Microsoft Dynamics 365 Fundamentals MB901 Course Outline
This course outline is focused on providing a complete Knowledge of Microsoft Dynamics 365 applications. Delegates will learn about various functionalities and services tools that empowers organisation to develop the business. Microsoft Dynamics 365 is providing an understanding of how to monitor and track a Data. Delegates will become familiar with various collaboration strategies of Microsoft Dynamics 365. The Cloud Computing and various business requirements such as Security, Sales, Finance, Marketing, Customer Services, Field services and other essentials concepts also included in Modules. These Following modules explore the various topics in order to upgrade your skills. So let’s start with the First Module:
Module 1: Introduction to Microsoft Dynamics 365
Lessons
- Introduction
- Dynamics 365 Applications
- What is artificial intelligence (AI)?
- What is the mixed reality (MR)?
- Digital Transformation
After completing this module, you will be able to:
- Identify the Dynamics 365 Business Applications
- Understand the role of artificial intelligence (AI) and mixed reality (MR) in Dynamics 365
- Explain digital transformation
- Recognize how the Dynamics 365 apps support digital transformation
Module 2: Principles of cloud computing and deployment
Lessons
- Introduction
- What is cloud computing?
- Benefits of cloud computing
- Compliance, terms and requirements
- Types of cloud services
- Deployment
- Azure DevOps
- Microsoft Dynamics Lifecycle Services (LCS)
- Explore Power Platform Admin Center
After completing this module, you will be able to:
- Describe cloud computing and its benefits
- Understand deployment options for Dynamics 365 applications
- Articulate cloud services compliance and compliance requirements
- Describe the types of cloud services
- Explain Azure DevOps and Lifecycle Services (LCS)
Module 3: Recognize Dynamics 365 Security
Lessons
- Introduction
- Dynamics 365 cloud security
- Understand role-based security
- Lab: Explore security roles in Dynamics 365 model-driven apps
- Lab: Explore security roles in Finance and Operations apps
- Lab: Enhance security by encrypting your data
After completing this module, you will be able to:
- Describe Dynamics 365 cloud security
- Describe Dynamics 365 role-based security
Module 4: Connect and analyse your Dynamics 365 data
Lessons
- Introduction
- The use of Power Platform in Dynamics 365
- Benefits of Common Data Service
- Dynamics 365 reporting
- Lab: Explore the Power Platform Admin Center
After completing this module, you will be able to:
- Describe the use of Power Platform in Dynamics 365
- Articulate the benefits of Common Data Service
- Explain Dynamics 365 reporting
Module 5: Introduction to Dynamics 365 Sales
Lessons
- Introduction
- Dynamics 365 sales automation
- Manage the sales process and pipeline
- Contract management
- Discover Microsoft Relationship Sales solution
- Dynamics 365 Sales Insights
- Sales surveys
- Lab: Explore Dynamics 365 Sales
After completing this module, you will be able to:
- Describe Dynamics 365 sales automation
- Articulate how to manage the sales process in Dynamics 365 Sales
- Discover Microsoft Relationship Sales Solution (MRSS)
- Explain the business value of Dynamics 365 Sales Insights
- Explain the business value of Microsoft Forms Pro
Module 6: Introduction to Dynamics 365 Marketing
Lessons
- Introduction
- The benefits of Dynamics 365 Marketing
- Features and functionality of Dynamics 365 Marketing
- Lead generation and qualification
- Customer journey
- Segmentation
- Event management
- Lab: Explore Dynamics 365 Marketing
After completing this module, you will be able to:
- Articulate the benefits of using Dynamics 365 Marketing
- Describe the features and functionality of Dynamics 365 Marketing
- Describe a Customer journey
Module 7: Introduction to Dynamics 365 Customer Service
Lessons
- Introduction
- Overview of Dynamics 365 Customer Service
- Account Management
- Case lifecycle management
- Knowledge articles
- Omnichannel for Dynamics 365 Customer Service
- Portals
- Dynamics 365 Customer Service Insights
- Lab: Explore Dynamics 365 Customer Service
After completing this module, you will be able to:
- Present an overview of Dynamics 365 Customer Service
- Discuss the core capabilities of Dynamics 365 Customer Service
- Explain the value of Dynamics 365 Customer Service Insights
Module 8: Introduction to Dynamics 365 Field Service
Lessons
- Introduction
- Benefits of Dynamics 365 Field Service
- Connected Field Service
- Service resource scheduling
- Resource Scheduling Optimization (RSO)
- Proactive customer service
- Field Service Mobile
- Dynamics 365 Remote Assist
- Dynamics 365 Guides
After completing this module, you will be able to:
- Describe the benefits of Dynamics 365 Field Service
- Explain Connected Field Service
- Discover Dynamics 365 Remote Assist
- Discover Dynamics 365 Guides
Module 9: Explore model-driven app integrations and Dynamics 365 Customer Insights
Lessons
- Introduction
- Integration across Dynamics 365 applications
- Integration with Microsoft products
- Integration with third-party applications
- Integrating customer data across first and third-party applications with Dynamics 365 Customer Insight
After completing this module, you will be able to:
- Explain how Dynamics 365 model-driven app integrate
- Describe Office 365 integrations
- Identify third-party integrations
- Describe Dynamics 365 Customer Insights
- Recognize Adobe Experience Cloud
Module 10: Introduction to Dynamics 354 Finance
Lessons
- Introduction
- Overview of Dynamics 365 Finance
- Global attributes
- General ledger
- Accounts payable
- Accounts receivable
- Credit and collections
- Budgeting
- Project management and accounting
- Real-time cash flow visibility
- Period and year-end closing
- Lab: Explore Dynamics 365 Finance
After completing this module, you will be able to:
- Describe the benefits of Dynamics 365 Finance
- Provide a high-level overview of Dynamics 365 Finance
- Explain the Accounts receivable and payable functions in Dynamics 365 Finance
Module 11: Introduction to Dynamics 365 Supply Chain Management
Lessons
- Introduction
- Overview of Dynamics 365 Supply Chain Management
- Product information
- Procurement and sourcing
- Warehouse management
- Sales order management
- Manufacturing
- Master Planning
- Modernize operations
- Project accounting
- Asset management
- Dynamics 365 Layout
- Lab: Explore Dynamics 365 Supply Chain Management
After completing this module, you will be able to:
- Describe the benefits of Dynamics 365 Supply Chain Management
- Provide a high-level overview of Dynamics 365 Supply Chain Management
- Articulate the value of Asset management
- Discuss Dynamics 365 Layout
Module 12: Introduction to Dynamics 365 Business Central
Lessons
- Introduction
- Finance and budgeting
- Supply chain management
- Project management
- Sales and service
- When should you use Business Central versus other Dynamics 365 applications?
After completing this module, you will be able to:
- Explore common use cases for Dynamics 365 Business Central
- Discover when to leverage Business Central versus other Dynamics 365 products
Module 13: Introduction to Dynamics 365 Human Resources
Lessons
- Introduction
- Overview of Dynamics 365 Human Resources
- Employee self-service
- Personnel management
- Benefits management
- Employee development
- Lab: Explore Dynamics 365 Human Resources
After completing this module, you will be able to:
- Discover the Human Resources tools that help drive operational efficiency
- Explore the features and functionality of Human Resources
Module 14: Introduction to Dynamics 365 Commerce
Lessons
- Introduction
- Core retail functionality
- Point of Sale (POS)
- Assisted Selling
- Merchandising and inventory
- Channel management
- Ecommerce
- Retail deployment
- Dynamics 365 Fraud Protection
After completing this module, you will be able to:
- Provide a high-level overview of Dynamics 365 Commerce
- Discover deployment options
- Describe Dynamics 365 Fraud Protection
- Explore Omnichannel
Module 15: Explore Finance and Operations cross-app integrations
Lessons
- Introduction
- Integration across Dynamics 365 applications
- Integration with Microsoft products
- Integration with third-party applications
- Explore external system integration capabilities
After completing this module, you will be able to:
- Describe the data management framework
- Explain Office 365 integrations
- Explore external system integration capabilities