MB 210T01: Microsoft Dynamics 365 Sales Training Course

About This Course

This course examines the marketing application configuration required to stimulate business growth. It provides an in-depth look at lead management, marketing forms and pages, segmentation, and email marketing campaigns. These components are interconnected through interactive customer journey design, including the setup of events and surveys.

Audience Profile

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

At Course Completion

Upon finishing this course, you will be able to:

• Configure advanced settings
• Handle 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 empowers organizations to achieve customer success. By utilizing features like automatic case creation and queue management, you can reclaim valuable time to focus on high-impact interactions directly with your customers.

Our team of globally recognized experts will guide you step-by-step through the entire customer service lifecycle—from creating cases and interacting with clients to resolving issues. Once resolved, you will learn how to leverage data analysis to identify key details, enabling you to resolve similar cases more quickly or prevent new issues from arising.

Audience Profile

This course is designed for Dynamics 365 Customer Engagement Functional Consultants who are responsible for conducting discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring solutions and applications. These 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 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
• 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 suite of tools designed to identify, schedule, and manage resources for mobile workforces effectively. This course provides students with the essential skills to recognize and configure the core components required to deliver Field Service and mobile solutions. Key areas of focus include understanding the organizational factors that influence configuration choices and exploring common configuration scenarios. By gaining a deeper understanding of the broader strategic context and final objectives, students will learn to design more efficient solutions that align with both customer expectations 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 enterprise customers.

After completing this course, you will be able to:

• Identify the critical components involved in Field Service implementations.
• Define the products and services to be provided to customers.
• Determine the appropriate pricing options for specific scenarios.
• Identify the necessary resources for project delivery.

About This Course

Dynamics 365 Finance and Operations apps encompass, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance enables you to: Automate and modernize global financial operations. Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth. Drive strategic financial decisions with artificial intelligence (AI), unify and automate financial processes, reduce operational expenses, and decrease global financial complexity and risk. Dynamics 365 Supply Chain Management enables you to: Transform manufacturing and supply chain operations. Use 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, maximize the life of your assets, 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 for Dynamics 365 Finance apps that are most used by end users and consultants.

Audience Profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing 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, application and service integrations.

At Course Completion

After completing this course, students will be able to:

• Navigate and efficiently use search, filtering and queries
• Use operational workspaces
• Work with Business Document Management
• Work with record templates
• Integrate Power BI with Dynamics 365 Finance and Operations apps
• Personalize workspaces
• Identify when to use Power Platform in Dynamics 365 Finance and Operations app.
• Apply security roles to users
• Run and analyze security reports
• Create and use workflow for approval
• Work with Organization Hierarchy and its purposes.
• Use personalization feature
• Use Data Management workspace
• Create and use entity templates
• Copy configuration data between legal entities
• Import and Export data and manage data by using Office Integration
• Use 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 course explores the financial dimensions of Dynamics 365, guiding learners through the configuration and utilization of essential financial components. Key topics include accounts payable, accounts receivable, collections, budgeting, fixed assets, and other advanced functionalities.

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 business needs into technical specifications, and configuring the solution. Functional Consultants leverage out-of-the-box capabilities, codeless extensibility, and application service integrations to implement effective solutions.

At Course Completion

Upon completing this course, students will be able to:

• Demonstrate a clear understanding and practical ability to perform financial duties within Dynamics 365 Finance.

About This Course

This course consists of six modules and is designed as a four-day learning experience. It can be delivered both in-person and virtually. Your instructor(s) will provide you with the specific agenda for this course. Module 1 introduces you to the configuration requirements for Dynamics 365 Supply Chain Management, Manufacturing. Module 2 dives 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 performing 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, 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 your foundation in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing. The transportation management features, and the warehouse management features. Quality management and quality control functionalities. Master planning configuration and processing. This course includes lectures and several hands-on exercises. The exercises will be introduced to you on a form of a case study presented to a Dynamics 365 Supply Chain Management functional consultant. Each exercise will be bases on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps.

Audience Profile

This course is designed for The Dynamics 365 Supply Chain Management functional consultant. The Dynamics 365 Supply Chain Management functional consultant is a key resource that designs and configures apps to meet the requirements for a customer. The functional consultant analyzes business requirements and translates those requirements into fully realized business processes and solutions that implement industry-recommended practices. The functional consultant specializes in one or more of the following feature sets of Dynamics: finance, manufacturing, or supply chain management. They partner with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed the needs of their customers.

After completing this course, students will be able to:

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

About This Course

This program offers specialized developer training for professionals tasked with implementing and extending Microsoft Dynamics 365 Finance and Operations Apps to align with business objectives. Participants will learn to deliver comprehensive solutions by leveraging standardized application coding patterns, extensible features, and external integration capabilities.

Audience Profile

This course is designed for Microsoft Dynamics 365 Finance and Operations Apps Developers.

About This Course

A Solution Architect plays a pivotal role in the successful design, implementation, deployment, and adoption of comprehensive solutions. This professional ensures that the proposed solution addresses the customer’s current requirements while remaining scalable and effective for future needs. In this course, participants will explore the critical decisions made by Solution Architects during implementation, covering areas such as security, integrations, Power Apps architecture, Power Automate architecture, and more. This training is designed to provide an introduction to the Solution Architect role.

Audience Profile

This course is intended 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.