Length
2 Days
Price
$1,800
Audience
End User \ Information Workers
On Demand
$900
This Revision
MB-901T00
Technology
Microsoft Dynamics 365
Delivery Method
Instructor Led Classroom and On Demand
Language
English

MB-901T00: Microsoft Dynamics 365 Fundamentals

 

This course provides learners with a broad overview of Dynamics 365 applications. We will introduce you each of the applications, articulate their business value, and discuss and demo core functionality. We will cover Dynamics 365 security, reporting, and familiarize you with data and product integrations available.

  • Distinguish between the different Dynamics 365 applications
  • Articulate the business value and core functionality of the Dynamics 365 apps
  • Describe artificial intelligence (AI) and mixed reality (MR)

 

**Please note that this course provides a great overview of the Apps and 'business value' of Dynamics 365 as it stands today.

**If you are an end-user looking to learn skills to become proficient in 'using' Dynamics 365 functionality and apps, we suggest that you look at the following course: 55250: Introduction to Microsoft Dynamics 365

 

Course Schedule

Please note all Instructor Led Classroom and Virtual courses will be in Australian EST time zone.

  •  Brisbane

Jan 27th | Feb 17th | Mar 2nd

  • Sydney

 Jan 27th | Feb 24th | Mar 9th

  • Melbourne

 Jan 27th | Feb 17th | Mar 16th

  • Perth

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  • Canberra

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  • Auckland

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  • On Demand - Attend from the comfort of home or office

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  • Private Group Training 

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Module 1: Introduction to Microsoft Dynamics 365


We help you explore and evaluate the Dynamics 365 applications that empower employees, engage customers, and optimize operations. You'll be introduced to Dynamics 365 with a holistic view of the whole application.

Lessons

    Introduction
    Dynamics 365 Applications
    What is artificial intelligence (AI)?
    What is mixed reality (MR)?
    Digital Transformation
    Test your knowledge

Summary

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


In this module, we help you understand the principle of cloud computing, and explore deployment options for Dynamics 365 business applications.

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
    Test your knowledge   

Summary

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


Dynamics 365 and the Power Platform are built with security, privacy, compliance and transparency in mind. Microsoft Cloud security, safeguards your cross-cloud resources. It helps secure infrastructure as a service (IaaS), platform as a service (PaaS), and software as a service (SaaS). It quickly finds vulnerabilities in your apps to provide better defense. In this module, we help you understand and learn data loss prevention which is part of the overall layers of security that the power platform at Dynamics 365 offers.

Lessons

    Introduction
    Dynamics 365 cloud security
    Understand role-based security
    Test your knowledge  

Summary

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 analyze your Dynamics 365 data


How can business leaders make important and correct decisions in their business without the accurate insights of the underlying financial and operational data running their business? With no visibility it would be Impossible! In this module we will help you understand reporting and analytics in Dynamics 365 business applications.

Lessons

    Introduction
    The use of Power Platform in Dynamics 365
    Benefits of Common Data Service
    Dynamics 365 reporting
    Test your knowledge   

Summary

Lab : Explore 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


In this module, we will introduce you to Dynamics 365 Sales, which enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster.

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
    Test your knowledge  

Summary

Lab : Explore Dynamics 365 Sales

    Create or edit quotes
    Create or edit orders
    Create or edit invoices

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


In this module, we will introduce you to Dynamics 365 Marketing and show how Dynamics 365 Marketing is designed to help you find and nurture the right leads. You can run multi-channel marketing campaigns to attract the right prospects. That means email, web, events, text messaging, and custom channels.

Lessons

    Introduction
    The benefits of Dynamics 365 Marketing
    Features and functionality of Dynamics 365 Marketing
    Lead generation and qualification
    Customer journey
    Segmentation
    Event management
    Test your knowledge
  

Summary

Lab : Explore Dynamics 365 Marketing

    Create engaging emails
    Pinpoint your audience
    Build a campaign

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


Excellent customer service creates happy customers. The built-in intelligence of Dynamics 365 Customer Service delivers faster, more personalized support that adds value to every interaction. In this module, we will introduce you to how Marketing manages customer expectations and provides the necessary tools so organizations can keep their customers happy, especially when something doesn’t go exactly as planned.

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
    Test your knowledge  

Summary

Lab : Explore Dynamics 365 Customer Service

    Create and manage a case

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


In this module, we will introduce you to Dynamics 365 Field Service. You will learn how Field Service helps organizations deliver seamless end-to-end service experience, where world-class Customer Relationship Management (CRM) capabilities converge with powerful machine learning, mixed reality and IoT technology to create a single, integrated solution that is transforming field service management.

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
    Test your knowledge  

Summary

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


Model-driven apps integrate across the Microsoft product’s stack. Using connectors, it is also possible to integrate with hundreds of other software offerings available in AppSource. In this module, we will introduce you to the integrations available to model-driven apps.

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 Insights
    Test your knowledge  

Summary

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 365 Finance


Succeeding in today's business environment requires leveraging technology to manage finances across the globe, monitor performance in real time, automate and simplify functions, protect future business outcomes, and maximize productivity. In this module, we will introduce you to Dynamics 365 Finance, Microsoft's financial management business application that enables medium and enterprise organizations to monitor the performance of global financial operations in real-time, predict future outcomes, and make data-driven decisions to drive growth.

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
    Test your knowledge 

Summary

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


Manufacturing and distributors are transforming to smart factories and warehouses, where human intelligence is enhanced by Artificial Intelligence (AI), advanced robotics, Internet of Things (IoT) and Machine Learning (ML) are speeding production while lowering the defects. In this module, we will introduce you to Dynamics 365 Supply Chain Management, which empowers employees of a business to get a unified view of inventory, warehouse, manufacturing, service, and logistics with predictive analytics that turn data into insights to support better strategic decisions.

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
    Test your knowledge   

Summary

Lab : Explore Dynamics 365 Supply Chain Management

    Create a product
    Create product masters
    Create a purchase order
    Create sales orders

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


Dynamics 365 Business Central is comprehensive business management solution that helps connect data, people, and processes. It is designed for small and medium businesses that have outgrown their existing management tools and need to streamline and improve their operations. In this module, we will introduce you to how Dynamics 365 Business Central automatically pulls systems and processes together, enabling users to manage integrated financials, sales, service, and operations.

Lessons

    Introduction
    Finance and budgeting
    Supply chain management
    Project management
    Sales and service
    When should you use Business Central versus other Dynamics 365 applications?
    Test your knowledge  

Summary

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


The workforce is changing and competition for top talent is fierce! HR leaders are struggling to find and hire the right candidates for the job, and the hiring process is more complicated than ever before. In this module, we will introduce you to Dynamics 365 Human Resources.

Lessons

    Introduction
    Overview of Dynamics 365 Human Resources
    Employee self-service
    Personnel management
    Benefits management
    Employee development
    Test your knowledge  

Summary

Lab : Explore Dynamics 365 Human Resources

    Create a job

After completing this module you will be able to:

    Discover the Human Resources tools that help drive operational efficiency
    Explore features and functionality of Human Resources

 


Module 14: Introduction to Dynamics 365 Commerce


Customer shopping is no longer limited to a moment in time. Engagement starts well before customers reach your store or website and the nature of our interaction with customers has also changed. Customers are no longer looking to sales associates for product details, but rather engage retailers when they are already significantly down the track of the purchase journey. Along with this shift comes a new expectation from customers that their purchasing experience needs to be personalized, engaging and friction free. This experience is only possible by bringing together digital and physical shopping channels to delivering personalized and differentiated experiences that enable a competitive edge and build brand loyalty. In this module, we will introduce you 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
    Test your knowledge  

Summary

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


In this module, we help you make the right design decision, when you implement integration scenarios in Microsoft Dynamics 365 Finance and Supply Chain Management.

Lessons

    Introduction
    Integration across Dynamics 365 applications
    Integration with Microsoft products
    Integration with third-party applications
    Explore external system integration capabilities
    Test your knowledge  

Summary

After completing this module you will be able to:

    Describe the data management framework
    Explain Office 3565 integrations
    Explore external system integration capabilities

Prerequisites

Before attending this course, students must have: A working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365.