MB-901: Dynamic 365 Fundamentals


  • Duration: 1 Day
  • Mode of Delivery: Online -Instructor-led training
  • Job role: Business User
  • Preparation for exam: None
  • Cost: USD$1,000.00

This course provides learners with a broad overview of Dynamics 365 applications. We will introduce you to each of the applications, articulate their business value, and discuss and demo core functionality. We will cover Dynamics 365 security, reporting, and familiarize you with data and product integrations available.


People in different roles and at various stages in their careers can benefit from this fundamentals course. This includes IT professionals, business stakeholders and others who want to be exposed to the customer engagement capabilities of Dynamics 365, students, recent graduates, and people changing careers who want to leverage Dynamics 365 to move to the next level.


  • It is recommended that you sign up for a Dynamics 365 trial or use your own account to get a more hands-on experience.
  • Drive to learn about cloud and Dynamics 365 services

Skills Gained

After completing this course, students will be able to:
•Distinguish between the different Dynamics 365 applications
•Articulate the business value and core functionality of the Dynamics 365 apps
•Describe artificial intelligence (AI) and mixed reality (MR)
•Define the digital transformation loop
•Describe cloud-based security
•Summarize role-based security in Dynamics 365
•Explain Dynamics 365 reporting options
•Give examples of cross-Dynamics app integration
•Describe Office 365 and Dynamics 365 integration

Course outline

Module 1. Identify Microsoft platform components for Dynamics 365

Describe integration capabilities
• integration across Dynamics 365 apps
• integration across Microsoft products
• integration with third-party apps
• custom integrations in Dynamics 365

Describe Dynamics 365 cloud security
• encryption
• authentication
• data ownership
• data center access
• data loss protection (DLP)
• industry standard certifications (GDPR, etc.)

Understand the benefits of role-based security
• app role-based security
• leveraging security roles
• streamlined user experience
• out-of-the-box security roles

Identify the business value of the Microsoft cloud
• azure features used by Dynamics 365
• PaaS
• Life Cycle Services (LCS)

Understand the use of Power Platform in Dynamics 365
• Power Apps
• Power BI
• Power Automate
• AI Builder
• Common Data Service

Understand the benefits of the Common Data Model
• analytics
• extensibility
• interoperability
• consistency

Identify Dynamics 365 reporting capabilities
• built in reporting
• role-based reporting
• extensible reporting

Module 2. Understand AI and Mixed Reality for Dynamics 365

Leverage AI for data insights
• fraud protection
• sales insights
• customer insights
• relationship insights
• customer service insights

Leverage mixed reality
• remote assist
• guides
• layouts

Module 3. Understand Customer Engagement apps

Understand the capabilities of Dynamics 365 Sales
• dynamics 365 sales automation
• pipeline management
• contact management
• customer requests and follow up
• LinkedIn Sales Navigator

Understand the capabilities of Dynamics 365 Marketing
• lead generation and qualifications
• customer journey
• surveys
• landing pages
• segmentation
• event management
• dynamics 365 for marketing

Understand the capabilities of Dynamics 365 Field Service
• Resource Scheduling Optimization (RSO)
• Connected Field Service
• service resource scheduling
• proactive customer service
• Field Service Mobile

Understand the capabilities of Dynamics 365 Customer Service
• account management
• omni channel service
• case life cycle
• knowledge articles

Module 4. Understand Dynamics 365 Finance and Operations apps

Understand the capabilities of Dynamics 365 Finance
• General Ledger
• Accounts Payable
• Accounts Receivable
• project accounting
• budgeting
• global attributes
• end to end business processes
• real time cash flow visibility
• enterprise asset management

Understand the capabilities of Dynamics 365 Human Resources Core HR
• employee self-service
• personnel management
• benefits management
• employee development

Understand the capabilities of Dynamics 365 Business Central
• finance
• supply chain
• project management
• sales and service
• budgeting
• when to use Business Central vs other Dynamics 365 products

Understand the capabilities of Dynamics 365 Supply Chain Management
• project accounting
• modernize operations
• procurement and sourcing
• manufacturing
• warehouse management
• master planning
• product information

Understand the capabilities of Dynamics 365 Retail
• retail capability
• Channel Management
• Point of Sale (POS)
• mobile commerce


Click on the following link to see the current Course Schedule
Our minimum class-size is 3 for this course.
If there are no scheduled dates for this course, it can be customized to suit the time and skill needs of clients and it can be held online, at a rented location or at your premises.
Click on the following link below to arrange for a custom course: Enquire about a course date

Product Information

Product Information

Additional Information

CANCELLATION POLICY – There is never a fee for cancelling seven business days before a class for any reason. Data Vision Systems reserves the right to cancel any course due to insufficient registration or other extenuating circumstances. Participants will be advised prior to doing so.


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