Microsoft Dynamics 365 Fundamentals (MB-901)


Course Number: MOC-MB-901

Duration: 2 days (13 hours)

Format: Live, hands-on

Microsoft Dynamics 365 Fundamentals Training Overview

This official Microsoft course, Microsoft Dynamics 365 Fundamentals training (MB-901), delivers an overview of the Dynamics 365 applications. Participants learn the roles of each application and how to use integrations tying the products to each other and to other products (such as Office 365). This class also covers Dynamics 365 security and reporting.

Location and Pricing

Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.

Objectives

All students will learn how to:

  • 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)
  • Define the digital transformation loop
  • Describe cloud-based security
  • Summarize role-based security in Dynamics 365
  • Explain Dynamics 365 reporting options
  • Give examples of cross-Dynamics 365 app integration
  • Describe Office 365 and Dynamics 365 integration

Prerequisites

No prior experience is presumed.

Outline

Expand All | Collapse All

Introduction to Microsoft Dynamics 365
  • Dynamics 365 Applications
  • What is artificial intelligence (AI)?
  • What is mixed reality (MR)?
  • Digital Transformation
Principles of Cloud Computing
  • 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
Dynamics 365 Sales
  • Automation of business processes with Dynamics 365 Sales
  • Manage the sales process and pipeline
  • Benefits of Microsoft Relationship Sales Solution (MRSS)
  • Dynamics 365 Sales Insights
  • Dynamics 365 Customer Voice
  • Dynamics 365 Product Visualize
Marketing
  • The benefits of Dynamics 365 Marketing
  • Features and functionality of Dynamics 365 Marketing
  • Lead generation and qualification
  • Customer journey
  • Segmentation
  • Event management
Customer Service
  • Overview of Dynamics 365 Customer Service
  • Account management
  • Case lifecycle management
  • Knowledge articles
  • Omnichannel for Dynamics 365 Customer Service
  • Power Apps Portals
  • Dynamics 365 Customer Service Insights
Field Service
  • Benefits of Dynamics 365 Field Service
  • Connected Field Service
  • Service resource scheduling
  • Resource Scheduling Optimization (RSO)
  • Field Service Mobile
  • Dynamics 365 Remote Assist
  • Dynamics 365 Guides
Finance
  • Overview of Dynamics 365 Finance
  • Dynamics 365 Finance core capabilities
Supply Chain Management
  • Overview of Dynamics 365 Supply Chain Management
  • Dynamics 365 Supply Chain Management core capabilities
  • Dynamics 365 Layout
Business Central
  • Overview of Dynamics 365 Business Central
  • Finance and budgeting
  • Supply chain management
  • Project management
  • Sales and service
  • When should you use Business Central versus other Dynamics 365 applications?
Human Resources
  • Overview of Dynamics 365 Human Resources
  • Employee Self-service
  • Personnel management
  • Benefits management
  • Employee development
Commerce
  • Overview of Dynamics 365 Commerce
  • Omnichannel and Channel management
  • Dynamics 365 Commerce core functional areas
  • Assisted Selling
  • Merchandizing and inventory
  • Dynamics 365 Commerce deployment options
  • Dynamics 365 Fraud Protection
Security
  • Dynamics 365 cloud security
  • Cloud security basics
  • Understanding role-based security
  • Security in Finance and Operations apps
Connect and Analyze Your Dynamics 365 Data
  • The use of Microsoft Power Platform in Dynamics 365
  • Benefits of Common Data Service
  • Dynamics 365 reporting
Model-Driven App Integrations and Dynamics 365 Customer Insights
  • Integration across Dynamics 365 applications
  • Integration with Microsoft products
  • Integration with third-party applications
  • Dynamics 365 Customer Insights
Finance and Operations Cross-App Integrations
  • Integration across Dynamics 365 apps
  • Discover the Data Management Framework
  • Integrations across Microsoft products
  • Integrations with third-party apps
  • Explore external system integration capabilities
Conclusion

Training Materials:

All Microsoft Dynamics 365 Fundamentals training students receive Microsoft official courseware.

Software Requirements:

Attendees will not need to install any software on their computer for this class. The class will be conducted in a remote environment that Accelebrate will provide; students will only need a local computer with a web browser with a stable Internet connection. Any recent version of Microsoft Edge, Mozilla Firefox, or Google Chrome will be fine.



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