MB-910: Microsoft Dynamics 365 Fundamentals (CRM) - Apr 2025

MB-910: Microsoft Dynamics 365 Fundamentals (CRM) - Apr 2025

Description:

Skills at a glance

  • Describe Dynamics 365 Customer Insights (15–20%)

  • Describe Dynamics 365 Sales (20–25%)

  • Describe Dynamics 365 Customer Service (20–25%)

  • Describe Dynamics 365 Field Service (15–20%)

  • Explore the core capabilities of customer engagement apps in Dynamics 365 (15–20%)

Describe Dynamics 365 Customer Insights (15–20%)

Explore Customer Insights - Journeys

  • Describe use cases for Customer Insights - Journeys

  • Describe lead generation and qualification

  • Describe use cases for marketing forms

  • Describe how to target customers by using segments

  • Describe email marketing

  • Describe customer journeys

  • Describe event management features and capabilities

  • Describe how to use Microsoft 365 Copilot with Customer Insights - Journeys

Describe Customer Insights - Data

  • Describe use cases of and capabilities for Customer Insights – Data

  • Describe unified customer profiles

  • Describe measures, segments, and predictions

Describe Dynamics 365 Sales (20–25%)

Explore Sales

  • Describe use cases for Sales

  • Describe leads and the process for qualifying leads

  • Describe the opportunity management process

  • Describe the quote lifecycle

  • Describe the order management and invoice management processes

  • Describe use cases for guided selling including business process flows

  • Describe the product catalog, prices list, and unit groups

  • Describe Microsoft 365 Copilot in Sales

  • Describe the Sales accelerator

Describe Sales capabilities and related apps

  • Describe sales pipeline and forecasting concepts

  • Describe use cases for and capabilities of Sales Insights features

  • Describe use cases for and capabilities of LinkedIn Sales Insights

  • Describe use cases for the Dynamics 365 Sales mobile app

  • Describe Microsoft 365 Copilot for Sales

Describe Dynamics 365 Customer Service (20–25%)

Explore Customer Service

  • Describe use cases for Customer Service

  • Describe the functionality for workload management, including cases, basic routing rulesets (basic queues), Unified Routing, and the inbox for agents

  • Describe knowledge management in Customer Service

  • Describe the case lifecycle including service-level agreements (SLAs) and entitlements

  • Describe use cases for Copilot in Customer Service

Describe Customer Service capabilities and related apps

  • Describe Omnichannel for Customer Service

  • Describe reporting and data visualization options in Customer Service

  • Describe use cases for agent productivity tools

Describe Dynamics 365 Field Service (15–20%)

Explore Field Service

  • Describe use cases for Field Service

  • Describe the work order lifecycle

  • Describe inspections in Field Service

  • Describe the Field Service mobile app

  • Describe use cases of Copilot in Field Service

Describe capabilities related to Field Service

  • Describe resource management and scheduling processes

  • Describe asset management and customer assets

  • Describe Connected Field Service for Dynamics 365

Explore the core capabilities of customer engagement apps in Dynamics 365 (15–20%)

Describe the foundations of customer engagement apps

  • Describe customer engagement apps

  • Describe Microsoft Power Platform as it relates to customer engagement apps

  • Describe Microsoft Dataverse as the foundation for customer engagement apps

  • Navigate to and within customer engagement apps

  • Describe capabilities of Microsoft 365 Copilot in the Dynamics 365 customer engagement apps

Describe shared activities and integration options in customer engagement apps

  • Describe customers and activities

  • Describe search options and filter criteria

  • Describe reporting capabilities including dashboards, charts, and views

  • Describe Microsoft Teams integration

  • Describe Microsoft Outlook integration

  • Describe Microsoft Excel and Word integration

  • Describe Microsoft SharePoint integration


Course Fee

$44.99

Discounted Fee

$0.00

Hours

0

Views

8