Course Objectives
Upon completion of this program, candidates should 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
Who Should Attend?
This course is targeted to learners who want to acquire a solid grounding in the fundamentals of Dynamics 365.
Pre-requisite
Candidates should have a functional understanding of Dynamics 365 capabilities and Microsoft cloud computing.
Course Outlines
- Introduction
- Dynamics 365 Applications
- What is artifical intelligence (AI)?
- What is mixed reality (MR)?
- Digital Transformation
- Test your knowlege
- Summary
- 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
- Introduction
- Dynamics 365 cloud security
- Understand role-based security
- Test your knowlege
- 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
- 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
- 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
- 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
- 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
- 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
- Summary
- 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
- Summar
- 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
- Introduction
- Overview of Dynamics 365 Supply Chain Management
- Product information
- Procurement and sourcing
- Warehouse management
- Sales order management
- Manufacturing
- 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
- 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
- Introduction
- 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
- Introduction
- Core retail functionality
- Point of Sale (POS)
- Assisted Selling
- Merchandising and inventory
- Channel management
- Ecommerce
- Retail deployment
- Dynamics 365 Fraud Protection
- Test your knowledge
- Summary
- Introduction
- Integration across Dynamics 365 applications
- Integration with Microsoft products
- Integration with third-party applications
- Explore external system integration capabilities
- Test your knowledge
- Summary