Dynamics 365 for customer engagement for Customer Service (MB 230) Training Course

About This Course

This course examines the marketing application configuration required to drive business growth. It provides an in-depth look at lead management, marketing forms and pages, segmentation, and email marketing campaigns. All these components are integrated through interactive customer journey design, which includes the configuration of events and surveys.

Audience Profile

This course is intended for IT or marketing professionals seeking to understand how to leverage Dynamics 365 Marketing to enhance business operations.

At Course Completion

Upon completing this course, you will be able to:

• Configure advanced settings
• Manage marketing content, templates, and integrations
• Create and manage leads
• Design and create marketing forms and pages
• Create and manage segments
• Set up and launch customer journeys
• Create and manage events
• Distribute and analyze surveys

About This Course

Dynamics 365 Field Service empowers organisations to strengthen their market position by offering a suite of tools that help identify, schedule, and manage resources and workloads for mobile workers. This course provides participants with the competencies needed to identify and configure the essential components for delivering Field Service and mobile solutions. Key areas cover organisational considerations influencing configuration decisions and standard configuration elements. The course helps participants grasp the broader context and final objectives, focusing on implementations that support the design of efficient solutions aligned with customer and organisational goals.

Audience Profile

This course is tailored for IT professionals who have experience or an interest in delivering Field Service solutions for large-scale customers.

After completing this course, you will be able to:

• Identify the key components involved in Field Service Implementations.
• Define the products and services that will be delivered to customers.
• Determine which pricing options to use in specific scenarios.
• Determine which resources are required.

About This Course

Dynamics 365 Finance and Operations apps encompass, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance enables you to: Automate and modernize global financial operations. Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth. Drive strategic financial decisions with artificial intelligence (AI), unify and automate your financial processes, reduce operational expenses, and decrease global financial complexity and risk. Dynamics 365 Supply Chain Management helps you to: Transform your manufacturing and supply chain operations. Use predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Maximize operational efficiency, product quality, and profitability. Innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, maximize the life of your assets, and automate and streamline your supply chain. Note: For more information, please refer to https://docs.microsoft.com/learn/paths/get-started-finance-operations/ In this module, we will focus on the core features and functionality for Dynamics 365 Dynamics 365 Finance apps that are most used by end users and consultants.

Audience Profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

At Course Completion

After completing this course, students will be able to:

• How to navigate and efficiently use search, filtering and queries
• How to use operational workspaces
• Work with Business Document Management
• Work with record templates
• Integrate Power BI with Dynamics 365 Finance and Operations apps
• How to personalize workspaces
• Identify when to use Power Platform in Dynamics 365 Finance and Operations app.
• How to apply security roles to users
• Run and analyze security reports
• Create and use workflow for approval
• Work with Organization Hierarchy and its purposes.
• How to use personalization feature
• Use Data Management workspace
• Create and use and entity templates
• Copy configuration data between legal entities
• Import and Export data and manage data by using Office Integration
• Use Regression Suite Automation Tool (RSAT)
• Create User acceptance Tests (UAT) and test plans
• Create and work with Business Process Modeler (BPM)
• Understand how to use Issue search

About This Course

This programme explores the financial dimensions of Dynamics 365, guiding you through the configuration and utilisation of essential financial components such as accounts payable and receivable, collections, budgeting, fixed assets, and other advanced functionalities.

Audience Profile

This course is designed for Dynamics 365 for Finance and Operations Functional Consultants. These professionals are tasked with conducting discovery phases, gathering requirements, collaborating with subject matter experts and stakeholders, translating business needs into technical specifications, and configuring the solution. Functional Consultants leverage out-of-the-box capabilities, codeless extensibility, and application and service integrations to implement effective solutions.

At Course Completion

Upon finishing this course, students will be able to:

• Understand and execute financial duties within Dynamics 365 Finance

About This Course

This course comprises six modules and is structured as a four-day learning experience. It can be delivered both in-person and virtually. Your instructor(s) will share the detailed agenda for this course. Module 1 introduces the configuration requirements for Dynamics 365 Supply Chain Management, Manufacturing. Module 2 delves into managing various types of manufacturing processes. Module 3 addresses implementing master planning for production. Module 4 tackles the implementation of several manufacturing features. Module 5 focuses on subcontracting for product manufacturing.

Audience Profile

A Dynamics 365 Finance and Operations Functional Consultant is responsible for conducting discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, and application and service integrations.

At Course Completion

Upon completing this course, students will be able to:

• Configure the most important and commonly used features and functionalities within Dynamics 365
• Process the majority of Dynamics 365 Manufacturing transactions
• Explain to others how the features of Dynamics 365 Supply Chain Management, Manufacturing work

About This Course

This course is designed to build your foundation in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing. The transportation management features, and the warehouse management features. Quality management and quality control functionalities. Master planning configuration and processing. This course includes lectures and several hands-on exercises. The exercises will be introduced to you on a form of a case study presented to a Dynamics 365 Supply Chain Management functional consultant. Each exercise will be bases on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps.

Audience Profile

This course is designed for The Dynamics 365 Supply Chain Management functional consultant. The Dynamics 365 Supply Chain Management functional consultant is a key resource that designs and configures apps to meet the requirements for a customer. The functional consultant analyzes business requirements and translates those requirements into fully realized business processes and solutions that implement industry-recommended practices. The functional consultant specializes in one or more of the following feature sets of Dynamics: finance, manufacturing, or supply chain management. They partner with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed the needs of their customers.

After completing this course, students will be able to:

• Configure the most important Dynamics 365 Dynamics 365 Supply Chain Management functionalities.
• Process most of the Dynamics 365 Supply Chain Management transactions.
• Explain to others how Dynamics 365 Supply Chain Management features and functionalities works.

About This Course

Developer training. Microsoft Dynamics 365 Finance and Operations Apps Developers implement and extend applications to meet the requirements of the business. Candidates provide fully realized solutions by using standardized application coding patterns, extensible features, and external integrations.

Audience Profile

Microsoft Dynamics 365 Finance and Operations Apps Developers

Course Overview

As a Solution Architect, you are responsible for the successful design, implementation, deployment, and adoption of comprehensive solutions. You ensure that these solutions continue to meet customer needs both currently and in the future. In this course, participants will explore the critical decisions made by Solution Architects during implementation, including topics such as security, integrations, Power Apps architecture, Power Automate architecture, and more. This course is designed to provide an introduction to the Solution Architect role.

Target Audience

Senior Consultants (both functional and technical) who aspire to become Solution Architects, as well as current Solution Architects who are new to the role.