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MB-901T00 Microsoft Dynamics 365 Fundamentals

Course Overview

This course gives you a broad overview of Dynamics 365 applications. You will be able, by the end of the course, to identify each of the applications, articulate their business value, and discuss their core functionality. You will be introduced to the concepts behind Dynamics 365 security and reporting, and familiarize yourself with the latest data and product integrations available.

Who Should Attend

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

Course Objectives

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

Course Outline

1 - INTRODUCTION TO MICROSOFT DYNAMICS 365

  • Introduction
  • Dynamics 365 Applications
  • What is artifical intelligence (AI)?
  • What is mixed reality (MR)?
  • Digital Transformation
  • Summary

2 - PRINCIPLES OF CLOUD COMPUTING AND DEPLOYMENT

  • 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 Center
  • Summary

3 - RECOGNIZE DYNAMICS 365 SECURITY

  • Introduction
  • Dynamics 365 cloud security
  • Cloud security basics
  • Understanding role-based security
  • Security in Finance and Operations apps
  • Summary

4 - CONNECT AND ANALYZE YOUR DYNAMICS 365 DATA

  • Introduction
  • The use of Microsoft Power Platform in Dynamics 365
  • Benefits of Common Data Service
  • Dynamics 365 reporting
  • Summary

5 - INTRODUCTION TO DYNAMICS 365 SALES

  • Introduction
  • 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
  • Microsoft Forms Pro
  • Dynamics 365 Product Visualize
  • Summary

6 - INTRODUCTION TO DYNAMICS 365 MARKETING

  • Introduction
  • The benefits of Dynamics 365 Marketing
  • Features and functionality of Dynamics 365 Marketing
  • Lead generation and qualification
  • Customer journey
  • Segmentation
  • Event management
  • Summary

7 - INTRODUCTION TO DYNAMICS 365 CUSTOMER SERVICE

  • Introduction
  • Overview of Dynamics 365 Customer Service
  • Account Management
  • Case lifecycle management
  • Knowledge articles
  • Omnichannel for Dynamics 365 Customer Service
  • PowerApps Portals
  • Dynamics 365 Customer Service Insights
  • Summary

8 - INTRODUCTION TO DYNAMICS 365 FIELD SERVICE

  • Introduction
  • 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
  • Summary

9 - EXPLORE MODEL-DRIVEN APP INTEGRATIONS AND DYNAMICS 365 CUSTOMER INSIGHTS

  • Introduction
  • Integration across Dynamics 365 applications
  • Integration with Microsoft products
  • Integration with third-party applications
  • Dynamics 365 Customer Insights
  • Summary

10 - INTRODUCTION TO DYNAMICS 365 FINANCE

  • Introduction
  • Overview of Dynamics 365 Finance
  • Dynamics 365 Finance core capabilities
  • Summary

11 - INTRODUCTION TO DYNAMICS 365 SUPPLY CHAIN MANAGEMENT

  • Introduction
  • Overview of Dynamics 365 Supply Chain Management
  • Dynamics 365 Supply Chain Management core capabilities
  • Dynamics 365 Layout
  • Summary

12 - INTRODUCTION TO DYNAMICS 365 BUSINESS CENTRAL

  • Introduction
  • Overview of Dynamics 365 Business Central
  • Finance and budgeting
  • Supply chain mangement
  • Project management
  • Sales and service
  • When should you use Business Central versus other Dynamics 365 applications?
  • Summary

13 - INTRODUCTION TO DYNAMICS 365 HUMAN RESOURCES

  • Introduction
  • Overview of Dynamics 365 Human Resources
  • Employee Self-service
  • Personnel management
  • Benefits management
  • Employee development
  • Summary

14 - INTRODUCTION TO DYNAMICS 365 COMMERCE

  • Introduction
  • Overview of Dynamics 365 Commerce
  • Omnichannel and Channel management
  • Dynamics 365 Commerce core functional areas
  • Assisted Selling
  • Merchandizing and inventory
  • Dynamics 365 Commerce deployment options
  • Dynamics 365 Fraud Protection
  • Summary

15 - EXPLORE FINANCE AND OPERATIONS CROSS-APP INTEGRATIONS

  • Introduction
  • Integration across Dynamics 365 apps
  • Discover the Data Management Framework
  • Integrations across Microsoft products
  • Integrations with third-party apps
  • Explore external system integration capabilities
  • Summary

Enroll Today

This is a 2-day class

Price: $1,190.00
Payment Options

ILT Instructor‑Led Training

OLL Online LIVE

GTR  Guaranteed to Run

Class times are listed Eastern time. This class is available for Private Group Training

To sort by location or date, click the ‘When’ and ‘Where’ column headings.

Cart When Time   Where How
11/23/2020 9:00AM - 5:00PM GTR Online LIVE OLL
04/29/2021 9:00AM - 5:00PM GTR Online LIVE OLL

Class times are listed Eastern time
This class is available for Private Group Training