850760-04 Dynamics 365 Bundle (Sales & Sales App/Customer Service/Field Service/Project Service)
Course Description
Extreme Value Offered for 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
Day 1 - 816705/822717 Dynamics 365 Introduction, Sales & Sales Apps Workshop (CRM)
Corresponding Exam: MB2-717
Day 2 - 81057 Dynamics 365 Customer Service (CRM)
Corresponding Exam: MB2-718
Day 3 - 81065 Dynamics 365 Field Service(CRM)
Corresponding Exam: MB2-877
Day 4 - 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