Microsoft Dynamics 365 CRM Training (MB-910)

Course 8598

  • Duration: 1 day
  • Exam Voucher: Yes
  • Language: English
  • Level: Foundation

Do you want to learn more about Dynamics 365? This Microsoft Dynamics 365 CRM 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, the core capabilities of customer engagement apps, and each of the customer engagement apps, including Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service and Dynamics 365 Field Service. This course will include lectures as well as hands-on lab.

Microsoft Dynamics Training Delivery Methods

  • In-Person

  • Online

Microsoft Dynamics Training Information

After completing this course, you'll be able to:

  • Describe the core components of the Dynamics 365 customer engagement apps.
  • Describe Dynamics 365 Customer Insights.
  • Describe Dynamics 365 Sales.
  • Describe Dynamics 365 Customer Service.
  • Describe Dynamics 365 Field Service.

Training Prerequisites

None. An understanding of cloud computing is helpful but isn't necessary. 

Certification Information

This course prepares you for exam MB-910: Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM).

Microsoft Dynamics 365 CRM Training Outline

Module 1: Foundations of Dynamics 365 Customer Engagement Apps

Module 2: Shared Activities and Integration Options

  • Lab 1: Hands-on experience with customer engagement apps
  • Lab 2: Managing customers and activities

Demos:

  • Dynamics 365 Customer Engagement Apps
  • Dynamics 365 Customers and Activities
  • Search and Filter Data
  • Teams Integration

Module 1: Explore Dynamics 365 Customer Insights

Module 2: Dynamics 365 Customer Insights – Data and Customer Voice

  • Lab 1: Creating a simple customer journey

Demos:

  • Create Customer Segments
  • Manage an Event

Module 1: Explore Dynamics 365 Sales

Module 2: Sales Capabilities and Related Apps

  • Lab 1: Create and Manage Opportunities in Dynamics 365 Sales

Demos:

  • Dynamics 365 Sales Business Process Flow
  • Dynamics 365 Sales Insights
  • Dynamics 365 Sales Mobile App

Module 1: Explore Dynamics 365 Customer Service

Module 2: Dynamics 365 Customer Service Capabilities and Related Apps

  • Lab 1: Create and Manage Cases in Dynamics 365 Customer Service

Demo:

  • Use Omnichannel for Customer Service

Module 1: Explore Dynamics 365 Field Service

Module 2: Scheduling Capabilities in Dynamics 365 Field Service

Demos:

  • Work with Work Orders
  • Work with Inspections
  • Dynamics 365 Field Service Mobile App
  • Connected Field Service

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Microsoft Dynamics 365 CRM Training FAQs

The Dynamics 365 Fundamentals (CRM) course is designed for anyone interested in learning about customer engagement apps.

Students don’t need to have any experience with Dynamics 365 before taking this course; however, students should have a fundamental understanding of customer engagement principles and business operations. Additionally, a basic level of familiarity with computer technology, cloud computing, and the Internet is assumed.

Please reach out to info@learningtree.com after your course to obtain your exam voucher.
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