• Course
  • Vendor

This course will provide you with the skills needed to deploy and support business applications that make up the customer engagement capabilities of Dynamics 365.

  • Course Start Date: 2022-07-11
  • Time: 09:00:00 - 17:00:00
  • Duration: 4 days 09:00 AM - 05:00 PM
  • Location: Virtual
  • Delivery Method(s): Virtual Instructor Led
$2,335.50
REGULAR PRICE $2,595.00 Save $259.50
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Course Outline

Lessons

In this course you will learn best practice techniques to successfully execute projects to deploy and support Dynamics 365 Customer Engagement Apps, including Dynamics 365 Sales, Dynamics 365 Marketing, Dynamics 365 Customer Service, Dynamics 365 Field Service and Dynamics 365 Project Operations. This course is perfect for organizations that are planning to embark on a new Dynamics 365 Customer Engagement Apps project, with best practice techniques and methodologies to help make your project a success. In addition, this course provides you with an understanding of strategies to help you own, support and maintain Dynamics 365 Customer Engagement Apps.

WHAT YOU'LL LEARN

Students will,

  • Learn how to Deploy, Customize, Configuring and Support Dynamics 365 Sales
  • Learn how to Deploy, Customize, Configuring and Support Dynamics 365 Marketing
  • Learn how to Deploy, Customize, Configuring and Support Dynamics 365 Customer Service
  • Learn how to Deploy, Customize, Configuring and Support Dynamics 365 Field Service
  • Learn how to Deploy, Customize, Configuring and Support Dynamics 365 Project Operations (CRM)

OUTLINE

Module 1: Overview

In this module you will learn about the different approaches and methodologies available to help you deploy, own and support Microsoft Dynamics 365 Customer Engagement Apps in your organization.

Lessons

  • Microsoft licensing options
  • Considerations for Microsoft Dynamics 365 Projects
  • Extending Dynamics 365 Apps with the Power Platform
  • Waterfall Project Methodologies
  • Agile Project Methodologies
  • Project Stages and Phases
  • Project Teams and Roles
  • The need for Design
  • The need for Governance
  • Recommended Change Management Strategies

 

Module 2: Deploy, Customize, Configuring and Support Dynamics 365 Sales

In this module you will learn how to deploy and support the Microsoft Dynamics 365 Sales App in your organization.

Lessons

  • Dynamics 365 Sales Settings Configuration
  • Making Customizations the Sales App Navigation
  • Capturing custom Sales data
  • Customizing the Sales Business Process in Power Automate
  • Customizing the Lead Qualification Process
  • Configuring Sales Users Permissions
  • Configuring Sales Settings in the Power Platform
  • Product Catalog Settings
  • Creating a custom Quote process
  • Deploying Updates and Supporting the Sales App
  • Create a Sales Dashboard for your Sales Users
     

Module 3: Deploy, Customize, Configuring and Support Dynamics 365 Marketing

In this module you will learn how to deploy and support the Microsoft Dynamics 365 Marketing in your organization.

Lessons

  • Dynamics 365 Marketing Settings Configuration
  • Making Customizations in the Marketing App Navigation
  • Capturing custom Marketing data
  • Customizing the Marketing Process in Power Automate
  • Configuring Marketing Users Permissions
  • Configuring Marketing Settings in the Power Platform
  • Configuring and customizing Event Management
  • Branding Marketing Pages, Forms and Email Templates
  • Deploying Updates and Supporting the Marketing App
  • Create a Marketing Dashboard for your Marketing Users

 

Module 4: Deploy, Customize, Configuring and Support Dynamics 365 Customer Service

In this module you will learn how to deploy and support the Microsoft Dynamics 365 Customer Service in your organization.

Lessons

  • Dynamics 365 Customer Service Settings Configuration
  • Making Customizations in the Customer Service App Navigation
  • Capturing custom Customer Service data
  • Customizing the Case Resolution Process in Power Automate
  • Configuring Customer Service Users Permissions
  • Configuring Customer Service Settings in the Power Platform
  • Configuring and customizing the Knowledge Base
  • Customizing Case Management to fit your Organization
  • Deploying Updates and Supporting the Customer Service App
  • Create a Customer Service Dashboard for your Customer Service Users
     

Module 5: Deploy, Customize, Configuring and Support Dynamics 365 Field Service

In this module you will learn how to deploy and support the Microsoft Dynamics 365 Field Service in your organization.

Lessons

  • Dynamics 365 Field Service Settings Configuration
  • Making Customizations in the Field Service App Navigation
  • Capturing custom Field Service data
  • Customizing the Field Service Process in Power Automate
  • Configuring Field Service Users Permissions
  • Configuring Field Service Settings in the Power Platform
  • Configuring and customizing Inventory Management
  • Customizing Field Service to fit your Organization
  • Deploying Updates and Supporting the Field Service App
  • Create a Field Service Dashboard for your Field Service Users

 

Module 6: Deploy, Customize, Configuring and Support Dynamics 365 Project Service

In this module you will learn how to deploy and support the Microsoft Dynamics 365 Project Service in your organization.

Lessons

  • Dynamics 365 Project Service Settings Configuration
  • Making Customizations in the Project Service App Navigation
  • Capturing custom Project Service data
  • Customizing the Project Service Process in Power Automate
  • Configuring Project Service Users Permissions
  • Configuring Project Service Settings in the Power Platform
  • Configuring and customizing Project Operations
  • Customizing Project Service to fit your Organization
  • Deploying Updates and Supporting the Project Service App
  • Create a Project Service Dashboard for your Project Service Users

LABS

Lab : Starting a Microsoft Dynamics 365 Customer Engagement Project

  • Change Management in the Datavserse
  • Implementing an Agile Project Methodology

Lab : Dynamics 365 Sales Lab

  • Deploy a Sales App
  • Configure and customize a Sales App
  • Make changes to the Sales App

Lab : Dynamics 365 Marketing Lab

  • Deploy the Marketing App
  • Configure and customize a Marketing App
  • Make changes to the Marketing App

Lab : Dynamics 365 Customer Service Lab

  • Deploy the Customer Service App
  • Configure and customize a Customer Service App
  • Make changes to the Customer Service App

Lab : Dynamics 365 Marketing Lab

  • Deploy the Field Service App
  • Configure and customize a Field Service App
  • Make changes to the Field Service App

Lab : Dynamics 365 Project Service Lab

  • Deploy the Project Service App
  • Configure and customize a Project Service App
  • Make changes to the Project Service App

WHO SHOULD ATTEND

This course is suitable for IT professionals, business stakeholders and others who want to learn how to deploy Microsoft Dynamics 365 Customer Engagement Apps.

Cancellation Policy

We require 16 calendar days notice to reschedule or cancel any registration. Failure to provide the required notification will result in 100% charge of the course. If a student does not attend a scheduled course without prior notification it will result in full forfeiture of the funds and no reschedule will be allowed. Within the required notification period, only student substitutions will be permitted. Reschedules are permitted at anytime with 16 or more calendar days notice. Enrollments must be rescheduled within six months of the cancel date or funds on account will be forfeited.

Training Location

Online Classroom
your office

your city, your province
your country   

About Global Knowledge

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Global Knowledge is the world's leading learning services and professional development solutions provider. We deliver learning solutions to support customers as they adapt to key business transformations and technological advancements that drive the way that organizations around the world differentiate themselves and thrive. Our learning programs, whether designed for a global organization or an individual professional, help businesses close skills gaps and foster an environment of continuous talent development.

Training Provider Rating

This vendor has an overall average rating of 4.38 out of 5 based on 431 reviews.

I would never take another course that starts at 11AM and goes to 9PM again. The way the course was laid out really took away from ... Read more
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I would never take another course that starts at 11AM and goes to 9PM again. The way the course was laid out really took away from the capturing of what was presented as it was 5-6 hours of watching a screen before getting to the actual labs. There has to be a better way to lay out this particular course. In my previous course, the lectures were broken up by labs which worked out fantastic and kept you engaged in the course. There were days when in order to actually complete the labs, would go over the 9PM day end time frame. Was able to get the primary labs done, but if you want to get all the content completed, you cannot complete it in the window of this course, you will need to come back on your own time.

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Instructor was great
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Wasn’t as advanced as I thought it would be. There was an issue when the day my course was the first time they used a new platfo ... Read more
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Wasn’t as advanced as I thought it would be. There was an issue when the day my course was the first time they used a new platform.. from adobe to something called zoom; I had to call support line cause it stated our instructor wasn’t present. Thankfully I called cause everyone online was in the adobe virtual classroom waiting for what looked like a teacher who didn’t show up for class (IT didn’t get anything resolved until 10mins after start time). I felt like he was really getting hung up on very basic knowledge for the first half of the course (talking about how to create tabs and drag formulas as an example). I completed files a few times before he was done explaining. There was a scheduled fire drill for them (roughly 30mins)that also cut into our time, which wasn’t deducted from the hour lunch break or the two, fifteen min breaks. I also really wish he touched base more on the automating workbook functions portion which we barely did. I'm happy there were/are those study guides (learning videos) and exams to take on my own time that I hope after I've had the class are still available for me to learn from.

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