course, you will be able to:

• Configure advanced settings
• Manage marketing content, templates, and integrations
• Create and manage leads
• Design and create marketing forms and pages
• Create and manage segments
• Set up and launch customer journeys
• Create and manage events
• Distribute and analyze surveys

About This Course

Microsoft Dynamics 365 Customer Service provides organizations with a powerful platform to achieve customer success. By leveraging tools such as automated case creation and queue management, you can free up valuable time to focus on areas where you can make a significant impact—directly engaging with your customers.

Join our team of globally recognized experts who will guide you step by step through the process, from creating cases to interacting with customers and resolving those cases. Once you have resolved these issues, you will learn how to use data analysis to identify key insights that can help you resolve similar cases more quickly or prevent new issues altogether.

Audience Profile

A Dynamics 365 Customer Engagement Functional Consultant is responsible for conducting discovery, capturing requirements, engaging with subject matter experts and stakeholders, translating these requirements into actionable steps, and configuring the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, and application and service integrations.

At Course Completion

After completing this course, you will be able to:

• Install and configure the customer service application
• Identify common customer service scenarios
• Complete a case resolution process
• Analyze customer service data
• Automate case management record processing
• Create and use knowledge articles
• Create and use entitlements and service level agreements
• Work with Omnichannel
• Work with Connected Customer Service
• Work with Customer Service Scheduling
• Work with Customer Service Insights

About This Course

Dynamics 365 Field Service assists organizations in enhancing their market position by offering a range of tools that help in identifying and scheduling resources, as well as managing workloads for mobile workers. This course will provide students with the necessary skills to identify and configure the essential components used in delivering Field Service and mobile solutions. Key topics include understanding the organizational considerations that influence configuration decisions and common configuration aspects. The course aims to give students a broader perspective on the end goals, focusing on implementations that lead to more efficient solutions aligned with customer and organizational objectives.

Audience Profile

This course is tailored for IT professionals who have experience or an interest in delivering Field Service solutions for large-scale customers.

After completing this course, you will be able to:

• Recognize the key components involved in Field Service implementations.
• Define the products and services that will be offered to customers.
• Select appropriate pricing options for specific scenarios.
• Determine the required resources.

About This Course

The Dynamics 365 Finance and Operations applications encompass a range of solutions, including Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Manufacturing. Dynamics 365 Finance is designed to automate and modernize your global financial processes. It enables you to monitor performance in real-time, predict future outcomes, and make data-driven decisions to foster business growth. By leveraging artificial intelligence (AI), it helps drive strategic financial decisions, unifies and automates financial processes, reduces operational expenses, and mitigates global financial complexity and risk. Dynamics 365 Supply Chain Management is aimed at transforming your manufacturing and supply chain operations through predictive insights and intelligence from AI and the Internet of Things (IoT). It covers planning, production, inventory, warehouse, and transportation management, enhancing operational efficiency, product quality, and profitability. The application supports innovation in manufacturing, modernizes warehouse management, optimizes production performance, extends asset life, and streamlines your supply chain. For more detailed information, you can refer to the official documentation at https://docs.microsoft.com/learn/paths/get-started-finance-operations/. In this module, we will delve into the core features and functionalities of Dynamics 365 Finance applications that are most frequently used by end users and consultants.

Audience Profile

A Dynamics 365 for Finance and Operations Functional Consultant is tasked with conducting discovery sessions, capturing requirements, engaging subject matter experts and stakeholders, translating these requirements into actionable items, and configuring the solution and applications. The consultant implements solutions using out-of-the-box capabilities, codeless extensibility, and application and service integrations.

At Course Completion

Upon completing this course, students will be able to:

• Navigate and efficiently use search, filtering, and queries
• Utilize operational workspaces effectively
• Manage business documents
• Work with record templates
• Integrate Power BI with Dynamics 365 Finance and Operations apps
• Personalize workspaces to suit individual needs
• Determine when to use the Power Platform within Dynamics 365 Finance and Operations
• Assign security roles to users
• Analyze and run security reports
• Create and manage approval workflows
• Work with organizational hierarchies and understand their purposes
• Leverage personalization features for enhanced user experience
• Use the Data Management workspace effectively
• Create and utilize entity templates
• Copy configuration data between legal entities
• Import, export, and manage data using Office Integration
• Utilize the Regression Suite Automation Tool (RSAT)
• Create User Acceptance Tests (UAT) and test plans
• Work with the Business Process Modeler (BPM)
• Understand and use issue search effectively

About This Course

This course delves into the financial aspects of Dynamics 365, focusing on configuring and utilizing essential financial components such as accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionalities.

Audience Profile

The target audience for this course is a Dynamics 365 for Finance and Operations Functional Consultant. These professionals are tasked with conducting discovery sessions, capturing requirements, engaging with subject matter experts and stakeholders, translating these requirements into actionable steps, and configuring the solution and applications accordingly. The Functional Consultant ensures the implementation of solutions using out-of-the-box capabilities, codeless extensibility, and application and service integrations.

At Course Completion

Upon completing this course, students will be able to:

• Understand and perform financial tasks within Dynamics 365 Finance effectively.

About This Course

This course is structured into six modules and is designed for a four-day learning experience. It can be conducted in-person or virtually. Your instructor(s) will provide you with the detailed agenda for this course. Module 1 will introduce you to the configuration requirements for Dynamics 365 Supply Chain Management, specifically focusing on Manufacturing. Module 2 will delve deeper into managing various types of manufacturing processes. In Module 3, you will learn how to implement master planning for production. Module 4 will cover several key manufacturing features. Finally, Module 5 will focus on subcontracting in product manufacturing.

Audience Profile

A Dynamics 365 Finance and Operations Functional Consultant is responsible for conducting discovery sessions, capturing requirements, engaging with subject matter experts and stakeholders, translating these requirements into configurations, and setting up the solution and applications. The Functional Consultant implements solutions using out-of-the-box capabilities, codeless extensibility, and application and service integrations.

At Course Completion

Upon completing this course, students will be able to:

• Configure the most important and commonly used features and functionalities within Dynamics 365.
• Process a wide range of Dynamics 365 Manufacturing transactions.
• Explain the features of Dynamics 365 Supply Chain Management, particularly in the context of Manufacturing, to others.

About This Course

This course is designed to establish a strong foundation in the Dynamics 365 Supply Chain Management application. It covers essential features and functionalities that are crucial for a Dynamics 365 Supply Chain Management functional consultant. Topics include product information management, configuration, creation, and inventory management. The course also delves into supply chain management setup and processing, transportation management, warehouse management, quality management and control, and master planning configuration and execution. It includes lectures and hands-on exercises that are presented as case studies for a Dynamics 365 Supply Chain Management functional consultant. Each exercise is based on a business scenario, followed by a question or discussion, and then step-by-step guidance to perform the necessary system tasks.

Audience Profile

This course is tailored for Dynamics 365 Supply Chain Management functional consultants. These professionals are essential in designing and configuring applications to meet customer requirements. They analyze business needs and translate them into comprehensive business processes and solutions that adhere to industry best practices. Functional consultants specialize in one or more areas of Dynamics, such as finance, manufacturing, or supply chain management. They collaborate with architects, developers, administrators, and other stakeholders to deliver solutions that exceed customer expectations.

After completing this course, students will be able to:

• Configure key functionalities in Dynamics 365 Supply Chain Management.
• Process various transactions within Dynamics 365 Supply Chain Management.
• Explain the workings of Dynamics 365 Supply Chain Management features and functionalities to others.

About This Course

This developer training course is designed for professionals working with Microsoft Dynamics 365 Finance and Operations Apps. Participants will learn how to implement and extend applications to meet the specific needs of their business. The course focuses on providing fully realized solutions through standardized application coding patterns, extensible features, and external integrations.

Audience Profile

This course is tailored for Microsoft Dynamics 365 Finance and Operations Apps Developers.

About This Course

The Solution Architect plays a crucial role in the successful design, implementation, deployment, and adoption of an overall solution. They ensure that the solution not only meets the customer's current needs but also anticipates future requirements. In this course, you will gain insights into the decision-making process of a Solution Architect during an implementation, covering areas such as security, integrations, Power Apps architecture, Power Automate architecture, and more. This course is designed to provide you with an introduction to the role of a Solution Architect.

Audience Profile

This course is tailored for Senior Consultants—both functional and technical—who aspire to become Solution Architects, as well as current Solution Architects who are new to the role.