Dynamics 365 Fundamentals Training (MB-901)

Level: Foundation

Prepare for the official Microsoft Dynamics 365 Fundamentals certification exam MB-901 in this 2-day Dynamics 365 course. This course provides learners with a broad overview of Dynamics 365 applications and will introduce you to each of the applications, articulate their business value, and discuss and demo core functionality. We will cover Dynamics 365 security, reporting, and familiarise you with data and product integrations available.

Key Features of this Dynamics 365 Fundamentals Training:

  • Microsoft Official Course content
  • Eligible for SATV redemption
  • After-course instructor coaching benefit

You Will Learn How To:

  • Distinguish between the different Dynamics 365 applications
  • Articulate the business value and core functionality of the Dynamics 365 apps
  • Describe artificial intelligence (AI) and mixed reality (MR)
  • Define the digital transformation loop
  • Describe cloud-based security
  • Summarise role-based security in Dynamics 365
  • Explain Dynamics 365 reporting options
  • Give examples of cross-Dynamics app integration
  • Describe Office 365 and Dynamics 365 integration

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  • 2-day instructor-led training course
  • Microsoft Official Course content
  • One-on-one after course instructor coaching
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Note: This course runs for 2 Days *

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Important Dynamics 365 Fundamentals Training Information

  • Who Should Attend This Course

    This course is targeted to learners who want to acquire a solid grounding in the fundamentals of Dynamics 365.

  • Exam information

    ?This course helps prepare for Microsoft Fundamental exam MB-901. Passing the exam associated with this course will earn "Microsoft Certified: Dynamics 365 Fundamentals" certification.?

Dynamics 365 Fundamentals Training Outline

  • Module 1: Introduction to Microsoft Dynamics 365

    We help you explore and evaluate the Dynamics 365 applications that empower employees, engage customers, and optimise operations. You'll be introduced to Dynamics 365 with a holistic view of the whole application.

    Lessons

    • Introduction
    • Dynamics 365 Applications
    • What is artifical intelligence (AI)?
    • What is mixed reality (MR)?
    • Digital Transformation
    • Summary

    After completing this module you will be able to:

    • Identify the Dynamics 365 Business Applications
    • Understand the role of artificialiIntelligence (AI) and mixed reality (MR) in Dynamics 365
    • Explain digital transformation
    • Recognise how the Dynamics 365 apps support digital transformation
  • Module 2: Principles of cloud computing and deployment

    In this module, we help you understand the principle of cloud computing, and explore deployment options for Dynamics 365 business applications.

    Lessons

    • Introduction
    • What is cloud computing?
    • Benefits of cloud computing
    • Compliance, terms and requirements
    • Types of cloud services
    • Deployment
    • Azure DevOps
    • Microsoft Dynamics Lifecycle Services (LCS)
    • Explore Power Platform Admin Centre
    • Summary

    After completing this module you will be able to:

    • Describe cloud computing and its benefits
    • Understand deployment options for Dynamics 365 applications
    • Articulate cloud services compliance and compliance requirements
    • Describe the types of cloud services
    • Explain Azure DevOps and Lifecycle Services (LCS)
  • Module 3: Recognise Dynamics 365 Security

    Dynamics 365 and the Power Platform are built with security, privacy, compliance and transparency in mind. Microsoft Cloud security, safeguards your cross-cloud resources. It helps secure infrastructure as a service (IaaS), platform as a service (PaaS), and software as a service (SaaS). It quickly finds vulnerabilities in your apps to provide better defence. In this module, we help you understand and learn data loss prevention which is part of the overall layers of security that the power platform at Dynamics 365 offers.

    Lessons

    • Introduction
    • Dynamics 365 cloud security
    • Cloud security basics
    • Understanding role-based security
    • Security in Finance and Operations apps
    • Summary

    Lab : Explore security roles in Dynamics 365 model-driven apps

    Lab : Explore security roles in Finance and Operations apps

    Lab : Enhance security by encrypting your data

    After completing this module you will be able to:

    • Describe Dynamics 365 cloud security
    • Describe Dynamics 365 role-based security
  • Module 4: Connect and analyse your Dynamics 365 data

    How can business leaders make important and correct decisions in their business without the accurate insights of the underlying financial and operational data running their business? With no visibility it would be Impossible! In this module we will help you understand reporting and analytics in Dynamics 365 business applications.

    Lessons

    • Introduction
    • The use of Microsoft Power Platform in Dynamics 365
    • Benefits of Common Data Service
    • Dynamics 365 reporting
    • Summary

    Lab : Explore Power Platform Admin Centre

    After completing this module you will be able to:

    • Describe the use of Power Platform in Dynamics 365
    • Articulate the benefits of Common Data Service
    • Explain Dynamics 365 reporting
  • Module 5: Introduction to Dynamics 365 Sales

    In this module, we will introduce you to Dynamics 365 Sales, which enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster.

    Lessons

    • Introduction
    • Automation of business processes with Dynamics 365 Sales
    • Manage the sales process and pipeline
    • Benefits of Microsoft Relationship Sales Solution (MRSS)
    • Dynamics 365 Sales Insights
    • Microsoft Forms Pro
    • Dynamics 365 Product Visualise
    • Summary

    Lab : Explore Dynamics 365 Sales

    • Create or edit quotes
    • Create or edit orders
    • Create or edit invoices

    After completing this module you will be able to:

    • Describe Dynamics 365 sales automation
    • Articulate how to manage the sales process in Dynamics 365 Sales
    • Discover Microsoft Relationship Sales Solution (MRSS)
    • Explain the business value of Dynamics 365 Sales Insights
    • Explain the business value of Microsoft Forms Pro
  • Module 6: Introduction to Dynamics 365 Marketing

    In this module, we will introduce you to Dynamics 365 Marketing and show how Dynamics 365 Marketing is designed to help you find and nurture the right leads. You can run multi-channel marketing campaigns to attract the right prospects. That means email, web, events, text messaging, and custom channels.

    Lessons

    • Introduction
    • The benefits of Dynamics 365 Marketing
    • Features and functionality of Dynamics 365 Marketing
    • Lead generation and qualification
    • Customer journey
    • Segmentation
    • Event management
    • Summary

    Lab : Explore Dynamics 365 Marketing

    • Create engaging emails
    • Pinpoint your audience
    • Build a campaign

    After completing this module you will be able to:

    • Articulate the benefits of using Dynamics 365 Marketing
    • Describe the features and functionality of Dynamics 365 Marketing
    • Describe a Customer journey
  • Module 7: Introduction to Dynamics 365 Customer Service

    Excellent customer service creates happy customers. The built-in intelligence of Dynamics 365 Customer Service delivers faster, more personalised support that adds value to every interaction. In this module, we will introduce you to how Marketing manages customer expectations and provides the necessary tools so organisations can keep their customers happy, especially when something doesn’t go exactly as planned.

    Lessons

    • Introduction
    • Overview of Dynamics 365 Customer Service
    • Account Management
    • Case lifecycle management
    • Knowledge articles
    • Omnichannel for Dynamics 365 Customer Service
    • PowerApps Portals
    • Dynamics 365 Customer Service Insights
    • Summary

    Lab : Explore Dynamics 365 Customer Service

    • Create and manage a case

    After completing this module you will be able to:

    • Present an overview of Dynamics 365 Customer Service
    • Discuss the core capabilities of Dynamics 365 Customer Service
    • Explain the value of Dynamics 365 Customer Service Insights
  • Module 8: Introduction to Dynamics 365 Field Service

    In this module, we will introduce you to Dynamics 365 Field Service. You will learn how Field Service helps organisations deliver seamless end-to-end service experience, where world-class Customer Relationship Management (CRM) capabilities converge with powerful machine learning, mixed reality and IoT technology to create a single, integrated solution that is transforming field service management.

    Lessons

    • Introduction
    • Benefits of Dynamics 365 Field Service
    • Connected Field Service
    • Service resource scheduling
    • Resource Scheduling Optimisation (RSO)
    • Field Service Mobile
    • Dynamics 365 Remote Assist
    • Dynamics 365 Guides
    • Summary

    After completing this module you will be able to:

    • Describe the benefits of Dynamics 365 Field Service
    • Explain Connected Field Service
    • Discover Dynamics 365 Remote Assist
    • Discover Dynamics 365 Guides
  • Module 9: Explore model-driven app integrations and Dynamics 365 Customer Insights

    Model-driven apps integrate across the Microsoft product’s stack. Using connectors, it is also possible to integrate with hundreds of other software offerings available in AppSource. In this module, we will introduce you to the integrations available to model-driven apps.

    Lessons

    • Introduction
    • Integration across Dynamics 365 applications
    • Integration with Microsoft products
    • Integration with third-party applications
    • Dynamics 365 Customer Insights
    • Summary

    After completing this module you will be able to:

    • Explain how Dynamics 365 model-driven app integrate
    • Describe Office 365 integrations
    • Identify third-party integrations
    • Describe Dynamics 365 Customer Insights
    • Recognise Adobe Experience Cloud
  • Module 10: Introduction to Dynamics 365 Finance

    Succeeding in today's business environment requires leveraging technology to manage finances across the globe, monitor performance in real time, automate and simplify functions, protect future business outcomes, and maximise productivity. In this module, we will introduce you to Dynamics 365 Finance, Microsoft's financial management business application that enables medium and enterprise organisations to monitor the performance of global financial operations in real-time, predict future outcomes, and make data-driven decisions to drive growth.

    Lessons

    • Introduction
    • Overview of Dynamics 365 Finance
    • Dynamics 365 Finance core capabilities
    • Summary

    Lab : Explore Dynamics 365 Finance

    After completing this module you will be able to:

    • Describe the benefits of Dynamics 365 Finance
    • Provide a high-level overview of Dynamics 365 Finance
    • Explain the Accounts receivable and payable functions in Dynamics 365 Finance
  • Module 11: Introduction to Dynamics 365 Supply Chain Management

    Manufacturing and distributors are transforming to smart factories and warehouses, where human intelligence is enhanced by Artificial Intelligence (AI), advanced robotics, Internet of Things (IoT) and Machine Learning (ML) are speeding production while lowering the defects. In this module, we will introduce you to Dynamics 365 Supply Chain Management, which empowers employees of a business to get a unified view of inventory, warehouse, manufacturing, service, and logistics with predictive analytics that turn data into insights to support better strategic decisions.

    Lessons

    • Introduction
    • Overview of Dynamics 365 Supply Chain Management
    • Dynamics 365 Supply Chain Management core capabilities
    • Dynamics 365 Layout
    • Summary

    Lab : Explore Dynamics 365 Supply Chain Management

    • Create a product
    • Create product masters
    • Create a purchase order
    • Create sales orders

    After completing this module you will be able to:

    • Describe the benefits of Dynamics 365 Supply Chain Management
    • Provide a high-level overview of Dynamics 365 Supply Chain Management
    • Articulate the value of Asset management
    • Discuss Dynamics 365 Layout
  • Module 12: Introduction to Dynamics 365 Business Central

    Dynamics 365 Business Central is comprehensive business management solution that helps connect data, people, and processes. It is designed for small and medium businesses that have outgrown their existing management tools and need to streamline and improve their operations. In this module, we will introduce you to how Dynamics 365 Business Central automatically pulls systems and processes together, enabling users to manage integrated financials, sales, service, and operations.

    Lessons

    • Introduction
    • Overview of Dynamics 365 Business Central
    • Finance and budgeting
    • Supply chain management
    • Project management
    • Sales and service
    • When should you use Business Central versus other Dynamics 365 applications?
    • Summary

    After completing this module you will be able to:

    • Explore commuon use cases for Dynamics 365 Business Central
    • Discover when to leverage Business Central versus other Dynamics 365 products
  • Module 13: Introduction to Dynamics 365 Human Resources

    The workforce is changing and competition for top talent is fierce! HR leaders are struggling to find and hire the right candidates for the job, and the hiring process is more complicated than ever before. In this module, we will introduce you to Dynamics 365 Human Resources.

    Lessons

    • Introduction
    • Overview of Dynamics 365 Human Resources
    • Employee Self-service
    • Personnel management
    • Benefits management
    • Employee development
    • Summary

    Lab : Explore Dynamics 365 Human Resources

    • Create a job

    After completing this module you will be able to:

    • Discover the Human Resources tools that help drive operational efficiency
    • Explore features and functionality of Human Resources
  • Module 14: Introduction to Dynamics 365 Commerce

    Customer shopping is no longer limited to a moment in time. Engagement starts well before customers reach your store or website and the nature of our interaction with customers has also changed. Customers are no longer looking to sales associates for product details, but rather engage retailers when they are already significantly down the track of the purchase journey. Along with this shift comes a new expectation from customers that their purchasing experience needs to be personalised, engaging and friction free. This experience is only possible by bringing together digital and physical shopping channels to delivering personalised and differentiated experiences that enable a competitive edge and build brand loyalty. In this module, we will introduce you to Dynamics 365 Commerce.

    Lessons

    • Introduction
    • Overview of Dynamics 365 Commerce
    • Omnichannel and Channel management
    • Dynamics 365 Commerce core functional areas
    • Assisted Selling
    • Merchandizing and inventory
    • Dynamics 365 Commerce deployment options
    • Dynamics 365 Fraud Protection
    • Summary

    After completing this module you will be able to:

    • Provide a high-level overview of Dynamics 365 Commerce
    • Discover deployment options
    • Describe Dynamics 365 Fraud Protection
    • Explore omnichannel
  • Module 15: Explore Finance and Operations cross-app integrations

    In this module, we help you make the right design decision, when you implement integration scenarios in Microsoft Dynamics 365 Finance and Supply Chain Management.

    Lessons

    • Introduction
    • Integration across Dynamics 365 apps
    • Discover the Data Management Framework
    • Integrations across Microsoft products
    • Integrations with third-party apps
    • Explore external system integration capabilities
    • Summary

    After completing this module you will be able to:

    • Describe the data management framework
    • Explain Office 3565 integrations
    • Explore external system integration capabilities

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Dynamics 365 Fundamentals Training FAQs

  • How is this new Dynamics 365 Fundamentals course different from MB-900?

    MB-901T00 will be a replacement for MB-900T01. The MB-901 exam and related course is more focused on the benefits and business value of adopting Dynamics 365; it will also assess knowledge of the customer engagement and finance and operations apps at a deeper level. Most of the Power Platform content within the current MB-900 exam and related course was removed from MB-900 to create a separate exam and related course: PL-900: Microsoft Power Platform Fundamentals, although one objective related to Power Platform remains on the new MB-901 exam and related course going forwards.

  • Will this course help me achieve a new Microsoft certification?

    This Dynamics 365 Fundamentals course can help you prepare for exam MB-901 which upon passing, you'd earn the "Microsoft Certified: Dynamics 365 Fundamentals" certification.?? This certification could be a helpful pre-requesite for following the Dynamics path, however it is not a requirement.

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