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.
Feedback from the training:
“Teachers were inspiring. I learned a lot from Microsoft CE-applications. Thank you very much Sulava!”
Implementation: Online (in Finnish)
Length: 1 day
Starting dates: Ask for details: sales@sulava.com
Material: Microsoft English Material (MOC)
Audience profileThe course is intended for individuals who want to gain a fundamental understanding of Microsoft Dynamics 365 Customer Engagement applications.
This course prepares you for the certification exam MB-910: Microsoft Dynamics 365 Fundamentals (CRM) to obtain the Dynamics 365 Fundamentals (CRM) Certificate.
- A fundamental understanding of customer engagement principles and business operations.
- Basic understanding of IT.
Module 01: Learn the Fundamentals of Dynamics 365 Marketing
- Get introduced to the Dynamics 365 customer engagement apps
- Explore Dynamics 365 Marketing
- Describe Dynamics 365 Marketing capabilities
- Review Additional Marketing Apps
Module 02: Learn the Fundamentals of Dynamics 365 Sales
- Examine Dynamics 365 Sales
- Manage the sales lifecycle with Dynamics 365 Sales
- Review additional sales apps
Module 03: Learn the Fundamentals of Dynamics 365 Customer Service
- Explore Dynamics 365 Customer Service
- Describe Dynamics Customer Service components
- Review other customer service apps
Module 04: Learn the Fundamentals of Dynamics 365 Field Service
- 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
Module 05: Learn the Fundamentals of Dynamics 365 Project Operations (CRM)
- 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