dynamics 365 training Archives

MB-230 Microsoft Dynamics 365 Customer Service Training Course 23000

If you want to enroll for our Microsoft Dynamics 365 Customer Service Training Course 23000, we strongly recommend you to enroll here -> Course 23000: MB-230 Microsoft Dynamics 365 Customer Service Training <<- using this link

Business Applications Microsoft Certified Dynamics 365 Customer Service Functional Consultant Associate Exam MB-230 Microsoft Dynamics 365 for Customer Service

Course Overview

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; it assists with tracking data against sales goals, automating best practices, learning from data, and more.

Our team of globally recognized experts take students step by step, from lead, to opportunity, to closed deal. Using the application’s available automation and customization options, students will learn how to enable sales staff to be their most productive selves.

Audience profile

A Dynamics 365 Customer Engagement 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.

Skills gained

Install and configure the customer service app
Identify common customer service scenarios
Complete a case resolution process
Analyze customer service data
Automate case management record processing
Create and use knowledge articles
Create and use entitlements and service level agreements

Prerequisites

Familiarity of business applications and the desire to customize and implement them for business.

Course outline

Module 1: Sales Overview

In this module students will learn the basics of sales in Dynamics 365. They will install and configure the application, as well as learn about security roles, key terms, and the data model.

Lessons

Sales overview
Configuring Sales
Module summary

After completing this module, students will be able to:

Install and configure the sales application
Identify common sales scenarios

Module 2: Working with Opportunities

In this module students will learn how to manage customer data records, use built-in sales tools, and take a lead to an opportunity.

Lessons

Manage customers
Working with opportunities
Embedded intelligence
Playbooks
Integrated sales tools
Module summary

After completing this module, students will be able to:

Create customer records
Use sales tooling

Module 3: Quotes to Orders

In this module students will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage sales opportunities to closed deals.

Lessons

Order processing overview
Manage product catalog
Create and manage quotes
Create and manage orders and invoices
Module summary

After completing this module, students will be able to:

Create and use the product catalog
Add quotes to opportunities
Complete a sale with an order

Module 4: Sales Analytics and Insights

In this module students will learn how to create and use goals, integrate with PowerBI, and enable Sales AI.

Lessons

Overview
Power BI
AI for Sales
Modules summary

After completing this module, students will be able to:

Create and use goals
Integrate with PowerBI
Enable Sales AI functionality

Microsoft Dynamics 365 Training May 2020

Microsoft Dynamics 365 Training May 2020 includes Dynamics 365 CRM Training also known as Dynamics 365 for Customer Engagement Training. As of March 16, 2020 or 3-16-2020 (subject to change) our schedule below:

Course 400004
MBDE-404 Build Your Own Power App and Dynamics 365 App

May 4, 2020

Live Virtual (i.e. Live Instuctor Led, or Online Live with the Instructor attend from anywhere).

Dynamics 365 Sales Literature Training Overview

This Microsoft Dynamics 365 Sales Literature Training Overview for using sales literature entities as basic units of CRM marketing for salespeople to manage and generate leads is important for your Dynamics 365 sales training knowledge.

A Dynamics 365 sales literature item turns out to be the basic unit of a marketing encyclopedia in the Dynamics 365 training on knowledge bases and sales literature (Dynamics 365 Customer Engagement).

Here is a Microsoft Dynamics 365 Sales Literature SharePoint training overview.

If you want to manage your SharePoint document locations as well as documents from Dynamics 365 Customer Engagement you need to understand a few things such as what record types actally support document management. With Dynamics 365 Customer Engagement Sales you can consider to store your documents on SharePoint itself and also manage the SharePoint documents from within your very own app. According to this Microsoft Docs source as of 2/3/2020 you can have document management enabled on the following Entities including Sales Literature, Quote, Article, Product, Opportunity, Lead, Category, Knowledge Article, and Account.

When you do this, the documents that you actually create in Customer Engagement would end up being stored on SharePoint. This enables the power to automatically synchronize such documents to your mobile devices and desktop computers.

Dynamics 365 Sales Hub Training Courses

Relevant Microsoft Dynamics 365 Sales Hub Training Courses by Dynamics Edge illustrate the purpose of the Sales Hub app being built on the Unified Interface framework and what the Unified Interface is and why it should be relevant to you.

You can access your Sales Hub data while you are traveling or even on vacation by using Microsoft Dynamics 365 for phones application or Dynamics 365 for tablets app on your mobile devices for your convenience.

A starting point for browsing for or getting help on Dynamics 365 Sales training is to contact Dynamics Edge today. Learn the basics and much more with our Dynamics 365 training courses on Sales App Sales Module and Sales Hub.

Check out our offerings for:

Dynamics 365 Sales Hub Training January 2020
Dynamics 365 Sales Hub Training February 2020
Dynamics 365 Sales Hub Training March 2020

and more.

You can also ask for special specific training like "dynamics 365 sales hub missing" training.

For instance how do you solve the issue where your D365 Sales Hub is missing?

For your in depth case you can try taking our D365 Sales training courses

Our D365 trainng can help you here, you can also try these stpes first as well to see if you can resolve it now:

Overview: Before you can start using the Dynamics 365 Sales Mobile app, you may need to install the Dynamics 365 for mobile app on your device. Here is some more relevant information. Here is some basic steps regarding how to install Dynamics 365 for phones and tablets.

Dynamics 365 Sales Hub Is Missing – Where is Sales Hub?

You should notice that when you first sign in, you should see the home page with your apps listed there.
Now you should go ahead and select Sales Hub.

So then please go ahead and choose an app from the list, Sales Hub being the app you want here.

Using the navigation bar
Use the nav bar on the left to create a new record, search, get to your work area, or even to do all kinds of other tasks.

The Recently Used section and Favorites section are both there to provide relatively quick access to your pertinent views, dashboards and records.

Select the Menu button on the nav bar, and then select Favorites and Recent Favorite Button in order to access some of your favorite records.
In order to pin an item as a favorite, what you do is that from the list of Recently Used items, go ahead and tap the pin looking icon or element. This action will go ahead and pin / move the item to Favorites so you can conveniently access it.

Dynamics 365 Sales Professional VS Enterprise Training Courses

High quality Microsoft Dynamics 365 sales professional vs enterprise training helps you close deals, manage customer relationships, and boost your organization’s sales revenue – all within Dynamics 365 and even with some use of Office 365. Get high quality Dynamics 365 sales training and contextual guidance based on what would potentially be real world uses based on quality Dynamics 365 training courses. Compare your Professional vs. Enterprise Dynamics and explore all about Dynamics 365 pricing by using the download of Dynamics 365 licensing guide.

As a simple way to modernize sales productivity, Dynamics 365 sales training February 2020 and other available dates helps you understand how to harness the power of all the revenue generating capabilities related to Microsoft Dynamics 365 sales force automation (SFA) along with the productivity of Office 365.

While using Microsoft Dynamics 365 Sales Professional, your organization can manage customer relationships well, close great deals, and boost your sales revenue overall – and all within Office 365 and Dynamics!

Prioritize your very high-potential prospects.
Personalize interactions with your customers for better outcomes.
Get a complete 365 days in a year kind of picture of customer interactions and activities.
Identify key stakeholders.
Create more compelling and effective emails using contextual sales data and relevant insights.

Dynamics 365 Sales Module Training Offerings

Dynamics Edge offers many Dynamics 365 Sales Module Training Offerings for your success including Dynamics 365 Sales Hub Module Training and Dynamics 365 Sales Hub Training options.

With Dynamics Edge you can find out about all the learning and certification options available to you for all of the Dynamics 365 product lines and suites.

You can get the Microsoft Certified Dynamics 365 Sales Functional Consultant Associate with our MB-200 Training Course

Microsoft Dynamics 365 Sales Functional Consultants tpyically implement solutions that tend to pland and anticipate for customer connections as well as the proactive management of deals. This proactive management can be accomplished through the familiarity of the Sales Pipeline, through processing and closing deals, and through accelerating sales team performance via the use of data analytics and in some cases predictive analytics.

Dynamics 365 Supply Chain Management Training Guide

Our Microsoft Dynamics 365 Supply Chain Management Training Courses help prepare you to become Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate. Potential candidates for Exams MB-300 and MB-330 can benefit from our training courses.

You may want to check out our course 300300 to prepare for Microsoft Certification Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations

Course 300300 – use this link for Course 300300 which helps you prepare for Exam MB-300.

Our Dynamics 365 Training for Supply Chain Management is specially designed for supply chain management users of Dynamics 365 Finance and Operations Supply Chain Management Module

Dynamics 365 Supply Chain Management Functional Consultants streamline inventory management, master planning, cost accounting, and warehouse management for their clients and end users.

Choose Dynamics Edge for Dynamics 365 Finance and Operations Supply Chain Management Training to help you Understand How To:

Use common functionality as well as implementation tools
Configure processes, security and other options
Perform proper data migration
Validate and support Dynamics 365 solutions for Supply Chain Management
Implement product information management
Implement inventory management
Implement warehouse management and transportation management and perform business processes
Implement and manage supply chain processes

Learn how to configure and use supply chain management in Dynamics 365. Get started with Dynamics 365 Supply Chain Management and learn to become a Functional Consultant Business User of Dynamics 365 Supply Chain Management module in Finance and Operations!

Dynamics 365 Supply Chain Management bootcamp workshops and training courses help you learn how to harness the power of D365. Microsoft D365 Supply Chain Management empowers organizations and employees with the cool ability to get a nice, unified view of warehouse, inventory, manufacturing, logistics and service. You can have predictive analytics that turn relevant data into actionable insights to support better strategic decisions for your big picture success.

Learn the benefits of Supply Chain Management with our Dynamics 365 F&O ERP training options and get a great overview of all the distribution and trade features in Supply Chain Management that you can use to succeed today.

Get an ability to use Supply Chain Management to configure and manage products and inventory in Microsoft Dynamics 365 Supply Chain Management and get on a right track to success.

Learn the following topics and more:

Overview of Supply Chain Management

Benefits of Supply Chain Management

Cost management

Cost accounting

Inventory management and Warehouse management

Master planning

Procurement and sourcing

Vendor collaboration

Product information management

Production control

Intercompany trade

Learn to manage your warehouse with Dynamics 365 warehouse management training (i.e. Dynamics 365 training on warehouse management ).

Learn to manage your transportation with Dynamics 365 transportation management training (i.e. Dynamics 365 training on transportation management).

The Transportation management module ( Dynamics 365 Transportation Management System Training or Dynamics 365 TMS Training ) in Dynamics 365 Supply Chain Management is designed to help you find the most efficient way to deliver goods to your customers with Finance and Operations and gain success.

To get certified, take two exams

CERTIFICATION EXAM 1: Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
AND

CERTIFICATION EXAM 2: Exam MB-330: Microsoft Dynamics 365 Supply Chain Management

Take our courses to prepare, take and pass these exams, and congratulations you are a Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate!

Power Automate Training MB-404 400004 Build Your Own App

Build Your Own Power Automate Training App Flow Course Workshop MB-404 40004 Dynamics Edge

Dynamics 365 Power Automate Training Course 400004 by Dynamics Edge – and also see more Power Automate Training help you redefine your modern organization. The ultimate goal is for your business to lower development cost, gain productivity and enable your organization to better serve your customers.

You are the ultimate catalyst to make your success happen! We have developed this workshop just for you to "Build Apps!"

This custom workshop is hands-on and starts with a relevant example, then lets you Build Your Own App!

Our case-based Power Automate Dynamics 365 training workshop uses the case study method to ensure maximum impact and learning. This workshop is facilitated by a professional Power App developer to give you real-time answers when your get stuck!

Ever tried searching a lot of long hours for (and even longer watching through and actually understanding) a ton of "free" Power Automate training or tutorial videos, or ever tried poring through "free" documentation all by yourself? That may be "all well and good" – until you get stuck.

We answer questions.

Start with examples and structured lab exercises, then "drop the training wheels" and start building your own App!

Our real-world examples and templates give you a great start. Our guidance is well worth the money and you also have a wealth of videos and online resources that may make more sense after the class.

Course Outline:

Lets Get Started!

Module 1: The Power App Universe

Overview

Model-driven apps
Common Data Service
Common Data Model
Data Connectors
Custom connectors

Module 2: Building a Canvas App

Canvas apps

Generate an app automatically
Build an app yourself
Customize a sample app
Customize a PowerApps form
Connectors
Apply business logic
Controls reference
Formula reference
Share an app
Extend canvas apps

Module 3: Building a Model App

Model-driven apps

Create a Model Drive (data model structured) App
Understand app components
Create and design app forms
Apply business logic
Create and manage app views
Use charts
Use dashboards
Use custom controls
Use themes for branding
Share an app
Distribute an app

Module 3: Building A Portal App

Dynamics Portals and Portal Power Apps

The types of Portals
Customer Self-Service
Community
Partner
Employee Self-Service
Custom Portal
Creating a Portal App
- (For more on Dynamics Portals, please see our Dynamics Portal Training Course)

Module 4: Common Data Service

The Common Data Service
Entities
Entity relationships
Fields
Apply business logic
Solutions
Security in Common Data Service

Module 5: The Power BI Service

Power BI, reports and brief overview about how they can be used in a Power App
- - (For more on Power BI, please see our Dynamics Power BI Training).

Module 6: Extend canvas apps

Extend canvas apps
Custom connectors
Integrate into websites and other services
Develop offline-capable apps

Module 7: Extend model-driven apps

Extend model-driven apps
Customize entity forms
Customize entity views
Customize visualizations and dashboards
Apply business logic using client scripting
Customize commands and ribbon
Build custom components (Power Platform component framework)
Create, manage, and publish app

Module 8: Best Practices

Best Practices
Use Collections for UI Standardization
Have a "Loading" button
Use Pop-Up Information Boxes

Module 9:Power Apps Workshop

Course Review

Exam MB-500 Training: Microsoft Dynamics 365: Finance and Operations Apps Developer

Exam MB-500 Training: Microsoft Dynamics 365: Finance and Operations Apps Developer (beta).

MB-500: Microsoft Dynamics 365: Finance and Operations Apps Developer (released October 31, 2019)

Candidates for this exam mb-500 are Developers who work with Finance and Operations apps in Microsoft Dynamics 365 to 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.

Candidates are responsible for developing business logic by using X++, creating and modifying Finance and Operations reports and workspaces, customizing user interfaces, providing endpoints and APIs to support Power Platform apps and external systems, performing testing, monitoring performance, analyzing and manipulating data, creating technical designs and implementation details, and implementing permission policies and security requirements.

Candidates participate in the migration of data and objects from legacy and external systems, integration of Finance and Operations apps with other systems, implementation of application lifecycle management process, planning the functional design for solutions, and managing Finance and Operations environments by using Lifecycle Services (LCS).

Candidates should have a deep knowledge and experience using the underlying framework, data structures, and objects associated with the Finance and Operations solutions.

Candidates should have experience with products that include Visual Studio, Azure DevOps, LCS tools, or SQL Server Management Studio.

Candidates should have experience in developing code by using object-oriented programming languages, analyzing and manipulating data by using Transact-SQL code, and creating and running Windows PowerShell commands and scripts.

Microsoft Dynamics 365 Commerce Training BRK2366 Extend

BRK2366 – How to extend Dynamics 365 Commerce training.

Microsoft Dynamics 365 Commerce (Preview) training includes a cool online extensibility SDK in order to be able to fully customize a new e-commerce site for your organization. Learn about an introductory new look with regards to the brand new Online SDK which is now available Dynamics 365 Commerce (Preview). Learn how to set up a development environment, how to download the Dynamics 365 Commerce SDK, as well as more. Learn how to create new data actions, themes, and modules. Learn how to deploy a new extensibility package to pleaces such as a live Dynamics 365 e-commerce site for your organization.