MB-200T02 Dynamics: Power platform automation
MB-200T02 Dynamics: Power platform automation,
Note: This Course is in Development and the Outline will be Revised
About this course
Students are required to attend the PowerApp or Microsoft Flow class before attending this class! You must know PowerApps and Flow before automating the Flow processes
This One-day instructor-led course provides students who work with Microsoft or Dynamics software the ability to automate business processes and workflows. With Microsoft Common Data Service, Power BI, PowerApps and Microsoft Flow.
The primary audience for this course is individuals who work with Microsoft or Dynamics Software. These individuals and companies can benefit from automation business processes and workflows.
Module 1: The Common Data Service
Working with and Setting up Data
Common Data Service
Module 2: Linking Flow and PowerApps
Building the PowerApp
Linking your PowerApp to Common Data Service
Module 3: Common Data Service and PowerApps Integration
Editing the underlying Common Data Service data through your PowerApp
Example: PowerApp triggering a set of Flows for mission critical enterprise tasks
Module 4: Modular Flow Development
Creating the Flows
Testing the Flows separately in small iterative units
Module 5: Quick Repeated Flow Unit Testing of Different Input Data
Testing without requiring all the Flows at once
Testing without requiring the real trigger
Module 6: Linking the Flows together
Chaining them together with linking actions
Testing all the Flows together when chained
Module 7: Linking PowerApps and Flow
Choosing the correct Flows
Choosing the correct triggers related to your PowerApp
Bringing them (PowerApps, Flow) both together
Module 8: Linking PowerApps, Flow, and Common Data Service
Creating a Unified, Fully Working Experience
Making sure all Components work correctly together
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Dynamics CRM 365 Training Classes – For more info on Dynamics CRM Training – please use this link by clicking here. Use Dynamics CRM 365 Training by Dynamics Edge to understand the right extensions for Dynamics 365 Developer Toolkit for Visual Studio. Dynamics 365 CRM Training by Dynamics Edge empowers you to maintain the Dynamics CRM service in the cloud or in your on-premises environment. Our Dynamics CRM Training Courses for Developers are great for Dynamics 365 Customer Engagement Development and Deployment. Dynamics Edge teaches you the new Developer Toolkit in our Microsoft Dynamics CRM Training and Dynamics 365 Training courses. Update your knowledge of the Visual Studio development tools with our Dynamics CRM 365 Developer Training. Our Dynamics CRM 365 Developer Environment Training helps you understand the Dynamics 365 dev/test environments and how it relates to Office 365. Dynamics Edge’s Dynamics CRM 365 Developer Toolkit Training gives you the power to understand what you need to know about the extensions, all the types that you can generate by using the CrmSvcUtil tool, and more. Our quality Dynamics CRM 365 CrmSvcUtil Training for Developer Environments introduces you to the Developer Toolkit for Dynamics 365 CRM. Dynamics CRM 365 Developer Training for Customer Engagement is what you need right now. Learn the ProxyTypesAssemblyAttribute Class and more with Dynamics CRM Developer Environment Toolkit Training by Dynamics Edge.
Dynamics CRM Training is available now. Microsoft Dynamics CRM Training helps developers like you make the most of Dynamics 365 CRM.
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The main goals and objectives of our Microsoft D365 for Retail training class: Dynamics 365 for Retail Exam MB6-897 Training Course 806897 is to offer students a comprehensive understanding of Retail functionality within Microsoft Dynamics 365 for Finance and Operations module. We also offer custom Dynamics 365 for Retail e-Commerce Platform training workshops. Acquire a great understanding of Microsoft Dynamics 365 for Retail with this training class 806897 and prepare for Exam MB6-897: Microsoft Dynamics 365 for Retail at the same time. Exam MB6-897: Microsoft Dynamics 365 for Retail was published on around October 23, 2017 and is available in English. Course 806897 helps you prepare for the following Microsoft Dynamics 365 for Retail training exam topics
Set up and configure organizational parameters (20 – 25%)
Model an organization
This objective may include but is not limited to: create models of organizations; create and configure organization hierarchies; create and modify retail operating units
Configure retail parameters
This objective may include but is not limited to: set up a retail store set up info codes and sub codes; assign and translate info codes; configure units of measure and conversion; define retail parameters; set up sales tax and sales tax overrides; describe and configure payment methods; configure payment connectors; set up credit card payment services; configure full-text search
This objective may include but is not limited to: Describe retail workflow features; configure workflow prerequisites; create and configure workflows, activate a workflow; associate workflows with an organization; monitor workflow status
This objective may include but is not limited to: configure and monitor Commerce Data Exchange services; test and troubleshoot Async client and server connectivity; view retail channel transactions; set up up store locator groups
Manage retail channels
This objective may include but is not limited to: build an online store; synchronize online store sales orders; create a call center
Set up and Configure Point of Sale (10 – 15%)
Perform Point of Sale (POS) set up processes
This objective may include but is not limited to: set up offline, functionality, receipt, Dynamics 365 Lifecycle Services LCS training, hardware, visual, email notification, and channel integration POS profiles; configure a receipt format; set up data distribution
Configure POS terminals with our Microsoft Dynamics 365 for Retail POS Training.
This objective may include but is not limited to: set up keyboard mapping groups; configure POS permission groups; create registers and POS devices; create screen layouts that use button grids and images; manage drawer operations
Configure barcodes and labels with Microsoft Dynamics 365 for Retail Point of Sale Training.
This objective may include but is not limited to: create and view barcodes for specific products; print shelf labels; create barcode masks
Set up and Configure Products (15 – 20%)
Configure basic product parameters
This objective may include but is not limited to: create product dimensions and dimension groups; create a product; create and modify product attributes; create product features and assortments; create product relationship types and product relationships; create a product master or variant; create, assemble, disassemble, and sell product kits
Build product category hierarchies with Microsoft Dynamics 365 Product Category Hierarchies Training by Dynamics Edge!
This objective may include but is not limited to: describe hierarchy types; create a category hierarchy; maintain hierarchies; bulk edit a category
Create and manage catalogs
This objective may include but is not limited to: Create a catalog; configure and analyze catalog layout; update, validate, approve and publish catalogs; create source codes
Manage delivery modes
This objective may include but is not limited to: set up delivery modes; add channels to delivery modes; add products to delivery modes
Manage direct delivery with Microsoft Dynamics 365 for Retail Direct Delivery Training by Dynamics Edge.
This objective may include but is not limited to: set up direct delivery; configure products and sales orders for direct delivery; confirm direct delivery orders; create pick waves; set up the picking process; create a workbench; generate picking workbench sessions
Manage pricing discounts with Microsoft Dynamics 365 for Retail Pricing Discounts Training.
This objective may include but is not limited to: create catgory pricing rules; discount products based on catalogs; set up affiliated pricing; adjust prices; create price groups; configure mix and match discounts; create quantity discounts
Connect vendor information to products
This objective may include but is not limited to: create a vendor catalog; set up price margin alerts on a product; define price points for products; add vendor product numbers to a product
Manage Retail Operations (15 – 20%) with Microsoft Dynamics 365 for Retail Operations Training by Dynamics Edge.
This objective may include but is not limited to: create jobs; create positions; set up a worker; create and link address books; implement role-based security; view and manage shifts
Generate retail information reports
This objective may include but is not limited to: identify available reports; identify available workspaces; perform recency, frequency, and monetary (RFM) analysis
Implement customer loyalty schemes and gift cards
This objective may include but is not limited to: describe the loyalty setup process; configure prerequisite components; create a customer loyalty scheme and program; process loyalty transactions; resolve loyalty card number conflicts; add products to loyalty schemes; set up physical and virtual gift cards; add funds to a gift card
This objective may include but is not limited to: describe post statement actions; create and calculate a statement; view posted statements; configure batch processes for statements
Manage inventory replenishment with Microsoft Dynamics 365 for Retail Inventory Replenishment Training by Dynamics Edge.
This objective may include but is not limited to: build replenishment rules; implement cross docking for product distribution; create a buyer’s push; create a replenishment hierarchy; create service categories
Manage a call center
This objective may include but is not limited to: create fraud rules; create a continuity program; create continuity orders; implement credit card and refund workbenches; configure check holds; set up credit limit checking; create rules for up-selling and cross-selling; set up target markets; create and use scripts
Conduct Retail Activities (25 – 30%)
Perform POS operations with Microsoft Dynamics 365 for Retail POS Operations Training or Microsoft D365 for Retail Point of Sale Operations Training.
This objective may include but is not limited to: conduct a transaction; override a price; identify reason codes and hold codes; hold and recall a transaction; clear a hold
Manage sale orders
This objective may include but is not limited to: view detailed status information for a sales order; identify sales order cancellation constraints; configure price matching; configure prepayment
This objective may include but is not limited to: create a customer; check for duplicate customers; merge and unmerge customer records; create and configure cases; search for a customer
Manage drawer operations and daily operations with Microsoft Dynamics 365 for Retail Drawer Operations Training and Microsoft Dynamics 365 for Retail Daily Operations Training.
This objective may include but is not limited to: perform opening procedures; conduct tender operations; perform overrides; perform closing procedures; open, pause, resume, and close shifts; clock in and out; create sales with cash or credit card payments; void transactions; accept returns
Manage installment billing
This objective may include but is not limited to: set up and configure installment billing; create payment schedules; add installments to a sales order; process installment billing payments
Manage returns and Return Merchandise Authorization (RMA) processing with Microsoft Dynamics 365 for Retail RMA Training Classes.
This objective may include but is not limited to: identify steps in the RMA process; create an RMA; configure process return options
With Dynamics Edge you can discover the certification exam learning oppportunities for Dynamics 365 products, Dynamics 365 customers and Dynamics 365 partners related to Dynamics 365 and Dynamics 365 for Retail. Get Dynamics 365 for Retail training to become certified with our quality learning course 806897 by preparing for Exam MB6-897. Quality Dynamics 365 Retail Training is also sometimes known as Dynamics AX Retail training. Also you can call us for custom Dynamics 365 for Retail Development Training Classes. Microsoft Dynamics 365 for Retail Training also helps you understand the integrated Point of Sale (POS) components. For Dynamics 365 for Retail Extensibility Patterns Training on best practice with Dynamics 365, call for a custom course so you can understand how to extend solutions for Dynamics 365 for Retail. Some related custom courses to Microsoft Dynamics 365 Enterprise Edition for Retail Training include Course 80970AE: Workflow Configuration for Retail in Microsoft Dynamics 365 Finance and Operations. Dynamics Edges delivers Microsoft Dynamics 365 Training Classes on D365 for Sales (formerly Dynamics CRM Training), D365 for Customer Service, D365 Business Central (formerly Dynamics NAV Training), D365 for Customer Engagement, D365 for Talent, D365 for Retail (formerly Dynamics 365 for Finance and Operations Training and formerly Dynamics AX Training).
For legacy we also offer Microsoft Dynamics AX 2012 R3 Training – call us for more info.
Understand the architecture and development environment (20-25%)
Describe the Microsoft Dynamics 365 for Finance and Operations architecture
Describe the development environment; describe the components in the application stack; identify cloud architecture components; explain the server architecture; describe the layer architecture
Describe the Microsoft Dynamics 365 for Retail architecture
Identify components of the retail solutions and their purpose; Describe differences and uses for the Retail Server and the Retail Store Scale Unit (RSSU); Describe hardware components; Describe and create components for the Modern Point of Sale (MPOS) and the Cloud Point of Sale (Cloud POS)
Manage development with Microsoft Visual Studio and Lifecycle Services (LCS)
Identify the windows and basic navigation of Visual Studio; describe differences between and uses for projects, models, solutions, and packages; describe and perform the build process; describe the features of LCS; use LCS to deploy hotfixes, manage assets, and complete the build process
Develop new elements by using Application Explorer (20-25%)
Create and manage labels and resources
Create new label files; create and use labels; describe elements and uses for labels; identify best practices for labels; identify uses for resources
Create and manage data types
Describe uses for base enumerations; create new base enumerations; identify best practices for base enumerations; describe primitive and extended data types; create new extended data types; identify key properties for extended data types; implement best practices for extended data types
Create and manage tables
Identify the components of a table; describe various types of table relationships; describe various types of table indexes; implement best practices for tables, relationships, and indexes
Read and Write Basic X++ (20-25%)
Describe the X++ environment
Identify the characteristics of X++ with Microsoft Dynamics AX X++ Training; use the code editor to write X++; describe the features of IntelliSense; identify basic syntax for X++; describe the use of common key words in X++ with Microsoft Dynamics 365 X++ Training; describe the features of the debugger; use the comparison tool; use the best practice checker
Work with X++ control statements
Work with variables, operators, conditional statements, and loops; use built-in functions; use communication tools
Work with classes
Create new classes; describe scoping events and parameters; describe inheritance; identify key best practices when writing X++
Manipulate data with X++
Identify techniques for data retrieval; explain uses for transaction integrity checking; insert, update, and delete records using X++; identify best practices for manipulating data with X++ with Microsoft Dynamics 365 for Retail X++ Training
Manage exceptions in X++
Identify exception types; use try/catch statements; describe the features of optimistic concurrency control; describe best practices for exception handling with X++
Manage the User Interface and Security for Developers (20-25%)
Manage the user interface
Identify components of various form patterns; identify common form patterns and sub patterns; identify key properties for form elements; apply and validate form patterns; describe uses for tiles; describe how to join data in forms; implement best practices for form development
Manage the user navigation
Identify types of menu items; create menu items and menus; identify key properties for menu items; describe uses for menu items; implement best practices for menus and menu items
Manage security in the development environment
Describe the security architecture; describe the components of role-based security; create new privileges, duties, and roles in the application explorer; describe the extensible data security framework
Develop and extend retail components (15-20%)
Modify retail components
Describe the components of the Commerce Runtime (CRT) and how to extend the CRT; describe the components of the Commerce Data Exchange (CDX) and how to extend the CDX; Identify components of the retail architecture that can be extended; Describe how to extend various components of the retail architecture.
Deploy retail modifications
Describe how to package and deploy retail modifications into a source environment; review and apply retail hot fixes; create and deploy packages for retail; resolve conflicts and rebuild packages
Monitor retail components
Identify, use and extend diagnostics and monitoring tools for retail components; Identify, setup, and monitor data distribution and offline databases; Understand hot, warm, and cold paths for diagnostics and monitoring; Use events logs, and LCS to monitor and diagnose issues with retail components
The corresponding exam is MB2-718 exam and the course 81057 helps you prepare for exam MB2-718.
Exam MB2-718: Microsoft Dynamics 365 for Customer Service
Implement Voice of the Customer Surveys and Service Management Analysis (15% – 20%)
Manage and create cases, knowledge base, configure and install Microsoft Dynamics CRM Server which the training 81057 helps you prepare for.
Manage Entitlements, Queues and Service Level Agreements (SLAs) (20% – 25%)
Managing Cases, the Interactive Service Hub, and the Knowledge Base (25% – 30%)
Manage Interactive Services Hub and Dynamics Field Service (15% – 20%)
Manage the Unified Service Desk experience (USD) (15% – 20%)
Microsoft Dynamics 365 CRM MSCA Certification Training
You should pass these exams / take the following Dynamics 365 CRM MCSA certification training courses to prepare for these exams, in order to get the Dynamics 365 CRM MCSA (use the following Dynamics Edge Dynamics 365 Certification Exam Training to prepare)
MCSA for Microsoft Dynamics 365 MCSA Certification Workshop MB2-715 MB2-716
The Dynamics 365 MCSA Track consist of two courses, two certifications exams and three badges (MB2-715) (MB2-716) and MCSA for Dynamics 365.
This instructor-led, hands on course is intended for those who wish to get Dynamics 365 MCSA certification (Microsoft Dynamics Customization and Configuration MB2-716 and also the Microsoft Dynamics 365 Customer Engagement Online Deployment MB2-715 exams are needed to get this MCSA).
Who should Attend this Dynamics 365 CRM Training or Dynamics 365 CRM MCSA Training:
This course is intended for experienced customizers as well as intermediate customizers of Microsoft Dynamics CRM who are at least somewhat familiar with the principles of Dynamics 365 CRM for end users and customer experience management. Skills in programming or coding are not necessarily a prerequisite. A basic understanding of database principles especially SQL related (but general will be fine) could be helpful though.
Technical support technicians, system administrators and implementation consultants are a good target audience for this course. A working knowledge of Dynamics 365 (CRM) functionality and features, as well as a working knowledge of implementation, data structures and development could also all be very helpful.
This 5 day instructor led Dynamics CRM 365 MCSA Training course helps prepares you for the MB2-716 Dynamics 365 Customization and Configuration and the MB2-715 Microsoft Dynamics 365 Customer Engagement Online Deployment exams simultaneously.
At completion of this course, students should know the following:
Configure, design and create andrelationships between entities.
Configure and Create Forms, Charts and Views for custom entities and system entities.
Implement Access Team Templates and Field Security in Microsoft Dynamics 365 CRM.
Configure, create and design solutions in Microsoft Dynamics 365 CRM.
Configure and create solutions in Microsoft Dynamics 365 CRM
Implementing unmanaged and managed Solutions.
Implement and design strategies for the creation of Security Roles and Business Units.
Configure Microsoft Dynamics CRM Teams and Users.
Design and Plan Dynamics CRM organizational enterprise strategy.
Know and understand, and be able to describe how to configure as well as customize the Microsoft Dynamics 365 CRM system.
Configure and Create fields for both custom and system entities.
Configure and create custom entities, including activity entities and standard entities.
This two-day instructor-led workshop provides students who maintain and administer Dynamics 365 / CRM or Customer Engagement plans the skills and knowledge to manage and deploy the Dynamics 365 (CRM) infrastructure in the Microsoft cloud. Also, those who extend Dynamics 365 (CRM) and develop applications might find this course useful.
Corresponding exam: MB2-715 Microsoft Dynamics 365 customer engagement Online Deployment
Corresponding Exam: MB2-716 Microsoft Dynamics 365 Customization and Configuration
This is a truly combined Dynamics 365 bootcamp bundle training set, which is including two courses that do prepare you for both of the Dynamics 365 MCSA certification badge exams: exam MB2-715 and exam MB2-716 for Microsoft Dynamics 365 Certifications, both of which end up leading to you obtaining the Dynamics 365 MCSA Badge for certification. Suppose there is a reason you would instead desire to attend these two courses separately, if so, check out our separate offerings:
Course 822716 – Dynamics CRM Training for Exam MB2-716: Microsoft Dynamics 365 Customization and Configuration
Course 816713 – for Exam MB2-715: Microsoft Dynamics 365 Customer Engagement Online Deployment – Dynamics CRM Training
This Dynamics CRM System Administrator Course 816713 (corresponding Exam MB2-715 training prep course) is a two-day instructor-led workshop that provides students who maintain and administer Dynamics 365 / CRM or Customer Engagement plans, with the skills and knowledge to manage and deploy the Dynamics 365 (CRM) infrastructure platform. People who extend Dynamics 365 CRM and develop applications for Dynamics CRM might also find this course useful.
Corresponding exam: MB2-715 Microsoft Dynamics 365 customer engagement Online Deployment
Who is the best audience for this course?
The truth is, that the primary audience for this course 816713 are system administrators of Dynamics CRM, as well as individuals who administer and maintain Dynamics 365 (CRM). These individuals are the ones who actually perform maintenance and administration as part of their primary area of responsibility, or are deeply involved in environments where Dynamics CRM System Administration plays a key role in the organization.
The secondary audiences for this Dynamics CRM Training course are individuals who are Power Users of Dynamics 365 CRM software. As this class will help support & manage the base of users in the enterprise or organization.
After you finish this workshop, you should be able to understand and/or be able to do the following:
Integration with other Microsoft Online Business Solutions
Managing and Administering Microsoft Dynamics 365 Apps
Microsoft Dynamics 365 integration with Microsoft Outlook
Manage and Administer Microsoft Dynamics 365 Instances
Administer Microsoft Dynamics 365 Subscriptions
Administer Microsoft Dynamics 365 Updates
Administer, Manage and Configure Mobile Devices
Be Prepared to Take Microsoft Dynamics 365 customer engagement Online Deployment Exam MB2-715
816713 Course Outline
Module 1: Getting Started with Microsoft Dynamics 365
Microsoft Dynamics 365 CRM online backup training is offered now by Dynamics Edge.
What is a Dynamics CRM 365 online backup anyway? Well, in Dynamics 365, the online backups are done through the Dynamics 365 Administration Center. If you are not sure even how to get to this portal, you should definitely take our Dynamics CRM Training courses. Even if you know how to, you may still benefit from some quality instruction.
Interestingly, if you want a SQL server copy of the underlying database from Microsoft – that is, one you can import into your on-premise 365, not just one that sits in the cloud, it was not supported as of the newer releases of Dynamics 365, and still is not supported as of July 19, 2018. Microsoft does not officially support this since there are lots of features that only exist in Dynamics 365 CRM (Customer Engagement) online version only. However, if the feature becomes available in future, Microsoft should notify you, and we’ll go over this and other questions like this of yours in our Dynamics CRM training courses!
If IT professionals want to know the truth, Dynamics CRM 2016, CRM 2015, CRM 2013 or CRM 2011 have now moved to a new cloud based solution called Dynamics 365 CRM. The Dynamics CRM Developer Training Kit, or Dynamics CRM Developer Toolkit (Dynamics 365 SDK), while the core has been maintained for the most part, has also significantly changed in recent versions.
Quality Microsoft Dynamics CRM End User Training by Dynamics Edge includes our Course 816705, which also helps you prepare for Exam MB2-717. Dynamics 365 (CRM) end user training is very important for your Microsoft Dynamics Customer Relationship Management (CRM) enterprise because you have your sales staff bringing the day to day victories to your organization. Acquire the Microsoft Dynamics training you desire when you choose Dynamics Edge. More than just a basic CRM email run-through course, Dynamics Edge’s Dynamics CRM End User Course 816705 can help you from the front end of the sales cycle to the whole CRM sales pipeline flow. Dynamics CRM 365 end user training is so important because many strong enterprises often overlook the huge importance of having many skilled Microsoft Dynamics CRM users working together to bring power to the organization. It’s your end users that close those leads, open those opportunities, secure those deals and win those victories.
Learn how to customize, deploy, use and manage the Microsoft Dynamics 365 CRM applications and services. In this Dynamics CRM End User Workshop, we’ll work with Dynamics 365 CRM in order to establish a Lead Qualification, Account Creation, Contact Management, Sales Process, and more. Learn converting from Opportunity to Product, Quote, Order and Invoice. In this CRM End User Training class we will discuss the Dynamics 365 CRM Sales Automation tools including:
Also, in addition to all of this, in this Dynamics CRM Training we will look at LinkedIn Sales Navigator and InsideView for generation of leads.
We offer Dynamics 365 CRM Sales and Sales App Live Virtual training (VILT), instructor-led training (ILT), or custom Dynamics 365 end-user training – call us for a custom class if you are interested.
Corresponding exam: MB2-717: Microsoft Dynamics 365 for Sales
Who should Attend:
The Primary audience for this workshop is Sales People, Managers and Business Analysts and anyone involved in Lead Generation.
The best, effective and successful Dynamics CRM end user class on Microsoft Dynamics CRM is one key component to success in the enterprise.
After finishing this workshop, students will be able to understand and/or be able to:
Setup Dynamics 365 for Sales for your organization
Choose the feature and functions that will benefit your organization
Work with The Sales and Sales Hub apps
Microsoft Dynamics 365 End User Training for Your ERP and CRM Systems
Keep track of customers
Manage the sales process
Create a marketing campaign
Exam MB2-717 Training
Create and manage goals
Import and export data
Use Mobile Devices for Sales
Well-planned Microsoft Dynamics CRM 365 for Sales end user training
Get better sales performance, intelligence and results!
Module 1: Dynamics 365 CRM for Sales Management
An overview of Dynamics 365 Microsoft’s Customer Relationship Management (CRM) software.
Upgrading from Salesforce or a prior version of Dynamics CRM
Dynamics CRM and the alignment of licenses to Dynamics 365
The Sales Apps that are available for Dynamics 365: Browser, Tablet, Phones, Sales App, Outlook Client
Navigation and using the feature of Dynamics 365for sales
Easy task to get started: Importing leads, contacts, tracking a phone call or email
Module 2: Planning how your organization will use Dynamics 365
Adjust the features and function to match your organization’s specific needs.
Learn the choices available to you
Choose features to enable Dynamics 365 for your specific company’s needs.
Work with and re-design the sales process and related entities:
Products (Product Line Items)
Importing your contacts or leads to start
Module 3: Selling with Dynamics 365 Sales Apps and Sales Hub
Working with the Sales modules of D365 (CRM)
Example of how companies are using D365 (CRM)
The default sales (three step) process
Example of four and five step lead qualification processes
Dynamics 365 for Sales standard sales process
Taking sales from leads to orders
How to create and edit a lead
Lead Qualification and converting leads
Why retain closed leads
How to and why Reopen a lead
Creating an opportunity
Close an opportunity and next step
Create or edit a quote
Create or edit an order
Create or edit an invoice
Module 4: Setting up Sales Management for your organization
Matching your sales style to the Dynamics 365 platform
Features and functions to support a sales organization
Features you can use to track sales
Focusing your organization on sales activities
Module 5: Additional Sales Components
Sales Connections and Associations
Module 6: Managing Sales Opportunities
Creating Customer Quotes
Module 7: Working with the Product Catalog
Unit of Sales
Discount Price List
Linking to a Products in an accounting system
Module 8: Sales Administration
Mapping Sales Processes to Business Flows
Tracking your sales efforts with activities
Module 9 Dynamics 365 for Marketing
Use Activities to track your efforts and customer
Planned Marketing Campaigns with budgets and activities
Create a marketing list
Add assets to a campaign
Create or edit a campaign
Add an activity to a campaign
Track a marketing campaign response
Use Sales Hub on mobile
Marketing Campaigns without budgets and tracking
Using Quick Campaigns for direct marketing
Creating a quick campaign
Module 10: Monitoring Sales progress with Sales Analysis
Creating and Using Charts
Standard Templates by sales role
Module 11: Working with Sales Metrics and Goals
Establishing Sales Goals
Tracking Sales Progress
Module 12: Reporting and Power BI
Reports and printing
Run a report
Add or edit Power BI visualizations on your dashboard
Module 13: Artificial Intelligence (AI) for Salesforce Automation
Module 14: Workshop Review
Sales Apps that are available for Dynamics 365
Planning how your organization will use Dynamics 365
Selling with Dynamics 365 Sales Apps and Sales Hub
Setting up Sales Management for your organization
Additional Sales Components
Managing Sales Opportunities
Working with the Product Catalog
Dynamics 365 for Marketing
Monitoring progress with Sales Analysis
Working with Sales Metrics and Goals
Reporting and Power BI
Artificial Intelligence (AI) for Salesforce Automation
Preparing for the Microsoft Dynamics 365 for Sales Exam MB2-717
This course requires that you meet the following prerequisites:
Basic computer entry skills, such as MS Word
For additional information about Microsoft Dynamics CRM End User Training Call us or use this link