MB 210T01: Microsoft Dynamics 365 Sales Training Course

About This Course

This course will explore the marketing application configuration necessary to boost business growth. It delves 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 utilize Dynamics 365 Marketing effectively 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 toolset to achieve customer success. By automating case creation and managing queues, you can focus more on building meaningful relationships with your customers, where you can make the greatest impact.

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

Audience Profile

The Dynamics 365 Customer Engagement Functional Consultant is responsible for conducting discovery, capturing requirements, engaging with subject matter experts and stakeholders, translating those requirements into actionable tasks, 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

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 the processing of case management records
• Create and use knowledge articles
• Create and manage entitlements and service level agreements
• Work with Omnichannel capabilities
• Utilize Connected Customer Service features
• Manage Customer Service Scheduling
• Leverage Customer Service Insights

About This Course

Dynamics 365 Field Service assists organizations in enhancing their market position by offering a range of tools for identifying and scheduling resources, as well as managing workloads for mobile workers. In this course, students will gain the skills needed to identify and configure the essential components that enable Field Service and mobile solutions. The curriculum covers organizational considerations that influence configuration decisions and common configuration aspects. By understanding the broader context and end goals, students will be better equipped to design more efficient solutions that align 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 provided to customers.
• Select appropriate pricing options for specific scenarios.
• Determine the necessary 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 operations. It enables you to monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth. By leveraging artificial intelligence (AI), it helps unify and automate financial processes, reduce operational expenses, and minimize global financial complexity and risk. Dynamics 365 Supply Chain Management is aimed at transforming your manufacturing and supply chain operations through predictive insights and AI, as well as the Internet of Things (IoT). It enhances planning, production, inventory, warehouse, and transportation management to maximize operational efficiency, product quality, and profitability. This module 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

The target audience for this course is a Dynamics 365 for Finance and Operations Functional Consultant. This role involves conducting discovery, capturing requirements, engaging with subject matter experts and stakeholders, translating requirements, 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 meet individual needs
• Determine when to use the Power Platform in Dynamics 365 Finance and Operations apps
• Apply security roles to users
• Analyze security reports
• Create and manage approval workflows
• Understand and work with organizational hierarchies
• Utilize personalization features
• Use the Data Management workspace
• Create and use entity templates
• Copy configuration data between legal entities
• Import, export, 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 functionality

About This Course

This course delves into the financial dimensions of Dynamics 365, guiding you through configuring and utilizing key 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, gathering requirements, collaborating with subject matter experts and stakeholders, translating those requirements into actionable configurations, and setting up the solution and applications. The Functional Consultant focuses on implementing solutions using out-of-the-box capabilities, codeless extensibility, and integrating various applications and services.

At Course Completion

Upon completing this course, students will be able to:

• Comprehend and execute financial tasks within Dynamics 365 Finance effectively

About This Course

This course consists of 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 agenda for this course. Module 1 will introduce you to the configuration requirements for Dynamics 365 Supply Chain Management, Manufacturing. Module 2 delves into managing various types of manufacturing processes. Module 3 focuses on implementing master planning for production. Module 4 addresses several manufacturing features. Module 5 centers on subcontracting for product manufacturing.

Audience Profile

A Dynamics 365 Finance and Operations Functional Consultant is responsible for conducting discovery, capturing requirements, engaging with subject matter experts and stakeholders, translating these requirements, 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, 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 to others how Dynamics 365 Supply Chain Management, Manufacturing features work.

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 functional consultants working with Dynamics 365 Supply Chain Management. The topics include product information management, configuration, creation, and inventory management. You will also learn about supply chain management setup and processes, transportation management, warehouse management, quality management, and master planning. The course is structured with lectures and hands-on exercises. Each exercise is presented as a case study for a Dynamics 365 Supply Chain Management functional consultant, starting with a business scenario, followed by a question or discussion, and then step-by-step guidance to perform the necessary system actions.

Audience Profile

This course is tailored for Dynamics 365 Supply Chain Management functional consultants. These professionals are key resources who design and configure applications to meet customer requirements. They analyze business needs and translate them into comprehensive business processes and solutions that follow industry best practices. Functional consultants may 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 the critical functionalities of Dynamics 365 Supply Chain Management.
• Process a wide range of transactions in Dynamics 365 Supply Chain Management.
• Explain how the features and functionalities of Dynamics 365 Supply Chain Management operate to others.

About This Course

This course is designed for developer training. It focuses on Microsoft Dynamics 365 Finance and Operations Apps Developers, who are responsible for implementing and extending applications to meet business requirements. Participants will learn to provide comprehensive solutions by leveraging standardized application coding patterns, extensible features, and external integrations.

Audience Profile

The target audience for this course is Microsoft Dynamics 365 Finance and Operations Apps Developers.

About This Course

The Solution Architect plays a crucial role in designing, implementing, deploying, and ensuring the successful 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 decisions a Solution Architect makes during implementation, including topics such as security, integrations, Power Apps architecture, Power Automate architecture, and more. The course is designed to provide an introduction to the Solution Architect role.

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.