MB-910T00: Microsoft Dynamics 365 Fundamentals (CRM)

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Dauer

Trainingssprache

Deutsch

Trainingsart

brainyCLASS (offen)

Was werden Sie in diesem Training erlernen?

Möchten Sie mehr über den Dynamics 365 erfahren? In diesem Kurs erhalten Sie eine umfassende Einführung in die Customer Engagement-Funktionen von Dynamics 365. Sie werden sich mit dem Konzept der Kundenbindung (Customer Engagement), den wichtigsten Funktionen der Customer Engagement-Apps sowie mit den einzelnen Customer Engagement-Apps vertraut machen, einschließlich Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service und Dynamics 365 Field Service. Dieser Kurs umfasst Lektionen und praktische Übungen.

Agenda

Describe the foundations of Dynamics 365 customer engagement apps

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

Describe shared activities and integration options in Dynamics 365 customer engagement apps

Describe 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

Explore Dynamics 365 Customer Insights - Journeys

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

Describe Dynamics 365 Customer Insights - Data and Dynamics 365 Customer Voice

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

Explore Dynamics 365 Sales

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

Describe Dynamics 365 Sales business process flows

Describe sales order processing

Describe Dynamics 365 Sales capabilities and related apps

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

Explore Dynamics 365 Customer Service

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

Describe Dynamics 365 Customer Service capabilities and related apps

Explore a Dynamics 365 Customer Service-related apps business scenario

Describe Omnichannel for Customer Service

Describe reporting and data visualization options in Dynamics 365 Customer Service

Describe Dynamics Customer Voice use cases for customer service

Explore Dynamics 365 Field Service

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

Describe Dynamics 365 Field Service scheduling capabilities and related apps

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

REVIEWING ARCHITECTING CONCEPTS

SINGLE TO MULTIPLE ACCOUNTS

Group Exercise: Review Architecting on AWS core best practices
AWS Organizations for multi-account access and permissions
AWS SSO to simplify access and authentication across AWS accounts and third-party services
AWS Control Tower
Permissions, access, and authentication

HYBRID CONNECTIVITY

SPECIALIZED INFRASTRUCTURE

Zielgruppe

Das Training „Microsoft Dynamics 365 Fundamentals (CRM)“ richtet sich an Personen, die sich mit den Marketing-, Vertriebs-, Kundendienst- und Außendienstfunktionen von Dynamics 365 vertraut machen und einen umfassenden Einblick dazu erhalten möchten. Diese Zielgruppe möchte die Features und Funktionen von Microsoft Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Services und Dynamics 365 Field Service erkunden. Von diesem Grundlagentraining profitieren Personen in verschiedenen Rollen und verschiedenen Karrierephasen. Der Kurs richtet sich an IT-Expert*innen, Geschäftsbeteiligte, Unternehmer*innen, Studierende und Personen, die Ihre Karriere beginnen oder einen neuen Karriereweg einschlagen oder die die Marketing-, Vertriebs-, Kundendienst- und Außendienstfunktionen von Dynamics 365 kennenlernen möchten

Voraussetzung für den Kurs

Keine. Kenntnisse zu Cloud Computing sind zwar hilfreich, aber nicht unbedingt erforderlich.

Partner

Microsoft Technik