Course duration
- 2 days
Course Benefits
- 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 capabilities and functionality of Dynamics 365 Project Operations (CRM)
Webucator is a Microsoft Certified Partner for Learning Solutions (CPLS). This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).
Course Outline
- Learn the Fundamentals of Dynamics 365 Marketing
- 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
- Learn the Fundamentals of Dynamics 365 Sales
- Explore Dynamics 365 Sales
- Manage the sales lifecycle with Dynamics 365 Sales
- Review additional sales apps
- Lab: Dynamics 365 Sales Capstone Lab
- Learn the Fundamentals of Dynamics 365 Customer Service
- Examine Dynamics 365 Customer Service
- Describe Dynamics Customer Service capabilities
- Review additional customer service apps
- Lab: Dynamics 365 Capstone Lab
- Learn the Fundamentals of Dynamics 365 Field Service
- 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
- Learn the Fundamentals of Dynamics 365 Project Operations (CRM)
- 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
Class Materials
Each student will receive a comprehensive set of materials, including course notes and all the class examples.
Experience in the following is required for this Dynamics 365 class:
- Fundamental understanding of customer engagement principles and business operations.
Experience in the following would be useful for this Dynamics 365 class:
- An understanding of cloud computing is helpful but isn't necessary.
Instructor-led courses are offered via a live Web connection, at client sites throughout Europe, and at our Geneva Training Center.