MB-910

Microsoft Dynamics 365 Fundamentals (CRM) (MB-910)

1 dag
Beginner
Available in English

Ontdek de mogelijkheden voor klantbetrokkenheid van Dynamics 365 met de MB910 training: Microsoft Dynamics 365 Fundamentals Customer Engagement Apps. Raak vertrouwd met het concept en apps voor klantbetrokkenheid voor Dynamics 365 Marketing, Sales, Klantenservice, Field Service en de mogelijkheden voor klantrelatiebeheer (CRM) van Dynamics 365 Project Operations.

Na afronding van deze training kun je onder andere:

De mogelijkheden en functionaliteiten van Dynamics 365 Marketing, Sales, Customer Service, Field Service begrijpen en beschrijven
Vertrouwd raken met het concept van klantbetrokkenheid en met alle Dynamics-apps voor klantbetrokkenheid
€ 695,-
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Kleine klassen
100% Slagingsgarantie
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info@master-it.nl 040-2323390

Training: Microsoft Dynamics 365 Fundamentals (CRM) (MB-910)

This MB-910 course will provide you with a broad introduction to the customer engagement capabilities of Dynamics 365. You will become familiar with the concept of customer engagement, as well as each of the customer engagement apps, including Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, and the customer relationship management (CRM) capabilities of Dynamics 365 Project Operations. This course will include lecture as well as hands-on labs.

  • Describe the capabilities and functionality of Dynamics 365 Marketing
  • Describe the capabilities and functionality of Dynamics 365 Sales
  • Describe the capabilities and functionality of Dynamics 365 Customer Service
  • Describe the capabilities and functionality of Dynamics 365 Field Service
  • Describe the capabilities and functionality of Dynamics 365 Project Operations (CRM)

Learners should have a fundamental understanding of customer engagement principles and business operations. An understanding of cloud computing is helpful, but isn’t necessary.

People in different roles and at various stages in their careers can benefit from this fundamentals course. This includes IT professionals, business stakeholders and others who want to be exposed to the customer engagement capabilities of Dynamics 365, students, recent graduates, and people changing careers who want to leverage Dynamics 365 to move to the next level.

Module 1: Learn the Fundamentals of Dynamics 365 Marketing

This 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.

Lessons

  • Get introduced to the Dynamics 365 customer engagement apps

  • Examine Dynamics 365 Marketing

  • Describe Dynamics 365 Marketing capabilities

  • Review Additional Marketing Apps

Lab : Working with customer engagement appsLab : Manage Customers and ActivitiesLab : Search and filter dataLab : Dynamics 365 Marketing Capstone Lab

  • Create a marketing email

  • Create a Segment in Dynamics 365 Marketing

  • Create a Customer Journey

After completing this module, students will be able to:

  • 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

Module 2: Learn the Fundamentals of Dynamics 365 Sales

This 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.

Lessons

  • Explore Dynamics 365 Sales

  • Manage the sales lifecycle with Dynamics 365 Sales

  • Review additional sales apps

Lab : Dynamics 365 Sales Capstone Lab

  • Create and qualify a Lead

  • Manage a sales Opportunity

After completing this module, students will be able to:

  • 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

Module 3: Learn the Fundamentals of Dynamics 365 Customer Service

This 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.

Lessons

  • Examine Dynamics 365 Customer Service

  • Describe Dynamics Customer Service capabilities

  • Review additional customer service apps

Lab : Dynamics 365 Capstone Lab

  • Create and publish a Knowledge Article

  • Manage a support Case through its life cycle

After completing this module, students will be able to:

  • 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

Module 4: Learn the Fundamentals of Dynamics 365 Field Service

This 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.

Lessons

  • 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

Lab : Dynamics 365 Capstone Lab

  • Create a Case and escalate to a Work Order

  • Schedule items with Dynamics 365 Field Service

After completing this module, students will be able to:

  • 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

Module 5: 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.

Lessons

  • 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

Lab : Dynamics 365 Project Operations Capstone Lab

  • Create a project-based Lead

  • Manage a project-based Opportunity

  • Create a Project Quote and Project Estimate

After completing this module, students will be able to:

  • 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

10
Jennifer Pereira
Ik heb hier de 2-daagse training Microsoft Dynamics 365 fundamentals gevolgd. Medewerkers zijn zeer hulpvaardig en denken ver mee, dit vond ik TOP! De Active Learning training met vakkundige trainster is me heel goed bevallen. De lunch was royaal en erg lekker! Kortom, wellicht tot ziens!
9,0
Willem de Lang
In Februari een 5-daagse training WS-11 (Server 2019) gevolgd in twee weken. Deze training was op basis van het Active Learning programma en dit is me zeer goed bevallen. De instructeur had voldoende tijd/kennis om vragen te beantwoorden en me verder te helpen wanneer ik vast liep.
9,5
Edwin Kruize
Bij Master IT train ik al jaren on-site in Eindhoven wat mij ontzettend goed bevalt. De Active Learning lesmethode is perfect voor mij en kan ik op mijn eigen tempo en onder goede begeleiding mijn studies volgen. De trainers hebben veel brede kennis en nemen de tijd voor je. 

In de klas, online of beiden.

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Je maakt samen met je trainer een plan en gaat actief aan de slag. In een kleine klas verdiepen in wat je echt nodig hebt, inzoomen op zaken die je echt interesseren en overslaan wat je al weet of niet nodig hebt. Plan je lesdagen flexibel, neem real-life casussen mee en werk ze uit met je trainer. Verrijk je kennis en verbind het met alles wat je al wist.

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1 dag voor € 695,-

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Wist jij dat alle IT trainingen die we aanbieden op de website ook bij jouw bedrijf uitgevoerd kunnen worden? Zo volg je een maatwerk IT training (Incompany training) met al je collega’s. Jij kunt de training nog specifieker voor jouw bedrijf laten inrichten en het is zelfs mogelijk om een geheel maatwerk traject door ons te laten ontwerpen.

Je bespaart reiskosten en reistijd voor de deelnemers, doordat onze trainer bij jou op locatie komt. Op deze manier kun je meerdere deelnemers van jouw organisatie dezelfde training laten volgen. Dat is efficiënt en effectief! Samen heb je een gemeenschappelijke opleidingsbehoefte en daar gaan we je bij helpen.

We hebben jarenlang ervaring in het geven van maatwerk it trainingen. We kijken zorgvuldig naar de opleidingsbehoefte om volledig aan te sluiten bij je wensen. Zo formuleren we haalbare en concrete doelstellingen en deelnemers kunnen het geleerde in de praktijk toepassen. Op deze manier groeien deelnemers persoonlijk en professioneel op meerdere niveaus.

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Na het volgen van deze training kun je je verder ontwikkelen met deze aansluitende trainingen.

MB-910
Microsoft Dynamics 365 Fundamentals (CRM) (MB-910)
€ 695,-
Bekijk beschikbaarheid