Curriculum For This Course
Video tutorials list
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Identify common customer engagement features
Video Name Time 1. Describe use cases for Dynamics 365 CRM 4:53 2. Creating a trial Dynamics 365 Customer Insights - Journeys environment 8:41 3. Describe built-in reporting capabilities: views, forms, search, filter 7:56 4. Describe built-in reporting capabilities: dashboards and charts 5:02 5. Describe customers and activities 5:20 6. Describe Microsoft Dataverse re Dynamics 365 7:09 7. Describe Microsoft Power Platform re Dynamics 365 2:17 -
Describe Dynamics 365 Customer Insights - Journeys (Marketing) capabilities
Video Name Time 1. Lead generation by using marketing forms/pages; business process flows 4:39 2. Qualifying leads 2:53 3. Describe how to target customers by using segments 8:18 4. Subscription Lists 1:59 5. Marketing email 9:17 6. Event management features and capabilities incl. Microsoft Teams webinars 2:57 7. Automating marketing activities by using customer journeys 7:44 8. Using Copilot with Customer Insights - Journeys 7:44 -
Describe marketing-related apps
Video Name Time 1. Capabilities of Dynamics 365 Customer Insights - Data 3:12 2. Describe unified customer profiles 5:37 3. Describe measures, segments and predictions 4:18 4. Asking questions in Dynamics 365 Customer Voice 6:00 5. Other capabilities of Dynamics 365 Customer Voice 8:43 -
Describe the Dynamics 365 Sales lifecycle
Video Name Time 1. Introduction to Dynamics 365 Sales 2:07 2. Describe leads and the process for qualifying leads 6:49 3. Describe the opportunity management process 7:02 4. Describe the quote lifecycle, and order and invoice management 7:11 5. Describe the product catalog, prices list, and unit groups 4:58 6. Describe Sales Accelerator 2:59 7. Describe Copilot for Sales 5:04 -
Describe forecasting and sales-related apps
Video Name Time 1. Describe sales pipeline forecasting concepts 4:16 2. Describe capabilities of Dynamics 365 Sales Insights 8:27 3. Describe capabilities of LinkedIn Sales Navigator 3:13 4. Describe the Dynamics 365 Sales mobile app 4:19 5. Dynamics 365 Sales Dashboards 3:51 -
Describe Dynamics 365 Customer Service components
Video Name Time 1. Introduction to Dynamics 365 Customer Service 2:08 2. Describe the case lifecycle - creating a case 7:09 3. Case lifecycle - Service Level Agreements (SLAs) 3:41 4. Case lifecycle - entitlements 5:33 5. Describe how to use queues to manage work 4:06 6. Describe Knowledge Management 8:47 7. Describe use cases for Copilot in Customer Service 6:06 8. Describe use cases for agent productivity tools 4:29 -
Describe Dynamics 365 Customer Service capabilities and related apps
Video Name Time 1. Omnichannel for Customer Service 2:51 2. Describe the Omnichannel Supervisor experience 2:53 3. Unified Routing 5:20 4. Agent Inbox 5:00 5. Historical analytics 7:05 6. Dynamics 365 Customer Voice use cases 1:29 7. Dynamics 365 Customer Service Dashboards 3:54 -
Describe Field Service capabilities
Video Name Time 1. Introduction to Dynamics 365 Field Service 1:40 2. Describe the work order lifecycle 9:06 3. Describe capabilities of the Inspections feature and the mobile app 7:50 4. Describe customer asset management and preventive maintenance processes 5:19 5. Describe use cases of Copilot in Field Service 5:19 -
Describe scheduling capabilities
Video Name Time 1. Enable proactive customer asset maintenance - Connected Field Service 3:38 2. Describe resource and scheduling processes 5:53 3. Describe scheduling options - Schedule Board 4:06 4. Describe scheduling options - Schedule Assistant 3:56 5. Describe scheduling options - Resource Schedule Optimization (RSO) 1:58 6. Dynamics 365 Field Service Dashboards and Predictive Work Duration 2:11 -
Describe integration options
Video Name Time 1. Describe Microsoft Teams integration capabilities 5:03 2. Describe email capabilities including App for Outlook 2:47 3. Describe how Microsoft Excel can be used with Dynamics 365 apps 7:28 4. Describe Microsoft Word integration 3:49 5. Describe Microsoft SharePoint integration 1:32 6. Describe options for analyzing data by using Power BI 5:00 -
Well done
Video Name Time 1. What's next 1:42
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