MB 210T01: Microsoft Dynamics 365 Sales Training Course

About This Course

This course will explore the necessary marketing application configurations to drive business growth. It will also delve into lead management, marketing forms and pages, segmentation, and email marketing messages. All these components are interconnected through interactive customer journey design, including event and survey configuration.

Audience Profile

This course is tailored for IT or marketing professionals who wish to learn how to effectively utilize Dynamics 365 Marketing for business growth.

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 tool for achieving customer success. By leveraging features such as automatic case creation and queue management, you can free up valuable time to focus on areas where your impact is most significant—directly engaging with your customers.

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 can use data analysis to gain insights that help you resolve similar issues more quickly or prevent new ones from arising altogether.

Audience Profile

A Dynamics 365 Customer Engagement Functional Consultant is responsible for conducting discovery sessions, capturing requirements, engaging with subject matter experts and stakeholders, translating these 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 case management record processing
• Create and use knowledge articles
• Create and use entitlements and service level agreements
• Work with Omnichannel solutions
• Work with Connected Customer Service features
• Work with Customer Service Scheduling tools
• Work with Customer Service Insights

About This Course

Dynamics 365 Field Service enables organizations to enhance their market position by offering a range of tools designed to identify and schedule resources, as well as manage workloads for mobile workers. This course will equip participants with the essential skills needed to recognize and configure the core components that facilitate Field Service and mobile solutions. Key topics include understanding organizational considerations that influence configuration decisions and common configuration aspects. By completing this course, students will gain a broader perspective on implementation goals and objectives, which are crucial for designing more efficient solutions that align with both customer and organizational needs.

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:

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

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 real-time performance monitoring, future outcome prediction, and data-driven decision-making 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 and IoT technologies. It covers planning, production, inventory, warehouse, and transportation management to maximize operational efficiency, product quality, and profitability. This module will focus on the core features and functionalities of Dynamics 365 Finance 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. These professionals are responsible for conducting discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements into actionable configurations, and implementing 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 the system efficiently, including using 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
• Assign security roles to users
• Analyze and run security reports
• Create and manage approval workflows
• Understand and work with organizational hierarchies
• Leverage personalization features
• Use the Data Management workspace
• Create and utilize 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
• Work with Business Process Modeler (BPM)
• Utilize issue search effectively

About This Course

This course delves into the financial aspects of Dynamics 365, guiding you through the configuration and use of 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 responsible for conducting discovery sessions, capturing requirements, engaging with subject matter experts and stakeholders, translating these requirements into actionable configurations, and implementing the solution 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

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 deeper into managing various 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 subject matter experts and stakeholders, translating 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 most of the Dynamics 365 Manufacturing transactions
• Explain to others how Dynamics 365 Supply Chain Management, Manufacturing features work

About This Course

This course is designed to build a strong foundation in the Dynamics 365 Supply Chain Management application. It covers essential features and functionalities that are crucial for Dynamics 365 Supply Chain Management functional consultants. The topics include product information management, configuration, creation, and inventory management. You will also explore supply chain management configuration and processing, transportation management features, warehouse management functionalities, quality management and control, as well as master planning configuration and processing. The course includes lectures and several hands-on exercises, which are presented in the form of case studies relevant to 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 steps.

Audience Profile

This course is tailored for Dynamics 365 Supply Chain Management functional consultants. These consultants 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 adhere to industry best practices. Functional consultants may specialize in one or more of the following areas of Dynamics: 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 functionalities in Dynamics 365 Supply Chain Management.
• Process a wide range of transactions within Dynamics 365 Supply Chain Management.
• Explain how various features and functionalities of Dynamics 365 Supply Chain Management operate to others.

About This Course

This developer training focuses on Microsoft Dynamics 365 Finance and Operations Apps. Developers learn to implement and extend applications to meet the specific needs of businesses. They provide comprehensive solutions by leveraging standardized application coding patterns, extensible features, and external integrations.

Audience Profile

The course is designed 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 meets the customer’s needs both now and in the future. In this course, students will gain insights into the decisions a Solution Architect makes during implementation, including aspects such as security, integrations, Power Apps architecture, Power Automate architecture, and more. This course is designed to provide an introduction to the role of a Solution Architect.

Audience Profile

This course is targeted at Senior Consultants with both functional and technical expertise who aspire to become Solution Architects, as well as current Solution Architects who are new to the role.