MB 210T01: Microsoft Dynamics 365 Sales Training Course

About This Course

This course provides a comprehensive review of the marketing application configurations required to accelerate business growth. It explores key areas such as lead management, marketing forms and pages, audience segmentation, and email marketing campaigns. These elements are seamlessly integrated through interactive customer journey design, which includes event management and survey configuration.

Audience Profile

This course is tailored for IT specialists and marketing professionals seeking to master the use of Dynamics 365 Marketing to enhance business operations.

At Course Completion

Upon finishing this course, you will be equipped to:

• Configure advanced system settings
• Handle marketing content, templates, and integrations
• Generate and oversee leads
• Design and maintain marketing forms and web pages
• Build and control audience segments
• Establish and execute customer journeys
• Set up and administer events
• Distribute and evaluate survey results

About This Course

Microsoft Dynamics 365 Customer Service empowers organizations to achieve customer success. By leveraging tools such as automatic case creation and queue management, you can reclaim valuable time to focus on high-impact interactions directly with your customers.

Join our team of globally recognized experts as they guide you step-by-step through the lifecycle of case management—from initial creation and customer interaction to final resolution. Once cases are resolved, leverage data analysis to extract key insights that help you resolve similar issues faster or prevent them entirely.

Audience Profile

This course is designed for Dynamics 365 Customer Engagement Functional Consultants who are responsible for discovery, capturing requirements, collaborating with subject matter experts and stakeholders, translating those requirements, and configuring the solution. Functional Consultants implement 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
• Execute the case resolution process
• Analyze customer service data
• Automate the processing of case management records
• Create and utilize knowledge articles
• Create and manage 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 presence by offering a range of tools that facilitate the identification and scheduling of resources, as well as the management of workloads for mobile teams. This course is designed to equip students with the essential skills needed to identify and configure the core components required to deliver Field Service and mobile solutions. Key topics include understanding the organizational factors that influence configuration decisions and exploring common configuration elements. By helping students grasp the broader context and ultimate objectives, this course supports the design of more efficient solutions that align with both customer and organizational goals.

Audience Profile

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

After completing this course, you will be able to:

• Identify the key components involved in Field Service implementations.
• Define the products and services to be delivered to customers.
• Determine the appropriate pricing options for specific scenarios.
• Identify the resources required for successful delivery.

About This Course

Dynamics 365 Finance and Operations apps include, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance empowers you to: Automate and modernise your global financial operations. Monitor performance in real time, forecast future outcomes, and make data-driven decisions to fuel business growth. Drive strategic financial decisions with artificial intelligence (AI), unify and automate your financial processes, reduce operational expenses, and minimise 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. Maximise operational efficiency, product quality, and profitability. Innovate through intelligent manufacturing operations, modernise warehouse management, optimise production performance, extend asset lifecycles, and automate and streamline your supply chain. Note: For more information, please refer to https://docs.microsoft.com/learn/paths/get-started-finance-operations/ In this module, we will focus on the core features and functionality of Dynamics 365 Finance apps that are most frequently used 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 into solutions, and configuring 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:

• Navigate and efficiently utilise search, filtering, and queries
• Use operational workspaces
• Work with Business Document Management
• Utilise record templates
• Integrate Power BI with Dynamics 365 Finance and Operations apps
• Personalise workspaces
• Identify when to use Power Platform within the Dynamics 365 Finance app
• Apply security roles to users
• Run and analyse security reports
• Create and utilise workflows for approval
• Work with Organisation Hierarchy and understand its purposes
• Apply the personalisation feature
• Use the Data Management workspace
• Create and utilise 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 the Business Process Modeler (BPM)
• Understand how to use Issue search

About This Course

This course covers the financial aspects of Dynamics 365, including the configuration and use of essential financial components such as accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionalities.

Audience Profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for conducting discovery sessions, capturing requirements, engaging subject matter experts and stakeholders, translating requirements into technical specifications, and configuring the solution and applications. The Functional Consultant implements solutions leveraging out-of-the-box capabilities, codeless extensibility, as well as application and service integrations.

At Course Completion

Upon completion of this course, students will be able to:

• Understand and carry out financial tasks within Dynamics 365 Finance

About This Course

This course consists of six modules and is designed for a four-day learning experience. It can be delivered either in person or virtually. Your instructor(s) will provide you with the detailed agenda. Module 1 introduces the configuration requirements for Dynamics 365 Supply Chain Management, Manufacturing. Module 2 delves deeper into managing various types of manufacturing processes. Module 3 focuses on implementing master planning for production. Module 4 addresses the implementation of several key manufacturing features. Module 5 concentrates on subcontracting for product manufacturing.

Audience Profile

A Dynamics 365 Finance and Operations Functional Consultant is responsible for conducting discovery, capturing requirements, engaging subject matter experts and stakeholders, translating business needs, and configuring both the solution and its applications. The Functional Consultant implements solutions using out-of-the-box capabilities, codeless extensibility, as well as application and service integrations.

At Course Completion

Upon completing this course, students will be able to:

• Configure the most critical and commonly used features and functionalities within Dynamics 365
• Process the majority of Dynamics 365 Manufacturing transactions
• Explain Dynamics 365 Supply Chain Management, Manufacturing features to others

About This Course

This course is designed to build your foundation in Dynamics 365 Supply Chain Management application knowledge. It covers the most critical features and functionalities required by a Dynamics 365 Supply Chain Management functional consultant, including product information management, configuration, creation, and inventory control. The curriculum also addresses supply chain configuration and processing, transportation management, warehouse management, quality management and control, as well as master planning setup and execution. The course combines lectures with multiple hands-on exercises presented as case studies tailored to the role of a Dynamics 365 Supply Chain Management functional consultant. Each exercise is based on a realistic business scenario, followed by a discussion question, and concludes with step-by-step guidance to complete the relevant system tasks.

Audience Profile

This course is intended for Dynamics 365 Supply Chain Management functional consultants. As a key resource, the functional consultant designs and configures applications to meet customer requirements. They analyze business needs and translate them into fully implemented business processes and solutions that follow industry best practices. Functional consultants specialise in one or more of the following Dynamics feature sets: finance, manufacturing, or supply chain management. They collaborate closely 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 essential Dynamics 365 Supply Chain Management functionalities.
• Process the majority of Dynamics 365 Supply Chain Management transactions.
• Explain how Dynamics 365 Supply Chain Management features and functionalities work to others.

About This Course

This developer training program focuses on how Microsoft Dynamics 365 Finance and Operations Apps Developers implement and extend applications to satisfy business requirements. Candidates will learn to deliver fully realized solutions by leveraging standardized application coding patterns, extensible features, and external integrations.

Audience Profile

Microsoft Dynamics 365 Finance and Operations Apps Developers

About This Course

The Solution Architect plays a pivotal role in the successful design, implementation, deployment, and adoption of comprehensive solutions. This professional ensures that the delivered solution addresses the customer’s current requirements while remaining scalable for future needs. In this course, participants will explore the critical decisions made by Solution Architects throughout an implementation lifecycle, including security protocols, integration strategies, Power Apps architecture, Power Automate architecture, and more. This course is designed to provide an introductory overview of the Solution Architect role.

Audience Profile

This course is ideal for Senior Consultants (both functional and technical) who aspire to transition into Solution Architect roles, as well as current Solution Architects who are new to their responsibilities.