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Microsoft Certified: Dynamics 365 Fundamentals (CRM) MB910 Course Overview
Within this Microsoft training course, you will learn the following modules:
Module 1: Describe the Foundations of Dynamics 365 Customer Engagement Apps
- Introduction
- Describe Customer Relationship Management
- Describe Microsoft Power Platform and Dynamics 365 Customer Engagement Apps
- Describe Microsoft Dataverse And Dynamics 365 Customer Engagement Apps
- Describe Use Cases for Dynamics 365 Customer Engagement Apps
- Navigate to and Within Dynamics 365 Customer Engagement Apps
Module 2: Describe Shared Activities and Integration Options in Dynamics 365 Customer Engagement Apps
- Introduction
- Describe Customers and Activities
- Exercise: Manage Customers and Activities
- Describe Search Criteria and Filters
- Describe Reporting Capabilities Including Charts, Dashboards, and Views
- Describe Excel Integrations
- Describe Microsoft Teams Integration
- Describe Outlook Integration
Module 3: Explore Dynamics 365 Customer Insights – Journeys
- Introduction
- Describe Use Cases for Dynamics 365 Customer Insights - Journeys
- Explore a Dynamics 365 Customer Insights - Journeys Business Scenario
- Describe Email Marketing
- Describe How to Target Customers by Using Marketing Lists and Segments
- Describe Customer Journeys
- Describe Lead Generation and Qualification
- Describe Use Cases for Marketing Forms
- Describe Event Management Features and Capabilities
Module 4: Describe Dynamics 365 Customer Insights - Data and Dynamics 365 Customer Voice
- Introduction
- Explore a Dynamics 365 Customer Insights - Data Business Scenario
- Describe Use Cases for and Capabilities of Dynamics 365 Customer Insights - Data
- Describe Use Cases for and Capabilities of Dynamics 365 Customer Voice
Module 5: Explore Dynamics 365 Sales
- Introduction
- Describe Use Cases for Dynamics 365 Sales
- Review the Sales Lifecycle
- Explore a Dynamics 365 Sales Business Scenario
- Describe Leads and the Process for Qualifying Leads
- Describe the Opportunity Management Process
- Exercise: Lab: Work with Leads and Opportunities
- Describe Dynamics 365 Sales Business Process Flows
- Describe Sales Order Processing
Module 6: Describe Dynamics 365 Sales Capabilities and Related Apps
- Introduction
- Identify Additional Dynamics 365 Sales Capabilities and Related Apps
- Explore a Dynamics 365 Sales Related Apps Business Scenario
- Describe Sales Pipeline and Forecasting Concepts
- Describe Use Cases for and Capabilities of Sales Insights
- Describe Use Cases for and Capabilities of Linkedin Sales Navigator
- Describe the Dynamics 365 Sales Mobile App
- Describe Microsoft Sales Copilot
Module 7: Explore Dynamics 365 Customer Service
- Introduction
- Describe Use Cases for Dynamics 365 Customer Service
- Explore a Dynamics 365 Customer Service Business Scenario
- Describe the Case Lifecycle Including Service-Level Agreements (Slas) and Entitlements
- Describe the Functionality for Workload Management
- Describe Dynamics 365 Customer Service Business Process Flows
- Describe Knowledge Management in Dynamics 365 Customer Service
Module 8: Describe Dynamics 365 Customer Service Capabilities and Related Apps
- Introduction
- Explore a Dynamics 365 Customer Service-Related Apps Business Scenario
- Describe Omnichannel for Customer Service
- Describe Reporting and Data Visualisation Options in Dynamics 365 Customer Service
- Describe Dynamics Customer Voice Use Cases for Customer Service
Module 9: Explore Dynamics 365 Field Service
- Introduction
- Describe Use Cases for Dynamics 365 Field Service
- Explore a Dynamics 365 Field Service Business Scenario
- Describe the Work Order Lifecycle
- Describe Inspections in Dynamics 365 Field Service
- Describe the Dynamics 365 Field Service Mobile App
Module 10: Describe Dynamics 365 Field Service Scheduling Capabilities and Related Apps
- Introduction
- Describe Resource and Scheduling Processes
- Explore a Dynamics 365 Field Service-Related Apps Business Scenario
- Describe Asset Management and Customer Assets
- Describe Connected Field Service for Dynamics 365
Who should attend this Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course?
This Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course is designed to provide professionals with a foundational understanding of the Dynamics 365 Customer Engagement application. Below are the professionals who can have benefit from this course:
- Sales Professionals
- Marketing Professionals
- Customer Service Representatives
- CRM Administrators
- Customer Engagement Consultants
- CRM Project Managers
- Consultants
Prerequisites of the Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course
There are no formal prerequisites for this Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course. However, a basic knowledge of customer engagement principles, business operations, and cloud computing can be beneficial for delegates before pursuing this course.
Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course Overview
The Microsoft Dynamics 365 MB910 Training is essential for integrating all aspects of Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP). It empowers businesses to streamline processes and enhance efficiency across various departments.
Understanding Dynamics 365 is crucial for professionals in sales, customer service, and IT management. A Dynamics 365 Course equips them with the skills to optimise customer interactions and improve operational effectiveness, making it a must-have competency in today’s digital economy.
This intensive 1-day training session by The Knowledge Academy focuses on laying a strong foundation in Microsoft Dynamics 365 Certification essentials. Delegates will gain hands-on experience, enabling them to implement and manage Dynamics 365 solutions effectively within their organisations.
Course Objectives
- To understand the core functionalities of Dynamics 365 CRM
- To learn to configure and customise Dynamics 365 settings
- To develop skills to manage customer relationships effectively
- To gain insights into integrating Dynamics 365 with other tools
- To prepare for the Dynamics 365 Certification exam
Upon completion, delegates will have a robust understanding of how to use Microsoft Dynamics 365 to enhance business operations, manage customer data, and drive sales performance efficiently. They will be well-prepared to undertake further certifications and implement solutions practically.
What’s included in this Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course?
- World-Class Training Sessions from Experienced Instructors
- Digital Delegate Pack
Why choose us
Our Albany, NY venue
Includes..
Air conditioned
To keep you comfortable during your course we offer a fully air conditioned environment.
Full IT support
IT support is on hand to sort out any unforseen issues that may arise.
Video equipment
This location has full video conferencing equipment.
Ways to take this course
Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft Certified: Dynamics 365 Fundamentals (CRM) Training. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.
Unlock your potential with The Knowledge Academy's Microsoft Certified: Dynamics 365 Fundamentals (CRM) Training, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.
Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.
Tailored learning experience
Leverage benefits offered from a certification that fits your unique business or project needs
Maximise your training budget
Cut unnecessary costs and focus your entire budget on what really matters, the training.
Team building opportunity
Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings
Monitor employees progress
The course know-how will help you track and evaluate your employees' progression and performance with relative ease
What our customers are saying
Yash was excellent, very professional and thorough.
Nikala Haber
Bill was very helpful and knowledgeable.
Sean simpson
Microsoft Certified: Dynamics 365 Fundamentals (CRM) Training FAQs
Please arrive at the venue at 8:45am.
We can provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
This course is 1 days
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The training fees for Microsoft Dynamics 365 Fundamentals (CRM) MB910in Albany, NY starts from $2495
The Knowledge Academy is the Leading global training provider for Microsoft Dynamics 365 Fundamentals (CRM) MB910.
Please see our Microsoft Dynamics 365 Training courses available in Albany, NY
Why choose us
Best price in the industry
You won't find better value in the marketplace. If you do find a lower price, we will beat it.
Trusted & Approved
Microsoft Dynamics 365 Training
Many delivery methods
Flexible delivery methods are available depending on your learning style.
High quality resources
Resources are included for a comprehensive learning experience.
"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"
Joshua Davies, Thames Water
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