What’s Included?

icon High-Quality Video, E-book & Audiobook icon Modules Quizzes icon AI Mentor icon Access for Tablet & Phone

Prerequisites

    • Basic understanding of customer engagement and business processes (required)
    • Familiarity with cloud computing concepts

Skills You’ll Gain

  • CRM Navigation
  • App Integration
  • Workflow Automation
  • Data Reporting
  • Record Management
  • Hands-On Practice

Self Study Materials Included

Videos

Engaging visual content to enhance understanding and learning experience.

Podcasts

Insightful audio sessions featuring expert discussions and real-world cases.

Audiobooks

Listen and learn anytime with convenient audio-based knowledge sharing.

E-Books

Comprehensive digital guides offering in-depth knowledge and learning support.

Module Wise Quizzes

Interactive assessments to reinforce learning and test conceptual clarity.

Additional Resources

Supplementary references and list of tools to deepen knowledge and practical application.

Tools You’ll Master

Microsoft Dynamics 365 Customer Engagement Apps

Microsoft Dynamics 365 Customer Engagement Apps

Microsoft Excel

Microsoft Excel

Microsoft Word

Microsoft Word

Outlook

Outlook

Power Apps

Power Apps

Power Automate

Power Automate

Power Bl

Power Bl

Power Platform

Power Platform

Teams

Teams

What You’ll Learn

Explore Dynamics 365 CRM Apps

Understand core features and use cases across Customer Insights, Sales, Customer Service, and Field Service.

Use Copilot and Power Platform in CRM Workflows

Enhance productivity with AI-powered assistance and automation tools.

Work with Microsoft Dataverse and Reporting Tools

Integrate data and generate insights using Dataverse, Power BI, and other tools.

Manage Core CRM Records

Handle leads, cases, work orders, and customer journeys effectively.

Course Modules

Lesson 1: Microsoft Dynamics 365 Fundamentals (CRM)

Module 1.1: Describe the foundations of Dynamics 365 customer engagement apps

Module 1.2: Describe shared activities and integration options in Dynamics 365 customer engagement apps

Lesson 2: Explore the fundamentals of Microsoft Dynamics 365 Customer Insights

Module 2.1: Explore Dynamics 365 Customer Insights – Journeys

Module 2.2: Describe Dynamics 365 Customer Insights – Data

Lesson 3: Explore the fundamentals of Microsoft Dynamics 365 Sales

Module 3.1: Explore Dynamics 365 Sales

Module 3.2: Describe Dynamics 365 Sales capabilities and related apps

Lesson 4: Explore the fundamentals of Microsoft Dynamics 365 Customer Service

Module 4.1: Explore Dynamics 365 Customer Service

Module 4.2: Describe Dynamics 365 Customer Service capabilities and related apps

Lesson 5: Explore the fundamentals of Microsoft Dynamics 365 Field Service

Module 5.1: Explore Dynamics 365 Field Service

Module 5.2: Describe Dynamics 365 Field Service scheduling capabilities and related apps

Frequently Asked Questions

This course is ideal for business professionals, IT staff, functional consultants, project managers, entrepreneurs, and students who want a foundational understanding of customer engagement capabilities within Microsoft Dynamics 365. No prior experience with Dynamics is required.

The course covers the basics of: 1) Dynamics 365 Sales 2) Dynamics 365 Customer Service 3) Dynamics 365 Field Service 4) Dynamics 365 Customer Insights 5) Microsoft Dataverse 6) Integration options with Power Platform 7) Use of Microsoft Copilot in CRM apps

The MB-910T00-A course is 1 day (8 hours) long and is available via Virtual Instructor-Led Training (VILT) or self-paced learning, with labs and interactive content included.

Yes. The course includes hands-on labs to help you apply what you’ve learned. You’ll work on scenarios such as managing customer journeys, handling service cases, and exploring sales processes in a real-time simulated Dynamics 365 environment.

No technical background is required. However, a basic understanding of business operations and customer engagement concepts will help you get the most out of the course.

After completing the course, you can take the MB-910 exam to earn the Microsoft Certified: Dynamics 365 Fundamentals (CRM) certification.

Yes. This course provides a solid foundation for pursuing role-based certifications such as: 1) Dynamics 365 Sales Functional Consultant Associate 2) Dynamics 365 Marketing Functional Consultant Associate 3) Dynamics 365 Customer Service Functional Consultant Associate 4) Dynamics 365 Field Service Functional Consultant Associate