1 Microsoft Dynamics courses in Edinburgh

Duration 2 Days 12 CPD hours This course is intended for This course is intended for Sales Representatives (SR), Sales Managers and End-users who have an interest in the Sales components of Dynamics 365. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course Introduction to Microsoft Dynamics 365 Overview Understand the features and tools that exist in Microsoft Dynamics 365 for SR?s and Sales Managers. Be familiar with the stages of the Sales Order. Process in Microsoft Dynamics 365. Understand the fundamentals of Lead and Opportunity Management. Be able to track, manage, qualify Leads and convert to Opportunities and related customer records in Microsoft Dynamics 365. Know how to disqualify and cancel Leads, and convert Activity records to Leads and Opportunities. Understand how to collaborate on Opportunities with other SR?s and close Opportunity records as Won and Lost. Be able to track Competitors and Stakeholders. Understand how to view Resolution Activities. Add Products and Write-In Products to Opportunities. Build and maintain a repository of Products, Product Bundles and Product Families in the Product Catalog. Configure Unit Groups, Price Lists and Discount Lists. Work with Product Properties and view a Product Hierarchy. Create Quotes and add Products. Work with the Sales Order Process to convert Quotes to Orders and Invoices. Fulfill Orders and manage Invoice payments. Explore the Sales Reports and create a custom Sales Report using the Reporting Wizard in Microsoft Dynamics 365. Understand the significance of Sales Goal Management and Metrics in Microsoft Dynamics 365. Explore the Sales Charts and Dashboards and create a custom Sales Dashboard in Microsoft Dynamics 365. This course provides students with a detailed hands-on experience of the Salesfeatures and components of Microsoft Dynamics 365. Introduction Sales Order Process Scenarios An Introduction to Sales in Dynamics 365 The Dynamics 365 Platform Dynamics 365 Sales Fundamentals Security Considerations Where to get Help Further Reading and Resources Lead Management The Lead Management Process Working with Lead Records Working with the Lead Form Lead Assignment Leads and Activities Qualifying a Lead Disqualifying a Lead Opportunities Management Introduction to Opportunities The Opportunity Views The Opportunity Form Opportunity Sales Process Closing an Opportunity Resolution Activities Products Introduction to the Product Catalog Adding Products Configuring Unit Groups Price Lists and Price List Items Quotes, Orders and Invoices Introduction to Order Processing Adding Products to an Opportunity Working with Quotes Working with Orders Working with Invoices Sales Analysis Introduction to Sales Analysis in Dynamics 365 The Sales Reports The Reporting Wizard Working with Sales Charts Working with Sales Dashboards Working with Sales Goals and Metrics

The Microsoft Certified Associate is a new breed of Microsoft certification. It is referred to as a ‘role-based certification’. According to Microsoft, role-based certifications show that individuals that possess them are keeping pace with today’s technical roles and requirements. They allow a learner to skill up and prove their expertise to employers and peers, plus get the recognition and opportunities they’ve earned

Duration 3 Days 18 CPD hours This course is intended for This course is intended for Information workers, IT Professionals and Developers. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. Overview Understand the features and tools that exist in Microsoft Dynamics 365 for Customizers Be aware of integrating complimenting Microsoft products such as SharePoint, Skpe for Business and Exchange Undertake and carry out the initial setup and configuration required in a Microsoft Dynamics 365 deployment Design and configure a comprehensive Security model using the inbuilt tools in Microsoft Dynamics 365 Customize the Dynamics 365 schema by creating custom Entities, Fields and Relationships Design custom Information Forms, Quick View Forms, Quick Create Forms and System Views Create System Charts, Dashboards and Interactive Experience Dashboards Create and manage Business Rules using the Business Rule Designer Plan, design and implement best practice Workflow, Business Process Flows and Custom Actions Be able to apply best practice methodology using Unmanaged and Managed Solutions to deploy Microsoft Dynamics 365 customizations and patches This course provides students with a detailed hands-on experience of setting up, customizing, configuring and maintaining the CRM components of Microsoft Dynamics 365. Attendees of this course will gain an in-depth understanding of the Dynamics 365 security model, learn how to customize the Dynamics 365 framework, create and maintain powerful workflows and business process flows and use solutions to package and deploy customizations across multiple Dynamics 365 environments. The course applies to both Business and Enterprise Editions of Dynamics 365 as well as Online and On-premise deployments. Introduction Getting familiar with the versions of Microsoft Dynamics CRM\365 Get acquainted with the Dynamics 365 framework Review the Dynamics 365 interfaces, devices and apps Understand the tools for Dynamics 365 customizers A brief overview of Solutions Understand the differences between Dynamics 365 organisations and environments Review further reading and resources Set up the lab environment - Acme Enterprises Event Management Solution Initial Setup and Configuration An introduction to Dynamics 365 online setup An introduction to Dynamics 365 on premise setup Review the System Settings area Understand how to configure Auto Save Settings Understand how to configure Format Settings Understand how to configure Email Settings Understand how to configure Skype Integration Understand how to configure SharePoint Integration Security Design and configure Business Units Configure Security Roles Manage Users and Teams Implement Access Teams Configure Hierarchy Security Creating and Managing Entities Introduction to the Dynamics 365 schema Review the different Entity Types Create new Custom Entities Managing Entity Ownership Managing Entity Properties Custom Entity Security Review Entities and Solutions Customizing Fields Introduction to Field Customization Understand the different Field Types Review Field Formats Create a new Field Review Fields and Solutions Implement a Calculated Field Configure Field Level Security Customizing Relationships and Mappings Introduction to Relationships Review the different Relationship Types Create a Relationship Review Relationships and Solutions Understand Relationship Behavior Implement a Hierarchy Relationship Configure Field Mappings Customizing Forms, Views and Visualizations The process to create a new Form Review the different Form types Using the Form Designer Customizing the Main, Quick View and Quick Create Forms Configure Form Security Review the different View types Customizing System Views Customizing System Charts and Dashboards Workflows, Business Process Flows and Custom Actions Introduction to Processes Workflow Business Process Flows Custom Actions Solution Management An introduction to Solution Management How to add and administer components in a Solution The differences between unmanaged and managed Solutions How to export and import a Solution How to set Managed Properties for a Solution What happens when you delete a Solution How to Clone a Solution Patch How to Clone a Solution

Duration 3 Days 18 CPD hours This course is intended for This course is intended for individuals or anyone that plans to implement, use, maintain, or support Microsoft CRM in their organization. Overview After completing this course, students will be able to: Microsoft CRM User Interface and application terminology, Basic and advanced navigation and record maintenance, Microsoft CRM Client for Outlook functionality and synchronization, Planning and budgeting tasks related to marketing campaigns, Create and manage customer lists This three-day instructor-led course provides students with the knowledge and skills to improve their business processes by using the key features of sales management, marketing automation, service management, and service scheduling. This three-day instructor-led course provides students with the knowledge and skills to improve their business processes by using the key features of sales management, marketing automation, service management, and service scheduling. Additional course details: Nexus Humans Microsoft Dynamics CRM 4.0 User Training training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Microsoft Dynamics CRM 4.0 User Training course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 4 Days 24 CPD hours This course is intended for The audience for this course is either: a Dynamics 365 consultant who wants to learn Commerce, or a retail analyst with core Dynamics 365 experience who wants to apply their skills to the Dynamics product family. Overview After completing this course, students will be able to: Configure Dynamics 365 Commerce Headquarters Configure products, prices, discounts, loyalty, and affiliations Manage Point of Sale (POS) in Dynamics 365 Commerce Configure and Manage Dynamics 365 Commerce call centers Manage e-commerce Dynamics 365 Commerce functional consultants set up and use the application functionality in Dynamics 365 Commerce, and provide support for the application. The functional consultant typically has a strong understanding of unified commerce business operations, and experience configuring, deploying, maintaining, and using Microsoft Dynamics 365 Commerce. This four-day course covers the essentials for the role Module 1: Get started with Dynamics 365 Commerce Introduction to Unified Commerce platform Dynamics 365 Commerce architecture Deployment of Dynamics 365 Commerce Hardware and peripherals Module 2: Configure Commerce Headquarters Configure prerequisites and Commerce parameters Configure and maintain payment processing Configure Commerce Data Exchange (CDX) Configure delivery modes and charges Configure and work with statements Module 3: Products and Merchandising Product information management Merchandising in Dynamics 365 Commerce Product recommendations and product discovery Module 4: Retail Pricing Manage Pricing Manage discounts and promotions Module 5: Loyalty and customer experience Customer Management Loyalty and affiliations Module 6: Point of sale Introduction to POS Channel Setup Configure Cash and Shift management Worker Setup Point of Sale Setup Customer management at POS Transaction processing Inventory processing End of day processing Reporting Configure and work with Task management Test POS Maintain registers and devices Localization Module 7: Configure and work with call centers in Dynamics 365 Commerce Configure channel Configure Product Catalogs Configure Order Holds Create call center orders Configure call center directed selling Configure Returns and Refunds Configure continuity orders and installment billing Module 8: Work with E-Commerce in Dynamics 365 Commerce Describe e-commerce core capabilities Configure an E-Commerce Channel in Dynamics 365 HQ Configure an E-Commerce site Configure and manage E-Commerce site content Describe & Demonstrate digital asset management Configure business-to-business (B2B) site Configure Ratings and reviews functionality Demonstrate E-Commerce Order Processing Module 9: Manage order fulfillment and inventory in Dynamics 365 Commerce Configure and work with Stock replenishment Configure and work with Order fulfillment Module 10: Work with Dynamics 365 Fraud Protection Overview of Dynamics Fraud Protection Describe Dynamics Fraud Protection Services Configure and work with Dynamics Fraud Protection with Dynamics 365 Commerce Additional course details: Nexus Humans MB-340T00: Microsoft Dynamics 365 Commerce Functional Consultant training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the MB-340T00: Microsoft Dynamics 365 Commerce Functional Consultant course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 4 Days 24 CPD hours This course is intended for The audience for this course should have previous experience with functional or technical focus in Dynamics 365: Finance and Operations Applications. Primarily for those who are aspired to be and new to solution architect role Overview After completing this course, students will be able to: Understand the tasks expected to be completed by the solution architect for Dynamics implementation Complete the solution blueprint artifacts Know where to find technical information to address their customer's questions This course is developed for those aspired to be and new to the solution architect role. This course provides the technical information focusing on application architecture and technical skills to start their journey into this role. This course will not cover the industrial skills and delivery skills required for this role. The Architect Role The solution architect role Manage Interactions with FastTrack Get to know FastTrack Make the most of FastTrack templates Solution Blueprint Solution blueprint definition and components Project governance and timeline Solution architecture and organizational structure Working with business process catalog Define Environments, Tools, and Deployment Strategy Understand environment planning Application lifecycle management and deployment strategy Using LCS and Azure DevOps Determine Data Management Strategy Data management overview Develop data migration strategy Determine Integration and Interfaces Strategies Develop integration strategy Integration options Define Security Architecture Important security aspects Security framework Define security strategy Define Testing Strategy Testing strategy overview Testing planning and execution Define Performance Testing Strategy Prepare for performance topics Utilize performance testing tools Business Intelligence and Reporting Implement business intelligence and reporting Determine Licensing and Support Understand licensing estimation Understand support options Prepare for Go-Live Complete solution blueprint Prepare for go-live Class recap Additional course details: Nexus Humans MB-700T00 Microsoft Dynamics 365: Finance and Operations Apps Solution Architect training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the MB-700T00 Microsoft Dynamics 365: Finance and Operations Apps Solution Architect course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 2 Days 12 CPD hours This course is intended for Students should have a fundamental understanding of financial principles and business operations. An understanding of cloud computing is helpful but isn't necessary. Overview After completing this course, students will be able to: Describe the core capabilities of Dynamics 365 finance and operations apps Describe the capabilities and functionality of Dynamics 365 Finance Describe the capabilities and functionality of Dynamics 365 Supply Chain Management Describe the capabilities and functionality of Dynamics 365 Commerce Describe the capabilities and functionality of Dynamics 365 Human Resources Describe the capabilities and functionality of Dynamics 365 Project Operations (ERP) This course will provide you with a broad introduction to the finance and operations capabilities of Dynamics 365. You will become familiar with the concept of enterprise resource management (ERP), as well as each of the finance and operations apps, including Dynamics 365 Supply Chain Management, Dynamics 365 Finance, Dynamics 365 Commerce , Dynamics 365 Human Resources, and the ERP capabilities of Dynamics 365 Project Operations. This course will include lecture as well as hands-on-labs. Module 1: Explore the core capabilities of Dynamics 365 finance and operations apps Get introduced to the finance and operations apps Create reports and integrate finance and operations apps Module 2: Learn the fundamentals of Dynamics 365 Finance Explore Dynamics 365 Finance core capabilities Explore general ledger Explore accounts payable and accounts receivable Explore expense management, fixed asset management, and budgeting Module 3: Learn the fundamentals of Dynamics 365 Supply Chain Management Identify general capabilities of Dynamics 365 Supply Chain Management Explore warehouse and inventory capabilities Explore manufacturing strategies in Dynamics 365 Supply Chain Management Module 4: Learn the fundamentals of Dynamics 365 Commerce Explore Dynamics 365 Commerce capabilities Explore Microsoft Dynamics 365 B2B e-commerce, Store Commerce and Clienteling Module 5: Learn the fundamentals of Dynamics 365 Human Resources Explore Dynamics 365 Human Resources core capabilities Explore personnel management capabilities in Dynamics 365 Human Resources Module 6: Learn the fundamentals of Dynamics 365 Project Operations Identify project life cycle management capabilities in Dynamics 365 Project Operations Explore the project planning and execution capabilities of 365 Project Operations

Duration 5 Days 30 CPD hours This course is intended for This course is designed for the Dynamics 365 Supply Chain Management Functional Consultant Expert or those whose role includes implementing and configuring advanced features of Dynamics 365 Supply Chain Management. Overview Objectives: Create products as type Item and Service. Set up product unit conversions. Set up transfer orders Set up default order settings. Create product masters with predefined variants. Create and set up category hierarchies. Create product attributes. Create bill of materials using BOM designer Discrete manufacturing concepts Production order statuses Production stages Bill of materials (BOM) Resources Routes and operations Configure commodity pricing in Supply Chain Management. Configure product compliance in Supply Chain Management. Configure commodity pricing in Supply Chain Management. Configure product compliance in Supply Chain Management. Configure process manufacturing. Create and configure catch weight items. Configure approved vendors. Understand the features in engineering change management. Learn how the end-to-end engineering change management process works. Set up engineering organizations. Work with product versioning. Create dimension groups by using the version dimensions. Create product life cycle states. Use engineering categories. Set up engineering change severities and severity rules. Set up product owners. Use a workflow with engineering change management. Create an engineering change request. Learn about business impacts. Create an engineering change order. Important terminology to help you understand the concepts and processes that are associated with product configuration. Product configuration end-to-end scenario. Different areas that span the product configuration process. The product configuration model. How to build a product configuration model. Configure the costing sheet. Perform BOM calculation and analyze costs by using the costing sheet. IoT intelligence and insights in Supply Chain Management This course is designed to build your 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. Asset Management functionalities. Master planning configuration and processing. Sales and procurement processes. Create products and product masters in Dynamics 365 Supply Chain Management Product information workspace Concept of a product Create products Set up unit conversions Batch disposition codes Default order settings Define products as not stocked Create product masters with variants Gain productivity by using the Variant suggestions page Create and set up category hierarchies and attributes Set up item pricing Create bill of materials in Dynamics 365 Supply Chain Management Work with the BOM designer BOM and formula versions BOM line types BOM levels Get started with discrete manufacturing in Dynamics 365 Supply Chain Management Discrete manufacturing life cycle Master planning and planned production orders Bills of materials Working with BOM and item configurations Create a bill of materials Production orders Work with commodity pricing and compliance in Dynamics 365 Supply Chain Management Configure commodity pricing Configure product compliance Configure process manufacturing in Dynamics 365 Supply Chain Management Process manufacturing item types Production type setup Set up packaging and batch attributes Shelf life related setup Item model group, product compliance, and approved vendors Catch weight Transaction adjustments Catch weight item handling policy Catch weight tags Configure approved vendors Get started with Engineering Change Management for Dynamics 365 Supply Chain Management Overview of features End-to-end walkthrough of features Set up versioned products in Dynamics 365 Supply Chain Management Create an engineering organization Create nomenclature for product versions Create product version number rules Create product dimension groups by using the version dimension Create product life cycle states Engineering attributes Product readiness policies Product release policies Create engineering categories Configure engineering change management for Dynamics 365 Supply Chain Management Set up engineering change severities Set up severity rule sets Set up product owners Engineering workflows Request and follow up with product changes in Dynamics 365 Supply Chain Management Engineering change requests Engineering change orders up with product changes in Dynamics 365 Supply Chain Management Get started with product configuration in Dynamics 365 Supply Chain Management Elements of a product configuration model Expression constraints and table constraints in product configuration models Validate and test a product configuration model Finalize a model for configuration Set up a product configuration model Calculations for product configuration models Solver strategy for product configuration Reuse product configurations Release a product configuration model Customize a product configuration model Work with the costing sheet in Dynamics 365 Supply Chain Management Costing versions Cost groups Calculation groups Costing sheets BOM calculations BOM Measurements BOM Reports Configure formulas for process manufacturing in Dynamics 365 Supply Chain Management Formulas, formula lines, and formula versions Formula features Approve and activate formulas and formula versions Use step consumption Coproducts By-products Burden allocation Planning items Get started with production control in Dynamics 365 Supply Chain Management Core concepts in production control Understand unified manufacturing Manufacturing principles Overview of the production process and production life cycle Batch orders Discrete manufacturing Process manufacturing Lean manufacturing Configure production control for unified manufacturing Capacity planning Integration between the General ledger and the Production control modules IoT intelligence and insights Describe the value proposition for mixed-reality Guides for production floor workers Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management Production input location Production output location Staging and order picking Release BOM and formula lines to the warehouse Cross-docking Planned cross docking Visibility into material exceptions Work with manufacturing execution in Dynamics 365 Supply Chain Management Understand the manufacturing executions Identify roles in manufacturing execution Planning consideration for manufacturing execution Configure manufacturing execution Setup time and attendance for manufacturing execution processes Control production with manufacturing execution Create and process report as finished journals with co-products and by-products Calculate and approve raw time registrations Report as finished from the job card device Get started with Asset Management for Dynamics 365 Supply Chain Management Asset Management terminology and concepts Functional locations and assets Assets and work orders Install the Asset Management mobile workspace Use the Asset Management mobile workspace Asset Management integration capabilities Integrate Asset Management with Dynamics 365 Guides Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management Configure workers for work order scheduling Schedule and dispatch work orders Calculate capacity load on scheduled work orders Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management Procurement scenario Overview of the procure-to-purchase process Set up procurement categories Use procurement catalogs Create a purchase requisition Create and process a request for quotation Create purchase orders Vendor categories and catalogs Evaluate a vendor and put a vendor on hold Use purchasing policies Configure activity-based subcontracting and production flow costing in Dynamics 365 Supply Chain Management Subcontracting capabilities Subcontracting a vendor Subcontracting service Transfer activities as subcontracting activities Subcontracting as an alternate resource Cost accounting of subcontracted services Subcontracting cost flow Backflush costing Products and material in Work in Progress Standard cost Costing lean manufacturing Calculation of standard cost Calculate unused quantities Calculation of production variances to standard cost Ledger entries created from processing a production flow Configure and use agreements in Dynamics 365 Supply Chain Management Work with trade agreements Create sales agreements Create purchase agreements Configure trade allowance management Configure brokerage contract management Configure royalty contract management Configure vendor rebates Rebate management module Work with capa Additional course details: Nexus Humans MB-335T00: Microsoft Dynamics 365 Supply Chain Management, Expert training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the MB-335T00: Microsoft Dynamics 365 Supply Chain Management, Expert course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Duration 5 Days 30 CPD hours This course is intended for A Microsoft Power Platform Functional Consultant is responsible for creating and configuring apps, automations, and solutions. They act as the liaison between users and the implementation team. The functional consultant promotes utilization of solutions within an organization. The functional consultant may perform discovery, engage subject matter experts and stakeholders, capture requirements, and map requirements to features. They implement components of a solution including application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and simple visualizations. This course will teach you to use Microsoft Power Platform solutions to simplify, automate, and empower business processes for organizations in the role of a Functional Consultant. A Microsoft Power Platform Functional Consultant is responsible for creating and configuring apps, automations, and solutions. They act as the liaison between users and the implementation team. The functional consultant promotes utilization of solutions within an organization. The functional consultant may perform discovery, engage subject matter experts and stakeholders, capture requirements, and map requirements to features. They implement components of a solution including application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and simple visualizations. This course may contain a 1-day Applied Workshop. This workshop will allow you to practice your Functional Consultant skills by creating an end-to-end solution to solve a problem for a fictitious company. The solution will include a Microsoft Dataverse database, Power Apps canvas app, and Power Automate flows. Prerequisites Experience as an IT professional or student Working knowledge of Microsoft Power Platform and its key components Knowledge of Microsoft Dataverse (or general data modeling) and security concepts 1 - Describe the business value of the Microsoft Power Platform Explore Microsoft Power Platform Describe the business value of the Power Platform Explore connectors and Microsoft Dataverse Describe how Power Platform works with Microsoft 365 apps and services Explore how Power Platform works with Microsoft Teams Describe how Power Platform works with Microsoft Dynamics 365 apps Describe how Power Platform solutions consume Microsoft Azure services Explore how Microsoft Power Platform apps work together Use Artificial Intelligence to increase productivity 2 - Core components of Power Pages Get started with Power Pages Core tools and components of Power Pages Overview of Power Pages security Overview of Power Pages extensibility 3 - Explore Power Pages templates Site design templates Scenario-based templates Dynamics 365 Power Pages site templates 4 - Explore Power Pages design studio Work with pages Page components Site styling and templates 5 - Explore Power Pages design studio data and security features Data workspace in Power Pages design studio Power Pages security features 6 - Introduction to Power Pages administration Power Pages administrative tools Set up workspace in Power Pages design studio 7 - Get started building with Power BI Use Power BI Building blocks of Power BI Tour and use the Power BI service 8 - Get data with Power BI Desktop Overview of Power BI Desktop Explore Power BI Desktop Connect to data sources Get data from Excel Transform data to include in a report Combine data from multiple sources Clean data to include in a report 9 - Model data in Power BI How to manage your data relationships Create calculated columns Optimize data models Create measures Create calculated tables Explore time-based data 10 - Use visuals in Power BI Create and customize simple visualizations Create slicers Map visualizations Matrices and tables Create scatter, waterfall, and funnel charts Modify colors in charts and visuals Page layout and formatting 11 - Explore data in Power BI Quick insights in Power BI Create and configure a dashboard Ask questions of your data with natural language Create custom Q&A suggestions Share dashboards with your organization Display visuals and tiles in full screen Edit tile details and add widgets Get more space on your dashboard 12 - Publish and share in Power BI Publish Power BI Desktop reports Print and export dashboards and reports Introducing Power BI Mobile Create workspaces in Power BI Build apps Use apps Integrate OneDrive for Business with Power BI Publish to web 13 - Create and manage workspaces in Power BI Distribute a report or dashboard Monitor usage and performance Recommend a development life cycle strategy Troubleshoot data by viewing its lineage Configure data protection 14 - Manage semantic models in Power BI Use a Power BI gateway to connect to on-premises data sources Configure a semantic model scheduled refresh Configure incremental refresh settings Manage and promote semantic models Troubleshoot service connectivity Boost performance with query caching (Premium) 15 - Create dashboards in Power BI Configure data alerts Explore data by asking questions Review Quick insights Add a dashboard theme Pin a live report page to a dashboard Configure a real-time dashboard Set mobile view 16 - Implement row-level security Configure row-level security with the static method Configure row-level security with the dynamic method 17 - Create tables in Dataverse Table characteristics Table relationships Dataverse logic and security Dataverse auditing Dual-write vs. virtual tables 18 - Manage tables in Dataverse Identify tables and table types in Dataverse Create a custom table Enable attachments within a table Licensing requirements for each table type 19 - Create and manage columns within a table in Dataverse Define columns in Microsoft Dataverse Column types in Microsoft Dataverse Add a column to a table Create a primary name column Restrictions that apply to columns in a table Create an auto numbering column Create an alternate key 20 - Create a relationship between tables in Dataverse Relate one or more tables - Introduction Relationship types that are available in Microsoft Dataverse Create a one-to-many relationship between tables Create a many-to-many relationship between tables Edit or delete relationships 21 - Working with choices in Dataverse Define choice column Standard choices column 22 - Get started with security roles in Dataverse Understand environment roles Adding or disabling an environment user Understand security concepts in Dataverse Understand user security roles and security role defaults Check the roles that a user belongs to Configure Dataverse teams for security Configure Dataverse group teams for security 23 - Use administration options for Dataverse Use Microsoft Power Platform Admin Center portal Tenant storage capacity Advanced Customization options in Power Apps Portal Enable and disable auditing 24 - Manage Dynamics 365 model-driven app settings and security Configure role-based security Manage teams and business units Explore settings and customizations 25 - Introduction to Microsoft Power Platform security and governance Identify Microsoft Power Platform environments Data Loss Prevention policies Microsoft Power Platform Center of Excellence Starter Kit 26 - Get started with model-driven apps in Power Apps Introducing model-driven apps Components of model-driven apps Design model-driven apps Incorporate business process flows 27 - Configure forms, charts, and dashboards in model-driven apps Forms overview Form elements Configure multiple forms Use specialized form components Configure views overview Configure grids Create and edit views Configure charts overview Dashboards overview Use interactive streams and tiles 28 - Get started with Power Apps canvas apps Power Apps building blocks Ways to build Power Apps Power Apps related technologies Additional Power Apps related technologies Designing a Power Apps app 29 - Connect to other data in a Power Apps canvas app Overview of the different data sources Work with action-based data sources Power Automate is a companion to Power Apps 30 - How to build the UI in a canvas app in Power Apps Use themes to quickly change the appearance of your app Branding a control Icons Images Personalization Using the tablet or phone form factors 31 - Manage apps in Power Apps Power Apps review 32 - Build your first app with Power Apps and Dataverse for Teams Create your first app with the hero template Customize your app with Power Apps Studio Publish your app Install template apps 33 - Access Dataverse in Power Pages websites Use lists to display multiple Dataverse records Use forms to interact with Dataverse data 34 - Authentication and user management in Power Pages Power Pages authentication settings User registration in Power Pages Authentication management for Power Pages users Power Pages authentication providers 35 - Power Pages maintenance and troubleshooting Power Pages website maintenance Power Pages website troubleshooting 36 - Define and create business rules in Dataverse Define business rules - Introduction Define the components of a business rule Create a business rule 37 - Get started with Power Automate Introducing Power Automate Troubleshoot flows 38 - Use the Admin center to manage environments and data policies in Power Automate Administer flows Export and import flows Learn how to distribute button flows 39 - Use Dataverse triggers and actions in Power Automate Dataverse triggers Query data Create, update, delete, and relate actions 40 - Extend Dataverse with Power Automate Set up a flow and configure its trigger Email Dataverse record Add to-do items Test and run your flow 41 - Introduction to expressions in Power Automate Get started with expressions Notes make things easier Types of functions Write complex expressions 42 - Build your first Power Automate for desktop flow Set up the environment Explore Power Automate for desktop Create your first Power Automate for desktop flow Record Power Automate for desktop actions Edit and test recorded actions 43 - Run a Power Automate for desktop flow in unattended mode Set up an unattended desktop flow Create a new cloud flow that calls an existing flow in unattended mode Perform a test run Best practices 44 - Optimize your business process with process advisor Get familiar with process advisor Create your first recording Edit recordings and group actions Analyze recordings and interpret results Automation recommendations 45 - Get started with Microsoft Copilot Studio bots Get started working with environments Create bots and work with the Microsoft Copilot Studio interface Create topics Test bots Publish bots and analyze performance 46 - Enhance Microsoft Copilot Studio bots Use Power Automate to add actions Transfer conversations to agents by using Omnichannel for Customer Service Create topics for existing support content Analyze bot performance 47 - Manage topics in Microsoft Copilot Studio Work with bot topics Branch a topic Create topics for existing support content Work with system fallback topics Manage topics 48 - Manage Power Virtual Agents Environments in Microsoft Copilot Studio Bot topics permissions Bot entities and flow permissions Monitor and diagnose Administer and manage Export and import bots Authentication 49 - Get started building with Power BI Use Power BI Building blocks of Power BI Tour and use the Power BI service 50 - Get data with Power BI Desktop Overview of Power BI Desktop Explore Power BI Desktop Connect to data sources Get data from Excel Transform data to include in a report Combine data from multiple sources Clean data to include in a report 51 - Model data in Power BI How to manage your data relationships Create calculated columns Optimize data models Create measures Create calculated tables Explore time-based data 52 - Use visuals in Power BI Create and customize simple visualizations Create slicers Map visualizations Matrices and tables Create scatter, waterfall, and funnel charts Modify colors in charts and visuals Page layout and formatting 53 - Explore data in Power BI Quick insights in Power BI Create and configure a dashboard Ask questions of your data with natural language Create custom Q&A suggestions Share dashboards with your organization Display visuals and tiles in full screen Edit tile details and add widgets Get more space on your dashboard 54 - Publish and share in Power BI Publish Power BI Desktop reports Print and export dashboards and reports Introducing Power BI Mobile Create workspaces in Power BI Build apps Use apps Integrate OneDrive for Business with Power BI Publish to web 55 - Manage solutions in Power Apps and Power Automate Add and remove apps, flows, and entities in a solution Edit a solution-aware app, flow, and table Build and deploy a complex solution with flows, apps, and entities Automate solution management 56 - Load/export data and create data views in Dataverse View data in a table Create or edit views of data in a table Load data into a table Export data from a table Add, update, or delete data in a table by using Excel Import data using Power Query Generate a new dataflow from an Excel Template Dataflow and Azure integration 57 - Get started with AI Builder Choose an AI capability Create your first model Ways to use your models 58 - Manage models in AI Builder Model lifecycle Manage model versions Share your models 59 - Use AI Builder in Power Automate AI Builder in Power Automate saves time Advanced usage of AI Builder in Power Automate 60 - Functional Consultant skills Create entity relationship diagrams Create and document mock-ups Document functional requirements and artifacts Complete fit-gap analysis Discuss stakeholder management responsibilities Understand industry accelerators Define Application Lifecycle Management Participate in testing Evaluate options Define connectors Understand Power Apps component framework 61 - Solution Architect series: Plan application lifecycle management for Power Platform Key considerations for ALM Solutions Configuration and reference data Release process ALM with Azure DevOps

Duration 1 Days 6 CPD hours This course is intended for People in different roles and at various stages in their careers can benefit from this fundamentals course. This includes IT professionals, business stakeholders and others who want to be exposed to the customer engagement capabilities of Dynamics 365, students, recent graduates, and people changing careers who want to leverage Dynamics 365 to move to the next level. Overview Describe the customer engagement apps and what they have in common Describe the standard marketing processes and how Dynamics 365 Marketing addresses them Describe Dynamics 365 Marketing features and capabilities Describe additional marketing apps Describe the standard sales processes and how Dynamics 365 Sales addresses them Describe Dynamics 365 Sales capabilities Describe additional sales apps such as Sales Insights and Sales Navigator Describe the standard customer service processes and how Dynamics 365 Customer Serviceaddresses them Describe Dynamics Customer Service capabilities Describe additional sales apps such as Sales Insights and Sales Navigator Describe the standard field service business processes and how Dynamics 365 Field Service addresses Describe how to generate Work Orders Describe the scheduling capabilities of Dynamics 365 Field Service Describe the inventory management capabilities of Dynamics 365 Field Service Describe the asset management capabilities of Dynamics 365 Field Service Describe project-based customer engagement processes addressed by Dynamics 365 Project Operations Describe the sales capabilities of Dynamics 365 Project Operations Describe the project management capabilities of Dynamics 365 Project Operations Describe the resource utilization capabilities of Dynamics 365 Project Operations 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. Learn the Fundamentals of Dynamics 365 Marketing Get introduced to the Dynamics 365 customer engagement apps Examine Dynamics 365 Marketing Describe Dynamics 365 Marketing capabilities Review Additional Marketing Apps Learn the Fundamentals of Dynamics 365 Sales Explore Dynamics 365 Sales Manage the sales lifecycle with Dynamics 365 Sales Review additional sales apps Learn the Fundamentals of Dynamics 365 Customer Service Examine Dynamics 365 Customer Service Describe Dynamics Customer Service capabilities Review additional customer service apps Learn the Fundamentals of Dynamics 365 Field Service Examine Dynamics Field Service Generate Work Orders in Dynamics 365 Field Service Describe the scheduling capabilities of Dynamics 365 Field Service Examine the inventory management capabilities of Dynamics 365 Field Service Review the asset management capabilities of Dynamics 365 Field Service Learn the Fundamentals of Dynamics 365 Project Operations (CRM) Examine Dynamics 365 Project Operations Describe the sales capabilities of Dynamics 365 Project Operations Plan projects with Dynamics 365 Project Operations Review the resource utilization capabilities of Dynamics 365 Project Operations Additional course details: Nexus Humans MB-910T00 Microsoft Dynamics 365 Fundamentals (CRM) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the MB-910T00 Microsoft Dynamics 365 Fundamentals (CRM) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.