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Module 1: Dynamics 365 Customer Engagement Functionality
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Module 2: Get Familiar with Dynamics 365 Customer Engagement
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Module 3: Dynamics 365 for Sales Module
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Marketing Module
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Module 4: Dynamics 365 for Customer Service
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Module 5: Dynamics 365 for Field Services
- Lesson 1 : Service Accounts (Accounts Type)
- Lesson 2 : Billing Accounts
- Lesson 3 : Configuration (Work Orders)
- Lesson 4 : Relationship model
- Lesson 5 : Service Tasks
- Lesson 6 : Products
- Lesson 7 : Skills
- Lesson 8 : Incident Types
- Lesson 9 : Configuration (Resources)
- Lesson 10 : Crews and pay types
- Lesson 11 : CRM SLA’s (Using CRM Cases)
- Lesson 12 : Configuration (Equipment and Agreements)
- Lesson 13 : Relating
- Lesson 14 : Invoicing
- Lesson 15 : Capabilities (Scheduling)
- Lesson 16 : Schedule board
- Lesson 17 : Manual
- Lesson 18 : Auto routing
- Lesson 19 : Real Time mode
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Module 6: Dynamics 365 for Project Service Automation
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Module 7 : Start using Project Service Automation
- Lesson 1 : End User
- Lesson 2 : Get the apps
- Lesson 3 : Sign in
- Lesson 4 : View your schedule
- Lesson 5 : Manage projects and bookings in your Office 365 calendar
- Lesson 6 : Enter time
- Lesson 7 : Enter expenses
- Lesson 8 : Allow someone else to enter your time entry or expense
- Lesson 9 : Schedule time off
- Lesson 10 : Collaborate with your project team members with Office 365 Groups
- Lesson 11 : Find your next project with the Project Finder Mobile app
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Module 7: Configuring Dynamics 365 Customer Engagement
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Module 8 : Business Management
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Module 9 : Data Management
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Module 10 : Product Catalog Settings
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Module 11 : Document Management Settings
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Module 12 : Audit Settings
Lesson 7 : Skills
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Lesson 6 : Products
