Length
1 Day
Price
$900
Audience
End User \ Information Workers
On Demand
$450 (50 % Discount)
This Revision
MB-900T01-A
Technology
Microsoft Dynamics 365 Power Platform
Delivery Method
Instructor Led Classroom and On Demand
Language
English

MB-900T01: Dynamics 365 Fundamentals

 

** This course has been recently updated to accommodate the October 2019 update for Dynamics 365 and Power Apps **

 

About this course


Dynamics 365 is a multi-faceted tool for customer engagement, unified operations, marketing, retail and talent management. This course will familiarize the learner with Dynamics 365 functionality and business value. The course will cover Dynamics 365 applications, the Power Platform, cloud concepts, the security model, and licensing considerations.


At course completion

Upon completion of the Dynamics 365 fundamentals course, students will be able to:

  • Identify the key functionalities and modules of Dynamics 365
  • Describe cloud concepts
  • Describe the Dynamics 365 security model
  • Explain licensing and deployment considerations

 

Course Schedule

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

  •  Brisbane

Dec 16th | Jan 27th | Feb 17th

  • Sydney

 Dec 9th | Jan 27th | Feb 24th

  • Melbourne

 Dec 16th | Jan 27th | Feb 17th

  • 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 Business Applications

In this module, all Business Application modules and functionalities will be introduced, 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 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 cover important 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 empowers the learner 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

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.

This course has been designed to apply to end users of Microsoft Dynamics 365, including:

  • Sales Representatives
  • Customer Service Representatives
  • Marketing Personnel
  • Project Managers
  • General End Users who are looking to improve skill in Dynamics 365
  • It is recommended that attendees of this course have an existing working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365.

At Course Completion

After completing this course, students will be able to:

  • Be familiar with the Apps and Hubs in Microsoft Dynamics 365 Version 9, including Sales, Service and Marketing
  • Understand the differences between the Web and Unified Client Interface (UCI)
  • Be able to Create, Update, Relate, Assign and Delete records in Microsoft Dynamics 365
  • Create Posts, Notes and Activities. Interact with the Relationship Assistant
  • Manage, Assign and Complete Activities
  • Understand Connections and use them to relate records together
  • Create and save a Personal View of records
  • Share records and views with other Users
  • Perform bulk operations on records
  • Configure Personal Options to customize the user experience
  • Track Email, Appointments and Tasks in Outlook against records in Dynamics 365
  • Proficiently find information using Global Search, Quick Find and Advanced Find
  • Explore the out of the box Reports and create a custom Report using the Report Wizard
  • Create a Personal Chart and Dashboard and set as your homepage