MB-910T00 Microsoft Dynamics 365 Fundamentals (CRM)
This course will provide you with a broad introduction to the customer engagement capabilities of Dynamics 365. You will become familiar with the concept of customer engagement, as well as each of the customer engagement apps, including Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, and the customer relationship management (CRM) capabilities of Dynamics 365 Project Operations. This course will include lecture as well as hands-on labs.
Course Objectives
Describe the customer engagement apps and what they have in common
Describe the standard marketing processes and how Dynamics 365 Marketing addresses them
Describe Dynamics 365 Marketing features and capabilities
Describe additional marketing apps
Describe the standard sales processes and how Dynamics 365 Sales addresses them
Describe Dynamics 365 Sales capabilities
Describe additional sales apps such as Sales Insights and Sales Navigator
Describe the standard customer service processes and how Dynamics 365 Customer Serviceaddresses them
Describe Dynamics Customer Service capabilities
Describe additional sales apps such as Sales Insights and Sales Navigator
Describe the standard field service business processes and how Dynamics 365 Field Service addresses
Describe how to generate Work Orders
Describe the scheduling capabilities of Dynamics 365 Field Service
Describe the inventory management capabilities of Dynamics 365 Field Service
Describe the asset management capabilities of Dynamics 365 Field Service
Describe project-based customer engagement processes addressed by Dynamics 365 Project Operations
Describe the sales capabilities of Dynamics 365 Project Operations
Describe the project management capabilities of Dynamics 365 Project Operations
Describe the resource utilization capabilities of Dynamics 365 Project Operations
Agenda
- Get introduced to the Dynamics 365 customer engagement apps
- Examine Dynamics 365 Marketing
- Describe Dynamics 365 Marketing capabilities
- Review Additional Marketing Apps
- Explore Dynamics 365 Sales
- Manage the sales lifecycle with Dynamics 365 Sales
- Review additional sales apps
- Examine Dynamics 365 Customer Service
- Describe Dynamics Customer Service capabilities
- Review additional customer service apps
- Examine Dynamics Field Service
- Generate Work Orders in Dynamics 365 Field Service
- Describe the scheduling capabilities of Dynamics 365 Field Service
- Examine the inventory management capabilities of Dynamics 365 Field Service
- Review the asset management capabilities of Dynamics 365 Field Service
- Examine Dynamics 365 Project Operations
- Describe the sales capabilities of Dynamics 365 Project Operations
- Plan projects with Dynamics 365 Project Operations
- Review the resource utilization capabilities of Dynamics 365 Project Operations
FREE
Interested in course?
Course Type: Instructor Led