• Homepage
  • >
  • Microsoft Certified: Dynamics 365 Fundamentals (CRM)(MB-910)
Microsoft Certified: Dynamics 365 Fundamentals (CRM)(MB-910)

Microsoft Certified: Dynamics 365 Fundamentals (CRM)(MB-910)

This course will provide you with a broad introduction to the customer engagement capabilities of Dynamics 365. You will become familiar with the concept of customer engagement, as well as each of the customer engagement apps, including Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, and the customer relationship management (CRM) capabilities of Dynamics 365 Project Operations. This course will include lecture as well as hands-on labs.

Wat leer je?

  • Describe the capabilities and functionality of Dynamics 365 Marketing
  • Describe the capabilities and functionality of Dynamics 365 Sales
  • Describe the capabilities and functionality of Dynamics 365 Customer Service
  • Describe the capabilities and functionality of Dynamics 365 Field Service
  • Describe the capabilities and functionality of Dynamics 365 Project Operations (CRM)

Welke voorkennis heb je nodig?

Learners should have a fundamental understanding of customer engagement principles and business operations. An understanding of cloud computing is helpful, but isn't necessary.

Trainingsvorm
Microsoft Certified: Dynamics 365 Fundamentals (CRM)(MB-910)

Wij proberen je aanvraag binnen 2 werkdagen te verwerken. Telefoonnummer is niet direct nodig, maar handig als we nog vragen hebben.

Heb je een vraag?

Neem dan contact op met onze klantenservice voor studieadvies of een training op maat.

Microsoft Certified: Dynamics 365 Fundamentals (CRM)(MB-910)

Wij proberen je aanvraag zo snel mogelijk te beantwoorden. Meestal zou dat op de dag zelf gebeuren. Om je sneller van dienst te zijn vragen we je telefoonnummer.

Trainingsdata

Startdatum

Trainingsvorm

Locatie

Duur

Prijs

datum:
01 november 2021

Klassikaal

Startel (Drachten)

2 dagen

950.00

Microsoft Certified: Dynamics 365 Fundamentals (CRM)(MB-910)_2021-11-01(Klassikaal)

Wij proberen je aanvraag binnen 2 werkdagen te verwerken. Telefoonnummer is niet direct nodig, maar handig als we nog vragen hebben.

DatumStarttijdEindtijd
2021-11-0209:0016:00
2021-11-0109:0016:00
datum:
01 november 2021

Virtueel

Virtual

2 dagen

865.00

Microsoft Certified: Dynamics 365 Fundamentals (CRM)(MB-910)(virtueel)_2021-11-01(Virtueel)

Wij proberen je aanvraag binnen 2 werkdagen te verwerken. Telefoonnummer is niet direct nodig, maar handig als we nog vragen hebben.

DatumStarttijdEindtijd
2021-11-0209:0016:00
2021-11-0109:0016:00
datum:

In company

Microsoft Certified: Dynamics 365 Fundamentals (CRM)(MB-910)_(In company)

Wij proberen je aanvraag binnen 2 werkdagen te verwerken. Telefoonnummer is niet direct nodig, maar handig als we nog vragen hebben.

Waarom Startel?

Persoonlijke
aanpak
Ervaren
trainers
Aanbod
op maat
Klassikaal en e-learning
mogelijkheden

Het programma

Module 1: Learn the Fundamentals of Dynamics 365 Marketing


This module covers the basic concepts of customer engagement and what the customer engagement apps have in common before diving into Dynamics 365 Marketing. We begin with the standard marketing business processes and how Marketing addresses those. Then we examine the product capabilities. Finally, we cover additional marketing apps such as LinkedIn Campaign Manager, Dynamics 365 Customer Voice and Dynamics 365 Customer Insights.


Lessons


  • Get introduced to the Dynamics 365 customer engagement apps
  • Examine Dynamics 365 Marketing
  • Describe Dynamics 365 Marketing capabilities
  • Review Additional Marketing Apps


Lab : Working with customer engagement apps


Lab : Manage Customers and Activities


Lab : Search and filter data


Lab : Dynamics 365 Marketing Capstone Lab


  • Create a marketing email
  • Create a Segment in Dynamics 365 Marketing
  • Create a Customer Journey


After completing this module, students will be able to:


  • Describe the customer engagement apps and what they have in common
  • Describe the standard marketing processes and how Dynamics 365 Marketing addresses them
  • Describe Dynamics 365 Marketing features and capabilities
  • Describe additional marketing apps


Module 2: Learn the Fundamentals of Dynamics 365 Sales


This module provides an introduction to Dynamics 365 Sales. We begin with the standard sales business processes and how Sales addresses those. Then we examine the product capabilities. Finally, we cover additional sales apps such as Sales Insights and Sales Navigator.


Lessons


  • Explore Dynamics 365 Sales
  • Manage the sales lifecycle with Dynamics 365 Sales
  • Review additional sales apps


Lab : Dynamics 365 Sales Capstone Lab


  • Create and qualify a Lead
  • Manage a sales Opportunity


After completing this module, students will be able to:


  • Describe the standard sales processes and how Dynamics 365 Sales addresses them
  • Describe Dynamics 365 Sales capabilities
  • Describe additional sales apps such as Sales Insights and Sales Navigator


Module 3: Learn the Fundamentals of Dynamics 365 Customer Service


This module provides an introduction to Dynamics 365 Customer Service. We begin with the standard customer service business processes and how Customer Service addresses those. Then we examine the product capabilities. Finally, we cover additional customer service apps such as Omnichannel for Customer Service, Dynamics 365 Customer Service Insights, Customer Service Scheduling and Connected Customer Service.


Lessons


  • Examine Dynamics 365 Customer Service
  • Describe Dynamics Customer Service capabilities
  • Review additional customer service apps


Lab : Dynamics 365 Capstone Lab


  • Create and publish a Knowledge Article
  • Manage a support Case through its life cycle


After completing this module, students will be able to:


  • Describe the standard customer service processes and how Dynamics 365 Customer Serviceaddresses them
  • Describe Dynamics Customer Service capabilities
  • Describe additional sales apps such as Sales Insights and Sales Navigator


Module 4: Learn the Fundamentals of Dynamics 365 Field Service


This module provides an introduction to Dynamics 365 Field Service. We begin with the standard field service business processes and how Field Service addresses those. Then we examine the product capabilities, including work order generation, scheduling, inventory management and asset management.


Lessons


  • Examine Dynamics Field Service
  • Generate Work Orders in Dynamics 365 Field Service
  • Describe the scheduling capabilities of Dynamics 365 Field Service
  • Examine the inventory management capabilities of Dynamics 365 Field Service
  • Review the asset management capabilities of Dynamics 365 Field Service


Lab : Dynamics 365 Capstone Lab


  • Create a Case and escalate to a Work Order
  • Schedule items with Dynamics 365 Field Service


After completing this module, students will be able to:


  • Describe the standard field service business processes and how Dynamics 365 Field Service addresses
  • Describe how to generate Work Orders
  • Describe the scheduling capabilities of Dynamics 365 Field Service
  • Describe the inventory management capabilities of Dynamics 365 Field Service
  • Describe the asset management capabilities of Dynamics 365 Field Service


Module 5: Learn the Fundamentals of Dynamics 365 Project Operations (CRM)


This module provides an introduction to the customer engagement aspects of Dynamics 365 Project Operations. We begin with the standard project-based business processes and how Project Operations addresses those. Then we examine the product capabilities, including sales, project management, and resource utilization.


Lessons


  • Examine Dynamics 365 Project Operations
  • Describe the sales capabilities of Dynamics 365 Project Operations
  • Plan projects with Dynamics 365 Project Operations
  • Review the resource utilization capabilities of Dynamics 365 Project Operations


Lab : Dynamics 365 Project Operations Capstone Lab


  • Create a project-based Lead
  • Manage a project-based Opportunity
  • Create a Project Quote and Project Estimate


After completing this module, students will be able to:


  • Describe project-based customer engagement processes addressed by Dynamics 365 Project Operations
  • Describe the sales capabilities of Dynamics 365 Project Operations
  • Describe the project management capabilities of Dynamics 365 Project Operations
  • Describe the resource utilization capabilities of Dynamics 365 Project Operations


Additional Reading


Please review the content associated with this course on Microsoft Learn. Please note that there is a separate learning path per product.

Hoe maken we het persoonlijk?

Bij Startel is persoonlijk ook écht persoonlijk. Om de best passende trainingen te geven starten we met het belangrijkste ingrediënt: jou.

  1. We starten altijd met een intake om jou te leren kennen.
  2. We passen de Training aan de hand van jouw ambitie en doelen aan.
  3. We kijken ook naar jouw persoonlijke situatie om de lesstof zo praktisch mogelijk te maken.

Contact formulier

categorie: 
  • Cloud
  • , Dynamics 365

Op de hoogte blijven van de nieuwste trainingen?

Schrijf je in voor onze nieuwsbrief!