Course Information

  • Sessions 2 days
  • Duration 15 hrs
  • Level Beginner
  • Assessment NA

Venue

12 Woodlands Square #07-85/86/87 Woods Square Tower 1, Singapore 737715. 5 mins walk from Woodlands (NS9) MRT station.

The venue is disabled-friendly.

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Certification

  • Certificate of Completion from Tertiary Infotech - Upon meeting at least 75% attendance and passing the assessment(s), participants will receive a Certificate of Completion from Tertiary Infotech.

MB-910 Microsoft Dynamics 365 Fundamentals (CRM) Training

Course Code: C665

What's This Course About

Elevate your credentials with our MB-910 Microsoft Dynamics 365 Fundamentals (CRM) Exam Prep course. This course is finely tailored to provide a detailed understanding of the core concepts and functionalities of Microsoft Dynamics 365 CRM. Through this course, learners will delve into the essential features and applications of Dynamics 365 CRM that make it a robust platform for customer engagement. The curriculum is carefully structured to cover all the key areas required for the MB-910 exam, ensuring a well-rounded preparation. As learners progress, they will explore the various tools and features that enable effective customer relationship management, while also gaining insights into the best practices that drive customer satisfaction and business success.

Transitioning from foundational to advanced concepts, this course offers a thorough understanding of how to leverage Microsoft Dynamics 365 CRM to optimize customer interactions and operational efficiency. Learners will also explore real-world scenarios and case studies, enhancing their ability to apply the learned concepts in practical situations. The course also provides a plethora of resources and practice exercises to reinforce learning and prepare learners for the examination thoroughly. By the end of this course, learners will be well-prepared to take on the MB-910 exam, and with the acquired knowledge and skills, they can significantly contribute to their organization's CRM initiatives, thus advancing their careers in the dynamic field of customer relationship management.

Microsoft Learning Partner

We are Authorised Microsoft Learning Partner (Org ID:  5238476). To get the official Microsoft certification, please register your certification exam at Pearson Vue Test Center.

Certification Exam at Pearson Vue

We are Authorised Pearson Vue Testing Center. Once you have prepared for the exam, you can register for the certification here. The course fee does not include the certification exam fee.

You can purchase the exam voucher (one of the lowest prices in Singapore) at Microsoft Fundamental Certification Exam Voucher.

Funding Options

No funding is available for this course.

For WSQ funding, please checkout the details at WSQ - Microsoft Dynamics 365 Fundamentals (CRM) (MB-910)

Course Fee

$700.00 (GST-exclusive)
$763.00 (GST-inclusive)

Course Date

Course Time

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Additional Note

Please bring your own laptop for hands-on training. If you don't have laptop, we can provide spare laptop for training use.

Post-Course Support

  • We provide free consultation related to the subject matter after the course.
  • Please email your queries to enquiry@tertiaryinfotech.com and we will forward your queries to the subject matter experts.

Cancellation & Reschedule Policy

  • You can register your interest without upfront payment. There is no penalty for withdrawal of the course before the class commences.
  • We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% for any paid amount.
  • Note the venue of the training is subject to changes due to availability of the classroom.

Course Details

Course Details

What You'll Learn

Topic 1 Foundations of Dynamics 365 customer engagement apps 

Customer relationship management

Microsoft Power Platform and Dynamics 365 customer engagement apps

Microsoft Dataverse and Dynamics 365 customer engagement app

Use cases for Dynamics 365 customer engagement apps

Navigate to and within Dynamics 365 customer engagement apps

Topic 2 Shared activities and integration options in Dynamics 365 customer engagement apps 

Customers and activities

Exercise: Manage customers and activities

Search criteria and filters

Reporting capabilities including charts, dashboards, and views

Excel integrations

Microsoft Teams integration

Outlook integration

Topic 3 Explore Dynamics 365 Customer Insights – Journeys 

Use cases for Dynamics 365 Customer Insights - Journeys

Dynamics 365 Customer Insights - Journeys business scenario

Email marketing

How to target customers by using marketing lists and segments

Describe customer journeys

Describe lead generation and qualification

Describe use cases for marketing forms

Describe event management features and capabilities

Topic 4 Describe Dynamics 365 Customer Insights - Data and Dynamics 365 Customer Voice 

Explore a Dynamics 365 Customer Insights - Data business scenario

Use cases for and capabilities of Dynamics 365 Customer Insights - Data

Use cases for and capabilities of Dynamics 365 Customer Voice

Topic 5 Explore Dynamics 365 Sales 

Describe use cases for Dynamics 365 Sales

Review the sales lifecycle

Explore a Dynamics 365 Sales business scenario

Describe leads and the process for qualifying leads

Describe the opportunity management process

Exercise: Lab: Work with leads and opportunities

Describe Dynamics 365 Sales business process flows

Describe sales order processing

Topic 6 Describe Dynamics 365 Sales capabilities and related apps 

Identify additional Dynamics 365 Sales capabilities and related apps

Explore a Dynamics 365 Sales related apps business scenario

Describe sales pipeline and forecasting concepts

Describe use cases for and capabilities of Sales Insights

Describe use cases for and capabilities of LinkedIn Sales Navigator

Describe the Dynamics 365 Sales mobile app

Describe Microsoft Sales Copilot

Topic 7 Explore Dynamics 365 Customer Service 

Use cases for Dynamics 365 Customer Service

Explore a Dynamics 365 Customer Service business scenario

Case lifecycle including service-level agreements (SLAs) and entitlements

Functionality for workload management

Dynamics 365 Customer Service business process flows

Knowledge management in Dynamics 365 Customer Service

Topic 8 Describe Dynamics 365 Customer Service capabilities and related apps

Dynamics 365 Customer Service-related apps business scenario8 min

Omnichannel for Customer Service12 min

Reporting and data visualization options in Dynamics 365 Customer Service5 min

Dynamics Customer Voice use cases for customer service

Topic 9 Explore Dynamics 365 Field Service 

Describe use cases for Dynamics 365 Field Service

Explore a Dynamics 365 Field Service business scenario

Describe the work order lifecycle

Describe inspections in Dynamics 365 Field Service

Describe the Dynamics 365 Field Service mobile app

Topic 10 Describe Dynamics 365 Field Service scheduling capabilities and related apps

Describe resource and scheduling processes

Explore a Dynamics 365 Field Service-related apps business scenario

Describe asset management and customer assets

Describe Connected Field Service for Dynamics 365

Course Info

Promotion Code

Your will get 10% discount voucher for 2nd course onwards if you write us a Google review.

Minimum Entry Requirement

Knowledge and Skills

  • Able to operate using computer functions
  • Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)

Attitude

  • Positive Learning Attitude
  • Enthusiastic Learner

Experience

  • Minimum of 1 year of working experience.

Target Age Group: 18-65 years old

Minimum Software/Hardware Requirement

Software:

TBD

Hardware: Window or Mac Laptops

Job Roles

Job Roles

  • Data Scientists
  • Data Analysts
  • Engineers

Trainers

Trainers

Sanjiv Venkatram

Sanjiv i is an ACTA certified experienced leader with a proven track record in business / finance consulting and in developing i) business intelligence (BI) solutions ii) data analytics/analysis solutions and iii) IOT lead BI solutions. Sanjiv's goal through Prudentia Consulting, is to promote the simple joy and excitement of actively using the Microsoft Platform. He believes that the agility afforded by the Microsoft platform helps businesses get time back for deeper business thinking and to spend more time with their end customers

Sanjiv has rich experiences in diverse/complex high-tech businesses, turn around environments and strategic transformations. His functional expertise is in sales analytics, financial planning and analysis, engineering and program management. He has worked across discrete manufacturing, professional services and higher education verticals. He also has a working knowledge of equities portfolio management within the financial services domain.Sanjiv is the CEO of Prudentia Consulting, an organization committed to promoting the active usage of the Microsoft Platform. Prior to this, he has worked at Microsoft (US & APAC: 9.2 years), Cognizant Tech Solutions (3.3 years), Yazaki North America (8 years) and until recently at Oracle. Here are a few of his BI/analytics projects driven at scale: Built APAC wide BI dashboard using the Power BI umbrella tool set (Power BI online, Power BI desktop and Power Pivot) and a KPI lake (SQL DB), Helped develop key KPIs – identified key KPIs and helped land this in the DB, Developed a budget audit tool that captured budget inputs from a host of countries across the globe, Developed a business unit P&L reporting tool (functional architecture) in Business Objects for the world-wide financial planning and analysis team.

Review

Customer Reviews (2)

will recommend Review by Course Participant/Trainee
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. (Posted on 6/29/2023)
Will Recommend Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
I found the course to be a good starting point on the subject . The trainer was very helpful in answering queries and providing industry examples of this technology . Looking forward to being on another course with Tcources and the same trainer. (Posted on 5/31/2018)

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