Dynamics 365 for customer engagement for Customer Service (MB 230) Training Course

About This Course

Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from 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.

Audience Profile

A Dynamics 365 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.

After completing this course, you will be able to:

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 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

About This Course

Dynamics 365 Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects. This course helps students better understand the bigger picture and end goals focused around implementations that aid in designing more efficient solutions that align with customer and organizational goals.

Audience Profile

This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.

After completing this course, you will be able to:

• Identify the key components involved in Field Service Implementations.
• Define the products and services that will be delivered to customers.
• Determine which pricing options to use in specific scenarios.
• Determine which resources are required.

About This Course

Dynamics 365 Finance and Operations apps include, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance helps you to: Automate and modernize your global financial operations. Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth. Drive strategic financial decisions with artificial intelligence (AI), unify and automate your financial processes, reduce operational expenses, and decrease global financial complexity and risk. Dynamics 365 Supply Chain Management helps you to: Transform your manufacturing and supply chain operations. Use predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Maximize operational efficiency, product quality, and profitability. Innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, maximize the life of your assets, and automate and streamline your supply chain. Note: For more information, please refer to https://docs.microsoft.com/learn/paths/get-started-finance-operations/ In this module, we will focus on the core features and functionality for Dynamics 365 Dynamics 365 Finance apps that are most used by end users and consultants.

Audience Profile

A Dynamics 365 for Finance and Operations 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.

At Course Completion

After completing this course, students will be able to:

• How to navigate and efficiently use search, filtering and queries
• How to use operational workspaces
• Work with Business Document Management
• Work with record templates
• Integrate Power BI with Dynamics 365 Finance and Operations apps
• How to personalize workspaces
• Identify when to use Power Platform in Dynamics 365 Finance and Operations app.
• How to apply security roles to users
• Run and analyze security reports
• Create and use workflow for approval
• Work with Organization Hierarchy and its purposes.
• How to use personalization feature
• Use Data Management workspace
• Create and use and entity templates
• Copy configuration data between legal entities
• Import and Export data and manage data by using Office Integration
• Use Regression Suite Automation Tool (RSAT)
• Create User acceptance Tests (UAT) and test plans
• Create and work with Business Process Modeler (BPM)
• Understand how to use Issue search

About This Course

This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality

Audience Profile

A Dynamics 365 for Finance and Operations 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.

At Course Completion

After completing this course students will be able to:

• Understand and perform financial duties in Dynamics 365 Finance

About This Course

This course has six modules and designed for 4 days learning experience. It can be taught in-person and/or virtually. Your instructor(s) will provide you with the agenda for this course. Module 1 will introduce you to the configure need for Dynamics 365 Supply Chain Management, Manufacturing. Module 2 will get deeper into managing the different types of manufacturing processes. Module 3 will be your address implementing master planning for production. Module 4 will be tackle Implementing several manufacturing features. Module 5 will focus on subcontracting for product manufacturing.

Audience Profile

A Dynamics 365 Finance and Operations 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.

At Course Completion

After completing this course, students will be:

• Configure the most important and commonly used features and functionalities within Dynamics 365
• Process most of the Dynamics 365 Manufacturing transactions
• Explain to others how Dynamics 365 Supply Chain Management, Manufacturing features

About This Course

This course is designed to build your foundation in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing. The transportation management features, and the warehouse management features. Quality management and quality control functionalities. Master planning configuration and processing. This course includes lectures and several hands-on exercises. The exercises will be introduced to you on a form of a case study presented to a Dynamics 365 Supply Chain Management functional consultant. Each exercise will be bases on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps.

Audience Profile

This course is designed for The Dynamics 365 Supply Chain Management functional consultant. The Dynamics 365 Supply Chain Management functional consultant is a key resource that designs and configures apps to meet the requirements for a customer. The functional consultant analyzes business requirements and translates those requirements into fully realized business processes and solutions that implement industry-recommended practices. The functional consultant specializes in one or more of the following feature sets of Dynamics: finance, manufacturing, or supply chain management. They partner with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed the needs of their customers.

After completing this course, students will be able to:

• Configure the most important Dynamics 365 Dynamics 365 Supply Chain Management functionalities.
• Process most of the Dynamics 365 Supply Chain Management transactions.
• Explain to others how Dynamics 365 Supply Chain Management features and functionalities works.

About This Course

Developer training. Microsoft Dynamics 365 Finance and Operations Apps Developers implement and extend applications to meet the requirements of the business. Candidates provide fully realized solutions by using standardized application coding patterns, extensible features, and external integrations.

Audience Profile

Microsoft Dynamics 365 Finance and Operations Apps Developers

About This Course

The Solution Architect is responsible for the successful design, implementation, deployment and adoption of an overall solution. The Solution Architect ensures that the solution meets the customer’s needs now and in the future. In this course, students will learn about decisions a Solution Architect makes during an implementation, covering security, integrations, Power Apps architecture, Power Automate architecture, and more. This course is designed to give you an introduction to the Solution Architect role.

Audience Profile

Senior Consultants (both functional and technical) that aspire to be Solution Architects, or current Solution Architects that are new to the role.

About This Course

The course focuses on C# program structure, language syntax, and implementation detailswith .NET Framework 4.0. This course describes the new enhancements in the C# 4.0 language by using Visual Studio 2010.

In this course, lower-intermediate level programmers gain the knowledge and skills they need to develop C# applications for the Microsoft .NET Framework 4.0. The course highlights the structure of C# 4.0 programs, language syntax, and implementation details. This course is not mapped to any exam.

Audience Profile

This course is intended for experienced developers who already have programming experience in C, C++, Visual Basic, or Java and understand the concepts of object-oriented programming.

This course is not designed for new programmers; it is targeted at professional developers with at least 12 months experience of programming in an object-oriented environment.

At Course Completion

After completing this course, students will be able to:

• Explain the purpose of the .NET Framework, and understand how to use C#  and Visual Studio 2010 to build .NET Framework applications. 
• Understand the syntax of basic C# programming constructs.
• Create and call methods in a C# application. 
• Catch, handle and throw exceptions.
• Perform basic file IO operations in a C# application.
• Create and use new types (enumerations, classes, and structures), and understand the differences between reference types and value types.
• Control the visibility and lifetime of members in a type.
• Use inheritance to create new reference types.
• Manage the lifetime of objects and control the use of resources.
• Define properties and indexers to encapsulate data, and define operators for this data.
• Decouple an operation from the method that implements an operation, and use these decoupled operations to handle asynchronous events.
• Use collections to aggregate data, and use Generics to implement type-safe collection classes, structures, interfaces, and methods.
• Implement custom collection classes that support enumeration.
• Query in-memory data by using LINQ.
• Integrate code written by using a dynamic language such as Ruby and Python, or technologies such as COM, into a C# application

This course provides students with the fundamental knowledge and skills to use Windows PowerShell for administering and automating administration of Windows servers. This course provides students the skills to identify and build the command they require to perform a specific task. In addition, students learn how to build scripts to accomplish advanced tasks such as automating repetitive tasks and generating reports. This course provides prerequisite skills supporting a broad range of Microsoft products, including Windows Server, Windows Client, Microsoft Exchange Server, Microsoft SharePoint Server, Microsoft SQL Server, System Center, and more. In keeping with that goal, this course will not focus on any one of those products, although Windows Server, which is the common platform for all of those products, will serve as the example for the techniques this course teaches.

This is a three-day course that will teach students how to automate administrative tasks using Windows PowerShell 5.1. Students will learn core scripting skills such as creating advanced functions, writing controller scripts, and handling script errors. Students will learn how to works with Windows PowerShell Workflow, the REST API and XML and JSON formatted data files, Students will also learn how to use new administration tools such Desired State Configuration (DSC) and Just Enough Administration (JEA) to configure and secure servers.

About This Course

This five-day course will provide students with the key knowledge required to deploy and configure System Center 2016 Service Manager.  Using hands-on labs, students will learn the following:

• Where Service Manager sits within the System Center 2016 product.

• What business and technical needs Service Manager is designed to meet.

• How Service Manager aligns itself to ITIL and MOF.

• How to architect and implement a System Center 2016 Service Manager deployment.

• How to upgrade an existing Service Manager 2012 R2 environment to System Center 2016.

• How to customize System Center 2016 Service Manager to be in line with corporate standards.

• How to configure Incident and Problem Management.

• How to configure Activity, Change and Release Management.

• How to configure Service Requests.

• How to configure Service Level Management.

• How to customize the Self-Service Portal.

• How to configure Reporting and Analysis.

• How to troubleshoot Service Manager and perform disaster recovery.

• How to create customized Service Manager forms.

Audience Profile

This course is intended for cloud and datacenter administrators who are new to System Center 2016 Service Manager and are responsible for deploying, configuring and operating it in their cloud or datacenter. This course is also intended for Cloud and datacenter administrators who are already familiar with Service Manager and want to upgrade their skills to include the new features found in System Center 2016 Service Manager.

At Course Completion

After completing this course, students will be able to:

• Describe Service Manager 2016.
• Upgrade to Service Manager 2016.
• Install Service Manager 2016.
• Describe Service Manager usage cases.
• Configure base settings in Service Manager 2016.
• Configure Incident and Problem Management.
• Configure Activity, Change, and Release Management.
• Configure and Manage Service Requests.
• Automate business processes with Service Manager and Orchestrator.
• Configure Service Level Management.
• Customize the Self-Service Portal.
• Use Reports and Analyze Data in Service Manager.
• Perform advanced troubleshooting and disaster recovery in Service Manager.
• Customize Service Manager Forms.

In this 5-day course, students will learn the basics of computer programming through the use of Microsoft Visual Studio 2013 and either the Visual C# or Visual Basic programming languages. The course assumes no prior programming experience and introduces the concepts needed to progress to the intermediate courses on programming, such as 20483B: Programming in C#.

The focus will be on core programming concepts such as computer storage, data types, decision structures, and repetition by using loops. The course also covers an introduction to object-oriented programming covering classes, encapsulation, inheritance, and polymorphism. Coverage is also included around exception handling, application security, performance, and memory management.

At Course Completion

• Explain core programming fundamentals such as computer storage and processing.
• Explain computer number systems such as binary.
• Create and use variables and constants in programs.
• Explain how to create and use functions in a program.
• Create and use decisions structures in a computer program.
• Create and use repetition (loops) in a computer program.
• Explain pseudocode and its role in programming.
• Explain the basic computer data structures such as arrays, lists, stacks, and queues.
• Implement object-oriented programming concepts.
• Create and use classes in a computer program.
• Implement encapsulation, inheritance, and polymorphism.
• Describe the base class library (BCL) in the .NET Framework.
• Explain the application security concepts.
• Implement simple I/O in a computer program.
• Identify application errors and explain how to debug an application and handle errors.
• Identify the performance considerations for applications.

About This Course

Audience Profile

At Course Completion

After completing this course, students will be able to:

• Describe the architecture of Skype for Business and design a Skype for Business topology.
• Install and implement Skype for Business Server.
• Administer and manage Skype for Business Server by using the various available tools.
• Design and implement clients and users in Skype for Business.
• Implement conferencing in Skype for Business Server.
• Design and implement additional conferencing options.
• Design and implement monitoring and archiving in Skype for Business.
• Design and implement connectivity for external users and organizations.
• Implement Enterprise Voice in Skype for Business Server.
• Plan and implement high availability in Skype for Business.
• Design and implement disaster recovery scenarios for Skype for Business.
• Design and deploy Skype for Business hybrid.
• Plan and implement a migration to Skype for Business Server 2019 or Microsoft Teams.