MB-901T00 - Microsoft Dynamics 365 Fundamentals

MB-901T00 - Microsoft Dynamics 365 Fundamentals (MB-901T00)

Course Length: 2 days
Delivery Methods: Available as private class only
Course Overview

This Microsoft Dynamics 365 Fundamentals training class will familiarize the learner with Dynamics 365 functionality and business value. The course will cover Dynamics 365 applications, Power Platform insofar as it relates to Dynamics 365, cloud concepts, security, data management and extensibility, and reporting capabilities.

Course Benefits
  • 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
Microsoft Certified Partner

Webucator is a Microsoft Certified Partner for Learning Solutions (CPLS). This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).

Course Outline
  1. Introduction to Microsoft Dynamics 365
    1. Introduction
    2. Dynamics 365 Applications
    3. What is artificial intelligence (AI)?
    4. What is mixed reality (MR)?
    5. Digital Transformation
    6. Summary
  2. Principles of cloud computing and deployment
    1. Introduction
    2. What is cloud computing?
    3. Benefits of cloud computing
    4. Compliance, terms and requirements
    5. Types of cloud services
    6. Deployment
    7. Azure DevOps
    8. Microsoft Dynamics Lifecycle Services (LCS)
    9. Explore Power Platform Admin Center
    10. Summary
  3. Recognize Dynamics 365 Security
    1. Introduction
    2. Dynamics 365 cloud security
    3. Cloud security basics
    4. Understanding role-based security
    5. Security in Finance and Operations apps
    6. Summary
    7. Lab: Explore security roles in Dynamics 365 model-driven apps
    8. Lab: Explore security roles in Finance and Operations apps
    9. Lab: Enhance security by encrypting your data
  4. Connect and analyze your Dynamics 365 data
    1. Introduction
    2. The use of Microsoft Power Platform in Dynamics 365
    3. Benefits of Common Data Service
    4. Dynamics 365 reporting
    5. Summary
    6. Lab: Explore Power Platform Admin Center
  5. Introduction to Dynamics 365 Sales
    1. Introduction
    2. Automation of business processes with Dynamics 365 Sales
    3. Manage the sales process and pipeline
    4. Benefits of Microsoft Relationship Sales Solution (MRSS)
    5. Dynamics 365 Sales Insights
    6. Microsoft Forms Pro
    7. Dynamics 365 Product Visualize
    8. Summary
    9. Lab: Explore Dynamics 365 Sales
  6. Introduction to Dynamics 365 Marketing
    1. Introduction
    2. The benefits of Dynamics 365 Marketing
    3. Features and functionality of Dynamics 365 Marketing
    4. Lead generation and qualification
    5. Customer journey
    6. Segmentation
    7. Event management
    8. Summary
    9. Lab: Explore Dynamics 365 Marketing
  7. Introduction to Dynamics 365 Customer Service
    1. Introduction
    2. Overview of Dynamics 365 Customer Service
    3. Account Management
    4. Case lifecycle management
    5. Knowledge articles
    6. Omnichannel for Dynamics 365 Customer Service
    7. PowerApps Portals
    8. Dynamics 365 Customer Service Insights
    9. Summary
    10. Lab: Explore Dynamics 365 Customer Service
  8. Introduction to Dynamics 365 Field Service
    1. Introduction
    2. Benefits of Dynamics 365 Field Service
    3. Connected Field Service
    4. Service resource scheduling
    5. Resource Scheduling Optimization (RSO)
    6. Field Service Mobile
    7. Dynamics 365 Remote Assist
    8. Dynamics 365 Guides
    9. Summary
  9. Explore model-driven app integrations and Dynamics 365 Customer Insights
    1. Introduction
    2. Integration across Dynamics 365 applications
    3. Integration with Microsoft products
    4. Integration with third-party applications
    5. Dynamics 365 Customer Insights
    6. Summary
  10. Introduction to Dynamics 365 Finance
    1. Introduction
    2. Overview of Dynamics 365 Finance
    3. Dynamics 365 Finance core capabilities
    4. Summary
    5. Lab: Explore Dynamics 365 Finance
  11. Introduction to Dynamics 365 Supply Chain Management
    1. Introduction
    2. Overview of Dynamics 365 Supply Chain Management
    3. Dynamics 365 Supply Chain Management core capabilities
    4. Dynamics 365 Layout
    5. Summary
    6. Lab: Explore Dynamics 365 Supply Chain Management
  12. Introduction to Dynamics 365 Business Central
    1. Introduction
    2. Overview of Dynamics 365 Business Central
    3. Finance and budgeting
    4. Supply chain mangement
    5. Project management
    6. Sales and service
    7. When should you use Business Central versus other Dynamics 365 applications?
    8. Summary
  13. Introduction to Dynamics 365 Human Resources
    1. Introduction
    2. Overview of Dynamics 365 Human Resources
    3. Employee Self-service
    4. Personnel management
    5. Benefits management
    6. Employee development
    7. Summary
    8. Lab: Explore Dynamics 365 Human Resources
  14. Introduction to Dynamics 365 Commerce
    1. Introduction
    2. Overview of Dynamics 365 Commerce
    3. Omnichannel and Channel management
    4. Dynamics 365 Commerce core functional areas
    5. Assisted Selling
    6. Merchandizing and inventory
    7. Dynamics 365 Commerce deployment options
    8. Dynamics 365 Fraud Protection
    9. Summary
  15. Explore Finance and Operations cross-app integrations
    1. Introduction
    2. Integration across Dynamics 365 apps
    3. Discover the Data Management Framework
    4. Integrations across Microsoft products
    5. Integrations with third-party apps
    6. Explore external system integration capabilities
    7. Summary
Class Materials

Each student will receive a comprehensive set of materials, including course notes and all the class examples.

Live Private Class
  • Private Class for your Team
  • Live training
  • Online or On-location
  • Customizable
  • Expert Instructors
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