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. The MS-900: Microsoft 365 Fundamentals journey focuses on core concepts related to Microsoft 365 services, their capabilities, and how organizations can leverage Microsoft 365 for productivity, security, and compliance. The journey covers key principles in cloud computing, Microsoft 365’s components, and how businesses use the suite to improve collaboration, data management, and security. After completing this journey, you’ll be ready to take the MS-900: Microsoft 365 Fundamentals exam.
Audience Profile:
This course is designed for Functional Consultants who want to understand the fundamentals of Microsoft Dynamics 365.
At Course Completion:
After completing this course, students will be able to:
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Distinguish between different Dynamics 365 applications.
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Articulate the business value and core functionality of Dynamics 365 apps.
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Describe artificial intelligence (AI) and mixed reality (MR).
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Define the digital transformation loop.
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Describe cloud-based security.
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Summarize role-based security in Dynamics 365.
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Explain Dynamics 365 reporting options.
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Provide examples of cross-Dynamics app integration.
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Describe Office 365 and Dynamics 365 integration.
Prerequisites:
Course Outline:
Module 1: Introduction to Microsoft Dynamics 365
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Introduction
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Dynamics 365 Applications
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What is Artificial Intelligence (AI)?
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What is Mixed Reality (MR)?
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Digital Transformation
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Summary
Module 2: Principles of Cloud Computing
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Introduction
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What is Cloud Computing?
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Benefits of Cloud Computing
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Compliance, Terms, and Requirements
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Types of Cloud Services
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Deployment
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Azure DevOps
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Microsoft Dynamics Lifecycle Services (LCS)
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Explore Power Platform Admin Center
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Summary
Module 3: Introduction to Dynamics 365 Sales
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Introduction
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Automation of Business Processes with Dynamics 365 Sales
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Manage the Sales Process and Pipeline
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Benefits of Microsoft Relationship Sales Solution (MRSS)
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Dynamics 365 Sales Insights
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Microsoft Forms Pro
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Dynamics 365 Product Visualize
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Summary
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Lab: Explore Dynamics 365 Sales
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Create or Edit Quotes
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Create or Edit Orders
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Create or Edit Invoices
Module 4: Introduction to Dynamics 365 Marketing
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Introduction
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The Benefits of Dynamics 365 Marketing
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Features and Functionality of Dynamics 365 Marketing
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Lead Generation and Qualification
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Customer Journey
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Segmentation
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Event Management
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Summary
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Lab: Explore Dynamics 365 Marketing
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Create Engaging Emails
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Pinpoint Your Audience
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Build a Campaign
Module 5: Introduction to Dynamics 365 Customer Service
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Introduction
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Overview of Dynamics 365 Customer Service
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Account Management
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Case Lifecycle Management
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Knowledge Articles
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Omnichannel for Dynamics 365 Customer Service
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Power Apps Portals
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Dynamics 365 Customer Service Insights
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Summary
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Lab: Explore Dynamics 365 Customer Service
Module 6: Introduction to Dynamics 365 Field Service
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Introduction
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Benefits of Dynamics 365 Field Service
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Connected Field Service
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Service Resource Scheduling
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Resource Scheduling Optimization (RSO)
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Field Service Mobile
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Dynamics 365 Remote Assist
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Dynamics 365 Guides
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Summary
Module 7: Introduction to Dynamics 365 Finance
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Introduction
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Overview of Dynamics 365 Finance
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Dynamics 365 Finance Core Capabilities
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Summary
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Lab: Explore Dynamics 365 Finance
Module 8: Introduction to Dynamics 365 Supply Chain Management
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Introduction
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Overview of Dynamics 365 Supply Chain Management
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Dynamics 365 Supply Chain Management Core Capabilities
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Dynamics 365 Layout
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Summary
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Lab: Explore Dynamics 365 Supply Chain Management
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Create a Product
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Create Product Masters
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Create a Purchase Order
Module 9: Introduction to Dynamics 365 Business Central
Module 10: Introduction to Dynamics 365 Human Resources
Module 11: Introduction to Dynamics 365 Commerce
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Introduction
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Overview of Dynamics 365 Commerce
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Omnichannel and Channel Management
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Dynamics 365 Commerce Core Functional Areas
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Assisted Selling
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Merchandising and Inventory
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Dynamics 365 Commerce Deployment Options
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Dynamics 365 Fraud Protection
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Summary
Module 12: Recognize Dynamics 365 Security
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Introduction
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Dynamics 365 Cloud Security
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Cloud Security Basics
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Understanding Role-Based Security
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Security in Finance and Operations Apps
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Summary
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Lab: Explore Security Roles in Dynamics 365 Model-Driven Apps
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Lab: Explore Security Roles in Finance and Operations Apps
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Lab: Enhance Security by Encrypting Your Data
Module 13: Connect and Analyze Your Dynamics 365 Data
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Introduction
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The Use of Microsoft Power Platform in Dynamics 365
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Benefits of Common Data Service
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Dynamics 365 Reporting
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Summary
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Lab: Explore Power Platform Admin Center
Module 14: Explore Model-Driven App Integrations and Dynamics 365 Customer Insights
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Introduction
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Integration Across Dynamics 365 Applications
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Integration with Microsoft Products
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Integration with Third-Party Applications
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Dynamics 365 Customer Insights
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Summary
Module 15: Explore Finance and Operations Cross-App Integrations
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Introduction
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Integration Across Dynamics 365 Apps
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Discover the Data Management Framework
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Integrations Across Microsoft Products
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Integrations with Third-Party Apps
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Explore External System Integration Capabilities
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Summary
Live Online Training (Duration : 8 Hours)
