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Course Information

Microsoft Certified: Dynamics 365 Fundamentals (CRM) MB910 Course Overview

Within this Microsoft training course, you will learn the following modules:

Module 1: Describe the Foundations of Dynamics 365 Customer Engagement Apps

  • Introduction
  • Describe Customer Relationship Management
  • Describe Microsoft Power Platform and Dynamics 365 Customer Engagement Apps
  • Describe Microsoft Dataverse And Dynamics 365 Customer Engagement Apps
  • Describe Use Cases for Dynamics 365 Customer Engagement Apps
  • Navigate to and Within Dynamics 365 Customer Engagement Apps

Module 2: Describe Shared Activities and Integration Options in Dynamics 365 Customer Engagement Apps

  • Introduction
  • Describe Customers and Activities
  • Exercise: Manage Customers and Activities
  • Describe Search Criteria and Filters
  • Describe Reporting Capabilities Including Charts, Dashboards, and Views
  • Describe Excel Integrations
  • Describe Microsoft Teams Integration
  • Describe Outlook Integration

Module 3: Explore Dynamics 365 Customer Insights – Journeys

  • Introduction
  • Describe Use Cases for Dynamics 365 Customer Insights - Journeys
  • Explore a Dynamics 365 Customer Insights - Journeys Business Scenario
  • Describe Email Marketing
  • Describe How to Target Customers by Using Marketing Lists and Segments
  • Describe Customer Journeys
  • Describe Lead Generation and Qualification
  • Describe Use Cases for Marketing Forms
  • Describe Event Management Features and Capabilities

Module 4: Describe Dynamics 365 Customer Insights - Data and Dynamics 365 Customer Voice

  • Introduction
  • Explore a Dynamics 365 Customer Insights - Data Business Scenario
  • Describe Use Cases for and Capabilities of Dynamics 365 Customer Insights - Data
  • Describe Use Cases for and Capabilities of Dynamics 365 Customer Voice

Module 5: Explore Dynamics 365 Sales

  • Introduction
  • Describe Use Cases for Dynamics 365 Sales
  • Review the Sales Lifecycle
  • Explore a Dynamics 365 Sales Business Scenario
  • Describe Leads and the Process for Qualifying Leads
  • Describe the Opportunity Management Process
  • Exercise: Lab: Work with Leads and Opportunities
  • Describe Dynamics 365 Sales Business Process Flows
  • Describe Sales Order Processing

Module 6: Describe Dynamics 365 Sales Capabilities and Related Apps

  • Introduction
  • Identify Additional Dynamics 365 Sales Capabilities and Related Apps
  • Explore a Dynamics 365 Sales Related Apps Business Scenario
  • Describe Sales Pipeline and Forecasting Concepts
  • Describe Use Cases for and Capabilities of Sales Insights
  • Describe Use Cases for and Capabilities of Linkedin Sales Navigator
  • Describe the Dynamics 365 Sales Mobile App
  • Describe Microsoft Sales Copilot

Module 7: Explore Dynamics 365 Customer Service

  • Introduction
  • Describe Use Cases for Dynamics 365 Customer Service
  • Explore a Dynamics 365 Customer Service Business Scenario
  • Describe the Case Lifecycle Including Service-Level Agreements (Slas) and Entitlements
  • Describe the Functionality for Workload Management
  • Describe Dynamics 365 Customer Service Business Process Flows
  • Describe Knowledge Management in Dynamics 365 Customer Service

Module 8: Describe Dynamics 365 Customer Service Capabilities and Related Apps

  • Introduction
  • Explore a Dynamics 365 Customer Service-Related Apps Business Scenario
  • Describe Omnichannel for Customer Service
  • Describe Reporting and Data Visualisation Options in Dynamics 365 Customer Service
  • Describe Dynamics Customer Voice Use Cases for Customer Service

Module 9: Explore Dynamics 365 Field Service

  • Introduction
  • Describe Use Cases for Dynamics 365 Field Service
  • Explore a Dynamics 365 Field Service Business Scenario
  • Describe the Work Order Lifecycle
  • Describe Inspections in Dynamics 365 Field Service
  • Describe the Dynamics 365 Field Service Mobile App

Module 10: Describe Dynamics 365 Field Service Scheduling Capabilities and Related Apps

  • Introduction
  • Describe Resource and Scheduling Processes
  • Explore a Dynamics 365 Field Service-Related Apps Business Scenario
  • Describe Asset Management and Customer Assets
  • Describe Connected Field Service for Dynamics 365

 

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Who should attend this Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course?

This Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course is designed to provide professionals with a foundational understanding of the Dynamics 365 Customer Engagement application. Below are the professionals who can have benefit from this course:

  • Sales Professionals
  • Marketing Professionals
  • Customer Service Representatives
  • CRM Administrators
  • Customer Engagement Consultants
  • CRM Project Managers
  • Consultants

Prerequisites of the Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course. However, a basic knowledge of customer engagement principles, business operations, and cloud computing can be beneficial for delegates before pursuing this course.

Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course Overview

This 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.

What will you gain from taking this Microsoft training course?

  • 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 core capabilities of Dynamics 365 customer engagement apps

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What’s included in this Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Digital Delegate Pack

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Why choose us

Ways to take this course

Our easy to use Virtual platform allows you to sit the course from home with a live instructor. You will follow the same schedule as the classroom course, and will be able to interact with the trainer and other delegates.

Our fully interactive online training platform is compatible across all devices and can be accessed from anywhere, at any time. All our online courses come with a standard 90 days access that can be extended upon request. Our expert trainers are constantly on hand to help you with any questions which may arise.

This is our most popular style of learning. We run courses in 1200 locations, across 200 countries in one of our hand-picked training venues, providing the all important ‘human touch’ which may be missed in other learning styles.

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Highly experienced trainers

All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning experience.

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience

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Great value for money

Get more bang for your buck! If you find your chosen course cheaper elsewhere, we’ll match it!

This is the same great training as our classroom learning but carried out at your own business premises. This is the perfect option for larger scale training requirements and means less time away from the office.

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Tailored learning experience

Our courses can be adapted to meet your individual project or business requirements regardless of scope.

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.

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Monitor employees progress

Keep track of your employees’ progression and performance in your own workspace.

What our customers are saying

Microsoft Dynamics 365 Fundamentals (CRM) MB910 FAQs

Please arrive at the venue at 8:45am.
We can provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
This course is 1 days
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The price for Microsoft Dynamics 365 Fundamentals (CRM) MB910 certification in the United Kingdom starts from £1295
The Knowledge Academy is the Leading global training provider for Microsoft Dynamics 365 Fundamentals (CRM) MB910.

Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Trusted & Approved

Microsoft Dynamics 365 Training

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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