Course Outline
1 – Learn the Fundamentals of Dynamics 365 Marketing
- Get introduced to the Dynamics 365 customer engagement apps
- Examine Dynamics 365 Marketing
- Describe Dynamics 365 Marketing capabilities
- Review Additional Marketing Apps
2 – Learn the Fundamentals of Dynamics 365 Sales
- Explore Dynamics 365 Sales
- Manage the sales lifecycle with Dynamics 365 Sales
- Review additional sales apps
3 – Learn the Fundamentals of Dynamics 365 Customer Service
- Examine Dynamics 365 Customer Service
- Describe Dynamics Customer Service capabilities
- Review additional customer service apps
4 – Learn the Fundamentals of Dynamics 365 Field Service
- 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
5 – Learn the Fundamentals of Dynamics 365 Project Operations (CRM)
- 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
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
Learning Objectives
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
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
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
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
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
No special instructions regarding this course's target audience provided. Please contact us to discuss if you are unsure whether this course is for you!
No special prerequisites for this course provided. If you are unsure whether you might need to take another course first, please contact us to discuss.
Ten (10) business days’ notice is required to reschedule a class with no additional fees. Notify TOPTALENT LEARNING as soon as possible at 469-721-6100 or by written notification to info@toptalentlearning.com to avoid rescheduling penalties.
Please contact our team at 469-721-6100; we will gladly guide you through the online purchasing process.
You will receive a receipt and an enrollment confirmation sent to the email you submitted at purchase. Your enrollment email will have instructions on how to access the class. Any additional questions our team is here to support you. Please call us at 469-721-6100.
If a student is 15 minutes late, they risk losing their seat to a standby student. If a student is 30 minutes late or more, they will need to reschedule. A no-show fee will apply. Retakes are enrolled on a stand-by basis. The student must supply previously issued courseware. Additional fees may apply.
You will receive a ‘Certificate of Completion’ once you complete the class. If you purchased an exam voucher for the class, a team member from TOPTALENT LEARNING will reach out to discuss your readiness for the voucher and make arrangements to send it.
