Microsoft Dynamics 365 Fundamentals (CRM) MB910 Overview

Course syllabus

Who it’s for

What’s included

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

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

Module 1: Describe the Foundations of Dynamics 365 Customer Engagement Apps

  • Introduction
  • Describe Customer Relationship Management
  • Describe Microsoft Power Platform and Dynamics 365 Customer Engagement Apps
  • Describe Microsoft Dataverse And Dynamics 365 Customer Engagement Apps
  • Describe Use Cases for Dynamics 365 Customer Engagement Apps
  • Navigate to and Within Dynamics 365 Customer Engagement Apps

Module 2: Describe Shared Activities and Integration Options in Dynamics 365 Customer Engagement Apps

  • Introduction
  • Describe Customers and Activities
  • Exercise: Manage Customers and Activities
  • Describe Search Criteria and Filters
  • Describe Reporting Capabilities Including Charts, Dashboards, and Views
  • Describe Excel Integrations
  • Describe Microsoft Teams Integration
  • Describe Outlook Integration

Module 3: Explore Dynamics 365 Customer Insights – Journeys

  • Introduction
  • Describe Use Cases for Dynamics 365 Customer Insights - Journeys
  • Explore a Dynamics 365 Customer Insights - Journeys Business Scenario
  • Describe Email Marketing
  • Describe How to Target Customers by Using Marketing Lists and Segments
  • Describe Customer Journeys
  • Describe Lead Generation and Qualification
  • Describe Use Cases for Marketing Forms
  • Describe Event Management Features and Capabilities

Module 4: Describe Dynamics 365 Customer Insights - Data and Dynamics 365 Customer Voice

  • Introduction
  • Explore a Dynamics 365 Customer Insights - Data Business Scenario
  • Describe Use Cases for and Capabilities of Dynamics 365 Customer Insights - Data
  • Describe Use Cases for and Capabilities of Dynamics 365 Customer Voice

Module 5: Explore Dynamics 365 Sales

  • Introduction
  • Describe Use Cases for Dynamics 365 Sales
  • Review the Sales Lifecycle
  • Explore a Dynamics 365 Sales Business Scenario
  • Describe Leads and the Process for Qualifying Leads
  • Describe the Opportunity Management Process
  • Exercise: Lab: Work with Leads and Opportunities
  • Describe Dynamics 365 Sales Business Process Flows
  • Describe Sales Order Processing

Module 6: Describe Dynamics 365 Sales Capabilities and Related Apps

  • Introduction
  • Identify Additional Dynamics 365 Sales Capabilities and Related Apps
  • Explore a Dynamics 365 Sales Related Apps Business Scenario
  • Describe Sales Pipeline and Forecasting Concepts
  • Describe Use Cases for and Capabilities of Sales Insights
  • Describe Use Cases for and Capabilities of Linkedin Sales Navigator
  • Describe the Dynamics 365 Sales Mobile App
  • Describe Microsoft Sales Copilot

Module 7: Explore Dynamics 365 Customer Service

  • Introduction
  • Describe Use Cases for Dynamics 365 Customer Service
  • Explore a Dynamics 365 Customer Service Business Scenario
  • Describe the Case Lifecycle Including Service-Level Agreements (Slas) and Entitlements
  • Describe the Functionality for Workload Management
  • Describe Dynamics 365 Customer Service Business Process Flows
  • Describe Knowledge Management in Dynamics 365 Customer Service

Module 8: Describe Dynamics 365 Customer Service Capabilities and Related Apps

  • Introduction
  • Explore a Dynamics 365 Customer Service-Related Apps Business Scenario
  • Describe Omnichannel for Customer Service
  • Describe Reporting and Data Visualisation Options in Dynamics 365 Customer Service
  • Describe Dynamics Customer Voice Use Cases for Customer Service

Module 9: Explore Dynamics 365 Field Service

  • Introduction
  • Describe Use Cases for Dynamics 365 Field Service
  • Explore a Dynamics 365 Field Service Business Scenario
  • Describe the Work Order Lifecycle
  • Describe Inspections in Dynamics 365 Field Service
  • Describe the Dynamics 365 Field Service Mobile App

Module 10: Describe Dynamics 365 Field Service Scheduling Capabilities and Related Apps

  • Introduction
  • Describe Resource and Scheduling Processes
  • Explore a Dynamics 365 Field Service-Related Apps Business Scenario
  • Describe Asset Management and Customer Assets
  • Describe Connected Field Service for Dynamics 365

 

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Who should attend this Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course?

This Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course is designed to provide professionals with a foundational understanding of the Dynamics 365 Customer Engagement application. Below are the professionals who can have benefit from this course:

  • Sales Professionals
  • Marketing Professionals
  • Customer Service Representatives
  • CRM Administrators
  • Customer Engagement Consultants
  • CRM Project Managers
  • Consultants

Prerequisites of the Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course. However, a basic knowledge of customer engagement principles, business operations, and cloud computing can be beneficial for delegates before pursuing this course.

Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course Overview

The Microsoft Dynamics 365 MB910 Training is essential for integrating all aspects of Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP). It empowers businesses to streamline processes and enhance efficiency across various departments.

Understanding Dynamics 365 is crucial for professionals in sales, customer service, and IT management. A Dynamics 365 Course equips them with the skills to optimise customer interactions and improve operational effectiveness, making it a must-have competency in today’s digital economy.

This intensive 1-day training session by The Knowledge Academy focuses on laying a strong foundation in Microsoft Dynamics 365 Certification essentials. Delegates will gain hands-on experience, enabling them to implement and manage Dynamics 365 solutions effectively within their organisations.

Course Objectives

  • To understand the core functionalities of Dynamics 365 CRM
  • To learn to configure and customise Dynamics 365 settings
  • To develop skills to manage customer relationships effectively
  • To gain insights into integrating Dynamics 365 with other tools
  • To prepare for the Dynamics 365 Certification exam

Upon completion, delegates will have a robust understanding of how to use Microsoft Dynamics 365 to enhance business operations, manage customer data, and drive sales performance efficiently. They will be well-prepared to undertake further certifications and implement solutions practically.

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What’s included in this Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

You’ll also get access to the MyTKA Training Portal, which will be your go to hub for all your training.
Hands-On Labs: Included as part of our online instructor-led delivery, these labs provide real-world exercises in a simulated environment guided by expert instructors to enhance your practical skills.
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Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

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Join a scheduled class with a live instructor and other delegates.

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Master Microsoft Dynamics 365 Fundamentals (CRM) MB910 with a flexible yet structured approach that combines live, expert-led sessions and self-paced study. With weekly one-to-one tutor support and consistently high pass rates, you’ll receive tailored guidance and achieve real results.

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Take part in scheduled, instructor-led sessions with real-time feedback, while enjoying the freedom to study independently. Interactive resources and progress tracking tools help you stay motivated and on target.

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Join dynamic live sessions featuring discussions, practical activities, and peer collaboration. Learn from Microsoft Dynamics 365 Fundamentals (CRM) MB910 industry experts and reinforce your knowledge with self-paced modules—plus, connect with professionals in your field.

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Gain valuable insight from experienced trainers during live sessions, and revisit course materials anytime to deepen your understanding. This method offers the ideal balance between expert guidance and independent learning.

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Access top-quality training across time zones—anytime, anywhere. Whether at home or on the go, our expert-led sessions and flexible study materials support your goals, and help you on the journey towards the certification.

Experience the most sought-after learning style with The Knowledge Academy's Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Microsoft Dynamics 365 Fundamentals (CRM) MB910 sessions.

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Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

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Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

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Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Our Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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The course know-how will help you track and evaluate your employees' progression and performance with relative ease

Package deals for Microsoft Dynamics 365 Fundamentals (CRM) MB910

Our training experts have compiled a range of course packages on a variety of categories in Microsoft Dynamics 365 Fundamentals (CRM) MB910, to boost your career. The packages consist of the best possible qualifications with Microsoft Dynamics 365 Fundamentals (CRM) MB910, and allows you to purchase multiple courses at a discounted rate.

Microsoft Dynamics 365 Fundamentals (CRM) MB910 FAQs

What time shall I arrive at the venue?

Please arrive at the venue at 8:45am.

Do you offer support for the course?

We can provide support via phone & email prior to attending, during and after the course.

What is included in the course?

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

What is the duration of this course?

This course is 1 days

How long until I receive the course confirmation details?

Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts

What is the cost/training fees for Microsoft Dynamics 365 Fundamentals (CRM) MB910 in the United Kingdom?

The training fees for Microsoft Dynamics 365 Fundamentals (CRM) MB910in the United Kingdom starts from £1295

Which is the best training institute/provider of Microsoft Dynamics 365 Fundamentals (CRM) MB910 in the United Kingdom?

The Knowledge Academy is the Leading global training provider for Microsoft Dynamics 365 Fundamentals (CRM) MB910.

What are the best Microsoft Dynamics 365 Training courses in the United Kingdom?

Please see our Microsoft Dynamics 365 Training courses available in the United Kingdom

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