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MB-901: Dynamics 365 Fundamentals

Instructor Led Live Online Session

Koenig Solutions


£500 inc VAT
Or £55.56/mo. for 9 months...
Study method
Online with live classes
Microsoft Certified: Dynamics 365 Fundamentals
Professional certification What's this?
Additional info
  • Tutor is available to students

1 student purchased this course


This course provides the participants with a broad overview of Dynamics 365 applications. The participants will be introduced to 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.


Microsoft Certified: Dynamics 365 Fundamentals

Awarded by Microsoft


Module 1: Introduction to Microsoft Dynamics 365
• Introduction
• Dynamics 365 Applications
• What is artificial intelligence (AI)?
• What is mixed reality (MR)?
• Digital Transformation
• Test your knowledge
• Summary
Module 2: Principles of cloud computing and deployment• 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

Module 3: Recognize Dynamics 365 Security
• 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

Module 4: Connect and analyze your Dynamics 365 data
• 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

Module 5: Introduction to Dynamics 365 Sales
• 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
Module 6: Introduction to Dynamics 365 Marketing
• 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
Module 7: Introduction to Dynamics 365 Customer Service

• 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

Module 8: Introduction to Dynamics 365 Field Service
• 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

Module 9: Explore model-driven app integrations and Dynamics 365 Customer Insights
• 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 Insight
• Test your knowledge
• Summary
Module 10: Introduction to Dynamics 365 Finance
• 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
Module 11: Introduction to Dynamics 365 Supply Chain Management

• 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
Module 12: Introduction to Dynamics 365 Business Central
• 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
Module 13: Introduction to Dynamics 365 Human Resources

• 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
Module 14: Introduction to Dynamics 365 Commerce
• Introduction
• Core retail functionality
• Point of Sale (POS)
• Assisted Selling
• Merchandising and inventory
• Channel management
• Ecommerce
• Retail deployment and Dynamics 365 Fraud Protection

Questions and answers

No questions or answers found containing ''.

Melissa asked:

How long does this course take to complete? Is there an exam at the end to pass?


Hello Melissa This is a 2 days program associated with an exam at end. Let me know if you need any other information. Piyush

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