.
75
LESSONS
ALL
SKILL LEVEL
5:43 hr
DURATION
ENGLISH
AUDIO
ENG
SUBTITLES
OVERVIEW
This course is the foundation for the Microsoft Certificate MB-910 “Microsoft Dynamics 365 Fundamentals (CRM)”. It focuses on the various apps which make up the Dynamics 365 CRM apps: Customer Insights; Sales; Customer Service; and Field Service, as well as how they can be used by other programs, apps and services.
There are regular quizzes along the way to support and consolidate learning.
On completion, you will have an introductory knowledge of the Dynamics 365 CRM apps and the capacity of the different apps. You may wish to take the official Microsoft certification MB-910.
.
WHO IS THE COURSE FOR?
No prior knowledge of Dynamics 365 CRM apps is required. You will be shown how to access a free trial of the Dynamics 365 CRM apps.
Previous experience with spreadsheets is desirable.
Windows 7 SP1 or above. Other machines require an internet browser – preferably Chrome or Edge – to access most of the apps used in this course.
.
LEARNING PATH
CUSTOMER INSIGHTS – JOURNEYS (MARKETING)
- Leads and segments
- Event management
- Customer journeys
CUSTOMER INSIGHTS – DATA
- Capabilities.
- Unified customer profiles.
- Measures, segments and predictions
SALES
- Leads and opportunities
- Quote lifecycle
- Sales Accelerator
- Sales Pipeline Forecasting
- Sales Insights
CUSTOMER SERVICE
- Create a case.
- Case lifecycle
- Knowledge Management
- Omnichannel
- Customer Voice
FIELD SERVICE
- Work order lifecycle
- Inspections
- Customer asset management
- Copilot
INTEGRATION OPTIONS
- Customers and activities
- Microsoft Dataverse
- Teams
REVIEWS
“An informative and engaging course. Really enjoyed it!” Cheessness
“Love the way Phillip is showing a real demo on Dynamics365 and how things work plus the quiz at the end are a great way to see if you have understood what your learnt…” Tarang
“The Course offers a comprehensive introduction to the core functionalities of Dynamics 365, making it ideal for beginners. The course structure is clear and logically sequenced, covering essential modules like Sales and Customer Service. Instructor explain topics in a simple and accessible way, ensuring even those without prior experience can follow along. Overall, it’s a solid starting point for aspiring Dynamics users.” Maria-Rafailia
“I managed to pass the MB910 exam and I had a lot of help from this course, it helped me visualize the content from Microsoft learn.” Vanesa
.
