
Explore the fundamentals of Dynamics 365 CRM across customer insights, sales, service, and field service, covering leads, segments, email marketing, case lifecycle, and scheduling to prepare for MB-910.
Explore MB-910 Dynamics 365 fundamentals CRM by describing the four customer engagement apps—Journeys, Sales, Customer Service, and Field Service—and their core capabilities, exam requirements, and 30-day free trials.
Qualify leads in Dynamics 365 Customer Insights Journeys through manual or automated qualification, guided by a lead scoring model, and convert qualified leads into opportunities.
Explore measures, segments, and predictions in insights, using aggregations like sum and average, lifespan metrics, and Copilot-driven analyses for churn, product recommendations, and sentiment, or custom Azure ML models.
Gain hands-on skills to manage leads in Dynamics 365 CRM, enter new leads with contact details and budgets, track sources, and qualify them to become opportunities.
Navigate the quote lifecycle in Dynamics 365 CRM, from creating and editing quotes with products, customers, and addresses to activating, revising, and converting them to orders and invoices.
Discover how LinkedIn Sales Navigator integrates with Dynamics 365 to find people, companies, and leads, message any LinkedIn user, and sync leads with crm under enterprise licensing.
Explore Dynamics 365 sales dashboards across the Sales trial and Sales Hub, including open leads, pipeline by stage, and insights from the Opportunity Assistant.
Automate customer feedback with Dynamics 365 Customer Voice by designing surveys, applying templates, and sending when a case is resolved; let responses feed the case timeline via automation.
This course looks at various aspect of Microsoft's Customer Relationship Management apps, covering the content that was required for the MB-910 certification exam. This exam is no longer being offered by Microsoft. However, the content in this course is still useful to understand the CRM apps in Dynamics 365.
Please note: This course is not affiliated with, endorsed by, or sponsored by Microsoft.
What do people like you say about this course?
Nick says: I think this is a Great course specially if your targeting the exam since all of the objectives here are discuss ... I successfully passed the exam and this training was very helpful
Abdul says: Voice is so clear and proficient in English which can understand clearly. Thank you.! It's very helpful Mr. Burton. Your explanation is awesome..! Thanks again.!
Jackson says: Fantastic course, the way everything is explained is so clear, especially in comparison to a lot of the other Dynamics material that exists out there which is either very hard to understand or completely off the point. This course gives the clarity and focus in spades. This course has been instrumental in grasping the concepts and tackling the exam for me.
Silas says: Mr Phillip Burton this is the best course. I cleared mb 910 exam with 980 points today. Thank you very much.
We'll start off with looking at Dynamics 365 generally, and all of features shared between the different apps. We'll look at the built-in reporting capabilities, customers and activities, and the integration of Microsoft Dataverse and Teams.
We'll then look at Dynamics 365 Customer Insights (which used to be called Dynamics 365 Marketing). We'll look at the Dynamics 365 principles behind generating and scoring leads, segments and subscription lists, email marketing, event managing, and more.
Next up is Dynamics 365 Sales. This includes the principles behind qualifying leads, the opportunity management process, the quote lifecycle, and the sales pipeline forecasting concepts.
Then we'll briefly look at Dynamics 365 Customer Service, examining how to use queues to manage work, the case lifecycle, and Knowledge Management.
The final item is Dynamics 365 Field Service. We'll look at the work order lifecycle, the Inspections feature, customer asset management, and resource and scheduling processes.
No prior knowledge is required - we'll even see how to get a free Microsoft Dynamics 365 trial!
There are regular quizzes to help you remember the information, so you can be sure that you are learning.
Once you have completed this course, you will have a good introductory knowledge of the customer engagement features and capabilities of Dynamics 365 apps.
So, without any further ado, let's have a look at how you can use the Udemy interface, and then we'll have a look at the objectives for the exam and therefore the syllabus for this course.