Kursus
MB-901
Dynamics 365 fundamentals
Dette kursus er introduktionskurset til Dynamics 365. Kurset er for dig, som ønsker et indledende overblik over produktet.
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Beskrivelse
Kurset giver dig det brede overblik over Dynamics 365 applikationer. Du introduceres til de enkelte applikationer og forstår deres anvendelse samt funktionaliteter. Kurset dækker desuden centrale aspekter i Dynamics 365 sikkerhed, rapportering samt dataløsninger.
Upon completion of the Dynamics 365 fundamentals course, students will 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
Moduloversigt
- Modul 1Describe Dynamics 365 Customer Insights
Explore Customer Insights - Journeys
Describe use cases for Customer Insights - Journeys
Describe lead generation and qualification
Describe use cases for marketing forms
Describe how to target customers by using segments and subscription lists
Describe email marketing
Describe customer journeys
Describe event management features and capabilities
Describe Customer Insights - Data and Dynamics 365 Customer Voice
Describe use cases of and capabilities for Customer Insights - Data
Describe use cases for and capabilities of Customer Voice
- Modul 2Describe Dynamics 365 Sales
Explore Sales
Describe use cases for Dynamics 365 Sales
Describe leads and the process for qualifying leads
Describe the opportunity management process
Describe the quote lifecycle
Describe the order management and invoice management processes
Describe use cases for business process flows
Describe Sales capabilities and related apps
Describe sales pipeline and forecasting concepts
Describe use cases for and capabilities of Sales Insights
Describe use cases for and capabilities of LinkedIn Sales Navigator
Describe use cases for the Dynamics 365 Sales mobile app
- Modul 3Describe Dynamics 365 Customer Service
Explore Customer Service
Describe use cases for Dynamics 365 Customer Service
Describe the functionality for workload management, including basic routing (basic queues), Unified Routing, and Agent Inbox
Describe knowledge management in Dynamics 365 Customer Service
Describe the case lifecycle including service-level agreements (SLAs) and entitlements
Describe Customer Service capabilities and related apps
Describe Omnichannel for Customer Service
Describe reporting and data visualization options in Dynamics 365 Customer Service
Describe use cases of Dynamics 365 Customer Voice for Customer Service
- Modul 4Describe Dynamics 365 Field Service
Explore Field Service
Describe use cases for Dynamics 365 Field Service
Describe common field service processes
Describe the work order lifecycle
Describe inspections in Dynamics 365 Field Service
Describe the Field Service mobile app
Describe the scheduling capabilities of Field Service
Describe resource and scheduling processes
Describe asset management and customer assets
Describe Connected Field Service for Dynamics 365
- Modul 5Explore the core capabilities of customer engagement apps in Dynamics 365
Describe the foundations of customer engagement apps
Describe use cases for customer engagement apps
Describe Microsoft Power Platform as it relates to customer engagement apps
Describe Microsoft Dataverse as the foundation for customer engagement apps
Navigate to and within customer engagement apps
Describe shared activities and integration options in customer engagement apps
Describe customers and activities
Describe search options and filter criteria
Describe reporting capabilities including dashboards, charts, and views
Describe Microsoft Teams integration
Describe Microsoft Outlook integration
Describe Microsoft Excel integration
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