- 6 Sections
- 20 Lessons
- 6 Hours
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- Module 1: Introduction to Microsoft Dynamics 365 CE \ CRM1
- Module 2: Learn the Fundamentals of Dynamics 365 MarketingThis 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.4
- Module 2: Learn the Fundamentals of Dynamics 365 SalesThis 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.3
- Module 3: Learn the Fundamentals of Dynamics 365 Customer ServiceThis 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.3
- Module 4: Learn the Fundamentals of Dynamics 365 Field ServiceThis 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.5
- 6.1Examine Dynamics Field Service
- 6.2Generate Work Orders in Dynamics 365 Field Service
- 6.3Describe the scheduling capabilities of Dynamics 365 Field Service
- 6.4Examine the inventory management capabilities of Dynamics 365 Field Service
- 6.5Review the asset management capabilities of Dynamics 365 Field Service
- 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.4
