Dynamics 365 Bundle (Sales & Sales App/Marketing/Customer Service)

If you need Dynamics 365 for Sales, Customer Service and Marketing training you can take all courses in one week. This bundled session helps you improve your Dynamics 365 skill set and get an edge in the modern Microsoft Dynamics 365 technology ecosystem.

For more detailed outlines of each individual workshop that is included in this bundle, either look up the corresponding course numbers using our website search, or, use the links we have conveniently provided for you below.

MB-210 Microsoft Dynamics 365 Sales (1 Day – Monday)

Take the Dynamics Edge Course for Insight and Ideas how you can make your
CRM better and Increase User Adoption to Drive Sales!

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the
handling of customers and potential customers; tracking data against sales
goals, automating your best practices, learning from your data and more.

Join our team of globally recognized experts as they take you step by step
from lead to opportunity to closed deal. Using the application’s available
automation and customization options you will learn how to enable sales
staff to be their most productive selves.

Who Should Attend?

A Dynamics 365 Customer Engagement 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.

Course Objectives

After completing this course, students will be able to:

• Install and configure the application
• Identify common sales scenarios
• Complete a sales cycle
• Configure product catalog
• Manage customer records
• Utilize analytics tools with customer data

Course Prerequisites

• Familiarity of business applications and the desire to customize and implement them for your business.

Use this Link for Details on Course 21000

Corresponding Exam: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-210

81057 Dynamics 365 Customer Service (1 Day – Tuesday)

This one-day instructor-led workshop provides students who work with Customer Service in Dynamics CRM, Plan 1 or Customer Engagement versions with the knowledge and skills to manage the Dynamics 365 (CRM) Customer Service application. Additionally, it will help individuals who develop applications work with the Dynamics 365 (CRM) Customer Service Module.

Who should Attend:

The primary audience for this workshop is individuals who are Power Users or Administer the Dynamics 365 (CRM) Customer Service Application. These individuals help users and customers as part of their primary area of responsibility or work in environments where Dynamics Customer Service plays a key role in the organization.

The secondary audience for this workshop are individuals who are Customer Service Managers or Representatives using Dynamics software. This workshop will help them manage and support the user base.

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.

Use this Link for Details on Course 81057

Corresponding Exam: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-230

222000 Dynamics 365 Marketing (3 Days – Wednesday – Friday)

About This Course

This course will review the marketing application configuration needed to drive business growth. It will also dive into lead management, marketing forms and pages, segmentation, and email marketing messages. All these pieces are tied together through interactive customer journey design, including event and survey configuration.

Audience Profile

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 for Marketing for businesses.

At Course Completion

After 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

Use this Link for Details on Course 222000

Corresponding Exam: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-220

MB-210 Microsoft Dynamics 365 Sales

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

• Identify common sales scenarios
• Complete a sales cycle
• Configure product catalog
• Manage customer records
• Utilize analytics tools with customer data

Course Outline

• Module 1: Using D365 to Manage the Sales Process
• Module 2: Working with Opportunities
• Module 3: Make Sales Forecast with Quotes and Orders
• Module 4: Sales Analytics and Insights
• Course Review and Discussion.

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.
  

  Course Outline

• 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
  

  222000 Dynamics 365 Marketing

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

  Course Outline

• Module 1: Marketing Application Configuration
• Module 2: Leads
• Module 3: Marketing Forms and Pages
• Module 4: Segments and Lists
• Module 5: Marketing Emails
• Module 6: Customer Journeys
• Module 7: Insights
• Module 8: Events

We look forward to your great success!
*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.