MB-901: Microsoft Dynamics 365 Fundamentals

Seminarinformationen

Seminar - Ziel

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.

Teilnehmer - Zielgruppe

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

Kurs - Voraussetzungen

None

Seminardauer

  • 2 Tage
  • 09:00 Uhr bis 17:00 Uhr

Schulungsunterlagen

  • nach Absprache

Seminar-Inhalt / Agenda

Module 1: Introduction to Microsoft Dynamics 365

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


Module 2: Principles of cloud computing

  • 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


Module 3: Introduction to Dynamics 365 Sales

  • 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
  • Dynamics 365 Customer Voice
  • Dynamics 365 Product Visualize
  • Summary


Module 4: Introduction to Dynamics 365 Marketing

  • Introduction
  • The benefits of Dynamics 365 Marketing
  • Features and functionality of Dynamics 365 Marketing
  • Lead generation and qualification
  • Customer journey
  • Segmentation
  • Event management
  • Summary


Module 5: Introduction to Dynamics 365 Customer Service

  • Introduction
  • Overview of Dynamics 365 Customer Service
  • Account management
  • Case lifecycle Management
  • Knowledge articles
  • Omnichannel for Dynamics 365 Customer Service
  • Power Apps Portals
  • Dynamics 365 Customer Service Insights
  • Summary


Module 6: Introduction to Dynamics 365 Field Service

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

Module 7: Introduction to Dynamics 365 Finance

  • Introduction
  • Overview of Dynamics 365 Finance
  • Dynamics 365 Finance core capabilities
  • Summary


Module 8: Introduction to Dynamics 365 Supply Chain Management

  • Introduction
  • Overview of Dynamics 365 Supply Chain Management
  • Dynamics 365 Supply Chain Management core capabilities
  • Dynamics 365 Layout
  • Summary


Module 9: Introduction to Dynamics 365 Business Central

  • Introduction
  • Overview of Dynamics 365 Business Central
  • Finance and budgeting
  • Supply chain mangement
  • Project Management
  • Sales and Service
  • When should you use Business Central versus other Dynamics 365 applications?
  • Summary

Module 10: Introduction to Dynamics 365 Human Resources

  • Introduction
  • Overview of Dynamics 365 Human Resources
  • Employee Self-service
  • Personnel Management
  • Benefits Management
  • Employee development
  • Summary

Module 11: Introduction to Dynamics 365 Commerce

  • Introduction
  • Overview of Dynamics 365 Commerce
  • Omnichannel and Channel management
  • Dynamics 365 Commerce core functional Areas
  • Assisted Selling
  • Merchandizing and inventory
  • Dynamics 365 Commerce deployment options
  • Dynamics 365 Fraud Protection
  • Summary

Module 12: Recognize Dynamics 365 Security

  • Introduction
  • Dynamics 365 cloud security
  • Cloud security basics
  • Understanding role-based security
  • Security in Finance and Operations apps
  • Summary

Module 13: Connect and analyze your Dynamics 365 data

  • Introduction
  • The use of Microsoft Power Platform in Dynamics 365
  • Benefits of Common Data Service
  • Dynamics 365 reporting
  • Summary


Module 14: Explore model-driven app integrations and Dynamics 365 Customer Insights

  • Introduction
  • Integration across Dynamics 365 applications
  • Integration with Microsoft products
  • Integration with third-party applications
  • Dynamics 365 Customer Insights
  • Summary


Module 15: Explore Finance and Operations cross-app integrations

  • Introduction
  • Integration across Dynamics 365 apps
  • Discover the Data Management Framework
  • Integrations across Microsoft products
  • Integrations with third-party apps
  • Explore external system integration capabilities
  • Summary

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