MB-901: Microsoft Dynamics 365 Fundamentals

MB-910: Microsoft Dynamics 365 Fundamentals

Audience

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

Prerequisites

There are no prerequisites for this course.

Duration

2 days.

Course Objectives

This Dynamics 365 Fundamentals course provides learners with a broad overview of Dynamics 365 applications. Providing an introduction to each of the applications within Dynamics 365, articulate their business value, and discuss and demo core functionality. Covering Dynamics 365 security, reporting, and familiarize you with data and product integrations available.

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

Course Content

Module 1: Introduction to Microsoft Dynamics 365
We help you explore and evaluate the Dynamics 365 applications that empower employees, engage customers, and optimize operations. You'll be introduced to Dynamics 365 with a holistic view of the whole application.
Lessons:
Introduction
Dynamics 365 Applications
What is artificial intelligence (AI)?
What is mixed reality (MR)?
Digital Transformation
Test your knowledge
Summary

Module 2: Principles of cloud computing and deployment
In this module, we help you understand the principle of cloud computing, and explore deployment options for Dynamics 365 business applications.
Lessons:
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 Centre
Test your knowledge
Summary

Module 3: Recognize Dynamics 365 Security
Dynamics 365 and the Power Platform are built with security, privacy, compliance and transparency in mind. Microsoft Cloud security, safeguards your cross-cloud resources. It helps secure infrastructure as a service (IaaS), platform as a service (PaaS), and software as a service (SaaS). It quickly finds vulnerabilities in your apps to provide better defence. In this module, we help you understand and learn data loss prevention which is part of the overall layers of security that the power platform at Dynamics 365 offers.
Lessons:
Introduction
Dynamics 365 cloud security
Understand role-based security
Test your knowledge
Summary

Module 4: Connect and analyse your Dynamics 365 data
How can business leaders make important and correct decisions in their business without the accurate insights of the underlying financial and operational data running their business? With no visibility it would be Impossible! In this module we will help you understand reporting and analytics in Dynamics 365 business applications.
Lessons:
Introduction
The use of Power Platform in Dynamics 365
Benefits of Common Data Service
Dynamics 365 reporting
Test your knowledge
Summary

Module 5: Introduction to Dynamics 365 Sales
In this module, we will introduce you to Dynamics 365 Sales, which enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster.
Lessons:
Introduction
Dynamics 365 sales automation
Manage the sales process and pipeline
Contract management
Discover Microsoft Relationship Sales solution
Dynamics 365 Sales Insights
Sales surveys
Test your knowledge
Summary

Module 6: Introduction to Dynamics 365 Marketing
In this module, we will introduce you to Dynamics 365 Marketing and show how Dynamics 365 Marketing is designed to help you find and nurture the right leads. You can run multi-channel marketing campaigns to attract the right prospects. That means email, web, events, text messaging, and custom channels.
Lessons:
Introduction
The benefits of Dynamics 365 Marketing
Features and functionality of Dynamics 365 Marketing
Lead generation and qualification
Customer journey
Segmentation
Event management
Test your knowledge
Summary

Module 7: Introduction to Dynamics 365 Customer Service
Excellent customer service creates happy customers. The built-in intelligence of Dynamics 365 Customer Service delivers faster, more personalized support that adds value to every interaction. In this module, we will introduce you to how Marketing manages customer expectations and provides the necessary tools so organizations can keep their customers happy, especially when something doesn’t go exactly as planned.
Lessons:
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
Test your knowledge
Summary

Module 8: Introduction to Dynamics 365 Field Service
In this module, we will introduce you to Dynamics 365 Field Service. You will learn how Field Service helps organizations deliver seamless end-to-end service experience, where world-class Customer Relationship Management (CRM) capabilities converge with powerful machine learning, mixed reality and IoT technology to create a single, integrated solution that is transforming field service management.
Lessons:
Introduction
Benefits of Dynamics 365 Field Service
Working with Advanced Find
Connected Field Service
Service resource scheduling
Resource Scheduling Optimization (RSO)
Proactive customer service
Field Service Mobile
Dynamics 365 Remote Assist
Dynamics 365 Guides
Test your knowledge
Summary

Module 9: Explore model-driven app integrations and Dynamics 365 Customer Insights
Model-driven apps integrate across the Microsoft product’s stack. Using connectors, it is also possible to integrate with hundreds of other software offerings available in AppSource. In this module, we will introduce you to the integrations available to model-driven apps.
Lessons:
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 Insights
Test your knowledge
Summary

Module 10: Introduction to Dynamics 365 Finance
Succeeding in today's business environment requires leveraging technology to manage finances across the globe, monitor performance in real time, automate and simplify functions, protect future business outcomes, and maximize productivity. In this module, we will introduce you to Dynamics 365 Finance, Microsoft's financial management business application that enables medium and enterprise organizations to monitor the performance of global financial operations in real-time, predict future outcomes, and make data-driven decisions to drive growth.
Lessons:
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
Test your knowledge
Summary

Module 11: Introduction to Dynamics 365 Supply Chain Management
Manufacturing and distributors are transforming to smart factories and warehouses, where human intelligence is enhanced by Artificial Intelligence (AI), advanced robotics, Internet of Things (IoT) and Machine Learning (ML) are speeding production while lowering the defects. In this module, we will introduce you to Dynamics 365 Supply Chain Management, which empowers employees of a business to get a unified view of inventory, warehouse, manufacturing, service, and logistics with predictive analytics that turn data into insights to support better strategic decisions.
Lessons:
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
Test your knowledge
Summary

Module 12: Introduction to Dynamics 365 Business Central
Dynamics 365 Business Central is comprehensive business management solution that helps connect data, people, and processes. It is designed for small and medium businesses that have outgrown their existing management tools and need to streamline and improve their operations. In this module, we will introduce you to how Dynamics 365 Business Central automatically pulls systems and processes together, enabling users to manage integrated financials, sales, service, and operations.
Lessons:
Introduction
Finance and budgeting
Supply chain management
Project management
Sales and service
When should you use Business Central versus other Dynamics 365 applications?
Test your knowledge
Summary

Module 13: Introduction to Dynamics 365 Human Resources
The workforce is changing and competition for top talent is fierce! HR leaders are struggling to find and hire the right candidates for the job, and the hiring process is more complicated than ever before. In this module, we will introduce you to Dynamics 365 Human Resources.
Lessons:
Introduction
Overview of Dynamics 365 Human Resources
Employee self-service
Personnel management
Benefits management
Employee development
Test your knowledge
Summary

Module 14: Introduction to Dynamics 365 Commerce
Customer shopping is no longer limited to a moment in time. Engagement starts well before customers reach your store or website and the nature of our interaction with customers has also changed. Customers are no longer looking to sales associates for product details, but rather engage retailers when they are already significantly down the track of the purchase journey. Along with this shift comes a new expectation from customers that their purchasing experience needs to be personalized, engaging and friction free. This experience is only possible by bringing together digital and physical shopping channels to delivering personalized and differentiated experiences that enable a competitive edge and build brand loyalty. In this module, we will introduce you to Dynamics 365 Commerce.
Lessons:
Introduction
Core retail functionality
Point of Sale (POS)
Assisted Selling
Merchandising and inventory
Channel management
Ecommerce
Retail deployment
Dynamics 365 Fraud Protection
Test your knowledge
Summary

Module 15: Explore Finance and Operations cross-app integrations
In this module, we help you make the right design decision, when you implement integration scenarios in Microsoft Dynamics 365 Finance and Supply Chain Management.
Lessons:
Introduction
Integration across Dynamics 365 applications
Integration with Microsoft products
Integration with third-party applications
Explore external system integration capabilities
Test your knowledge
Summary

Virtual Courses

ALL of our courses can be delivered virtually! Our Bath public schedule courses are available as live virtual sessions, using the popular Zoom Virtual Classroom and remote labs. Delegates can test their access at: www.zoom.us/test

Public Courses

On-Site Courses

Can't attend one of our public classes? Booking for multiple people?

All our courses are available on your site! Delivered for your staff, at your premises.

Contact us to find out more...