Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM) (MB-910)


Course Number: MOC-MB-910

Duration: 2 days (13 hours)

Format: Live, hands-on

Microsoft Dynamics 365 Fundamentals CRM Training Overview

This live online or in-person Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM) training (Microsoft course MB-910) teaches attendees how to leverage the customer engagement capabilities of Dynamics 365. Participants learn how to use the customer engagement apps, including Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, and the customer relationship management (CRM) in Dynamics 365 Project Operations.

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:

  • Use Dynamics 365 customer engagement apps
  • Manage the sales lifecycle with Dynamics 365 Sales
  • Describe Dynamics Customer Service capabilities
  • Generate work orders, use scheduling, and manage inventory and assets in Dynamics 365 Field Service
  • Plan projects with Dynamics 365 Project Operations

Prerequisites

All attendees must have a fundamental understanding of customer engagement principles and business operations. An understanding of cloud computing is helpful, but not necessary.

Outline

Expand All | Collapse All

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
Dynamics 365 Sales
  • Explore Dynamics 365 Sales
  • Manage the sales lifecycle with Dynamics 365 Sales
  • Review additional sales apps
Dynamics 365 Customer Service
  • Examine Dynamics 365 Customer Service
  • Describe Dynamics Customer Service capabilities
  • Review additional customer service apps
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
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
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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