Dynamics 365 Fundamentals (CRM) (MB‑910)

Dynamics 365 Fundamentals (CRM) (MB‑910)

Módulos

Características compartidas

Gestión de clientes, catálogo de productos, precios, informes, dashboards, integración con Excel, Teams, Word y SharePoint.

Gestión de leads, oportunidades, cotizaciones, pedidos, facturas y herramientas de predicción de ventas.

Gestión de casos, acuerdos de nivel de servicio (SLAs), base de conocimiento y soporte omnicanal.

Ciclo de órdenes de trabajo, mantenimiento preventivo con IoT, programación inteligente, gestión de inventario

Planificación de proyectos, asignación de recursos, ventas por proyectos y gestión de contratos.

    • Gestión de clientes, catálogo de productos, precios, informes, dashboards, integración con Excel, Teams, Word y SharePoint.

This certification provides fundamental knowledge of Dynamics 365 applications focused on customer experience: marketing, sales, customer service, field service, and project operations. It is intended for individuals seeking to understand how these CRM tools drive business processes in sales, support, and customer relationship management.

Upon completing the course, participants will be able to:

  • Understand the key business processes supported by Microsoft CRM applications
  • Identify the appropriate Dynamics 365 application for specific business needs
  • Explain the integration benefits of these tools with Microsoft 365 and Power Platform
  • Recognize the automation, intelligence, and analytics capabilities offered by these solutions

To participate in this training, attendees should meet the following requirements:

  • Interest in sales, marketing, or customer service
  • Basic familiarity with business solutions or Microsoft productivity tools

Dynamics 365 Fundamentals (CRM) (MB‑910) Applies
Dynamics 365 Fundamentals (CRM) (MB‑910) 12 hours

Learning Methodology

The learning methodology, regardless of the modality (in-person or remote), is based on the development of workshops or labs that lead to the construction of a project, emulating real activities in a company.

The instructor (live), a professional with extensive experience in work environments related to the topics covered, acts as a workshop leader, guiding students' practice through knowledge transfer processes, applying the concepts of the proposed syllabus to the project.

The methodology seeks that the student does not memorize, but rather understands the concepts and how they are applied in a work environment.

As a result of this work, at the end of the training the student will have gained real experience, will be prepared for work and to pass an interview, a technical test, and/or achieve higher scores on international certification exams.

Conditions to guarantee successful results:
  • a. An institution that requires the application of the model through organization, logistics, and strict control over the activities to be carried out by the participants in each training session.
  • b. An instructor located anywhere in the world, who has the required in-depth knowledge, expertise, experience, and outstanding values, ensuring a very high-level knowledge transfer.
  • c. A committed student, with the space, time, and attention required by the training process, and the willingness to focus on understanding how concepts are applied in a work environment, and not memorizing concepts just to take an exam.

Pre-enrollment

You do not need to pay to pre-enroll. By pre-enrolling, you reserve a spot in the group for this course or program. Our team will contact you to complete your enrollment.

Pre-enroll now

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Description

This certification provides fundamental knowledge of Dynamics 365 applications focused on customer experience: marketing, sales, customer service, field service, and project operations. It is intended for individuals seeking to understand how these CRM tools drive business processes in sales, support, and customer relationship management.

Objectives

Upon completing the course, participants will be able to:

  • Understand the key business processes supported by Microsoft CRM applications
  • Identify the appropriate Dynamics 365 application for specific business needs
  • Explain the integration benefits of these tools with Microsoft 365 and Power Platform
  • Recognize the automation, intelligence, and analytics capabilities offered by these solutions

To participate in this training, attendees should meet the following requirements:

  • Interest in sales, marketing, or customer service
  • Basic familiarity with business solutions or Microsoft productivity tools

offers

Dynamics 365 Fundamentals (CRM) (MB‑910) Applies
Dynamics 365 Fundamentals (CRM) (MB‑910) 12 hours

Learning Methodology

The learning methodology, regardless of the modality (in-person or remote), is based on the development of workshops or labs that lead to the construction of a project, emulating real activities in a company.

The instructor(live), a professional with extensive experience in work environments related to the topics covered, acts as a workshop leader, guiding students' practice through knowledge transfer processes, applying the concepts of the proposed syllabus to the project.

La metodología persigue que el estudiante "does not memorize", but rather "understands" the concepts and how they are applied in a work environment."

As a result of this work, at the end of the training the student will have gained real experience, will be prepared for work and to pass an interview, a technical test, and/or achieve higher scores on international certification exams.

Conditions to guarantee successful results:
  • a. An institution that requires the application of the model through organization, logistics, and strict control over the activities to be carried out by the participants in each training session.
  • b. An instructor located anywhere in the world, who has the required in-depth knowledge, expertise, experience, and outstanding values, ensuring a very high-level knowledge transfer.
  • c. A committed student, with the space, time, and attention required by the training process, and the willingness to focus on understanding how concepts are applied in a work environment, and not memorizing concepts just to take an exam.

Pre-enrollment

You do not need to pay to pre-enroll. By pre-enrolling, you reserve a spot in the group for this course or program. Our team will contact you to complete your enrollment.