MB 210T01: Microsoft Dynamics 365 Sales Training Course

About This Course

This program explores the configuration of marketing applications essential for driving business growth. It delves into key areas such as lead management, marketing forms and web pages, audience segmentation, and email marketing campaigns. These components are interconnected through interactive customer journey design, which also includes the setup and configuration of events and surveys.

Audience Profile

This course is tailored for IT specialists and marketing professionals seeking to understand how to utilize Dynamics 365 Marketing to benefit their organizations.

At Course Completion

Upon finishing this course, you will gain the ability to:

• Configure advanced settings
• Manage marketing content, templates, and integrations
• Create and handle 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 empowers organizations to achieve customer success. By leveraging tools like automatic case creation and queue management, you can free up valuable time to focus on high-impact activities and direct interactions with your customers.

Join our team of globally recognized experts as they guide you step-by-step through the entire customer service lifecycle—from creating cases and interacting with customers to resolving issues effectively. After resolving cases, you will learn to analyze data to identify key insights, enabling you to resolve similar issues faster or prevent new problems entirely.

Audience Profile

This course is intended for Dynamics 365 Customer Engagement Functional Consultants who are responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring solutions and applications. The Functional Consultant implements solutions 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 app
• Identify common customer service scenarios
• Complete the 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 empowers organizations to strengthen their market position by offering a comprehensive suite of tools designed to identify, schedule, and manage resources for mobile workforces. Through this course, learners will acquire the competencies needed to recognize and set up the essential components that drive Field Service and mobile solutions. Core topics cover the organizational factors influencing configuration choices, alongside typical configuration elements. This program enables participants to grasp the broader strategic context and end objectives, fostering the design of efficient solutions that align with both customer needs and organizational goals.

Audience Profile

This course is tailored for IT professionals who have experience or a strong interest in implementing Field Service solutions for large-scale enterprise clients.

After completing this course, you will be able to:

• Identify the critical components involved in Field Service implementations.
• Define the products and services delivered to customers.
• Determine the appropriate pricing options for various scenarios.
• Identify the necessary resources required for execution.

About This Course

Dynamics 365 Finance and Operations applications encompass, among others, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management Manufacturing. Dynamics 365 Finance empowers you to: Automate and modernize global financial operations. Monitor performance in real-time, predict future outcomes, and make data-driven decisions to foster business growth. Facilitate strategic financial decisions through artificial intelligence (AI), unify and automate financial processes, reduce operational costs, and mitigate global financial complexity and risk. Dynamics 365 Supply Chain Management enables you to: Transform your manufacturing and supply chain operations. Leverage predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Maximize operational efficiency, product quality, and profitability. Innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, extend asset lifespan, and automate and streamline your supply chain. Note: For additional information, please refer to https://docs.microsoft.com/learn/paths/get-started-finance-operations/. In this module, we will concentrate on the core features and functionality of Dynamics 365 Finance apps that are most utilized by end users and consultants.

Audience Profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for conducting discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution leveraging 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 utilize search, filtering, and queries.
• Utilize operational workspaces.
• Work with Business Document Management.
• Work with record templates.
• Integrate Power BI with Dynamics 365 Finance and Operations apps.
• Personalize workspaces.
• Identify appropriate scenarios for using Power Platform within Dynamics 365 Finance and Operations apps.
• Apply security roles to users.
• Run and analyze security reports.
• Create and use workflows for approval.
• Work with Organization Hierarchy and understand its purposes.
• Utilize the personalization feature.
• Use the Data Management workspace.
• Create and use entity templates.
• Copy configuration data between legal entities.
• Import and export data and manage data using Office Integration.
• Use the Regression Suite Automation Tool (RSAT).
• Create User Acceptance Tests (UAT) and test plans.
• Create and work with Business Process Modeler (BPM).
• Understand how to use Issue search.

About This Course

This training provides a comprehensive overview of the financial capabilities within Dynamics 365. Participants will learn to configure and utilize core financial elements, including accounts payable and receivable, collections, budgeting, fixed asset management, and supplementary features.

Audience Profile

This course is designed for Dynamics 365 for Finance and Operations Functional Consultants. These professionals are tasked with conducting discovery sessions, gathering requirements, collaborating with subject matter experts and stakeholders, translating those needs into actionable solutions, and configuring the application. Functional Consultants leverage native functionalities, codeless extensibility, and application and service integrations to implement effective solutions.

At Course Completion

Upon finishing this course, students will be equipped to:

• Comprehend and execute financial responsibilities within Dynamics 365 Finance

About This Course

This course comprises six modules and is structured to provide a comprehensive four-day learning experience. It is available in both in-person and virtual delivery formats. Your instructor(s) will supply you with the detailed agenda for this program. Module 1 introduces the necessity of configuring Dynamics 365 Supply Chain Management for manufacturing operations. Module 2 delves into the management of various manufacturing process types. Module 3 focuses on implementing master planning for production. Module 4 addresses the implementation of key manufacturing features. Module 5 concentrates on subcontracting strategies for product manufacturing.

Audience Profile

The target audience for this course is Dynamics 365 Finance and Operations Functional Consultants. These professionals are responsible for conducting discovery sessions, capturing business requirements, engaging subject matter experts and stakeholders, translating those requirements, and configuring the solution and applications. Functional Consultants implement solutions leveraging 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 critical and frequently used features and functionalities within Dynamics 365
• Process the majority of Dynamics 365 Manufacturing transactions
• Explain the functionalities and benefits of Dynamics 365 Supply Chain Management for Manufacturing to others

About This Course

This course is designed to establish your foundational knowledge of the Dynamics 365 Supply Chain Management application. It covers the critical features and functionalities required by Dynamics 365 Supply Chain Management functional consultants, including: product information, and how to configure, create, and manage products and inventory; supply chain management configuration and processing; transportation management features; warehouse management capabilities; quality management and quality control functionalities; and master planning configuration and processing. The course comprises lectures and numerous hands-on exercises. These exercises are presented as case studies for a Dynamics 365 Supply Chain Management functional consultant. Each exercise follows a business scenario, includes a question or discussion point, and provides step-by-step guidance for performing relevant system tasks.

Audience Profile

This course is intended for Dynamics 365 Supply Chain Management functional consultants. A Dynamics 365 Supply Chain Management functional consultant serves as a key resource who designs and configures applications to meet customer requirements. This role involves analyzing business needs and translating them into fully realized business processes and solutions that adhere to industry best practices. Functional consultants specialize in one or more of the following Dynamics feature sets: finance, manufacturing, or supply chain management. They collaborate with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed customer expectations.

After completing this course, students will be able to:

• Configure the most important Dynamics 365 Supply Chain Management functionalities.
• Process a majority of Dynamics 365 Supply Chain Management transactions.
• Explain to others how Dynamics 365 Supply Chain Management features and functionalities work.

About This Course

This course provides developer training for Microsoft Dynamics 365 Finance and Operations Apps. Developers learn to implement and extend applications to fulfill business needs. Candidates will deliver complete solutions by leveraging standardized coding patterns, extensible features, and external integrations.

Audience Profile

Microsoft Dynamics 365 Finance and Operations Apps Developers

About This Course

As a Solution Architect, you are tasked with ensuring the successful design, implementation, deployment, and adoption of comprehensive solutions. Your role is critical in guaranteeing that the proposed solution addresses current customer requirements while remaining scalable for future needs. This course introduces students to the decision-making processes employed by Solution Architects during implementation phases, encompassing security protocols, integration strategies, Power Apps architecture, Power Automate architecture, and other essential topics. The curriculum is specifically designed to provide an introductory overview of the Solution Architect role.

Audience Profile

This course is intended for senior consultants (both functional and technical) who aim to transition into Solution Architect roles, as well as current Solution Architects who are new to the position.