Microsoft Dynamics 365 Fundamentals

Who is the training for?

This course is targeted to learners who want to acquire a solid grounding in the fundamentals of Dynamics 365.

Duration

2,00 day(s)

Language(s) of service

Next session

Contact the training provider

Prerequisites

None

Goals

This course provides learners with a broad overview of Dynamics 365 applications. We will introduce you 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.

After completing this course, students will be able 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 app integration
Describe Office 365 and Dynamics 365 integration

Points covered

Module 1: Introduction to Microsoft Dynamics 365

We help you explore and evaluate the Dynamics 365 applications that empower employees, engage customers, and optimize operations. You'll be introduced to Dynamics 365 with a holistic view of the whole application.

Lessons

Introduction
Dynamics 365 Applications
What is artificial intelligence (AI)?
What is mixed reality (MR)?
Digital Transformation
Summary

After completing this module, you will be able to:

Identify the Dynamics 365 Business Applications
Understand the role of artificial intelligence (AI) and mixed reality (MR) in Dynamics 365
Explain digital transformation
Recognize how the Dynamics 365 apps support digital transformation

Module 2: Principles of cloud computing

In this module, we help you understand the principle of cloud computing, and explore deployment options for Dynamics 365 business applications.

Lessons

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
Summary

After completing this module, you will be able to:

Describe cloud computing and its benefits
Understand deployment options for Dynamics 365 applications
Articulate cloud services compliance and compliance requirements
Describe the types of cloud services
Explain Azure DevOps and Lifecycle Services (LCS)

Module 3: Introduction to Dynamics 365 Sales

In this module, we will introduce you to Dynamics 365 Sales, which enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster.

Lessons

Introduction
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
Summary

Lab: Explore Dynamics 365 Sales

Create or edit quotes
Create or edit orders
Create or edit invoices

After completing this module, you will be able to:

Describe Dynamics 365 sales automation
Articulate how to manage the sales process in Dynamics 365 Sales
Discover Microsoft Relationship Sales Solution (MRSS)
Explain the business value of Dynamics 365 Sales Insights
Explain the business value of Dynamics 365 Customer Voice

Module 4: Introduction to Dynamics 365 Marketing

In this module, we will introduce you to Dynamics 365 Marketing and show how Dynamics 365 Marketing is designed to help you find and nurture the right leads. You can run multi-channel marketing campaigns to attract the right prospects. That means email, web, events, text messaging, and custom channels.

Lessons

Introduction
The benefits of Dynamics 365 Marketing
Features and functionality of Dynamics 365 Marketing
Lead generation and qualification
Customer journey
Segmentation
Event management
Summary

Lab: Explore Dynamics 365 Marketing

Create engaging emails
Pinpoint your audience
Build a campaign

After completing this module, you will be able to:

Articulate the benefits of using Dynamics 365 Marketing
Describe the features and functionality of Dynamics 365 Marketing
Describe a Customer journey

Module 5: Introduction to Dynamics 365 Customer Service

Excellent customer service creates happy customers. The built-in intelligence of Dynamics 365 Customer Service delivers faster, more personalized support that adds value to every interaction. In this module, we will introduce you to how Marketing manages customer expectations and provides the necessary tools so organizations can keep their customers happy, especially when something doesn’t go exactly as planned.

Lessons

Introduction
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
Summary

Lab: Explore Dynamics 365 Customer Service

Create and manage a case

After completing this module, you will be able to:

Present an overview of Dynamics 365 Customer Service
Discuss the core capabilities of Dynamics 365 Customer Service
Explain the value of Dynamics 365 Customer Service Insights

Module 6: Introduction to Dynamics 365 Field Service

In this module, we will introduce you to Dynamics 365 Field Service. You will learn how Field Service helps organizations deliver seamless end-to-end service experience, where world-class Customer Relationship Management (CRM) capabilities converge with powerful machine learning, mixed reality and IoT technology to create a single, integrated solution that is transforming field service management.

Lessons

Introduction
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
Summary

After completing this module, you will be able to:

Describe the benefits of Dynamics 365 Field Service
Explain Connected Field Service
Discover Dynamics 365 Remote Assist
Discover Dynamics 365 Guides

Module 7: Introduction to Dynamics 365 Finance

Succeeding in today's business environment requires leveraging technology to manage finances across the globe, monitor performance in real time, automate and simplify functions, protect future business outcomes, and maximize productivity. In this module, we will introduce you to Dynamics 365 Finance, Microsoft's financial management business application that enables medium and enterprise organizations to monitor the performance of global financial operations in real-time, predict future outcomes, and make data-driven decisions to drive growth.

Lessons

Introduction
Overview of Dynamics 365 Finance
Dynamics 365 Finance core capabilities
Summary

Lab: Explore Dynamics 365 FinanceAfter completing this module, you will be able to:

Describe the benefits of Dynamics 365 Finance
Provide a high-level overview of Dynamics 365 Finance
Explain the Accounts receivable and payable functions in Dynamics 365 Finance

Module 8: Introduction to Dynamics 365 Supply Chain Management

Manufacturing and distributors are transforming to smart factories and warehouses, where human intelligence is enhanced by Artificial Intelligence (AI), advanced robotics, Internet of Things (IoT) and Machine Learning (ML) are speeding production while lowering the defects. In this module, we will introduce you to Dynamics 365 Supply Chain Management, which empowers employees of a business to get a unified view of inventory, warehouse, manufacturing, service, and logistics with predictive analytics that turn data into insights to support better strategic decisions.

Lessons

Introduction
Overview of Dynamics 365 Supply Chain Management
Dynamics 365 Supply Chain Management core capabilities
Dynamics 365 Layout
Summary

Lab: Explore Dynamics 365 Supply Chain Management

Create a product
Create product masters
Create a purchase order

After completing this module, you will be able to:

Describe the benefits of Dynamics 365 Supply Chain Management
Provide a high-level overview of Dynamics 365 Supply Chain Management
Articulate the value of Asset management
Discuss Dynamics 365 Layout

Module 9: Introduction to Dynamics 365 Business Central

Dynamics 365 Business Central is comprehensive business management solution that helps connect data, people, and processes. It is designed for small and medium businesses that have outgrown their existing management tools and need to streamline and improve their operations. In this module, we will introduce you to how Dynamics 365 Business Central automatically pulls systems and processes together, enabling users to manage integrated financials, sales, service, and operations.

Lessons

Introduction
Overview of Dynamics 365 Business Central
Finance and budgeting
Supply chain mangement
Project management
Sales and service
When should you use Business Central versus other Dynamics 365 applications?
Summary

After completing this module, you will be able to:

Explore commuon use cases for Dynamics 365 Business Central
Discover when to leverage Business Central versus other Dynamics 365 products

Module 10: Introduction to Dynamics 365 Human Resources

The workforce is changing and competition for top talent is fierce! HR leaders are struggling to find and hire the right candidates for the job, and the hiring process is more complicated than ever before. In this module, we will introduce you to Dynamics 365 Human Resources.

Lessons

Introduction
Overview of Dynamics 365 Human Resources
Employee Self-service
Personnel management
Benefits management
Employee development
Summary

Lab: Explore Dynamics 365 Human Resources

Create a job

After completing this module, you will be able to:

Discover the Human Resources tools that help drive operational efficiency
Explore features and functionality of Human Resources

Module 11: Introduction to Dynamics 365 Commerce

Customer shopping is no longer limited to a moment in time. Engagement starts well before customers reach your store or website and the nature of our interaction with customers has also changed. Customers are no longer looking to sales associates for product details, but rather engage retailers when they are already significantly down the track of the purchase journey. Along with this shift comes a new expectation from customers that their purchasing experience needs to be personalized, engaging and friction free. This experience is only possible by bringing together digital and physical shopping channels to delivering personalized and differentiated experiences that enable a competitive edge and build brand loyalty. In this module, we will introduce you to Dynamics 365 Commerce.

Lessons

Introduction
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
Summary

After completing this module, you will be able to:

Provide a high-level overview of Dynamics 365 Commerce
Discover deployment options
Describe Dynamics 365 Fraud Protection
Explore omnichannel

Module 12: Recognize Dynamics 365 Security

Dynamics 365 and the Power Platform are built with security, privacy, compliance and transparency in mind. Microsoft Cloud security, safeguards your cross-cloud resources. It helps secure infrastructure as a service (IaaS), platform as a service (PaaS), and software as a service (SaaS). It quickly finds vulnerabilities in your apps to provide better defense. In this module, we help you understand and learn data loss prevention which is part of the overall layers of security that the power platform at Dynamics 365 offers.

Lessons

Introduction
Dynamics 365 cloud security
Cloud security basics
Understanding role-based security
Security in Finance and Operations apps
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

After completing this module, you will be able to:

Describe Dynamics 365 cloud security
Describe Dynamics 365 role-based security

Module 13: Connect and analyze your Dynamics 365 data

How can business leaders make important and correct decisions in their business without the accurate insights of the underlying financial and operational data running their business? With no visibility it would be Impossible! In this module we will help you understand reporting and analytics in Dynamics 365 business applications.

Lessons

Introduction
The use of Microsoft Power Platform in Dynamics 365
Benefits of Common Data Service
Dynamics 365 reporting
Summary

Lab: Explore Power Platform Admin Center

After completing this module, you will be able to:

Describe the use of Power Platform in Dynamics 365
Articulate the benefits of Common Data Service
Explain Dynamics 365 reporting

Module 14: Explore model-driven app integrations and Dynamics 365 Customer Insights

Model-driven apps integrate across the Microsoft product’s stack. Using connectors, it is also possible to integrate with hundreds of other software offerings available in AppSource. In this module, we will introduce you to the integrations available to model-driven apps.

Lessons

Introduction
Integration across Dynamics 365 applications
Integration with Microsoft products
Integration with third-party applications
Dynamics 365 Customer Insights
Summary

After completing this module you will be able to:

Explain how Dynamics 365 model-driven app integrate
Describe Office 365 integrations
Identify third-party integrations
Describe Dynamics 365 Customer Insights
Recognize Adobe Experience Cloud

Module 15: Explore Finance and Operations cross-app integrations

In this module, we help you make the right design decision, when you implement integration scenarios in Microsoft Dynamics 365 Finance and Supply Chain Management.

Lessons