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Microsoft Dynamics 365 Training

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (4 days)

Online Self-paced (32 hours)

Microsoft Dynamics 365 Finance MB310 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Overview of Dynamics 365 Finance

This module will discuss the core components of Finance and look at the modules involved.

Lessons

  • Introduction
  • Lesson 1: Overview of Dynamics 365 Finance Features and capabilities
  • Lesson 2: Core components of Dynamics 365 Finance
  • Lesson 3: Overview of financial management modules in Dynamics 365 Finance
  • Lesson 4: Benefits of Dynamics 365 Finance
  • Module summary
  • Knowledge Check

After completing this module, students will be able to:

  • Give an overview of Dynamics 365 Finance features and capabilities
  • Describe the core components of Dynamics 365 Finance
  • Explain the benefits of Dynamics 365 Finance

Module 2: Set up and configure financial management

In this module, we will discuss how to create a new legal entity (company) and setup and configure financial management for it. This module includes general ledger.

Lessons

  • Introduction
  • Lesson 1: Create and configure a new legal entity
  • Lesson 2: Define and configure the chart of accounts
  • Lesson 3: Configure ledgers and currencies
  • Lesson 4: Implement and manage journals
  • Lesson 5: Implement and manage cash and bank
  • Lesson 6: Implement cost accounting and cost management
  • Lesson 7: Perform periodic processes
  • Lesson 8: Configure, collect, and report taxes
  • Module summary
  • Knowledge Check

Lab: Create and post vendor/customer/general ledger payments

Lab: Configure a financial report

Lab: Configure tax ledger posting group

Lab: Create and apply an accrual scheme

Lab: Configure financial dimensions and make a journal entry for the new financial dimension value

Lab: Group discussion: creation of a number sequence

After completing this module, students will be able to:

  • Set up and configure financial management by preparing the G/L and others.

Module 3: Implement and manage shared configuration for A/P and A/R

Dynamics 365 Finance offers extensive functionality for setting up different payment options which are shared between accounts payable and receivable modules.

Lessons

  • Introduction
  • Lesson 1: Configure Terms of payment
  • Lesson 2: Configure payment days, and payment schedules
  • Lesson 3: Configure Cash discounts
  • Lesson 4: Configure Payment calendar
  • Lesson 5: Configure Payment fees
  • Module summary
  • Knowledge Check

After completing this module, students will be able to:

  • Configure payment and bank information.

Module 4: Implement and manage accounts payable

This topic explains the basic setup of accounts payable and the vendor setup for efficient management of vendors and vendor transactions in Dynamics 365 Finance.

Lessons

  • Introduction
  • Lesson 1: Create and maintain Accounts payable method of payments
  • Lesson 2: Create and maintain Vendor groups and vendors
  • Lesson 3: Create and configure vendor posting profile
  • Lesson 4: Configure invoice validation policies
  • Lesson 5: Process orders, invoices, and payments
  • Lesson 6: Enable and test vendor collaboration portal for a vendor
  • Lesson 7: Configure accounts payable charges
  • Lesson 8: Configure and use Positive pay
  • Module summary
  • Knowledge check

Lab: Video: Vendor payment journal

After completing this module, students will be able to:

  • Know that payment options in Dynamics 365 Finance are flexible.
  • Set up and use payment schedules.
  • Manage cash discount.
  • Work with vendor groups.
  • Use features such as prepayments.

Module 5: Implement and manage expense management

You can use the Dynamics 365 Finance and Operations apps expense management to create an integrated workflow where you can store payment method information, import credit card transactions, and track the money that employees spend when they incur expenses for your business. You can also define expense policies and automate the reimbursement of travel expenses. Expense report entry has been redesigned to simplify the experience and decrease the time that is required to complete expense reports. You can turn on this functionality in Feature management. You can add a new setup page to configure the visibility of expense fields, and specify what data is required, optional, or not available when expense reports are entered. When this functionality is turned on, a new expense workspace is available. This workspace replaces the previous expense workspace and is the landing page for the improved entry experience. Travel and expense management has a strong value proposition for organizations with discretionary spending. Travel and entertainment expenses are a significant part of a company's controllable expense. To help curb these costs, expense management provides a mechanism to define and apply expense policies, in addition to flagging and reporting on abusers of the policies. Additionally, automating the entry and reimbursement of travel and entertainment expenses reduces processing costs versus manual entry. Expense management has tight integration with other modules such as Accounts payable, General ledger, Procurement, and sourcing and Project management and accounting.

Lessons

  • Introduction
  • Lesson 1: Configure and use expense management
  • Module summary
  • Knowledge check

Lab: Configure an expense category

Lab: Group discussion: Expense management module

After completing this module, students will be able to:

  • Configure expense management
  • Understand expense categories and shared catories
  • Describe per diem
  • Configure expense management parameters
  • Set up expense management workflow
  • Define expense policies
  • Understand audit policies and audit workbench
  • Process expense reports
  • Import and maintain credit card transactions
  • Perform expense receipt processing

Module 6: Implement and manage accounts receivable and credit and collections

You need to configure the Accounts receivable module to be able to perform A/R functionality. You could then create customer invoices, post packing slips, use free text invoices that are not related to sales orders, and receive payments by using several different payment types such as cash, checks, credit cards, and electronic payments from your customers. Managing prospects and customers properly helps businesses to fulfil some of their requirements, such as customers’ satisfaction. At the same time, proper management avoids loss by checking many factors such as the credit limit and blocking the order being processed if it violates the policies of the company. Salespersons are the key for company’s revenue, and their commissions should be taken care of upon completion of the sales cycle.

Lessons

  • Introduction
  • Lesson 1: Configure Method of Payment
  • Lesson 2: Create and maintain Customer groups and customers
  • Lesson 3: Create and configure customer posting profile
  • Lesson 4: Process orders, invoices, and payments
  • Lesson 5: Configure Accounts receivable charges
  • Lesson 6: Manage credit and collections
  • Lesson 7: Configure revenue recognition
  • Module summary
  • Knowledge Check

Lab: Configure payment methods, terms, and days

Lab: Adjust a temporary credit limit for a customer

After completing this module, students will be able to:

  • Configure Method of Payment
  • Describe and configure electronic payment formats
  • Create and maintain Customer groups and customers
  • Create and configure customer posting profile
  • Process orders, invoices, and payments
  • Configure Accounts receivable charges
  • Manage credit and collections
  • Configure revenue recognition

Module 7: Configure and manage budgeting

Every organization, whether it is private or public, sets financial and operational goals by creating budgets. When the budget is established, management monitors the activities within the budget framework.

Lessons

  • Introduction
  • Lesson 1: Configure and use basic budgeting
  • Lesson 2: Configure and use budget controls
  • Lesson 3: Create and configure registry entries
  • Lesson 4: Configure and use budget planning
  • Module summary
  • Knowledge Check

Lab: Create a budget transfer rule

Lab: Video: Create budget register entry

After completing this module, students will be able to:

  • Configure and manage Budgeting processes
  • Configure budgeting components incl budget models, codes, allocation terms, cycles, transfer rules
  • Configure budget controls including cycle time spans, budget parameters, budget fund availability options, budget control rules and groups, and over-budget permissions
  • Implement budget workflows
  • Create and configure registry entries
  • Perform budget checks on documents and journals
  • Create a budget plan including scenarios, stages, allocation stages, stage allocations, templates
  • Define a budget planning process and plan a budget

Module 8: Configure and manage fixed assets

The way in which fixed assets are handled must correspond to both international accounting standards and the accounting legislation in each country/region. Requirements might include rules for recording acquisition and disposal transactions, depreciation, lifetimes, and write-ups and write-downs of fixed assets. The Fixed assets functionality incorporates many of these standards and rules.

Lessons

  • Introduction
  • Lesson 1: Configure Fixed assets components
  • Lesson 2: Manage Fixed assets
  • Lesson 3: Fixed asset acquisition, depreciation, and disposal
  • Lesson 4: Fixed asset integration
  • Module summary
  • Knowledge Check

Lab: Video: Use of two depreciation methods for Fixed Assets

Lab: Acquire a fixed asset by using an AP invoice journal

After completing this module, students will be able to:

  • Implement and manage fixed assets
  • Create fixed assets and fixed assets groups
  • Describe and configure fixed asset books and depreciation
  • Configure Fixed asset parameters
  • Fixed asset acquisition and depreciation
  • Fixed asset leasing
  • Dual currency with Fixed assets
  • Organization-wide fixed asset identifiers
  • Fixed asset disposal
  • Create fixed asset budgets and transfer the budgets to the budgeting module
  • Estimate and perform an elimination of a project to a fixed asset

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Who should attend this Dynamics 365 course?

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application, and service integrations.

Prerequisites

Basic understanding of ERP and CRM concepts.

Microsoft Dynamics 365 Finance MB310 Course Overview

This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality

What will you gain from taking this Microsoft training course?

  • Understand and perform financial duties in Dynamics 365 Finance

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (4 days)

Online Self-paced (32 hours)

MB-320: Microsoft Dynamics 365 Supply Chain Management, Manufacturing

Microsoft Dynamics 365 Supply Chain Management, Manufacturing Course Outline | MB-320

Domain 1: Configure Dynamics 365 Supply Chain Management, Manufacturing 

Module 1: Configure and Manage the Production Control Module​

  • Introduction​
  • Manage Product Compliance​
  • Configure Commodity Pricing​
  • Configure Scrap and Waste​
  • Differentiate and Configure Production Parameters and Statuses​
  • Configure Substitute Items​
  • Implement Subcontracting ​
  • Configure Production Groups, ​Production Units, and Production Pools​

Module 2: Configure and Manage Resources for Production Processes​

  • Implement and Manage Work Calendars and Working Time​
  • Configure Inventory, Product, Storage, and Tracking Dimensions in Production​
  • Create and Configure Resource Capabilities​
  • Implement and Manage Resources and Resource Groups​

Module 3: Configure Discrete Manufacturing​

  • Create Bill of Materials and Item Configurations​
  • Create and Release a Dimension-Based Product Master​
  • Define Configuration Groups and Routes for Dimension-Based Product​

Module 4: Configure Process Manufacturing​

  • Identify and Configure Batch Attributes​
  • Configure Batch Reservations and Expiration Dates​
  • Configure Batch Balancing​
  • Configure Formulas by Using Scalable and​ Percentage-Based Calculations​
  • Configure Coproducts and By-Products for Batch Orders​
  • Configure Planning Items​
  • Configure Formulas by Using Active Ingredient-Based Calculations​
  • Configure Catch Weight Items​

Module 5: Configure Lean Manufacturing​

  • Create Value Streams and Production Flows​
  • Configure Production Flow Costing​
  • Create Kanban Rules​

Domain 2: Manage Manufacturing​

Module 1: Manage Production Orders​

  • Create and Process Production Orders​
  • Create and Process Production Journals​
  • Reverse (Reset) the Status of a Production Order​

Module 2: Manage Batch Orders​

  • Create and Process Batch Orders​
  • Configure Consolidated Batch Order Processes​
  • Manage Batch Order Sequencing​
  • Create and Process a Rework Batch Order​

Module 3: Manage Kanban Orders​

  • Process Kanban Orders by Using Kanban Boards​
  • Create and Manage Fixed, Scheduled, and Event Kanbans​
  • ​Implement Activity-based Subcontracting​

Domain 3: Implement Master Planning for Production ​

Module 1: Configure and Manage Master Planning​

  • Set Up Coverage Groups and Item Coverage​
  • Differentiate Between Action Messages, Delay Messages, Time Fences, Negative Days​
  • Process and View Planned Orders​

Module 2: Plan, Schedule, and Perform Production Capacity Planning​

  • Configure Capacity for Production​
  • Scheduling Parameters​
  • View, Monitor, and Update Production Schedules​

Domain 4: Implement Master Planning for Production ​

Module 1: Configuring Manufacturing Execution

  • Configure Time and Attendance Prerequisites and Parameters​
  • Identify the Capabilities of Manufacturing Execution​
  • Configure Job Card Devices and Terminals​
  • Process Production and Batch Orders by​ Using Manufacturing Execution Processes​

Module 2: Configure Costing Policies​

  • Configure and Manage Costing Versions and Cost Categories​
  • Configure and Use Cost Groups​
  • Configure and Manage Costing Sheets​
  • Configure and Perform BOM/Formula Calculations​

Module 3: Product Configuration Models by Using Product Configuration​

  • Create and Manage Product Configuration Model Components​
  • Create and Build a Product Configuration Model​
  • Differentiate Between Table and Expression Constraints​
  • Create Calculations for Product Configuration Models​
  • ​Describe Use Cases for BOM Lines and Route Operations​
  • Configure and Manage Pricing for Production Configuration Models​

Domain 5: Subcontracting for Product Manufacturing​

Module 1: Configuring Subcontracting​

  • Subcontracted Production Orders Vs. Subcontracted Operations​
  • Subcontracting Processes and Applications for Subcontracting​

Module 2: Using Subcontracting​

  • Managing Subcontracted Work​
  • Cost Accounting for Subcontracting and Production Flow​

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Prerequisites

To attend this Microsoft Dynamics 365 Supply Chain Management, Manufacturing MB320 Training course, delegates should have a basic understanding of ERP and CRM concepts.

Audience

This Microsoft Supply Chain Management, Manufacturing MB320 Training course is designed for anyone who wants to build a career in the Microsoft Dynamics 365 domain.

Microsoft Dynamics 365 Supply Chain Management, Manufacturing Course Overview | MB-320

Supply Chain Management is the procedure that converts raw materials into finished commodities and is the management of the movement of goods and services. Organisations use Dynamics 365 for Finance and Operations to run smarter with connected operations by selecting best-fit manufacturing processes, improving operational procedures, simplifying resource management, accelerating product delivery, and increasing quality and customer satisfaction. Studying this training will help learners analyse business requirements and translate them into fully realised business processes and solutions that apply industry best practices. Pursuing this training will help individuals gain the required knowledge, skills, and experience to enhance their career prospects.

This 4-day Microsoft Dynamics 365 Supply Chain Management, Manufacturing MB320 Training Course is designed to provide delegates with the fundamental knowledge and demonstrated skills in Microsoft Supply Chain Management, and Manufacturing. While attending this training, delegates will gain a thorough understanding of the concepts used in the production control module and how to implement production control parameters, production orders, and life cycle. They will learn about how to configure discrete manufacturing in finance and operations. Our highly professional professor with years of training experience will conduct this training and equip learners with the skills needed to integrate digital and physical financial systems.

Course Objectives

  • To gain end-to-end visibility into warehouse operations
  • To oversee the batch balancing process
  • To create and configure resource capabilities
  • To implement processes to manage scrap and waste for a discrete order
  • To learn about how manufacturing executions are configured and managed
  • To know how to identify process workflows for managing a manufacturing environment

At the end of this training course, delegates will be able to effectively manage production and lean orders, execute data mitigation, and guarantee lower costs for their clients. They will also be able to configure and use process manufacturing in Dynamics 365 for Finance and Operations.

 

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What's included in this Dynamics 365 Training Course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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Microsoft Dynamics 365 Supply Chain Management, Manufacturing MB-320 Exam Information

  • Set up and configure manufacturing (30-35%)
  • Create and manage production and lean orders (25-30%)
  • Create, process, and manage production batch orders (40-45%)

Please Note: The exam is not included in the cost of this Training Course.

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (5 days)

Online Self-paced (40 hours)

MB-330: Microsoft Dynamics 365 Supply Chain Management

Microsoft Dynamics 365 Supply Chain Management Course Outline | MB-330

Domain 1: Implement Product Information Management 

Module 1: Create and Manage Products

  • Create and Release Products and Product Variants
  • Create and Apply Product Templates
  • Create Bills of Materials
  • Identify the Purpose and Capabilities of the Product Configuration Models
  • Configure Catch Weights
  • Configure Direct Delivery Products

Module 2: Configure Products for Supply Chain Management

  • Create and Manage Inventory Dimensions
  • Create Item Groups
  • Create and Assign Bar Codes and Global Trade Identification Number
  • Codes
  • Configure Category Hierarchies and Product Attributes
  • Configure Product Unit Conversions
  • Configure Default Order Settings

Module 3: Manage Inventory Pricing and Costing

  • Describe Inventory Costing Methods and Item Model Groups
  • Configure Costing Versions for Standard and Planned Costs
  • Configure and Default Purchase Prices, Default Sales Prices, and Trade Agreements

Domain 2: Implement Inventory Management

Module 1: Configure Inventory Management

  • Set Up Inventory Management Parameters and Journals
  • Configure Inventory Breakdown Structure
  • Configure ABC Classifications
  • Configure Inventory Valuation Reports

Module 2: Manage and Process Inventory Activities

  • Create and Process Journals
  • Create and Process Transfer Orders
  • Perform Inventory Closings and Adjustments

Domain 3: Implement and Manage Supply Chain Processes 

Module 1: Implement Procurement and Sourcing

  • Create and Manage Purchase Requisitions, Requests for Quotes, and Purchase Orders
  • Configure Change Management Processes
  • Configure and Apply Vendor Rebates
  • Introduction to Vendor Collaboration
  • Manage Consignment Inventory
  • Manage Over and Under Deliveries
  • Configure Procurement Categories and Purchasing Policies
  • Configure Charges

Module 2: Implement Common Sales and Marketing Features

  • Configure Quotations, Sales Orders, and Return Orders
  • Configure Sales Groups and Commissions
  • Configure Customer, Product, and Prospect Searches
  • Configure and Process Inter-company Trade Relations Documents

Module 3: Using Microsoft Guides

  • Introduction to Dynamics 365 Guides
  • Authoring of Dynamics 365 Guides
  • Operating Dynamics 365 Guides

Domain 4: Implement Warehouse Management and Transportation Management

Module 1: Configure Warehouse Management

  • Configure Inventory Statuses, Unit Sequence Groups, and Reservation Hierarchies
  • Configure Sites, Warehouses, Locations, Location - Formats, Profiles, Types, and Zones
  • Implement Location Directives
  • Implement Wave and Work Templates
  • Implement Wave Load Building Template
  • Configure Mobile Device Menus, Menu Items, and Display Settings

Module 2: Perform Warehouse Management Processes

  • Manage Inventory Stock Movement Processes
  • Perform Cycle Counting
  • Process Inbound and Outbound Orders
  • Process Shipments
  • Describe the Replenishment Process Using Cross-Docking

Module 3: Implement Transportation Management

  • Introduction
  • Configure Shipping Carriers and Carrier Groups
  • Perform Planning and Executing Loads and Shipments
  • Configure and Generate Freight Bills and Invoices
  • Configure Route Plans and Guides
  • Configure Route and Rate Engines
  • Configure and Use Dock Appointment Scheduling

Domain 5: Configure and Manage Quality Control and Quality Management

Module 1: Manage Quality Control and Quality Management

  • Configure Quality Control
  • Configure Quality Management
  • Manage Quality Orders and Quarantine Order
  • Manage Inventory Blocking

Domain 6: Implement Master Planning

Module 1: Configure Master Planning and Forecasting

  • Differentiate Between Planning Optimisation and Master Planning
  • Set Up Coverage Groups and Item Coverage
  • Configure Master Planning Parameters, Master Plan, Forecast Plans, Continuity Plans
  • Differentiate Between Action Messages, Delay Messages, Time Fences, Negative Days

Module 2: Run Master Plans and Manage Planned Orders

  • Process and View Planned Orders
  • Set Up and Use the Supply Schedule Form
  • Configure and Process Safety Stock Journals

Module 3: Implement Additional Master Planning Features

  • Implement Intercompany Master Planning
  • Implement Demand Forecasting
  • Implement Planning Optimisation

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Prerequisites

There are no formal prerequisites to attend this Microsoft Dynamics 365 Supply Chain Management MB330 Training course. However, having a basic understanding of supply chain management would be beneficial.

Audience

This Microsoft Dynamics 365 Supply Chain Management MB330 Training course is suitable for anyone who wants to design and configure apps as per their customer requirement. This course is most suitable for:

  • Supply Chain Management Functional Consultants
  • Architects
  • Developers
  • Administrators

 

Microsoft Dynamics 365 Supply Chain Management Course Overview | MB-330

Microsoft Dynamics 365 Supply Chain Management is a solution developed to evolve manufacturing, trade, and supply chain processes. Organisations use Dynamics 365 for Supply Chain Management to automate and streamline their supply chain by modernising business logistics, delivering timely customer response, getting ahead with predictive insights, streamlining procurement, and unifying processes from sales to fulfilment. This training will help learners to increase their productivity and operational efficiency. Holding a proficient knowledge of Dynamics 365 Supply Chain Management will help individuals get the desired job roles as support supply chain management functional consultants in multinational companies.

This 5-day Microsoft Dynamics 365 Supply Chain Management MB330 Training course is designed to provide a thorough understanding of Microsoft Dynamics 365 Supply Chain Management and its important features and functionalities. During this training, delegates will learn how to configure costing versions for standard and planned costs, along with the techniques of implementing product information management to collect, handle, and integrate data sources. They will understand the use of non-conformance orders to repair an item or a faulty machine and how to run non-conformance reports. Our highly skilled trainer with years of teaching experience will conduct this course and equip delegates with a comprehensive knowledge of various supply chain management methods.

Course Objectives

  • To configure products for supply chain management
  • To learn how to implement common sales and marketing features
  • To understand the partial location cycle counting process
  • To know how to perform warehouse management processes
  • to adjust stock levels using the inventory adjustment journal
  • To run master plans and manage planned orders

After attending this Microsoft Dynamics 365 Supply Chain Management MB330 Training course, delegates will be able to manage and process inventory activities and implement inventory management. They will also be able to configure and perform warehouse management processes.

 

Show moredown

What's included in this Microsoft Dynamics 365 Training Course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

Microsoft Dynamics 365 Supply Chain Management MB-330 Exam Information

  • Implement Product information management (25-30%)
  • Implement Inventory management (20-25%)
  • Implement and manage Supply Chain processes (25-30%)
  • Implement Warehouse management and Transportation management and perform business processes (25-30%)

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (5 days)

Online Self-paced (40 hours)

MB-200: Microsoft Power Platform + Dynamics 365 Core

Microsoft Power Platform and Dynamics 365 Core Course Outline | MB200

Module 1: Platform Overview

In this module, students will learn the basics of the Power Platform.  They will tour the various administrator portals and options, as well as install applications.

Lessons

  • Overview
  • Configure Power Platform environments
  • Creating applications
  • Discovery and planning
  • Module summary

After completing this module, students will be able to:

  • Identify common platform components and their uses

Module 2: Data Modeling

In this module, students will learn how to model data effectively using the platform’s entities, attributes, and relationships.

Lessons

  • Data model fundamentals
  • Relationships
  • Other entity options
  • Other field options
  • Internationalizing
  • Module summary

After completing this module, students will be able to:

Create and use relationships and entities

Module 3: Model-Driven Apps

In this module, students will learn about model-driven applications and how to configure and use them.

Lessons

  • Configure model-driven apps
  • Configure model-driven forms
  • Configure views
  • Configure model-driven charts
  • Configure model-driven dashboards
  • Configure reports
  • Module summary

After completing this module, students will be able to:

  • Create and modify forms, views, dashboards, and other user experience components

Module 4: Canvas Apps

In this module, students will learn how to create and use canvas apps, as well as learn the differences between canvas apps and model-driven apps.

Lessons

Application fundamentals

  • Working with data and services
  • Customizing the user experience
  • Integration with model-driven apps
  • Module summary

After completing this module, students will be able to:

  • Create a canvas app
  • Work with CDS data

Module 5: Security

In this module, students will learn how the platform’s security model manages users’ experiences and access to both data and functionality.

Lessons

  • Security overview
  • Business units
  • Manage security roles
  • Manage teams
  • Configure hierarchy security
  • Module summary

After completing this module, students will be able to:

  • Create and use Business Units
  • Create, modify, and use Security Roles

Module 6: Platform Automation Overview

In this module, students will learn the basics of the Power Platform automation capabilities. They will learn the need for automation and how to map the needs to the capabilities.

Lessons

  • Platform automation overview
  • Module summary

After completing this module, students will be able to:

  • Identify common platform automation and their uses

Module 7: Business Rules

In this module, students will learn how to build and use business rules and how they work alongside other platform automation.

Lessons

  • Introduction to business rules
  • Additional business rule details
  • Module summary

After completing this module, students will be able to:

  • Create and use business rules

Module 8: Workflows

In this module, students will learn how to build and use workflows and how they work alongside other platform automation.

Lessons

  • Introduction to workflows
  • Building workflows
  • Advanced workflow
  • Module summary

After completing this module, students will be able to:

  • Create and use workflows

Module 9: Microsoft Flows

In this module, students will learn how to build and use Microsoft Flows and how they work alongside other platform automation.

Lessons

  • Introduction to Microsoft Flow
  • Other flow concepts
  • Working with CDS
  • Building approval flows
  • Starting from apps
  • Flow deployment considerations
  • Module summary

After completing this module, students will be able to:

  • Create and use Microsoft Flows

Module 10: Business Process Flows

In this module, students will learn how to build and use business process flows and how they work alongside other platform automation.

Lessons

  • Introduction to business process flows
  • Configure business process flows
  • Additional business process flows details
  • Module summary

After completing this module, students will be able to:

  • Create and use business process flows

Module 11: Introduction to Integrations

In this module, students will learn the basics of the Power Platform integration capabilities, as well as how to configure and use email integrations.

Lessons

  • Overview of common scenarios
  • Email integration
  • Outlook integration
  • Module summary

After completing this module, students will be able to:

  • Identify common integrations
  • Configure and use email integration

Module 12: Integration with Office

In this module, students will learn how to integrate with common Office products to include OneNote, Word, and Excel.

Lessons

  • Templates
  • SharePoint
  • Microsoft Teams
  • Additional Integrations
  • Module summary

After completing this module, students will be able to:

  • Configure and use integrations with Office products

Module 13: Managing Data

In this module, students will learn how to import and export data for the Power Platform and create and use data maps.

Lessons

  • Managing data overview
  • Duplicate detection
  • Importing data
  • Exporting data
  • Bulk delete
  • Module summary

After completing this module, students will be able to:

  • Import and export data
  • Create and use data maps
  • Perform bulk delete

Module 14: Manage Instances and Applications

In this module, students will learn how to enable and update first-party applications, install third-party apps, and configure using admin portals.

Lessons

  • Overview
  • Manage applications
  • Module summary

After completing this module, students will be able to:

  • Enable and update first-party apps
  • Install third-party apps

Module 15: Manage Solutions

In this module, students will learn how to create, manage, and deploy solutions.

Lessons

  • Solution concepts
  • Planning and creating solutions
  • Working with solution components
  • Distributing solutions
  • Working with managed solutions
  • Module summary

After completing this module, students will be able to:

  • Create, manage, and deploy customizations with solutions

Module 16: Additional Deployment Considerations

In this module, students will learn how to configure for mobile and deploy components such as Microsoft Flow.

Lessons

  • Configure
  • Mobile configuration settings
  • Mobile configuration
  • Module summary

After completing this module, students will be able to:

  • Configure for mobile
  • Deploy components

Module 17: Documentation and Testing

In this module, students will learn how to design test plans and perform performance tuning.

Lessons

  • Creating test plans
  • User interface testing
  • Performance optimization and tuning
  • Documentation
  • Engage with the customer
  • Module summary

After completing this module, students will be able to:

  • Create and use test plans
  • Locate performance tuning tools

Show moredown

Who should attend this Dynamics Training Course?

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, application, and service integrations.

Prerequisites

This course is designed for persons who are aspiring to the Microsoft 365 Enterprise Admin role and have completed one of the Microsoft 365 work load administrator certification paths.

Microsoft Power Platform and Dynamics 365 Core Course Outline | MB200

This 5-day course will help you optimize your operations by automating routine tasks and standardizing best practices. This training provides a high-level overview of the capabilities of Microsoft Dynamics 365 and the Power Platform and provides a foundation for other Microsoft Dynamics 365 and Power Platform training offerings.

 

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What's included in this Microsoft Dynamics Training Course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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Microsoft Power Platform and Dynamics 365 Core Exam Information | MB-200

The below area will be covered in the Microsoft MB-200 exam.

  • Perform discovery, planning, and analysis (5-10%)
  • Manage user experience design (20-25%)
  • Manage entities and data (15-20%)
  • Implement security (5-10%)
  • Implement integration (15-20%)
  • Perform solutions deployment and testing (25-30%)

Please Note: The exam is not included in the cost of this training course

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (2 days)

Online Self-paced (16 hours)

Microsoft Dynamics 365 Core Finance and Operations Course Outline | MB300

Within this Microsoft training course, you will learn the following modules;

Module 1: Get Started with Dynamics 365 for Finance and Operations

This module provides an understanding of what Dynamics 365 for Finance and Operations is, and the industries that it supports. It describes the modules in Finance and Operations, the purpose of the features in those modules, and how they support the industry-specific areas.

Lessons

  • Introduction
  • Industry focus
  • Introduction to financial management
  • Introduction to employee management
  • Introduction to supply chain management
  • Module summary

Module 2: Get Started with Lifecycle Services

Microsoft Dynamics Lifecycle Services (LCS) is a collaborative workspace that customers and their partners use to manage Dynamics 365 for Finance and Operations projects from pre-sales, to implementation, and finally to the production environment, either on the cloud or on-premise. It provides checklists and tools that help manage the project, including methodologies that can help manage the implementation process.

Lessons

  • Understand the functionality and tools of Lifecycle Services
  • Reuse existing assets, copy and share data
  • Understand Task recorder functionality
  • Create a business process model
  • Run the LCS Issue Search tool and analyze results
  • Learn how to use Regression Suite Automation Tool
  • Practice Labs
  • Module Summary

Learning outcomes:

  • Understand the functionality and tools of LCS for Finance and Operations
  • Reuse existing assets, copy, and share data
  • Understand Task recorder functionality
  • Create a business process model
  • Identify and analyze gaps using the Business process modeler (BPM)
  • Run the LCS Issue Search tool and analyze results

Module 3: Use Lifecycle Services to Design and Plan

With proper planning, the Dynamics 365 for Finance and Operations implementation will be a success. After a customer signs the agreement to purchase licenses for Finance and Operations, the job as a Functional Consultant starts by managing the application lifecycle and moving toward a predictable, repeatable, high-quality implementation.

Lessons

  • Introduction
  • Phases of a cloud implementation
  • Phases of an on-premises implementation
  • Create Functional Design Documents (FDD)
  • Module Summary

Learning outcomes:

  • Prepare documentation for gathered requirements by using a methodology in LCS
  • Define use case scenarios
  • Participate in the creation of functional requirements documents (FRD)
  • Understand the importance of creating and maintaining documented processes
  • Participate in phase-based planning processes and solution design
  • Describe the future state business processes based on a proposed solution
  • Determine when to build versus buy
  • Create functional design documents (FDD)

Module 4: Overview of Reporting and Analytics

A report in Dynamics 365 for Finance and Operations can be defined simply as a structured presentation of data. Under ideal circumstances, reports materialize data in such a way that it allows the user to make informed decisions. Finance and Operations supports a broad spectrum of information access scenarios.

Lessons

  • Understand reports and inquiries
  • Learn about Financial reporting
  • Configure PowerBI to the instance
  • Practice Labs
  • Module Summary

Learning outcomes:

  • Different types of reports and inquiries in Finance and Operations
  • Financial reporting
  • Configuring Finance and Operations for Microsoft Power Platform

Module 5: Build and Test Mobile Apps

This module explains the guidelines and design patterns of a mobile app for Dynamics 365 for Finance and Operations. Additionally, it explains how to build and test mobile apps based on a use case scenario. The mobile platform makes it easy to change the forms and mobile app definitions to include customizations that are made to Finance and Operations. Mobile apps enable rich offline and mobile interactions and provide an easy-to-use designer experience. Developers can create simplified forms in Microsoft Visual Studio and then design mobile apps that expose this functionality.

Lessons

  • Overview of Unified Operations mobile app
  • Build and use mobile apps
  • Practice Lab
  • Module Summary

Learning outcomes:

You will have learned how to create a mobile app and publish it in Finance and Operations. Understanding the design considerations for a mobile app helps create the mobile app to match the user experience of a modern application. Students will also have learned that to use and work with a Finance and Operations, they need to download the Microsoft Dynamics 365 Unified Operations app. Additionally, they will have discovered how to run the Dynamics 365 Unified Operations app to connect to Finance and Operations, and how to use the published mobile apps and pull-to-refresh the data.

Module 6: Create, Maintain and Use Workflows

A workflow represents a business process. It defines how a document flows, or moves, through the system by showing who must complete a task, make a decision, or approve a document. Some organizations require that specific processes are approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval.

Lessons

  • Workflows for business processes
  • Create and setup workflows
  • Assign users to workflow touchpoints
  • Use Work items
  • Practice Lab
  • Module Summary

Learning outcomes:

In this module, you would have learned how to apply automation by using workflows and discovered that defining a specific type allows a business to control each step in a critical process. Students also learned that workflows can be used as procedural steps that use approvals for several journal types. Additionally, they learned that one can define several versions for each workflow and modify an existing workflow without deleting the original. These workflow processes can require manual approval, workflow approval, or no approval. After gaining an understanding of the workflow architecture, elements, and actions, they then learned how to set up workflows, configure workflow properties, and add a manual or automated task in a workflow. Finally, they learned how to configure an approval process in a workflow, assign users to workflow touchpoints, configure an approval step in a workflow, and use the Work items functionality to process a workflow.

Module 7: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons

  • Final assessment
  • Course summary
  • Post-course survey

Module 8: Set Up and Configure Legal Entities

This module explains the setup and configuration of legal entities and number sequences in Dynamics 365 for Finance and Operations.

Lessons

  • Create a legal entity and generate number sequences
  • Create a number sequence
  • Create organization hierarchies
  • Apply purposes and policies
  • Configure calendars and date intervals
  • Practice Labs
  • Module summary

Learning outcomes:

You would have learned how to create a legal entity and generate number sequences, manually or by using a wizard. Students also configured calendars and date intervals. Additionally, they learned how to create organization hierarchies, apply purposes, and set up policies in order to streamline business policies and reporting structures.

Module 9: Manage users and security

Microsoft Dynamics 365 for Finance and Operations has an array of security and configuration options to help keep sensitive data safe. This all means that users can remain focused on their roles, while the system remains as streamlined as possible. Knowing how to implement different security options will help companies cover their security requirements. When the security architecture of Finance and Operations are understood, one can more easily customize security to fit the requirements of a business.

Lessons

  • Understand the security architecture
  • Manage users and security
  • Setup and apply segregation of duties
  • Run security reports
  • Setup batch jobs and alerts
  • Practice labs
  • Module summary

Module 10: Perform Personalization

Personalization saves time and effort when using the system.

Lessons

  • Describe and apply user options
  • Create, export and import personalizations
  • Create and maintain record templates
  • Practice labs
  • Module summary

Learning outcomes:

You will have learned how to use and apply user options, create personalization, and export personalization to be used by other users, using the personalization feature of Finance and Operations. They also learned the difference between customization and personalization. In particular, how personalization helps save time personalizing often-used field values and allows for creation and maintenance of record templates.

Module 11: Implement Common Integration Features

Microsoft Dynamics 365 integrates with many other common programs; for example, email, Microsoft Office, and Power BI.

Lessons

  • Microsoft Office integration
  • Configure email
  • Create and maintain email templates
  • Use Power BI
  • Setup network printing
  • Integrate data into Common Data Services for Apps
  • Practice Labs
  • Module summary

Learning outcomes:

In this module, you would have learned how to use Microsoft Office integration in Dynamics 365 for Finance and Operations, configure email (SMTP/Exchange), and create and maintain email templates to standardize the messages when sending emails to customers. By setting up network printing features, corporate network printers can be used remotely. Finally, this module provided an overview of how to integrate data from multiple sources into Common Data Service for Apps and integrate the data to Dynamics 365 for Finance and Operations using the Data Management workspace.

Module 12: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons

  • Final assessment
  • Course summary
  • Post-course survey

Module 13: Prepare Data for Migration and Migrate Data

This unit explores integration patterns, scenarios, and solutions for Finance and Operations. Although this unit does not include technical details about how to use or set up every integration pattern or how to work with sample code, it is always wise to be aware of available integration tools.

Lessons

  • Introduction
  • Understand BYOD feature
  • Perform a test migration and validate output
  • Module summary

When it’s time for data migration, the more one knows, the easier it is to control operational complexity and reduce costs. The customer’s business continuity must be the priority. In this module, students will learn how to prepare data for a successful migration by identifying important factors such as legacy systems, and static and common data.

In this module, you will have learned how to:

  • Choose a data integration (import/export) strategy
  • Identify common migration scenarios and tools in Finance and Operations
  • Understand the bring your own database (BYOD) feature
  • Identify relevant (legacy) systems
  • Identify and import static data that is common between industries
  • Create and review test plans for data migration
  • Identify and extract source data
  • Identify relevant data entities and elements
  • Generate field mapping between source and target data structures
  • Perform a test migration and validate output
  • Support the transition between the existing and migrated systems

Module 14: Use Data Management

In this module, students will get an overview of the basic concepts of the Data management platform. Students will also learn how to import and export data in Dynamics 365 for Finance and Operations by using the Data management workspace.

Finally, they will learn how to use the asynchronous recurring integration features of the Data management platform. The Data management framework can be used to manage data entities and data entity packages in Finance and Operations.

Lessons

  • Introduction
  • Understand data management and integration
  • Data management workspace
  • Templates in data management
  • Import, export and copy data into a legal entity
  • Practice Labs
  • Module summary

In this module, you will have learned how to:

  • Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities
  • Work with the Data management workspace
  • Export data from a legal entity
  • Import data into a legal entity
  • Work with data import and export jobs
  • Clean up the staging tables

Module 15: Perform User Acceptance Testing

In order to test and evaluate the customer solution prior to the go-live, one needs to have an environment of Dynamics 365 for Finance and Operations that has all the configurations and possible customizations via extensions.

It is always beneficial to have a methodology to ensure the creation and testing is organized and planned properly for a short, efficient, and role focused test case scenarios.

Lessons

  • Introduction
  • Create and perform test cases for User Acceptance
  • Practice Lab
  • Module summary

In this module, you will have learned about:

  • How to understand the correlation between test cases and business requirements
  • Best practices for recording test cases
  • Task recorder
  • How to create a Scenario Acceptance Testing BPM library
  • How to synchronize and configure your test plan in Azure DevOps
  • How to execute tests

Module 16: Prepare to Go Live

All of the hard work becomes a success by moving the implemented solution in Dynamics 365 for Finance and Operations to the production environment. This is a crucial and final stage of this exciting experience of completing an implementation.

The goal is a happy customer, a quality solution, and peace of mind during this important phase, which is known as go-live. One cannot guarantee success without knowing how to prepare for Finance and Operations go-live and the final stage of implementation.

Lessons

  • Introduction
  • Get ready to go live
  • Module summary

In this module, will have learned how to:

  • Prepare for go-live
  • Complete the Lifecycle Services (LCS) methodology
  • Perform User acceptance testing (UAT) for your solution
  • Understand the FastTrack go-live assessment
  • Request the production environment

Module 17: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons

  • Final assessment
  • Course summary
  • Post-course survey

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Who should attend this Dynamics 365 Course?

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, application, and service integrations.

Prerequisites

Basic understanding of ERP and CRM concepts.

Microsoft Dynamics 365 Core Finance and Operations Course Overview | MB300

Organizations use Dynamics 365 for Finance and Operations to reduce operational costs and rapidly respond to changing business needs. This solution lets you and your organizations achieve these goals.

During this 2 day course, you will learn the core components of Microsoft Dynamics 365 for Finance and Operations an how to configure these components. You will also learn how to migrate data and understand go-live preparation for Microsoft Dynamics 365.

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What's included in this Dynamics 365 Course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (4 days)

Online Self-paced (32 hours)

MB-220: Microsoft Dynamics 365 Marketing

Microsoft Dynamics 365 Marketing MB220 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Configure Dynamics 365 Marketing

In this module, you will learn about setting up your Marketing instance and configuring advanced settings.

Lessons

  • Set up and manage Dynamics 365 Marketing
  • Configure marketing settings
  • Domain authentication, email best practices, and GDPR
  • Manage assets and content settings

After completing this module, students will be able to:

  • Set up your Marketing application.
  • Configure advanced settings such as organization, business management, and content.
  • Set up your asset library
  • Configure domain authentication

Module 2: Manage customers in Dynamics 365 Marketing

This module will cover how to manage customers as accounts or contacts, and how to nurture them through the lead lifecycle.

Lessons

  • Manage accounts and contacts
  • Create and manage leads

After completing this module, students will be able to:

  • Track customers as accounts and contacts.
  • Perform account-based marketing.
  • Configure a lead scoring model.

Module 3: Manage marketing forms and pages

This module will cover how to create marketing forms and pages.

Lessons

  • Manage forms
  • Manage marketing pages

After completing this module, students will be able to:

  • Create marketing forms and embed them on marketing pages.
  • Create a marketing page.
  • Preview, validate and go live with a marketing page.
  • Create marketing form and page templates.

Module 4: Manage segments and subscription centers

This module will cover how to create different types of segments, how to build a subscription center, and how to configure double opt-in.

Lessons

  • Create and manage segments
  • Manage subscription centers and double opt-in

After completing this module, students will be able to:

  • Build a segment.
  • Create a subscription center.
  • Manage global and form-specific double opt-in.

Module 5: Manage emails and journeys in Dynamics 365 Marketing

This module will cover how to create email messages and customer journeys in Dynamics 365 Marketing.

Lessons

  • Create marketing emails
  • Create customer journeys
  • Manage content, event triggers and journeys in real-time marketing
  • Manage website visits, redirect URLs, and social postings

After completing this module, students will be able to:

  • Create and design email messages.
  • Preview, validate and go live with email messages.
  • Save an email message as a template.
  • Create a customer journey.
  • Use real-time marketing and event triggers in customer journeys.
  • Configure redirect URLs.

Module 6: Manage events

This module will review the customer journey creation process.

Lessons

  • Create an event
  • Create a webinar event
  • Promote and manage events
  • Advanced event management features

After completing this module, students will be able to:

  • Create an event.
  • Create a webinar event using Teams as a webinar provider.
  • Promote an event.
  • Manage the event website.
  • Configure events settings.

Module 7: Create surveys with Dynamics 365 Customer Voice

This module will demonstrate how to create and distribute surveys to customers.

Lessons

  • Create a survey project
  • Create surveys with Dynamics 365 Customer Voice
  • Send Dynamics 365 Customer Voice surveys

After completing this module, students will be able to:

  • Manage surveys using projects.
  • Create a survey.
  • Personalize a survey.
  • Distribute a survey to customers.

Module 8: Analyze insights in Dynamics 365 Marketing

In this module, you will learn about using insights functionality to view and analyze data related to your marketing initiatives.

Lessons

  • Evaluate marketing initiatives with analytics
  • Review the marketing calendar

After completing this module, students will be able to:

  • Use insights to make decisions about marketing eefforts.
  • Score leads.
  • View insights related to customer journeys and email messages.
  • Use the marketing calendar to track your initiatives.

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Prerequisites

There are no pre-requisites for attending this course.

Audience

This course is for IT Professionals and Marketing Professionals who wish to learn about dynamics 365.

  • Job role: Functional Consultant
  • Preparation for exam: MB-220

Microsoft Dynamics 365 for Marketing (MB220)​ Course Overview

This course explains configuring and managing advanced settings and core features within Dynamics 365 for Marketing. In this course, core features include leads, segments, lists, marketing forms, marketing pages, marketing emails, customer journeys and analytics. 

In Dynamics 365 for Marketing, you can turn prospects into business relationships. In this course, delegates will learn how to find and nurture more sales-ready leads by moving beyond basic email marketing. They will also acquire knowledge of how to connect sales and marketing, automate processes and make smarter decisions to maximise marketing ROI. This course explains the marketing application configuration needed to get started. This course also covers creating marketing forms and pages.

Delegates will learn how to break up leads and contacts through segmentation to help focus on marketing efforts. Also, delegates will gain an understanding of how to create email marketing messages using advanced designer functionality. In this 1-day course, delegates will acquire knowledge of how to view, understand and manage customer insights. Delegates will also learn all the settings and core functionality within Dynamics 365 for Marketing. In this course, delegates will acquire knowledge of how to manage event planning and execution in Dynamics 365 for Marketing.

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What's included in this Microsoft training course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (3 days)

Online Self-paced (24 hours)

MB-240: Microsoft Dynamics 365 Field Service

Microsoft Dynamics 365 Field Service MB240 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Configure Field Service

In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including bookable resources

Lessons

  • Configure Microsoft Dynamics 365 Field Service
  • Configure bookable resources
  • Schedule crews, facilities, and resource pools

After completing this module, students will be able to:

  • Configure Field Service
  • Configure bookable resources
  • Configure and schedule crews, facilities, and resource pools

Module 2: Manage work orders

In this module, we will explore work orders, incident types and inspections.

Lessons

  • Work order management, agreements, inventory and purchasing
  • Manage incident types
  • Inspections

After completing this module, students will be able to:

  • Handle work orders, agreements, inventory and purchasing
  • Mange incident types
  • Create and manage inspections

Module 3: Schedule and dispatch work orders

In this module, we will learn how to work with the schedule board to schedule and dispatch work orders

Lessons

  • Manage scheduling options
  • Customize the schedule board
  • Deploy Resource Scheduling Optimization (RSO)

After completing this module, students will be able to:

  • Schedule and dispatch work orders
  • Customize the schedule board
  • Deploy RSO

Module 4: Field Service Mobile App

In this module, we will learn how customize and configure the Field Service mobile app.

Lessons

  • Get started with the Field Service mobile app
  • Customize and configure the mobile app
  • Integrate Remote Assist

After completing this module, students will be able to:

  • Customize and configure the Field Service mobile app
  • Integrate Remote Assist

Module 5: Manage inventory and purchasing

In this module, we will learn how to manage inventory and purchasing in work orders

Lessons

  • Configure Field Service work orders

After completing this module, students will be able to:

  • Configure work orders
  • Manage inventory using inventory management and warehouse management
  • Make inventory adjustments and transfers

Module 6: Implement assets and connected devices

In this module, we will introduce Connected Field Service, customer assets and creating work orders from IoT data

Lessons

  • Customer assets
  • Create work orders from IoT data

After completing this module, students will be able to:

  • Create and associate customer assets
  • Create work orders from IoT data using Connected Field Service

Module 7: Microsoft Power Platform and Field Service

In this module, we will learn how to use the Microsoft Power Platform to create custom apps to enhance your Field Service solution

Lessons

  • Create custom apps
  • Gather feedback with Customer Voice

After completing this module, students will be able to:

  • Create custom apps for Dynamics 365 Field Service
  • Gather customer feedback using Customer Voice

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Who should attend this Microsoft training course?

This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.

  • Job role: Functional Consultant
  • Preparation for exam: MB-240

Prerequisites

There are no formal prerequisites for this course.

Microsoft Dynamics 365 Field Service MB240 Course Overview

Dynamics 365 Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects. This course helps students better understand the bigger picture and end goals focused on implementations that aid in designing more efficient solutions that align with customer and organizational goals.

What you will gain from taking this Microsoft training course:

  • Identify the key components involved in Field Service Implementations.
  • Define the products and services that will be delivered to customers.
  • Determine which pricing options to use in specific scenarios.
  • Determine which resources are required.

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What's included within this Microsoft training course?

  • Experienced tutor

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Microsoft Dynamics 365 Field Service Exam Information | MB-240

  • Configure field service applications (20-25%)
  • Manage work orders (15-20%)
  • Schedule and dispatch work orders (20-25%)
  • Manage field service mobility (10-15%)
  • Manage inventory and purchasing (10-15%)
  • Manage assets and agreements (10-15%)

Please Note: The exam is not included in the cost of this course

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (1 days)

Online Self-paced (8 hours)

MB-210: Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales MB210 Course Outline

Within this training you will learn the following modules:

Module 1: Configure Dynamics 365 Sales

In this module, we will learn about configuring the sales application to fit an organization's unique requirements.

Lessons

  • Configure organization and management settings

Lab: Lab 1.1: Validate lab environment

After completing this module, students will be able to:

  • Install and configure the sales application.
  • Identify common sales scenarios.

Module 2: Manage leads and opportunities with Dynamics 365 Sales

In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.

Lessons

  • Manage leads with Dynamics 365 Sales
  • Manage opportunities with Dynamics 365 Sales

Lab: Lab 2.1: Manage customers

After completing this module, students will be able to:

  • Create customer records.
  • Use sales tooling.
  • Create leads and opportunities.

Module 3: Manage orders and the product catalog with Dynamics 365 Sales

In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.

Lessons

  • Manage and organize your product catalog with Dynamics 365 Sales
  • Process sales orders with Dynamics 365 Sales

After completing this module, students will be able to:

  • Create and use the product catalog.
  • Add quotes to opportunities.
  • Complete a sale with an order.

Module 4: Manage goals with Dynamics 365 Sales

In this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.

Lessons

  • Define and track individual goals with Dynamics 365 Sales
  • Use goal metrics in Dynamics 365 Sales

After completing this module, students will be able to:

  • Use rollup columns to define sales metrics.
  • Track individual goals for sales and teams.

Module 5: Analyze Dynamics 365 Sales data

In this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.

Lessons

  • Analyze data in Dynamics 365 Sales
  • Analyze data with Power BI

After completing this module, students will be able to:

  • Analyze sales data using out-of-the-box Dynamics 365 tools
  • Configure charts and dashboards to view sales data
  • Use Power BI and Power BI template apps to analyze data

Module 6: Work with Dynamics 365 Sales Insights

In this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.

Lessons

  • Configure Sales Insights

After completing this module, students will be able to:

  • Set up and configure Sales Insights
  • Work with Assistant studio
  • Configure productivity intelligence
  • Configure Connection insights
  • Configure predictive models

Module 7: Create surveys with Dynamics 365 Customer Voice

In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analyzing customer sentiment.

Lessons

  • Create a survey project with Dynamics 365 Customer Voice
  • Create surveys with Dynamics 365 Customer Voice
  • Send Dynamics 365 Customer Voice surveys

After completing this module, students will be able to:

  • Set up survey projects to organize and create surveys
  • Create a survey with variables and entities
  • Send Dynamics 365 Customer Voice surveys using multiple modalities

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Who should attend this Microsoft training course?

A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application, and service integrations.

  • Job role: Functional Consultant.
  • Preparation for exam: MB-210.

Prerequisites

Familiarity of business applications and the desire to customize and implement them for your business.

Microsoft Dynamics 365 Sales MB210 Course Overview

Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from data, and more. Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal.  Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.

What will you gain from taking this Microsoft training:

  • Install and configure the application.
  • Identify common sales scenarios.
  • Complete a sales cycle.
  • Configure product catalog.
  • Manage customer records.
  • Utilize analytics tools with customer data.

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What's included in this Dynamics Training Course?

  • Experienced Instructor
  • Labs

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Dynamics 365 for Customer Engagement for Sales Exam Information | MB-210

  • Perform configuration (40-45%)
  • Manage core sales entities (20-25%)
  • Manage sales entities (35-40%)

Please Note: The exam is not included in the cost of this training course.

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (1 days)

Online Self-paced (8 hours)

MB-900: Microsoft Dynamics 365 Fundamentals

Dynamics 365 Fundamentals (MB900) Course Outline  


Module 1: Introduction to Business Applications
In this, all business applications modules and functionalities will be defined focusing on customer engagement, unified operations, the power platform, and their corresponding business applications.

Lessons

  • Overview of Apps
  • Apps for Customer Engagement
  • Apps for Unified Operations
  • The Power Platform
  • Application Basics

Module 2: Cloud Concepts
In this module, we will discuss high-level cloud concepts and introduce Microsoft’s cloud offering, Azure, examining its relationship with Dynamics 365.

Lessons

  • Overview of Cloud Architecture
  • Different Types of Cloud Services Available
  • Comparing Cloud Offerings with Corresponding On-Premises Offerings

Module 3: Managing Deployments and Releases
In this module, we will cover essential implementation considerations, including types of deployments, release cadences, and security model design.

Lessons

  • Types of Deployments
  • Types of Releases
  • Security Concepts and Roles
  • Roles and Teams
  • GDPR

Module 4: Licensing, Onboarding and Support
This module allows learners to get started with Dynamics 365 by exploring licensing options and finding implementation support.

Lessons

  • Finding and Working with a Partner
  • Licensing Options
  • Getting Set Up

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Prerequisites

There are no formal prerequisites for this course.

Audience

This course is designed for IT Professionals.

Dynamics 365 Fundamentals (MB900) Course Overview

Dynamics 365 is the cluster of products for enterprise resource planning and customer relationship management applications. This technology is always responsible for rising the business. Customers are always looking for excellent productivity and high availability of services. Therefore, customer engagement is significant to an organisation’s overall achievements.

This 1-day course will teach about the overview of Microsoft Dynamics 365. This course is specially designed for delegates, who wants to be a Professional in Dynamics 365 technology. Delegates will get an understanding of business applications modules and functionality and cloud concepts also. There is an essential part that will be covered that is security models and licensing considerations. Delegates will gather the knowledge of releases and deployment of Dynamics 365.   

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor
  • Refreshments

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (3 days)

Online Self-paced (24 hours)

MB-230: Microsoft Dynamics 365 Customer Service

Microsoft Dynamics 365 Customer Service MB230 Course Outline

Within this training course you will learn the following modules: 

Module 1: Work with Cases

In this module you will learn about working with Cases in Dynamics 365 Customer Service.

Lessons

  • Lesson 1: Get started with Cases
  • Lesson 2: Managing Cases
  • Lesson 3: Use queues to manage case workloads
  • Lesson 4: Create or update records automatically
  • Lesson 5: Unified routing

After completing this module, students will be able to:

  • Create and manage Cases 
  • Work with queues and unified routing
  • Create or update records automatically

Module 2: Work with entitlements and service level agreements

In this module you will learn how to create and manage entitlements and service level agreements

Lessons

  • Lesson 1: Create and manage entitlements
  • Lesson 2: Create and manage service level agreements

After completing this module, students will be able to:

  • Create and manage entitlements
  • Create and manage service level agreements

Module 3: Work with knowledge management

In this module you will learn how to create knowledge management solutions, and use knowledge articles to resolve cases

Lessons

  • Lesson 1: Create knowledge management solutions
  • Lesson 2: Use knowledge articles to resolve cases
  • Lesson 3: Create and manage SLAs

After completing this module, students will be able to:

  • Create and use knowledge management solutions
  • Use knowledge articles to resolve cases

Module 4: Create surveys with Customer Voice

In this module you will learn how to engage with customers using Dynamics 365 Customer Voice

Lessons

  • Lesson 1: Create a survey project
  • Lesson 2: Create surveys
  • Lesson 3: Send surveys
  • Lesson 4: Automate surveys

After completing this module, students will be able to:

  • Work with Dynamics 365 Customer Voice to send surveys to customers and collect feedback

Module 5: Schedule services

In this module, you will learn how to schedule services and resources using Customer Service Scheduling

Lessons

  • Lesson 1: Configure Customer Service Scheduling
  • Lesson 2: Schedule services

After completing this module, students will be able to:

  • Schedule services and resources using Dynamics 365 Customer Service Scheduling

Module 6: Work with Dynamics 365 Customer Service workspaces

In this module, you will learn how to use Customer Service workspaces

Lessons

  • Lesson 1: Enhance agent productivity
  • Lesson 2: App profile manager

After completing this module, students will be able to:

  • Use customer service workspaces to enhance agent productivity
  • Use the app profile manager

Module 7: Omnichannel for Dynamics 365 Customer Service

In this module, you will learn how to use Omnichannel for Dynamics 365 Customer Service

Lessons

  • Lesson 1: Getting started
  • Lesson 2: Routing and work distribution
  • Lesson 3: Deploy an SMS channel
  • Lesson 4: Deploy chat widgets
  • Lesson 5: Create smart assist solutions

After completing this module, students will be able to:

  • Work with Omnichannel for Dynamics 365 Customer Service

Module 8: Manage analytics and insights

In this module, you will learn how to work with insights in Customer Service to use Artificial Intelligence (AI) in your Dynamics 365 Customer Service solution.

Lessons

  • Lesson 1: Get started
  • Lesson 2: Create visualizations

After completing this module, students will be able to:

  • Work with insights in Customer Service to use Artificial Intelligence (AI) in your Dynamics 365 Customer Service solution.
  • Create visualizations in Customer Service

Module 9: Connected Customer Service

In this module, you will learn how to use Connected Customer Service to proactively handle customer service scenarios

Lessons

  • Lesson 1: Getting started
  • Lesson 2: Registering and managing devices

After completing this module, students will be able to:

  • Work with Connected Customer Service
  • Register and manage devices

Module 10: Implement Microsoft Power Platform

In this module, you will learn how to work with the Microsoft Power Platform to enhance your Dynamics 365 Customer Service solution

Lessons

  • Lesson 1: Create custom apps
  • Lesson 2: Integrate a Power Virtual Agents bot

After completing this module, students will be able to:

  • Create custom apps in Microsoft Power Platform for your Customer Service solution
  • Integrate a Power Virtual Agents bot

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Who should attend to Microsoft training course?

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

  • Job role: Functional Consultant.
  • Preparation for exam: MB-230.

Prerequsities

This course is designed for functional consultants working with Dynamics 365 Customer Service, or functional consultants who work with other Dynamics 365 apps who want to expand their knowledge of Customer Service.

Microsoft Dynamics 365 Customer Service MB230 Course Overview

Microsoft Dynamics 365 Customer Service offers any organization an opportunity for customer success.  Using tools such as automatic case creation and queue management frees up your time to dedicate it where you can have a greater impact, directly with your customers.Join our team of globally recognized experts as they take you step by step from creating cases to interacting with customers to resolving those cases.  Once you’ve resolved those cases you can learn from data analysis the key details to help you resolve similar cases faster or avoid new issues altogether.

What you will gain from taking this Microsoft training course?

  • Install and configure the customer service app.
  • Identify common customer service scenarios.
  • Complete a case resolution process.
  • Analyze customer service data.
  • Automate case management record processing.
  • Create and use knowledge articles.
  • Create and use entitlements and service level agreements.
  • Work with Omnichannel.
  • Work with Connected Customer Service.
  • Work with Customer Service Scheduling.
  • Work with Customer Service Insights.
  • Work with Microsoft Power Platform.
  • Work with Customer Service workspaces.

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What's included in this Micorosft training course?

  • Experienced Tutor

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Dynamics 365 for Customer Engagement for Customer Service Exam Information | MB-230

  • Perform configuration (25-30%)
  • Manage cases and the knowledge base (30-35%)
  • Manage queues, entitlements, and SLAs (25-30%)
  • Configure voice of the customer (15-20%)

Please Note: The exam is not included in the cost of this training course.

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (5 days)

Online Self-paced (40 hours)

MB-500: Microsoft Dynamics 365: Finance and Operations Apps Developer

Microsoft Dynamics 365 Finance and Operations Apps Developer MB500 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Overview & Architecture

Describe the Dynamics 365 ecosystem and major components of the Dynamics 365 Finance and Operations (FO) software, describe the architecture of D365FO, describe relevant D365FO design and deployment considerations

Lessons

  • Explore the ecosystem and main components
  • Explore the technical architecture
  • Explore design and deployment considerations

Lab: Development Environment configuration and Project/Model Creation

Module 2: Developer Tools

Manage system implementations by using Lifecycle Services, Customize D365FO by using Visual Studio, manage source code and artifacts by using version control, Work with other development tools to complete tasks

Lessons

  • Manage implementations by using Lifecycle Services
  • Manage source code by using version control
  • Customize by using Visual Studio

Lab: Source Control using DevOps

Module 3: Solution Design

Determine the required application stack components and server architecture, Implement Application Lifecycle Management (ALM), Design a solution for D365FO

Lessons

  • Implement application lifecycle management

Lab: Data Structure Development

Module 4: AOT Elements

Create forms, Create, and extend tables, Create Extended data Types (EDT) and enumerations, create classes and extend AOT elements

Lessons

  • Build extended data types and enumerations
  • Build tables
  • Build forms and optimize form performance
  • Create classes
  • Create other user interface elements

Lab: Metadata Extension & Development

Module 5: Code Development & Testing

Develop X++ code, develop object-oriented code, Extend D365 FO functionality, describe test framework and tools, Perform Unit Testing

Lessons

  • Explore the test framework and use tools
  • Get started with development using X++
  • Develop object-oriented code
  • Use RSAT tool

Lab: Code Extension & Development

Module 6: Data Migration

Describe migration tools and methodologies, Plan Migration strategy, prepare data for migration and migrate data

Lessons

  • Prepare data for migration

Lab: Data Export/Import using Data Entity

Lab: Recurring Data Transfer

Module 7: Frameworks

Implement D365 FO functionality

Lessons

  • Introduction
  • Explore extensions and the extension framework
  • Extend elements
  • SysOperationSandbox framework
  • Summary

Lab: SysExtension Framework

Module 8: Integration

Identify Data integration patterns and scenarios, Implement Data integration concepts and solutions, Implement Recurring integrations, Integrate D365FO with Microsoft Azure, troubleshoot integration errors, Implement the Data Management Package API

Lessons

  • Identify data integration patterns and scenarios
  • Implement data integration concepts and solutions
  • Implement the data management package API
  • Data integrations
  • Integrate with Microsoft Azure
  • Connecting to Power Platform services
  • Consume business events
  • Integrate Finance and Operations apps with Microsoft Dataverse

Lab: OData Integration

Lab: Logic App Integration

Lab: Calling an External Web Service

Module 9: Reporting

Describe the capabilities and limitations of reporting tools in D365FO, Design, create, and revise Dynamics Reports, Design, create, and revise Dynamics workspaces, Design, create, and revise data sources that connect to data stores external to D365FO

Lessons

  • Explore the reporting tools
  • Build reports
  • Build workspaces
  • Manage data sources with external data stores

Lab: Power BI reporting from F&O

Module 10: Security & Performance

Describe and implement performance tools and LCS Environment Monitoring tools, implement role-based security policies and requirements, apply fundamental performance optimization techniques, optimize performance for batch processes, optimize user interface performance, Enhance Integration performance, Optimize Report Performance

Lessons

  • Work with performance and monitoring tools
  • Implement role-based security
  • Apply basic performance optimization techniques

Lab: Async & Sandbox Functionality

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Who should attend this Dynamics 365 Training Course?

Microsoft Dynamics 365 Finance and Operations Apps Developers

Prerequisites

Basic understanding of ERP and CRM concepts.

Microsoft Dynamics 365: Finance and Operations Apps Developer Course Overview | MB500

Microsoft Dynamics 365 Finance and Operations Apps Developers implement and extend applications to meet the requirements of the business. Candidates provide fully realized solutions by using standardized application coding patterns, extensible features, and external integrations.

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What's included in this Dynamics training course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor
  • Refreshments

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Microsoft Dynamics 365: Finance and Operations Apps Developer MB-500 Exam Information

  • Plan Architecture and Solution Design (10-15%)
  • Apply Developer Tools (10-15%)
  • Design and Develop AOT Elements (20-25%)
  • Develop and Test Code (10-15%)
  • Implement Reporting (10-15%)
  • Integrate and Manage Data Solutions (10-15%)
  • Implement Security and Optimize Performance (10-15%)

Please Note: The Exam is not included within the cost of this training course.

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (1 days)

Online Self-paced (8 hours)

Microsoft Dynamics 365 Fundamentals MB920 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Explore the core capabilities of Dynamics 365 finance and operations apps

This module introduces learners to the core capabilities shared by the finance and operations apps. You will be introduced to the set of products included among the Dynamics 365 finance and operations apps. You will also learn about core shared capabilities, including reporting and integration. Finally, we cover additional marketing apps such as LinkedIn Campaign Manager, Dynamics 365 Customer Voice, and Dynamics 365 Customer Insights.

Lessons

  • Get introduced to the finance and operations apps
  • Create reports and integrate finance and operations apps

Lab: Navigate the finance and operations apps

Lab: Explore Excel integration

After completing this module, students will be able to:

  • Discover the suite of finance and operations apps that you can use for enterprise resource planning
  • Describe use cases for finance and operations apps
  • Describe built-in reporting capabilities
  • Describe options for analyzing data
  • Describe options for manipulating data with Microsoft products

Module 2: Learn the fundamentals of Dynamics 365 Finance

This module will introduce learners to the Dynamics 365 Finance application. Learn about the core capabilities, general ledgers, accounts payable and accounts receivable as well as expense management, fixed asset management and budgeting.

Lessons

  • Explore Dynamics 365 Finance core capabilities
  • Explore general ledger
  • Explore accounts payable and accounts receivable
  • Explore expense management, fixed asset management, and budgeting

Lab: Create a free text invoice

Lab: Create a main account

After completing this module, students will be able to:

  • Describe Finance capabilities and features
  • Describe use cases for legal entities
  • Describe how Dynamics 365 Finance handles regional tax reporting requirements
  • Describe cost accounting and journaling concepts
  • Describe charts of accounts, including main accounts and classification
  • Describe financial dimensions and dimensions set concepts
  • Describe periodic financial processes
  • Describe core accounts payable components
  • Describe vendor payments and settlements
  • Describe core accounts receivable components
  • Describe credit and collection processes
  • Describe cash and bank management concepts
  • Describe expense management, including cash advances and mobile workspaces
  • Describe fixed asset management and fixed asset creation, acquisition, and depreciation
  • Describe budgeting capabilities

Module 3: Learn the fundamentals of Dynamics 365 Supply Chain Management

This module introduces learners to the Dynamics 365 Supply Chain Management applications. You'll learn about the core functionality of the product as well as a discussion of warehouse and inventory capabilities and how it works leveraging different manufacturing strategies.

Lessons

  • Identify general capabilities of Dynamics 365 Supply Chain Management
  • Explore warehouse and inventory capabilities
  • Explore manufacturing strategies in Dynamics 365 Supply Chain Management

Lab: Create a product offering with various sizes and colors

Lab: Create a purchase order

Lab: Create a counting journal

Lab: Create a production order

After completing this module, students will be able to:

  • Describe product master records and product variants
  • Describe trade agreements and discounts
  • Describe costing methods
  • Describe use cases for warehouse management system (WMS) and warehouse configuration options
  • Describe purchase orders, item arrival journals, and cross-docking
  • Describe inventory concepts
  • Describe quality management capabilities.
  • Describe manufacturing types and strategies
  • Describe item tracking and tracing processes
  • Describe tools that can be used to manage shop floors
  • Describe master planning

Module 4: Learn the fundamentals of Dynamics 365 Commerce

This module introduces learners to Dynamics 365 Commerce. You will be introduced to the core capabilities of the application, such as channels and channel management, distributed order management as well as business-to-business (B2B) capabilities.

Lessons

  • Explore Dynamics 365 Commerce capabilities
  • Explore Microsoft Dynamics 365 B2B e-commerce, Store Commerce and Clienteling

Lab: Create a product assortment

After completing this module, students will be able to:

  • Describe commerce capabilities
  • Describe distributed order management (DOM
  • Describe the product assortment
  • Understand the B2B digital commerce capabilities in the online channel
  • Describe loyalty and clienteling concepts
  • Describe how Dynamics 365 Commerce uses Dynamics 365 Customer Insights
  • Describe Dynamics 365 Fraud Protection

Module 5: Learn the fundamentals of Dynamics 365 Human Resources

This module introduces learners to the Dynamics 365 Human Resources application. Learn about core human resources capabilities as compensation and benefits, compliance management, performance management and personnel management.

Lessons

  • Explore Dynamics 365 Human Resources core capabilities
  • Explore personnel management capabilities in Dynamics 365 Human Resources

After completing this module, students will be able to:

  • Describe workers and positions
  • Describe compensation and benefits capabilities
  • Describe compliance features
  • Explore performance management capabilities
  • Describe self-service capabilities
  • Describe leave and absence capabilities
  • Describe employee training and certification features
  • Identify integration options between Dynamics 365 Human Resources and LinkedIn

Module 6: Learn the fundamentals of Dynamics 365 Project Operations

This module introduces learners to the Dynamics 365 Project Operations application. Learn about the project life cycle management capabilities of the product, as well as project planning and execution capabilities.

Lessons

  • Identify project life cycle management capabilities in Dynamics 365 Project Operations
  • Explore the project planning and execution capabilities of 365 Project Operations

After completing this module, students will be able to:

  • Describe project-based services and project types
  • Describe the project lifecycle
  • Describe project sales, contract, and pricing capabilities
  • Describe project planning and execution capabilities
  • Describe the work breakdown structure (WBS)
  • Describe project invoicing and cost tracking capabilities

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Who should attend this Microsoft training course?

People in different roles and at various stages in their careers can benefit from this fundamentals course. This includes business stakeholders and others who want to be exposed to the finance and operations capabilities of Dynamics 365, students, recent graduates, and people changing careers who want to leverage Dynamics 365 to move to the next level.

  • Job role: Business Owner.
  • Preparation for exam: MB-920.

Prerequisites

Students should have a fundamental understanding of financial principles and business operations. An understanding of cloud computing is helpful but isn't necessary.

Microsoft Dynamics 365 Fundamentals MB920 Course Overview

Microsoft Dynamics 365 is a cloud-based business applications platform that consolidates parts of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) with artificial intelligence tools and productivity applications. It involves various cloud applications for different business processes from sales to operations to accounting. It gives practical tools to the worker who needs to be more dynamic, improves client relationships, and wins more marketing. This course outfits with all the information and specialised ability necessary for individuals to turn themselves into Directors of ERP Development, ERP Application Analysts, SAP Team Leaders, Directors of SAP Business Analysis, ERP Consultants, ERP Operations Directors, ERP Trainers, and ERP Training Managers in the reputed companies.

This 1-day Microsoft Dynamics 365 Fundamentals (ERP) MB-920 course covers all the important topics required to get fully proficient with the concept of Enterprise Resource Management (ERP). During this course, delegates will learn about the general capabilities, warehouse and inventory capabilities in Dynamics 365 supply chain management, product management, warehouse management, and many more. They will also learn about the fundamentals of Dynamics 365 finance, accounts payable, and accounts receivable. Our expert trainers, who have years of experience in teaching Microsoft training courses, will teach this specialised training course.

This training will also cover the following concepts, such as:

  • Warehouse management
  • Dynamics 365 fraud protection
  • Personnel management capabilities
  • General ledger
  • Human resources etc.

After attending this Microsoft Dynamics 365 Fundamentals (ERP) MB-920 training course, delegates will be able to use features of the finance and operations applications as well as will become capable of implementing them into their organisations. They will be able to manage inventory, manufacturing, and asset properly without facing any problem. They can also become efficient of identifying project lifecycle management capabilities in Dynamics 365 project operations.

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (3 days)

Online Self-paced (24 hours)

MB-400: Microsoft Power Apps + Dynamics 365 Developer

Microsoft PowerApps and Dynamics 365 Developer Course Outline | MB400

 

Module 1: Introduction to developing with the Power Platform

In this module, students will learn about developer resources and how to leverage them to extend the Power Platform.

  • Introduction to Power Platform developer resources
  • Use developer tools to extend the Power Platform
  • Introduction to extending the Power Platform

After completing this module, students will be able to:

  • Identify the functionality of developer tools
  • Use developer tools

Module 2: Extending the Power Platform Common Data Service

In this module, students will learn how and when to use plug-ins or other tools to extend the Common Data Service.

  • Introduction to Common Data Service for developers
  • Extend plug-ins

After completing this module, students will be able to:

Write a plug-in
Use a plug-in to extend the Common Data Service

Module 3: Extending the Power Platform user experience

In this module, students will learn how to leverage web resources and client script to extend the Power Platform user experience.

  • Introduction to web resources
  • Performing common actions with client script
  • Automate Business Process Flows with client script

After completing this module, students will be able to:

  • Use web resources
  • Write client script
  • Extend business process flows

 

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Who should attend this Dynamics 365 Training Course?

A PowerApps Developer is responsible for designing, developing, securing, extending, and integrating a platform implementation. The developer implements components of the solution that include application enhancements, custom user experience, system integrations, data conversions, custom process automation, and custom visualizations.

Prerequisites

Before attending this course, students must have:

  • A basic understanding of the Power Platform.
  • Experience in software development against the Microsoft stack and Visual Studio.
  • Experience in administering solutions in Azure (preferred).

Microsoft PowerApps and Dynamics 365 Developer Course Overview | MB400

The Microsoft Power Platform helps organizations optimize their operations by automating routine tasks and standardizing business best practices. A PowerApps Developer is a professional software developer who extends the Power Platform to solve complex business problems. In this course, PowerApps Developers will build on their existing knowledge of the Power Platform, Microsoft stack, and standard development tools and practices. PowerApps Developers will learn how to estimate effort and scope; validate requirements and design technical architecture; create data models; determine implementation tools; and document their technical design. Broad topics will include implementing user security and accessibility; managing environments; extending the Common Data Service; creating and using web resources; and working with plug-ins.


After completing this course, students will be able to:

  • Create and document a data model
  • Implement entities and fields
  • Create and maintain solutions
  • Automate business processes
  • Extend the user experience
  • Develop integrations

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What's included in this Dynamics 365 Training Course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor
  • Refreshments

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Microsoft Dynamics 365 Supply Chain Management MB-330 Exam Information

  • Implement Product information management (25-30%)
  • Implement Inventory management (20-25%)
  • Implement and manage Supply Chain processes (25-30%)
  • Implement Warehouse management and Transportation management and perform business processes (25-30%)

Please note the exam is not included in the cost of this course.

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (1 days)

Online Self-paced (8 hours)

Microsoft Power Platform Fundamentals PL900 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Introduction to Microsoft Power Platform

Learn about the components of Microsoft Power Platform, ways to connect data, and how organizations can leverage this technology to create business solutions.

Lessons

  • Microsoft Power Platform Overview

After completing this module, students will be able to:

  • Identify when to use each Microsoft Power Platform component application to create business solution
  • Learn the value of using Microsoft Power Platform to create business solutions
  • Learn the components and features of Microsoft Power Platform

Module 2: Introduction to Microsoft Dataverse

Dataverse allows you to delve into powerful, scalable data solutions in the cloud. Learn what makes Dataverse tick and how it can work with Microsoft Power Platform to create unique and efficient business solutions.

Lessons

  • Microsoft Dataverse Overview

Lab: Validate lab environment

  • Acquire your Microsoft Power Platform trial tenant
  • Create environment

Lab: Data Modeling

  • Create New Table
  • Import Data

After completing this module, students will be able to:

  • Describe the difference between Dataverse and Common Data Model
  • Explain use cases and limitations of business rules and process flows
  • Explain what environments, tables, columns, and relationships are in Dataverse

Module 3: Get Started with Power Apps

Learn about the value and capabilities of Power Apps, and ways other organizations have leveraged this technology to build simple applications for their business.

Lessons

  • Introduction to Power Apps
  • How to build a canvas app
  • How to build a model-driven app

Lab: How to build a model-driven app

  • Customize Views and Forms
  • Create Model-Driven Application

Lab: How to build a canvas app

  • Create Visits App

After completing this module, students will be able to:

  • Learn how other organizations digitize their processes using Power Apps
  • See Power Apps in action and learn options for making your first app
  • Learn about what Power Apps is and its business value

Module 4: Get Started with Power Automate

Learn how users can leverage Power Automate to improve business efficiency and productivity.

Lessons

  • Power Automate Overview
  • How to Build an Automated Solution

Lab: How to build an automated solution

  • Create Visit Notification flow

After completing this module, students will be able to:

  • See how Power Automate works and looks from the user's perspective
  • Build a simple flow
  • Learn the business value and features of Power Automate

Module 5: Get Started with Power BI

Learn how organizations can use Power BI to easily clean, display, and understand data to ensure better informed decisions.

Lessons

  • Power BI Overview
  • How to Build a Simple Dashboard

Lab: How to build a simple dashboard

  • Create Power BI Report
  • Create Power BI Dashboard

After completing this module, students will be able to:

  • See how Power BI works and looks from the user's perspective
  • Learn how to build a simple Power BI dashboard
  • Describe the business value and features of Power BI

Module 6: Introduction to Power Virtual Agents

Learn about the value and capabilities of Power Virtual Agents and ways organizations can leverage this technology to build chatbot solutions for their business.

Lessons

  • Power Virtual Agents overview

After completing this module, students will be able to:

  • Describe the business value and features of Power Virtual Agents
  • Learn essential components that make up Power Virtual Agents and chatbots

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Who should attend this Microsoft training course?

Candidates for this exam are users who aspire to improve productivity by automating business processes, analyzing data to produce business insights, and acting more effectively by creating simple app experiences.

  • Job role: Student
  • Preparation for exam: PL-900

Prerequisites

No prerequisites for this course

Microsoft Power Platform Fundamentals PL900 Course Overview

Learn the business value and product capabilities of Microsoft Power Platform. Create simple Power Apps, connect data with Dataverse, build a Power BI Dashboard, and automate processes with Power Automate. Candidates for this exam aspire to improve productivity by understanding the capabilities of the Microsoft Power Platform, automating basic business processes with Power Automate, performing basic data analysis with Power BI, acting more effectively by creating simple Power Apps experiences, and creating powerful chatbots by using Power Virtual Agents.

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What's included within this Microsoft training course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor
  • Labs

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (5 days)

Online Self-paced (40 hours)

Microsoft Power Platform Developer PL400 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Create a model-driven application in Power Apps

This module introduces you to creating a model-driven app in Power Apps that uses Common Data Service.

Lessons

  • Introduction to model-driven apps and Common Data Service
  • Get started with model-driven apps in Power Apps
  • Create and manage entities in Common Data Service
  • Create and manage fields within an entity in Common Data Service
  • Working with option sets in Common Data Service
  • Create a relationship between entities in Common Data Service
  • Define and create business rules in Common Data Service
  • Create and define calculation or rollup fields in Common Data Service
  • Get started with security roles in Common Data Service

Module 2: Create a canvas app in Power Apps

This module introduces you to Power Apps, helps you create and customize an app, and then manage and distribute it. It will also show you how to provide the best app navigation, and build the best UI using themes, icons, images, personalization, different form factors, and controls.

Lessons

  • Get started with Power Apps
  • Customize a canvas app in Power Apps
  • Manage apps in Power Apps
  • Navigation in a canvas app in Power Apps
  • How to build the UI in a canvas app in Power Apps
  • Use and understand Controls in a canvas app in Power Apps
  • Document and test your Power Apps application

Module 3: Master advance techniques and data options in canvas apps

This module will help you use advanced formulas, perform custom updates, performance checks and testing. It will also help you to improve user's experience, use custom connectors and focus on working with data source limits.

Lessons

  • Use imperative development techniques for canvas apps in Power Apps
  • Author an advanced formula that uses tables, records, and collections in a canvas app in Power Apps
  • Perform custom updates in a Power Apps canvas app
  • Complete testing and performance checks in a Power Apps canvas app
  • Work with relational data in a Power Apps canvas app
  • Work with data source limits (delegation limits) in a Power Apps canvas app
  • Connecting to other data in a Power Apps canvas app
  • Use custom connectors in a Power Apps canvas app

Module 4: Automate a business process using Power Automate

This module introduces you to Power Automate, teaches you how to build workflows, and how to administer flows.

Lessons

  • Get started with Power Automate
  • Build more complex flows with Power Automate
  • Introduction to business process flows in Power Automate
  • Create an immersive business process flow in Power Automate
  • Understand advanced business process flow concepts in Power Automate
  • Introduction to expressions in Power Automate

Module 5: Introduction to developing with Power Platform

This module is the first step in learning about platform, tools, and the ecosystem of the Power Platform

Lessons

  • Introduction to Power Platform developer resources
  • Use developer tools to extend the Power Platform
  • Introduction to extending the Microsoft Power Platform

Module 6: Extending the Power Platform Common Data Service

This module looks at the tools and resources needed for extending the Power Platform. We'll start with looking at the SDKs, the extensibility model, and event framework. This learning path also covers when to use plug-ins. Configuration of plug-ins as well as registering and deploying plug-ins.

Lessons

  • Introduction to Common Data Service for developers
  • Extend plug-ins

Module 7: Extending the Power Platform user experience Model Driven apps

This module describes how to create client scripting, perform common actions with client script, and automate business process flow with client scrip. Learn about what client script can do, rules, and maintaining scripts. Discover when to use client script as well as when not to use client script.

Lessons

  • Introduction to web resources
  • Performing common actions with client script
  • Automate business process flows with client script

Module 8: Create components with Power Apps Component Framework

This module describes how to get started with Power Apps Component Framework with an introductory module on the core concepts and components. Then it shows you how to build a component and work with advanced Power Apps Component Framework features.

Lessons

  • Get started with Power Apps component framework
  • Build a Power Apps component
  • Use advanced features with Power Apps component framework

Module 9: Extend Power Apps portals

This module describes how to transform a content portal into a full web app interacting with Common Data Service. We will also cover the options available to customizers and developers to extend the portal functionality and integrate with Office 365, Power Platform, and Azure components.

Lessons

  • Introduction to Power Apps portals
  • Access Common Data Service in Power Apps portals
  • Extend Power Apps portals
  • Build custom Power Apps portals web templates

Module 10: Integrate with Power Platform and Common Data Service

This module describes how to integrate with Common Data Service using code by learning about Common Data Service API. Get an in-depth overview of options available with Common Data Service to integrate data and events to Azure.

Lessons

  • Work with Common Data Service Web API
  • Integrate Common Data Service Azure solutions

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Who should attend this Microsoft training course?

Candidates for this course design, develop, secure, and troubleshoot Power Platform solutions. Candidates implement components of a solution that include application enhancements, custom user experience, system integrations, data conversions, custom process automation, and custom visualizations. Candidates will gain applied knowledge of Power Platform services, including in-depth understanding of capabilities, boundaries, and constraints. Candidates should have development experience that includes JavaScript, JSON, TypeScript, C#, HTML, .NET, Microsoft Azure, Microsoft 365, RESTful Web Services, ASP.NET, and Power BI.

  • Job role: Developer.
  • Preparation for exam: PL-400.

Prerequisites

  • Candidates should have an introductory knowledge of Power Platfom.
  • Candidates should have development experience that includes JavaScript, JSON, TypeScript, C#, HTML, .NET, Microsoft Azure, Microsoft 365, RESTful Web Services, ASP.NET, and Power BI.

Microsoft Power Platform Developer PL400 Course Overview

The Microsoft Power Platform helps organizations optimize their operations by simplifying, automating, and transforming business tasks and processes. In this course, students will learn how to build Power Apps, Automate Flows and extend the platform to complete business requirements and solve complex business problems.

What will you gain from taking this Microsoft training course?

  • Create a technical design.
  • Configure Common Data Service.
  • Create and configure Power Apps.
  • Configure business process automation.
  • Extend the user experience.
  • Extend the platform.
  • Develop Integrations.

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What's included within this Microsoft training course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (3 days)

Online Self-paced (24 hours)

Microsoft Dynamics 365 and Power Platform Solution Architect MB600​ Course Outline

Becoming a Solution Architect and Knowing Your Customer

  • Define A Solution Architect
  • Role of A Solution Architect on Projects
  • Project Methodology
  • Getting to Know Your Customer
  • Group Exercise - Getting to Know Your Customer

Conceptualise the Design from Requirements

  • Pillars of Good Architecture
  • Blueprinting the Solution Architecture
  • Lead the Requirement Collection Effort?
  • Using fit Gap Analysis
  • Group exercise - Design from Requirements

Power Platform Architecture

  • Key Power Platform Architecture Components
  • Platform Design and limits Influence Solution Architectures
  • Updates and Feature Releases
  • Communicate how the Platform Meets Customer Need

Project Governance and Work as a Team

  • Solution Architect's role in Project Governance
  • Techniques for Keeping a Project on Track
  • Scenarios that could cause a Project to Fail
  • Group Exercise - Project Governance and Working as a Team

Data Modelling

  • Data Model Influences and Strategy
  • Data Types and Relationships
  • Group Exercise - Data Modelling

Power Apps Architecture

  • Using Components as part of your App Architecture
  • Considerations for including Portals as an App in your Architecture
  • Discuss options for Apps and how to choose where to start
  • Discuss app Composition Options
  • Group Exercise - Power Apps Architecture Topics

Analytics and Artificial Intelligence

  • Pre-built insights and Custom AI
  • Operational Reporting
  • Planning and Evaluating Requirements
  • Power BI and Enterprise BI

Application Lifecycle Management (ALM)

  • Microsoft Vision and Solution Architect's role in ALM
  • Environment Strategies
  • Defining a Solution Structure for your Deliverable

Lab: ALM Hands-on Lab

Security Modelling

  • Solution Architect's role in Security Modelling
  • Discovery and learning your Client's environment
  • Controlling access to Environments, CDS Data, and Resources
  • Group Exercise - Security Modelling

Power Automate Architecture

  • Discuss options for Automation and Custom Logic
  • Review Considerations for Using Triggers and Common Actions
  • Business Process Flows (BPF) to guide users through Business Processes
  • Group Exercise - Evaluate scenarios for Power Automate usage

Integration

  • Platform Features that Enable Integration
  • CDS Event Publishing
  • Scenarios for Group Discussion
  • Solution Architects Role in Integrations
  • What is an Integration and Why Do We Need It

Dynamics 365 Applications Architecture

  • Architecture Considerations for Primary Apps
  • Group Exercise - App-specific Working Groups Evaluate Requirements
  • Solution Architect's role when Deploying Dynamics 365 Apps

Testing and Go Live

  • Solution Architect's Role with Testing and Go Live
  • Planning for Testing and Go Live

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Prerequisites 

Before attending this Microsoft Dynamics 365 + Power Platform Solution Architect Training, delegates should have:

  • Cleared MB-200 Exam
  • Experience with Dynamics 365 and the Power Platform
  • Senior Consultant (functional or technical)
  • Solution Architect in new to the role
  • Should be familiar with Microsoft Azure

Audience

This Microsoft Dynamics 365 + Power Platform Solution Architect Training is ideal for anyone who wants to enhance knowledge in Microsoft Dynamics 365 on Power Platform Solution Architect. However, it is more beneficial for:

  • Senior Consultants Functional
  • Solution Architects
  • Senior Consultants Technical

Microsoft Dynamics 365 and Power Platform Solution Architect MB600​ Course Overview

Microsoft Dynamics 365 is a cloud-based business applications platform which is one of the first major vendors to combine the capabilities of ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) natively, along with productivity applications and artificial intelligence tools. Microsoft Dynamics 365 postponed the core functionality of a Customer Relationship Management solution, and helps to improve mechanisms to transform their marketing, sales, and customer service processes. The Solution Architect is responsible for the successful design, implementation, deployment, and adoption of an overall solution. It allows that Solution Architects to meet the current customers' needs. Delegates will gain functional and technical knowledge of the Power Platform model-driven apps in Dynamics 365 such as field service, marketing, sales, customer service etc. These skills will provide you with a large number of job opportunities as a Senior Consultant and Solution Architect in big industries.

The Knowledge Academy's Microsoft Dynamics 365 + Power Platform Solution Architect training course will provide delegates with an in-depth knowledge of the Solution Architect roles in projects, project governance, security modelling, and integrations. This 3-day training course introduces delegates with fundamentals of data model influences, data model strategy, data types, and data relationships in data modelling.

This training will also cover the following topics:

  • Project methodology
  • Using fit gap analysis
  • Scenarios that could cause a project to fail
  • Microsoft vision and Solution Architect's role in ALM
  • Solution structure for deliverable
  • Options for automation and custom logic
  • Review considerations for using triggers and common actions
  • Blueprinting the solution architecture 
  • Key power platform architecture components 

At the end of this training, delegates will be able to understand the client's environment, controlling access to environments, resources and CDS data in security modelling. They will also be able to evaluate the requirements, operational report, Power BI, and enterprise BI in analytics and artificial intelligence. The Knowledge Academy's experienced trainers will help you to get the desired knowledge and skills required for implementation, covering security, integrations, power apps architecture, and power automate architecture as a Solution Architect.

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (4 days)

Online Self-paced (32 hours)

Microsoft Power Platform App Maker PL100 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Introduction to Microsoft Power Platform

  • This module introduces you to Microsoft Power Platform. Learn the components of Power Platform and the value of using it to create business solutions.

Module 2: Create a model-driven app in Power Apps

  • This module introduces you to creating a model-driven app in Power Apps that uses Microsoft Dataverse.

Module 3: Create a canvas app in Power Apps

  • This module introduces you to canvas Power Apps, helps you create and customize an app, and then manage and distribute it. This module will also focus on how to provide the best app navigation, and build the best UI using themes, icons, images, personalization, different form factors, and controls.

Module 4: Automate a business process using Power Automate

  • This module introduces you to Power Automate, teaches you how to build workflows, and how to administer flows.

Module 5: Create and use analytics reports with Power BI

  • Learn what Power BI is, including its building blocks and how they work together.

Module 6: Get started with AI Builder and Power Virtual Agents

  • This module helps you build an AI model from the beginning and shows how you can use it in your business without writing a single line of code. This module also helps you create a chatbot with Power Virtual Agents for Teams.

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Who should attend this Microsoft training course?

The App Maker builds solutions to simplify, automate, and transform tasks and processes for themselves and their team where they have deep expertise in the solution business domain. They have basic data modeling, user experience design, requirements analysis, and process analysis skills. The App Maker creates and enforces business processes, structures digital collection of information, improves efficiency of repeatable tasks, and automates business processes. The App Maker uses the Maker tools of Power Platform to solve business problems. They may use advanced features of Microsoft apps and third-party productivity tools. The App Maker is aware of the capabilities and limitations of available tools and understands how to apply them. The App Maker is self-directed, and solution focused. They may not have formal IT training but are comfortable using technology to solve business problems with a personal growth mindset. They understand the operational need and have a vision of the desired outcome. They approach problems with phased and iterative strategies.

  • Job role: Developer
  • Preparation for exam: PL-100

Prerequisites

  • Basic data modeling, user experience design, requirements analysis, and process analysis skills.
  • A personal growth mindset and are comfortable using technology to solve business problems.
  • An understanding of the operational need and have a vision of the desired outcome. They approach problems with phased and iterative strategies.

 

Microsoft Power Platform App Maker PL100 Course Overview

This course will teach you how to build apps with low-code techniques to simplify, automate, and transform business tasks and processes using Microsoft Power Platform.

What will you gain from taking this course?

  • Design apps and automate workflows
  • Create apps and automate workflows
  • Analyze and visualize data in context of an app or automated workflow

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What's included within this Microsoft training course?

  • Experienced Tutor

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (4 days)

Online Self-paced (32 hours)

Microsoft Power Platform Functional Consultant PL200 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Introduction to Microsoft Power Platform

This module will provide the learner with background about Microsoft Power Platform and its 4 key components: Power Apps, Power Automate, Power BI, and Power Virtual Agents.

Lessons

  • Microsoft Power Platform overview

Lab: Validate lab environment

After completing this module, students will be able to:

  • Identify the key components of Microsoft Power Platform

Module 2: Work with Dataverse

In this module, students will learn about creating a data model in Microsoft Dataverse, including importing data, using tabular reporting options, and configuring security. They will also learn about creating easy AI with AI Builder.

Lessons

  • Work with tables
  • Understand data types and behavior
  • Configure security settings

Lab: Create an app

Lab: Create tables and columns

Lab: Create relationships

Lab: Additional table settings

After completing this module, students will be able to:

  • Understand tables, columns, rows, and relationships
  • Configure a data model in Dataverse
  • Work in an environment within the Microsoft Power Platform admin center

Module 3: Make model-driven apps with Power Apps

In this module, students will learn the business value of Power Apps model-driven apps. They will then learn to how to configure and design them, including user experience considerations.

Lessons

  • Building blocks of model-driven apps
  • Design model-driven apps
  • Forms and views

Lab: Modify views

Lab: Modify forms

Lab: App designer

After completing this module, students will be able to:

  • Connect to data in Power Apps
  • Build a Power Apps model-driven app
  • Design an application user experience

Module 4: Make canvas apps with Power Apps

In this module, students will learn the business value of Power Apps canvas apps. They will then learn to how to configure and design them, including user experience considerations.

Lessons

  • Power Apps studio
  • Canvas apps capabilities
  • User experience

Lab: Build a canvas app

Lab: Work with data and services

Lab: User experience

After completing this module, students will be able to:

  • Build a Power Apps canvas app
  • Configure user experience in a canvas app
  • Understand the building blocks of a canvas app

Module 5: Make portals with Power Apps

In this module, students will learn the business value of Power Apps portals. They will then learn to how to access Dataverse data in a portal and how portal authentication works.

Lessons

  • Power Apps portals architecture
  • Access Microsoft Dataverse in your portal
  • Authentication and user management

After completing this module, students will be able to:

  • Understand how to use Dataverse data in a portal
  • Recognize types of Power Apps portals for different audiences
  • Register users for portal access

Module 6: Introduction to automation

In this module, students will learn about business rules and when they can be used. Students will also get an overview of Power Automate.

Lessons

  • Business rules
  • Power Automate overview

Lab: Configure a new business rule

Lab: Create security roles

Lab: Create users

Lab: Advanced business rules

After completing this module, students will be able to:

  • Create users and grant security roles
  • Create and configure security roles
  • Create and configure advanced business rules

Module 7: Build Power Automate cloud flows

In this module, students will learn the fundamentals of cloud flows, including triggers and flows. They will create two flows, including an approval flow.

Lessons

  • Fundamentals of cloud flows
  • Triggers
  • Actions

Lab: Create a flow

Lab: Build an approval flow

After completing this module, students will be able to:

  • Create cloud flows
  • Understand the fundamentals of cloud flows
  • Use triggers and actions

Module 8: Build Power Automate desktop flows

In this module, students will learn what desktop flows are and how they are created. Students will also learn how desktop flows are used and how to use process advisor to better understand places to streamline workflows.

Lessons

  • Build desktop flows
  • Use desktop flows
  • Process advisor

After completing this module, students will be able to:

  • Understand the value of desktop flows
  • Identify when to use desktop flows and how process advisor can help

Module 9: Build business process flows

In this module, students will learn the value of business process flows and how to use the business process flow designer. They will also practice building business process flows and learn how they can be automated.

Lessons

  • Why use business process flows
  • Using business process flow designer
  • Automating your business process flow

Lab: Build a branching business process flow

Lab: Build a business process flow

After completing this module, students will be able to:

  • Create business process flows
  • Use the business process flow designer
  • Know how to add automation to a business process flow

Module 10: Build chatbots with Power Virtual Agents

In this module, students will learn how to automate customer interactions with a chatbot using Power Virtual Agents.

Lessons

  • Create a chatbot
  • Configure topics
  • Automate and integrate
  • Configure entities
  • Test and publish chatbots

Lab: Build a chatbot

After completing this module, students will be able to:

  • Create a chatbot
  • Include a flow in a chatbot
  • Create topics and entities

Module 11: Analyze data with Power Bi

In this module, students will learn how to work with Power BI Desktop and Power BI Service to analyze data and create visualizations.

Lessons

  • Use tabular reporting options in Dataverse
  • Use charts and dashboards in Dataverse
  • Get started with Power BI
  • Model data in Power BI
  • Create visualizations and dashboards
  • Publish and share in Power BI

After completing this module, students will be able to:

  • Create visualizations
  • Consume data in Power BI
  • Export data visualizations for stakeholders

Module 12: Putting it all together

In this module, students will learn how the concepts of this course pull together and how to use functional consultant skills on Microsoft Power Platform engagements. They will also learn how solutions are used in Microsoft Power Platform and will be introduced to AI Builder.

Lessons

  • Using solutions
  • AI Builder
  • Consultant skills

Lab: Build charts

Lab: Build dashboards

Lab: Build delete data

Lab: Build a Word template

Lab: Build an Excel template

Lab: Duplicate detection

Lab: Import data

Lab: Export data

After completing this module, students will be able to:

  • Understand how the concepts of this course work together
  • Manage solutions in Microsoft Power Platform
  • Use AI Builder to create and manage models
  • Apply functional consultant skills

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Who should attend this Microsoft training course?

A Microsoft Power Platform Functional Consultant is responsible for creating and configuring apps, automations, and solutions. They act as the liaison between users and the implementation team. The functional consultant promotes utilization of solutions within an organization. The functional consultant may perform discovery, engage subject matter experts and stakeholders, capture requirements, and map requirements to features. They implement components of a solution including application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and simple visualizations.

  • Job role: Functional Consultant.
  • Preparation for exam: PL-200.

Prerequisites

  • Experience as an IT professional or student.
  • Working knowledge of Microsoft Power Platform and its key components.
  • Knowledge of Microsoft Dataverse (or general data modeling) and security concepts.

Microsoft Power Platform Functional Consultant PL200 Course Overview

Microsoft Power Platform empowers organizations to automate business processes, develop their own rich app experiences, and connect with customers better and faster. In this course, students will learn to perform discovery, capture requirements, engage subject matter experts and stakeholders, translate requirements, and configure Microsoft Power Platform solutions and apps. They will supplement their learnings with hands-on labs to create application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and custom visualizations. Microsoft Power Platform is comprised of four key products: Power Apps, Power Automate, Power BI, and Power Virtual Agents. In this course, we will cover these four applications in depth, with additional focus on Microsoft Dataverse, AI Builder, connectors, and portals.

What will you gain from taking this Microsoft training course?

  • Work with an organization to gather requirements and implement Microsoft Power Platform solutions.
  • Build model-driven, canvas, and portal apps.
  • Create Power Automate flows.
  • Design a simple chatbot using Power Virtual Agents.
  • Analyze data using Power BI visualizations and dashboards.

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What's included within this Microsoft training course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (1 days)

Online Self-paced (8 hours)

Microsoft Certified: Dynamics 365 Fundamentals (CRM) MB910 Course Overview

Within this Microsoft training course, you will learn the following modules:

Module 1: Learn the Fundamentals of Dynamics 365 Marketing

This module covers the basic concepts of customer engagement and what the customer engagement apps have in common before diving into Dynamics 365 Marketing. We begin with the standard marketing business processes and how Marketing addresses those. Then we examine the product capabilities. Finally, we cover additional marketing apps such as LinkedIn Campaign Manager, Dynamics 365 Customer Voice and Dynamics 365 Customer Insights.

Lessons

  • Get introduced to the Dynamics 365 customer engagement apps
  • Examine Dynamics 365 Marketing
  • Describe Dynamics 365 Marketing capabilities
  • Review Additional Marketing Apps

Lab: Working with customer engagement apps

Lab: Manage Customers and Activities

Lab: Search and filter data

Lab: Dynamics 365 Marketing Capstone Lab

  • Create a marketing email
  • Create a Segment in Dynamics 365 Marketing
  • Create a Customer Journey

After completing this module, students will be able to:

  • Describe the customer engagement apps and what they have in common
  • Describe the standard marketing processes and how Dynamics 365 Marketing addresses them
  • Describe Dynamics 365 Marketing features and capabilities
  • Describe additional marketing apps

Module 2: Learn the Fundamentals of Dynamics 365 Sales

This module introduces Dynamics 365 Sales. We begin with the standard sales business processes and how Sales addresses those. Then we examine the product capabilities. Finally, we cover additional sales apps such as Sales Insights and Sales Navigator.

Lessons

  • Explore Dynamics 365 Sales
  • Manage the sales lifecycle with Dynamics 365 Sales
  • Review additional sales apps

Lab: Dynamics 365 Sales Capstone Lab

  • Create and qualify a Lead
  • Manage a sales Opportunity

After completing this module, students will be able to:

  • Describe the standard sales processes and how Dynamics 365 Sales addresses them
  • Describe Dynamics 365 Sales capabilities
  • Describe additional sales apps such as Sales Insights and Sales Navigator

Module 3: Learn the Fundamentals of Dynamics 365 Customer Service

This module introduces Dynamics 365 Customer Service. We begin with the standard customer service business processes and how Customer Service addresses those. Then we examine the product capabilities. Finally, we cover additional customer service apps such as Omnichannel for Customer Service, Dynamics 365 Customer Service Insights, Customer Service Scheduling and Connected Customer Service.

Lessons

  • Examine Dynamics 365 Customer Service
  • Describe Dynamics Customer Service capabilities
  • Review additional customer service apps

Lab: Dynamics 365 Capstone Lab

  • Create and publish a Knowledge Article
  • Manage a support Case through its life cycle

After completing this module, students will be able to:

  • Describe the standard customer service processes and how Dynamics 365 Customer Service addresses them
  • Describe Dynamics Customer Service capabilities
  • Describe additional sales apps such as Sales Insights and Sales Navigator

Module 4: Learn the Fundamentals of Dynamics 365 Field Service

This module introduces Dynamics 365 Field Service. We begin with the standard field service business processes and how Field Service addresses those. Then we examine the product capabilities, including work order generation, scheduling, inventory management and asset management.

Lessons

  • 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

Lab: Dynamics 365 Capstone Lab

  • Create a Case and escalate to a Work Order
  • Schedule items with Dynamics 365 Field Service

After completing this module, students will be able to:

  • Describe the standard field service business processes and how Dynamics 365 Field Service addresses
  • Describe how to generate Work Orders
  • Describe the scheduling capabilities of Dynamics 365 Field Service
  • Describe the inventory management capabilities of Dynamics 365 Field Service
  • Describe the asset management capabilities of Dynamics 365 Field Service

Module 5: Learn the Fundamentals of Dynamics 365 Project Operations (CRM)

This module introduces the customer engagement aspects of Dynamics 365 Project Operations. We begin with the standard project-based business processes and how Project Operations addresses those. Then we examine the product capabilities, including sales, project management, and resource utilization.

Lessons

  • 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

Lab: Dynamics 365 Project Operations Capstone Lab

  • Create a project-based Lead
  • Manage a project-based Opportunity
  • Create a Project Quote and Project Estimate

After completing this module, students will be able to:

  • Describe project-based customer engagement processes addressed by Dynamics 365 Project Operations
  • Describe the sales capabilities of Dynamics 365 Project Operations
  • Describe the project management capabilities of Dynamics 365 Project Operations
  • Describe the resource utilization capabilities of Dynamics 365 Project Operations

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Who should attend this Microsoft Dynamics training course?

People in separate roles and at various stages in their careers can benefit from this fundamentals course. This includes IT professionals, business stakeholders and others who want to be exposed to the customer engagement capabilities of Dynamics 365, students, recent graduates, and people changing careers who want to leverage Dynamics 365 to move to the next level.

Prerequisites

Learners should have a fundamental understanding of customer engagement principles and business operations. An understanding of cloud computing is helpful but isn't necessary.

Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course Overview

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. This course will include lecture as well as hands-on labs.

What will you gain from taking this Microsoft training course?

  • Describe the capabilities and functionality of Dynamics 365 Marketing
  • Describe the capabilities and functionality of Dynamics 365 Sales
  • Describe the capabilities and functionality of Dynamics 365 Customer Service
  • Describe the capabilities and functionality of Dynamics 365 Field Service
  • Describe the core capabilities of Dynamics 365 customer engagement apps

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What's included?

  • Delegate pack consisting of course notes and exercises
  • Experienced Instructor
  • Refreshments

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (4 days)

Online Self-paced (32 hours)

Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Introduction to Business Central

Lessons

  • Describe use cases and common features for Business Central modules
  • Technology overview
  • Navigate the user interface
  • Perform basic user tasks in Business Central
  • Master Data
  • Sales and Purchase processes

Module 2: Application Setup

Lessons

  • Create and configure a new company
  • Migrate data to Business Central
  • Manage Security
  • Set up core app functionality

Module 3: Configure Financials

Lessons

  • Set up Finance Management
  • Set up the Chart of Accounts
  • Set up posting groups
  • Set up dimensions
  • General Journals
  • Set up currencies
  • Set up Cash Management
  • Set up Accounts Payables
  • Set up Accounts Receivables

Module 4: Configure Sales and Purchasing

Lessons

  • Set up Inventory
  • Configure sales pricing and discounts
  • Configure purchase pricing and discounts
  • Configure Salespeople and Purchasers

Module 5: Operations

Lessons

  • Purchase items
  • Sell items
  • Order Promising
  • Process financial transactions
  • Inventory Costing

Module 6: Integration and Automation

Lessons

  • Set up and manage approvals with workflows
  • Integrate Business Central with other applications
  • Connect Power Automate
  • Connect Power Apps
  • Connect Power BI

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Prerequisites

There are no formal prerequisites to attend this Microsoft Dynamics 365 Business Central Functional Consultant (MB-800) course.

Audience

The Knowledge Academy's Microsoft Dynamics 365 Business Central Functional course and its exam is designed for functional consultants holding skills as well as knowledge for implementing core applications for small or medium-sized businesses. 

Microsoft Dynamics 365 Business Central Functional Consultant MB800​ Course Overview

Microsoft Dynamics 365 is a cloud-based business application service developed by Microsoft for maximum flexibility and extensibility. It combines modules of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM), along with high-productivity applications and Artificial Intelligence (AI) tools. It helps users to improve their customer relationships, streamline business activities and work more effectively. Dynamics 365 Functional Consultants are responsible for setting up processes for small or medium-sized businesses. 

This 4-day Microsoft Dynamics 365 Business Central Functional Consultant training course aims to provide delegates with an in-depth knowledge of business central, configuring sales, purchasing, configuring financials, and perform central business operations. Delegates will become familiar with how configuring master data for sales and purchasing.

The course will include the following essential topics:

  • Setting up core app functionality
  • Purchase and sell items
  • Configure financials
  • Set up dimensions
  • Configure financials
  • Process financial documents
  • How to configure the chart of accounts
  • Setup inventory

At the end of this training, delegates will be able to implement core application setup processes for small and large businesses. The Knowledge Academy's technical expert trainers will provide this training and help you to get the desired expertise and skills of how to configure master data for sales and purchasing, how to configure pricing and discounts, and how to perform basic tasks in Business Central effectively. Holding comprehensive knowledge and skills of Microsoft Dynamics 365 Business Central Functional Consultant help individuals to get their desired job roles.

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (3 days)

Online Self-paced (24 hours)

Microsoft Power Platform Solution Architect PL600 Course Outline

Module 1: Becoming a Solution Architect/Getting to Know your Customer

  • Define a Solution Architect
  • Role of a Solution Architect
  • Project Methodology
  • Getting to Know your Customer
  • Group Exercise – Getting to Know your Customer

Module 2: Conceptualising the Design from Requirements

  • How to Lead the Requirement Collection Effort?
  • Using Fit Gap Analysis
  • Pillars of Good Architecture
  • Blueprinting the Solution Architecture
  • Group Exercise - Design from Requirements

Module 3: Project Governance and Working as a Team

  • Solution Architect's Role in Project Governance
  • Techniques for Keeping a Project on Track
  • Scenarios that Could Cause a Project to Fail
  • Group Exercise - Project Governance and Working as a Team

Module 4: Power Platform Architecture

  • Key Power Platform Architecture Components
  • Understand How Platform Design and Limits Influence Solution Architectures
  • Updates and Feature Releases
  • Understand How to Communicate How the Platform Meets Customer Needs

Module 5: Data Modelling

  • Data Model Influences
  • Data Model Strategy
  • Data Types
  • Data Relationships
  • Group Exercise – Data Modelling

Module 6: Analytics and Artificial Intelligence

  • Planning and Evaluating Requirements
  • Operational Reporting
  • Power BI
  • Enterprise BI
  • Pre-Built Insights and Custom AI

Module 7: Power Apps Architecture

  • Discuss Options for Apps and How to Choose where to Start
  • Discuss App Composition Options
  • Using Components as Part of Your App Architecture
  • Considerations for Including Portals as an App in your Architecture
  • Group exercise – Power Apps Architecture Topics

Module 8: Application Lifecycle Management (ALM)

  • Microsoft Vision and Solution Architect's Role in ALM
  • Environment Strategies
  • Defining a Solution Structure for your Deliverable

Lab:

  • ALM Hands-On Lab

Module 9: Power Automate Architecture

  • Discuss Options for Automation and Custom Logic
  • Review Considerations for Using Triggers and Common Actions
  • Explore Using Business Process Flows (BPF) to Guide Users Through Business Processes
  • Group Exercise – Evaluate Scenarios for Power Automate Usage

Module 10: Security Modelling

  • Solution Architect's Role in Security Modelling
  • Discovery and Learning your Client's Environment
  • Controlling Access to Environments and Resources
  • Controlling Access to CDS Data
  • Group Exercise – Security Modelling

Module 11: Integration

  • Solution Architects Role in Integrations
  • What is Integration, and Why Do We Need it?
  • Platform Features that Enable Integration
  • CDS Event Publishing
  • Scenarios for Group Discussion

Module 12: Dynamics 365 Applications Architecture

  • Solution Architect's Role When Deploying Dynamics 365 Apps
  • Architecture Considerations for Primary Apps
  • Group Exercise - App Specific Working Groups Evaluate Requirements

Module 13: Power Virtual Agents Architecture

  • Introduction
  • Chatbot Options
  • Chatbot Concepts
  • Best Practices
  • Integrate Chatbots
  • Power Virtual Agents in Microsoft Teams

Module 14: Robotic Process Automation

  • Introduction
  • Power Automate Desktop
  • Recording and Editing Tasks
  • Running Desktop Flows
  • Process Advisor

Module 15: Testing and Go Live

  • Solution Architect's Role with Testing and Go Live
  • Planning for Testing
  • Planning for Go Live

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Prerequisites

In this Microsoft Power Platform Solution Architect PL600 training course, there are no formal requirements.

Audience

This Microsoft Power Platform Solution Architect PL600 course is suitable for anyone who wants to gain in-depth knowledge about the Solution Architect role within an organisation. However, it is more beneficial for following roles such as:

  • Solution Architects
  • Senior Consultants (Functional and Technical)
  • Current Solution Architects

Microsoft Power Platform Solution Architect PL600 Course Overview

Microsoft Power Platform solution architects lead successful implementations and focus on addressing organisations' broader business and technical requirements. The solution architect performs proactive and preventative efforts to increase the customer's investment value and promote organisational health. It provides the ability to identify opportunities to solve business problems successfully. Holding the required skills and knowledge of using Power Platform, Dynamics 365 customer engagement apps, related Microsoft cloud solutions, and other third-party technologies will help individuals climb up the ladder of success in terms of value and career opportunities.

In this 3-day Microsoft Power Platform Solution Architect PL600 training course, delegates will learn how to design, implement, deploy, and adopt the overall solution. During this training, delegates will learn various topics such as solution architect’s role, project methodology, power platform architecture, security modelling, enterprise BI, chatbot options, and more. Our highly professional trainer with years of experience in teaching such courses will conduct this training and will help you get a comprehensive understanding required to use Power Platform.

They will learn various concepts such as:

  • Define a solution architect
  • Updates and feature releases
  • Integrate chatbots
  • Robotic process automation
  • Operational reporting
  • Running desktop flows

At the end of this training, delegates will be able to make decisions across development, configuration, integration, infrastructure, security, availability, storage, and change management. They will also be able to make decisions as a Solution Architect during an implementation, covering security, integrations, power apps architecture, power automate architecture, and more. This interactive training will enable them to adopt new technologies that drive innovation to bring better solutions to customers.

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (4 days)

Online Self-paced (32 hours)

Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700​ Course Outline

Module 1: Architect Role

  • Solution Architect Skills
  • Recap the Solution Architect Learning Path

Module 2: Environment, Instances and Deployment Models

  • Instance Strategy
  • Environment Planning
  • Infrastructure and Deployment

Module 3: Cloud Solution, CDM and CDS

  • Introduction
  • CDM and CDS Core Concepts
  • Power Platform
  • Dual Write

Module 4: Licensing, AppSource and Support

  • Introduction
  • Licensing
  • AppSource
  • Support

Module 5: Lifecycle Services

Module 6: Blueprinting Dynamics 365 Solutions

  • Introduction
  • Develop a Solution Blueprint
  • Engage FastTrack in Solution Blueprint Review

Module 7:  Data Management

  • Introduction
  • Data Management
  • Key Considerations

Module 8: Integration and Business Events

  • Introduction
  • Integration
  • Business Events
  • Endpoints

Module 9: Localisation, Compliance and Reporting

  • Introduction
  • Localisation
  • Compliance
  • Reporting

Module 10: Extensibility

  • Introduction
  • Intrusive Customisation
  • Benefits of Extensibility
  • Extensibility Options
  • Extensibility Requests

Module 11: Security

  • Introduction
  • Advise on Security and Compliance Requirements
  • Security Design
  • Tools and Features

Module 12: Performance

  • Introduction
  • Define Performance Benchmarks and Requirements
  • Performance Design
  • Key Patterns
  • Performance Testing and Tools

Module 14: Application Lifecycle Management

  • Introduction
  • Version Control
  • Development
  • Build
  • Deployment

Module 15: Automated Testing and RSAT

  • Introduction
  • Understand the Test Options

Module 16: Additional Areas for Architect

  • Introduction
  • Overview of the Upgrade Process
  • Special Considerations
  • Printing Scenarios in Dynamics 365
  • High-level Implementation Phases

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Prerequisites

There are no formal prerequisites for the Microsoft Dynamics 365: Finance and Operations Apps Solution Architect course. 

Audience

This Microsoft Dynamics 365: Finance and Operations Apps Solution Architect course provided by The Knowledge Academy is ideal for anyone who wants to know what's inside Microsoft Dynamics 365 for business growth and looking for learning advanced topics on development of Microsoft Dynamics 365.

Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700​ Course Overview

Microsoft Dynamics 365 is a group of intelligent business applications that helps individuals to run their whole business and gives more excellent outcomes through predictive, AI-driven insights. It is the Microsoft family of business applications. Solutions Architects for Finance and Operations app in Microsoft Dynamics 365 are trustable advisors who understand practices and software capabilities recommended by the business. They guide members of the team to implement Dynamics solutions that will meet the predetermined execution goals. With the in-depth knowledge in Microsoft Dynamics 365 Finance and Operations Apps Solution Architect, you can enjoy good job opportunities such as Project Manager, Senior Microsoft Dynamics 365 Developer, Dynamics 365 Technical Consultant and many more.

In this three day Microsoft Dynamics 365: Finance and Operations Apps Solution Architect course, delegates will be provided with the technical information focusing on application architecture and technical skills. They will get information on licensing, AppSource and support for Dynamics 365, and know about what is ALM (Application Lifecycle Management). Delegates will understand the concepts and tools used for data management. 

This course will cover these following topics:

  • About Microsoft Dynamics 365
  • Cloud solution, CDM and CDS
  • ALM (Application Lifecycle Management)
  • Integration and business events
  • Data management
  • Blueprinting Dynamics 365 solutions

At the end of this training, delegates will be able to use lifecycle services as a solution architect. They will gain complete knowledge on Microsoft Dynamics 365 for Finance and Operations Apps. Delegates will know about the considerations for blueprinting Dynamics 365 solution. They will also be able to have architectural conversations on extensibility, security, and performance. This course will be taught by our professional trainers who have years of experience in teaching technical courses.

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor
  • Refreshments

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Online Instructor-led (5 days)

Online Self-paced (40 hours)

Course Outline

Module 1: Configure Dynamics 365 Commerce Headquarters

  • Configure Prerequisites and Commerce Parameters
    • Create Employee and Customer Address Books
    • Configure and Manage Retail Workers
    • Assign Address Books to Customers, Channels, and Workers
    • Create Email Templates and Email Notification Profiles
    • Configure Organisational Hierarchies and Hierarchy Purposes
    • Configure Commerce Shared Parameters
    • Configure Company-Specific Commerce Parameters
  • Describe and Configure Additional Functionality
    • Create and Configure Channel and Sales Order Attributes
    • Configure Commissions and Sales Representatives
    • Configure Payment Methods and Card Types
    • Configure and Manage Gift Cards
    • Describe Omni-Channel Capabilities Including Payments, Orders, and Returns
    • Configure Data Distribution
    • Create Info Codes, Sub-Codes, and Info Code Groups
    • Describe Dynamics 365 Fraud Protection Purchase Protection, Loss Prevention, and Account Protection
  • Manage Statements
    • Describe Advantages of Using Trickle Feed-Based Posting
    • Validate Retail Transactions by Using the Transaction Consistency Checker
    • Configure and Manage Retail Statement Calculations and Posting
    • Troubleshoot Statement Posting Issues
  • Configure Distributed Order Management (DOM)
    • configure Fulfilment Profiles
    • Configure Cost Components Including Shipping, Handling, and Packaging Costs
    • Configure Management Rules and Parameters
    • Monitor Fulfilment Plans and Order Exceptions
  • Configure Order Fulfilment
    • Configure Modes of Delivery Including Shipments, Pick Up, and Carry Out
    • Configure Curbside Customer Order Pickup
    • Configure Charge Codes, Charge Groups, and Automatic Charges
    • Configure and Assign Order Fulfilment Groups

Module 2: Configure Products, Prices, Discounts, Loyalty, and Affiliations

  • Configure Products and Merchandising
    • Configure Product Category Hierarchies
    • Configure Product Attributes and Attribute Groups
    • Configure Assortments and Product Catalogues
    • Manage Product Labels and Shelf Labels
    • Describe Uses Cases for Recommendation Types Including Product, Personalised, Shop Similar Looks, and Shop Similar Descriptions Recommendations
    • Configure Recommendations
    • Configure Warranty Settings
    • Configure Inventory Buffers and Inventory Levels
    • Configure Products and Variants Including Configuring Barcodes
  • Manage Pricing
    • Design and Create Price Groups
    • Configure Pricing Priorities
    • Configure Product Pricing Including Smart Rounding
    • Configure Catalogues Pricing
    • Configure Affiliation Pricing
    • Configure Category Pricing Rules
  • Manage Discounts and Promotions
    • Configure Discount Parameters
    • Configure Channel or Customer-Specific Discounts
    • Configure Quantity, Shipping, Tender-Based, and Threshold-Based Discounts
    • Configure Discount Concurrency Rules
    • Manage Coupons
  • Manage Customers, Loyalty, and Affiliations
    • Configure Client Books
    • Configure Customer Attributes
    • Configure Customer Affiliations
    • Configure Loyalty Programmes, Loyalty Schemes, and Reward Points
    • Manage Loyalty Tier Calculations and Processing

Module 3: Manage Point of Sale (POS) in Dynamics 365 Commerce

  • Configure Retail Stores
    • Create a Retail Store
    • Configure POS Registers and Devices
    • Configure Retail Profiles
    • Configure Sales Tax Overrides
    • Configure Task Management Lists and Parameters
    • Define Cash Management Processes
    • Define Shifts and Shift Management Processes
    • Configure Channel Return Policies
    • Describe Offline Capabilities and Limitations
  • Manage Store Inventory
    • Configure Availability Calculations for Products
    • Manage Inbound and Outbound Inventory Operations
    • Process Customer Pick-Up and Shipment Orders
    • manage Inventory Processes, Including Stock Counts
    • Look Up Product Inventory
    • Process Serialised Items
  • Perform POS Operations
    • Perform Sales and Order Processes
    • Perform End of Day Processes
    • Reconcile Store Cash
    • Monitor Store Productivity by Using Task Management and Reporting Features

Module 4: Configure and Manage Dynamics 365 Commerce Call Centres

  • Configure Call Centres
    • create a Call Center
    • Configure and Publish Product Catalogues
    • Create Product Catalogue Scripts
    • Configure Fraud Conditions, Rules, and Variables to Trigger Order Holds
    • Configure Fraud Alerts
  • Configure Continuity Orders and Instalment Billing
    • Set Up Continuity Programs and Parameters
    • Configure Continuity Order Batch Jobs
    • Manage Continuity Child Orders
  • Manage Call Centres
    • Create, Modify, and Process Sales Orders
    • Process Call Centre Payments
    • Manage Order Holds
    • Create Return Merchandise Authorisations (RMAS)
    • Process Returns, Exchanges, and Replacements

Module 5: Manage E-Commerce

  • Configure an E-Commerce Channel
    • Create an Online Store
    • Configure an E-Commerce Site
    • Configure Channel Assignments for an e-Commerce Site
    • Configure Ratings and Reviews
  • Manage E-Commerce Content
    • Configure URLs and Aliases
    • Configure Product Detail Pages and Category Pages
    • Manage Site Themes, Page Fragments, Templates, Layouts, and Pages
    • Upload and Manage Digital Assets Including Videos and Images
    • Set Focal Points and Attribute Values for Media Assets
    • Configure publish groups
  • Operate an E-Commerce Channel
    • Create E-Commerce Orders
    • Synchronise E-Commerce Orders
    • Moderate Ratings and Reviews
  • Configure Business-To-Business (B2B) E-Commerce
    • Describe Differences Between B2B and Business-To-Consumer (B2C) Solutions
    • Describe Use Cases for Organisational Modelling Hierarchies
    • Manage Business Partners and Business Partner, Users
    • Configure Product Quantity Limits

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Prerequisites

There are no formal prerequisites to attend this Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training course. However, a strong understanding of unified commerce business operation will be beneficial.

Audience

This Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training course is ideal for anyone who wants to learn how to design, configure, and manage Dynamics 365 Commerce.

Course Overview

Dynamic 365 Functional Consultant is responsible for engaging with subject matter experts and stakeholders, performing discovery, capturing requirements, translating requirements, and confirming the applications and solutions. Microsoft Dynamics 365 Commerce Functional Consultant configure Dynamics 365 Commerce headquarters, manage e-commerce, manage Point of Sale (POS), and configure prices, products, loyalty, affiliations, and discounts. Studying Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training course is helpful for learners to configure, deploy, and maintain Dynamics 365 Commerce. It will help organisations to manage and configure commerce call centres. This training will help learners expand their skills and undertake a variety of tremendous job opportunities in various international companies.

This 5-day Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training course covers all necessary concepts to help delegates become thoroughly familiar with the dynamics 365 commerce functional consultant. During this training, they will learn about how to configure organisational hierarchies and hierarchy purposes. They will also learn about how to configure and manage gift cards, configure and assign order fulfilment groups, configure data distribution, configure warranty settings, configure category pricing rules, configure channel return policies, and many more. Our highly professional trainer with years of experience in teaching Microsoft courses will conduct this training course and will help you get a complete understanding of Microsoft dynamics 365 commerce.

This training will cover various essential topics, such as:     

  • Create email templates and email notification profiles
  • Configure payment methods and card types
  • Troubleshoot statement posting issues
  • Configure management rules and parameters
  • Configure continuity order batch jobs
  • Manage business partners and business partners, users

After attending Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training course, they will be able to create and configure channel and sales order attributes. They will also be able to validate retail transactions by using the transaction consistency checker.

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

Show moredown

accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (3 days)

Online Self-paced (24 hours)

Microsoft Dynamics 365 Customisation and Configuration M55242​ Course Outline

Module 1: Introduction

  • Getting Familiar with the Versions of Microsoft Dynamics 365
  • Get Acquainted with the Dynamics 365 Framework
  • Review the Dynamics 365 Devices, Apps, and Hubs
  • Understand the Tools for Dynamics 365 Customisers
  • Brief Overview of Solutions
  • Understand the Differences Between Dynamics 365 Organisations and Environments
  • Set Up the Lab Environment

Lab: Setting Up Your Lab Environment

  • Setup Your Lab and Install Sample Data

Module 2: Initial Setup and Configuration

  • An Introduction to Dynamics 365 Admin Centre
  • An Introduction to Dynamics 365 Deployment Manager
  • An Introduction to the Power Platform Admin Centre
  • Review the System Settings Area
  • Understand How to Configure Auto Save Settings
  • Understand How to Configure Format Settings
  • Understand How to Configure Email Settings
  • Understand How to Configure Skype Integration
  • Understand How to Configure SharePoint Integration
  • Understand How to Configure OneNote Integration
  • Understand How to Configure Auditing

Lab: Configure Dynamics 365 System Settings

  • Configure Auto Save Settings
  • Configure Formatting Settings
  • Configure Email Settings

Lab: Configure Dynamics 365 Audit Settings

  • Enable Auditing in Dynamics 365
  • Enable Auditing for an Entity
  • Configure Auditing for a Field

Module 3: Security

  • Design and Configure Business Units
  • Configure Security Roles
  • Manage Users and Teams
  • Implement Access Teams
  • Configure Hierarchy Security

Lab: Configure Users, Business Units, Security Roles, and Access Levels

  • Add New Users in Dynamics 365
  • Create New Business Units
  • Copy a Security Role and Configure Access Levels
  • Assign Users to Security Roles
  • Login to Dynamics 365 as a Different User to Test Permissions

Lab: Configure Access Teams

  • Configure an Entity to be Used in Access Teams
  • Create an Access Team Template
  • Configure a Sub-Grid to Use an Access Team

Lab: Configure a Management Hierarchy

  • Enable Hierarchy Security
  • Configure a Manager Hierarchy

Module 4: Creating and Managing Entities

  • Introduction to the Dynamics 365 model
  • Review the Different Entity Types
  • Create New Custom Entities
  • Managing Entity Ownership
  • Managing Entity Properties
  • Custom Entity Security
  • Virtual Entities
  • Review Entities and Solutions

Lab: Creating and Managing Entities

  • Creating a New Solution
  • Create Custom Entities and Configure Entity properties
  • Add Existing System Entities to a Solution
  • Configure Permissions for Custom Entities

Module 5: Customising Fields

  • Introduction to Field Customisation
  • Understand the Different Field Types
  • Review Field Formats
  • Create a New Field
  • Review Fields and Solutions
  • Implement a Calculated Field
  • Configure Field Level Security

Lab: Creating and Managing Fields

  • Creating Fields
  • Create a Global Option Set

Lab: Creating a Calculated Field

  • Creating a Calculated Field
  • Add Fields to an Entity Form

Lab: Configuring Field Level Security

  • Enable a Field for Field Level Security
  • Configure a Field Security Profile

Module 6: Customising Relationships and Mappings

  • Introduction to Relationships
  • Review the Different Relationship Types
  • Create a Relationship
  • Review Relationships and Solutions
  • Understand Relationship Behaviour
  • Implement a Hierarchy Relationship
  • Configure Field Mappings

Lab: Create Entity Relationships

  • Create Entity Relationships
  • Configure Relationship Behaviour

Lab: Create a Hierarchical Relationship

  • Configure a Hierarchical Relationship

Lab: Configure Field Mappings

  • Configure Field Mappings

Module 7: Customising Forms, Views, and Visualisations

  • Process to Create a New Form
  • Review the Different Form Types
  • Using the Form Designer
  • Customising the Main, Quick View, Quick Create, and Card Forms
  • Configure Form Security
  • Review the Different View Types
  • Customising System Views
  • Configure the Editable Grid
  • Customising System Charts and Dashboards

Lab: Customising Forms

  • Customising Forms
  • Create a Quick Create Form
  • Create a Quick View Form

Lab: Configuring System Views

  • Create Custom System Views

Lab: Configuring Charts and Dashboards

  • Configure a System Chart
  • Construct a System Dashboard

Module 8: Unified Client Interface (UCI)

  • Introduction to the UCI
  • App Designer
  • Using the Sitemap Designer
  • Configuring UCI Apps
  • Managing Apps in Solutions

Lab: Customising an Existing UCI App

  • Use the App Designer to Customise an Existing UCI App

Lab: Build a Custom Event Management UCI App

  • Use the App Designer to Build a Custom UCI App

Module 9: Processes: Workflows, Business Process Flows, and Custom Actions

  • Introduction to Processes
  • Workflow
  • Business Process Flows
  • Custom Actions

Lab: Create a Workflow

  • Create a Workflow
  • Define When a Workflow Starts
  • Adding Workflow Steps
  • Activating a Workflow

Lab: Create a Business Process Flow

  • Create a Business Process Flow
  • Add Stages to a Business Process Flow
  • Add Data and Action Steps to a Business Process Flow
  • Configure Branching Logic in a Business Process Flow
  • Configure Security for a Business Process Flow

Module 10: Solution Management

  • An Introduction to Solution Management
  • How to Add and Administer Components in a Solution
  • Differences Between Unmanaged and Managed Solutions
  • How to Export and Import a Solution
  • How to Set Managed Properties for a Solution
  • What Happens When You Delete a Solution?
  • How to Clone a Solution Patch?
  • How to Clone a Solution?

Lab: Solution Management

  • Export an Unmanaged Solution
  • Import an Unmanaged Solution
  • Configuring Managed Properties
  • Export and Import Managed Solutions
  • Create a Solution Patch
  • Clone a Solution

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Prerequisites

Before attending this Microsoft Dynamics 365 Customisation and Configuration M55242 Training course, delegates should have:

  • Attended Introduction to Microsoft Dynamics 365 M55250 Training
  • Working knowledge of Microsoft .Net and Visual Studio

Audience

This Microsoft Dynamics 365 Customisation and Configuration M55242 Training course is ideal for anyone who wants to gain in-depth knowledge about the customisation and configuration in Microsoft Dynamics 365. However, it is more beneficial for:

  • IT Professionals
  • Developers
  • Implementation Consultants
  • Technical Support Personnel
  • System Administrators

Microsoft Dynamics 365 Customisation and Configuration M55242​ Course Overview

Microsoft Dynamics 365 is a cloud-based business applications platform that consolidates parts of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) with artificial intelligence tools and productivity applications. Microsoft Dynamics 365 Customisation and Configuration Training course will give you an in-depth understanding of customising, configuring, and maintaining the components of Microsoft Dynamics 365. Attending this Microsoft Dynamics 365 Customisation and Configuration M55242 Training course will provide the delegates with extensive hands-on expertise with installing, designing, configuring and managing Microsoft Dynamics 365 customer engagement components. The information obtained from this training will lead you to attain greater designations such as senior technical lead, Dynamics CRM Developer, data engineer, and many other designations.

The Knowledge Academy 3-day Microsoft Dynamics 365 Customisation and Configuration M55242 Training course is sketched to familiarise the delegates with the tools for Dynamics 365 customisers. Delegates will understand the differences between dynamics 365 organisations and environments, configure and set up Dynamics 365 admin centre, configure user levels and access levels, etc. During this training course, delegates will also gain a comprehensive knowledge of customising fields, customising relationships and mappings, and more topics.

Other than the above topics, delegates will also learn the following concepts:

  • Set up the lab environment
  • How to export and import a solution
  • How to set managed properties for a solution
  • Review the different view types
  • Customising system views

Our highly expert trainer with abundant knowledge has curated this training course to provide delegates with the knowledge of customising and configuring the components of Microsoft 365.

At the end of this training course, delegates will be able to know the procedure to understand the steps to configure Skype, SharePoint, and OneNote integration. This training course will also enable the delegates to design and configure business units to provide security using the inbuilt tools in Microsoft Dynamics 365.

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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accredited by

Our Microsoft training course is accredited by Microsoft

Online Instructor-led (1 days)

Online Self-paced (8 hours)

Microsoft Dynamics 365 for Customer Service 55260A​ Course Outline

Module 1: Introduction

  • Examine Common Customer Service Scenarios
  • An Introduction to Service in Dynamics 365
  • Dynamics 365 Platform
  • Dynamics 365 Service Fundamentals
  • Security Considerations
  • Where to Get Help
  • Further Reading and Resources

Lab: Service in Dynamics 365 Orientation

  • Explore the Service Features in Dynamics 365

Module 2: Case Management

  • Case Management Process
  • Working with Case Records
  • Working with the Case Form
  • Case Assignment and Routing
  • Cases and Activities
  • Resolving Cases
  • Reactivating, Cancelling and Deleting Cases
  • Service Level Agreements

Lab: Working with Cases

  • Create a Case Record
  • Assign a Case Record
  • Resolve a Case Record
  • Reactivate a Case Record
  • Cancel a Case Record

Lab: Service Level Agreements and Cases

  • Create a Customer Schedule for the SLA
  • Create a New Service Level Agreement
  • Activate a Service Level Agreement
  • Create an Entitlement
  • Relate a Case to a Service Level Agreement

Module 3: Working with Queues

  • Introduction to Service Queues
  • Common Service Queue Scenarios
  • Creating and Managing Queues
  • Working with Queue Items
  • Case Routing Rules
  • Processes and Queues

Lab: Create a Case Routing Queue

  • Creating Queues
  • Create a Case Routing Rule
  • Route a Case to a Queue
  • Working with Queues and Queue Items

Module 4: Using the Knowledge Base

  • Introduction to the Knowledge Base
  • Knowledge Base Concepts
  • Working with Articles
  • Searching the Knowledge Base
  • Email a Knowledge Article

Lab: Create Knowledge Base Articles

  • Create an Article Template
  • Update the Subject Tree
  • Create a New Knowledge Base Article
  • Submit a Knowledge Base Article for Approval
  • Reject a Knowledge Base Article
  • Approve a Knowledge Base Article

Lab: Create a Case and Interact with the Knowledge Base

  • Create a New Case
  • Relate a Knowledge Base Article to a Case
  • Email a Knowledge Base Article to a Customer

Module 5: Interactive Service Hub

  • Introduction the Interactive Service Hub
  • Tier 1 Dashboard
  • Tier 2 Dashboard
  • My Knowledge Dashboard
  • Knowledge Manager Dashboard
  • Working with Cases in the Hub
  • Working with Knowledge Articles in the Hub
  • Working with Visualisations and Filters in the Hub

Lab: Using the Interactive Service Hub

  • Explore the Interactive Service Hub
  • Manage Streams in the Interactive Service Hub
  • Resolve a Case in the Interactive Service Hub
  • Create a KB Article in the Interactive Service Hub
  • Manage KB Articles in the Interactive Service Hub
  • Relating a Case to an Interactive Service Hub KB Article

Module 6: Service Analysis

  • Introduction to Service Analysis in Dynamics 365
  • Service Reports
  • Reporting Wizard
  • Working with Service Charts
  • Working with Service Dashboards
  • Working with Service Goals and Metrics

Lab: Explore the Service Reports

  • Exploring the Case Summary Table Report
  • Exploring the Neglected Cases Report

Lab: Service Goals and Metrics

  • Create Goals for the Service Team
  • Create a Personal View
  • View Sales Goals and Chart

Lab: Explore the Service Charts and Dashboards

  • Explore the Case Charts
  • Create a Custom Service Chart
  • Explore the Service Dashboards
  • Create a Custom Service Dashboard

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Prerequisites

In this Microsoft Dynamics 365 for Customer Service 55260A training course, there are no formal prerequisites.

Audience

This training course is ideal for anyone who wants to attain in-depth knowledge about the service components of Dynamic 365. However, it will be more beneficial for:

  • Customer Service Representatives (CSR)
  • Service Managers
  • End-Users

Microsoft Dynamics 365 for Customer Service 55260A​ Course Overview

Microsoft Dynamics 365 for Customer Service training course will provide you with a hands-on experience of the service's features and components of Microsoft Dynamics 365. Pursuing this Microsoft Dynamics 365 for Customer Service training course enables the delegates to understand the service case management process in Dynamics 365. It will give elaborated information to track and resolve customer requests with cash records and usage of Service Level Agreements to handle service entitlements and utilise the Knowledge Base to resolve customer issues faster. This obtained information will lead you to attain many greater designations such as senior technical lead, dynamics CRM developer, Microsoft dynamics, data engineer, salesforce marketing cloud application developer, and many other job titles.

The Knowledge Academy’s 1-day Microsoft Dynamics 365 for Customer Service 55260A is sketched for the delegates to examine common customer service scenarios. Delegates will obtain insights into dynamics 365 service fundamentals to boost the efficiency of marketing, sales, and customer service teams. During this training course, delegates will also gain an understanding of tracking, managing and resolving customer service requests using case records in Microsoft Dynamics 365.

It also accommodates the delegates with various knowledgeable concepts to increase their calibre, such as:

  • Case assignment and routing
  • Cases and activities
  • Case routing rules
  • Processes and queues
  • Knowledge base concepts
  • Working with articles

At the end of this training course, delegates will gain a comprehensive acquaintance about the case management process. Delegates will also be able to create a new service level agreement and reactivate, cancel and delete cases. Our highly expert trainer with abundant knowledge has curated this training course to recognise the foundations of case management and case records in Microsoft Dynamics 365 used to track, manage, and handle customer care requests.

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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The price for Microsoft Dynamics 365 Training certification in Canada starts from CAD.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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