Microsoft Dynamics 365 Fundamentals

2 Day Course
Hands On
Official Microsoft Curriculum
Code MB901

Book Now - 3 Delivery Methods Available:

Classroom Virtual Classroom Private Group - Virtual Self-Paced Online

Overview

This course provides learners with a broad overview of Dynamics 365 applications. We will introduce you each of the applications, articulate their business value, and discuss and demo core functionality. We will cover Dynamics 365 security, reporting, and familiarize you with data and product integrations available.

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

Target Audience

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

Training Partners

We work with the following best of breed training partners using our bulk buying power to bring you a wider range of dates, locations and prices.

Modules

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Introduction to Microsoft Dynamics 365 (6 topics)

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

Principles of cloud computing and deployment (10 topics)

  • 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

Recognize Dynamics 365 Security (9 topics)

  • Introduction
  • Dynamics 365 cloud security
  • Cloud security basics
  • Understanding role-based security
  • Security in Finance and Operations apps
  • Summary
  • Lab: Explore security roles in Dynamics 365 model-driven apps
  • Lab: Explore security roles in Finance and Operations apps
  • Lab: Enhance security by encrypting your data

Connect and analyze your Dynamics 365 data (6 topics)

  • Introduction
  • The use of Microsoft Power Platform in Dynamics 365
  • Benefits of Common Data Service
  • Dynamics 365 reporting
  • Summary
  • Lab: Explore Power Platform Admin Center

Introduction to Dynamics 365 Sales (12 topics)

  • 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
  • Lab: Explore Dynamics 365 Sales
  • Create or edit quotes
  • Create or edit orders
  • Create or edit invoices

Introduction to Dynamics 365 Marketing (12 topics)

  • Introduction
  • The benefits of Dynamics 365 Marketing
  • Features and functionality of Dynamics 365 Marketing
  • Lead generation and qualification
  • Customer journey
  • Segmentation
  • Event management
  • Summary
  • Lab: Explore Dynamics 365 Marketing
  • Create engaging emails
  • Pinpoint your audience
  • Build a campaign

Introduction to Dynamics 365 Customer Service (11 topics)

  • Introduction
  • Overview of Dynamics 365 Customer Service
  • Account Management
  • Case lifecycle management
  • Knowledge articles
  • Omnichannel for Dynamics 365 Customer Service
  • Portals
  • Dynamics 365 Customer Service Insights
  • Summary
  • Lab: Explore Dynamics 365 Customer Service
  • Create and manage a case

Introduction to Dynamics 365 Field Service (10 topics)

  • Introduction
  • Benefits of Dynamics 365 Field Service
  • Connected Field Service
  • Service resource scheduling
  • Resource Scheduling Optimization (RSO)
  • Proactive customer service
  • Field Service Mobile
  • Dynamics 365 Remote Assist
  • Dynamics 365 Guides
  • Summary

Explore model-driven app integrations and Dynamics 365 Customer Insights (6 topics)

  • Introduction
  • Integration across Dynamics 365 applications
  • Integration with Microsoft products
  • Integration with third-party applications
  • Integrating customer data across first and third-party applications with Dynamics 365 Customer Insig
  • Summary

Introduction to Dynamics 354 Finance (13 topics)

  • Introduction
  • Overview of Dynamics 365 Finance
  • Global attributes
  • General ledger
  • Accounts payable
  • Accounts receivable
  • Credit and collections
  • Budgeting
  • Project management and accounting
  • Real-time cash flow visibility
  • Period and year-end closing
  • Summary
  • Lab: Explore Dynamics 365 Finance

Introduction to Dynamics 365 Supply Chain Management (18 topics)

  • Introduction
  • Overview of Dynamics 365 Supply Chain Management
  • Product information
  • Procurement and sourcing
  • Warehouse management
  • Sales order management
  • Manufacturing
  • Master Planning
  • Modernize operations
  • Project accounting
  • Asset management
  • Dynamics 365 Layout
  • Summary
  • Lab: Explore Dynamics 365 Supply Chain Management
  • Create a product
  • Create product masters
  • Creat a purchase order
  • Create sales orders

Introduction to Dynamics 365 Business Central (7 topics)

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

Introduction to Dynamics 365 Human Resources (9 topics)

  • Introduction
  • Overview of Dynamics 365 Human Resources
  • Employee self-service
  • Personnel management
  • Benefits management
  • Employee development
  • Summary
  • Lab: Explore Dynamics 365 Human Resources
  • Create a job

Introduction to Dynamics 365 Commerce (10 topics)

  • Introduction
  • Core retail functinality
  • Point of Sale (POS)
  • Assisted Selling
  • Merchandising and inventory
  • Channel management
  • Ecommerce
  • Retail deployment
  • Dynamics 365 Fraud Protection
  • Summary

Explore Finance and Operations cross-app integrations (6 topics)

  • Introduction
  • Integration across Dynamics 365 applications
  • Integration with Microsoft products
  • Integration with third-party applications
  • Explore external system integration capabilities
  • Summary

Prerequisites

There are no specific pre-requisites for this course.

Scheduled Dates

Please select from the dates below to make an enquiry or booking.

Pricing

Different pricing structures are available including special offers. These include early bird, late availability, multi-place, corporate volume and self-funding rates. Please arrange a discussion with a training advisor to discover your most cost effective option.

Code Location Duration Price Dec Jan Feb Mar Apr May
MB901
Virtual Classroom (Attend From Anywhere)
2 Days $1,790
MB901 2 Days $1,790

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