Course 850760
Dynamics 365 Bundle (Sales & Sales App/Customer Service/Field Service/Project Service)

Course Description

Save money by buying this 4 day workshop bundle.

This group of workshops will bring you through the Sales and Sales App, Customer Service, Field Service and Project Service modules. For More detailed outlines of each workshop look up the corresponding course # on our website

Monday - 816705/822717 Dynamics 365 Introduction, Sales & Sales Apps Workshop (CRM)

Corresponding Exam: MB2-717

Tuesday - 81057 Dynamics 365 Customer Service (CRM)

Corresponding Exam: MB2-718

Wednesday - 81065 Dynamics 365 Field Service(CRM)

Corresponding Exam: MB2-877

Thursday – No Training – No Class

Friday - 816702 Dynamics 365 Project Service

No Corresponding exam

Monday - Course # 816705/822717 Dynamics 365 Introduction, Sales & Sales Apps Workshop (CRM)

After completing this workshop, students will be able to understand and/or be able to:

  • Setup Dynamics 365 for Sales for your organization
  • Choose the feature and functions that will benefit your organization
  • Work with The Sales and Sales Hub apps
  • Keep track of customers
  • Manage the sales process
  • Create a marketing campaign
  • Create and manage goals
  • Import and export data
  • Use Mobile Devices for Sales
  • Get better sales performance, intelligence and results

Module 1: Dynamics 365 CRM for Sales Management

Module 2: Planning how your organization will use Dynamics 365

Module 3: Selling with Dynamics 365 Sales Apps and Sales Hub

Module 4: Setting up Sales Management for your organization

Module 5: Additional Sales Components

Module 6: Managing Sales Opportunities

Module 7: Working with the Product Catalog

Module 8: Sales Administration

Module 9 Dynamics 365 for Marketing

Module 10: Monitoring Sales progress with Sales Analysis

Module 11: Working with Sales Metrics and Goals

Module 12: Reporting and Power BI

Module 13: Artificial Intelligence (AI) for Salesforce Automation

Module 14: Workshop Review

Tuesday - Course # 81057 Dynamics 365 Customer Service (CRM)

After completing this workshop, students will be able to understand and/or be able to:

  • Service Management
  • Case Management (The core element of service)
  • Knowledge Base and Templates
  • Service Queue Management
  • Service Level Agreements and Entitlements
  • The Interactive Service Hub to improve customer service
  • Voice of the Customer in Microsoft Dynamics 365 for Customer Service.
  • Customer Service and Field Service.
  • Service Analysis and Reporting.

Module 1: Introduction to Service Management

Module 2: Case Management (The core element of service)

Module 3: Knowledge Base and Templates

Module 4: Service Queue Management

Module 5: Service Level Agreements and Entitlements

Module 6: The Interactive Service Hub to improve customer service

Module 7: Voice of the Customer in Microsoft Dynamics 365 for Customer Service

Module 8: Customer Service and Field Service

Module 9: Service Analysis and Reporting

Module 10: Review Workshop

Wednesday - Course # 81065 Dynamics 365 Field Service (CRM)

After completing this workshop, students will be able to:

  • Schedule and track work-in-progress
  • Manage Customer Interactions
  • Improve profitability by optimizing schedules
  • Manage Contracts and Service scheduling
  • Manage inventory and Purchasing
  • Configure and Manage Mobile Devices
  • Configure Alerts and responses.

Module 1: Introduction to Dynamics 365 Field Service

Module 2: Setup and Configuration

Module 3: Work Order Management

Module 4: Agreements

Module 5: Scheduling and Dispatching

Module 6: Inventory and Purchasing

Module 7: Mobility

Module 8: Field Service and Customer Service

Module 9: Review Workshop

Thursday - No Training

Friday - Course # 816702 Dynamics 365 Project Service Automation Workshop (CRM)

After completing this workshop, students will be able to understand and/or be able to:

  • Blueprint new projects
  • Configure and manage projects
  • Manage Resource requests
  • Structure work breakdown
  • Configure and manage resources to include:
    • Skills
    • Roles
    • Scheduling and assignments
    • Track time and expenses

  • Include project estimates in the sales process
  • Integrate with Microsoft Project
  • Manage multi-currency and multi-time zone projects
  • Understand reporting and analysis of project data using native tools and Power BI

Module 1: Getting Started with Microsoft Dynamics 365

Module 2: Manage Microsoft Dynamics 365 Suscriptions

Module 3: Getting Started with Dynamics 365 Project Service Automation

Module 4: Setting-up your organization in Project Service Automation

Module 5: Managing Resources

Module 6: The Sales Process

Module 7: Planning, Delivery and Billing

Module 8: Working with Project Server Automation

Module 9: Project Management and Resources

Module 10: Project Services Automation Reporting

Module 11: Workshop Review


*NOTE: if an average rating and rating count are shown on this page, they are based on all reviews associated with Dynamics Edge that are shown on the review page, and are not restricted to reviews only for the particular course offered on this page.