MB-910T00: Microsoft Dynamics 365 Fundamentals (CRM) Course Overview

MB-910T00: Microsoft Dynamics 365 Fundamentals (CRM) Course Overview

The MB-910T00: Microsoft Dynamics 365 Fundamentals (CRM) course is designed to provide learners with a comprehensive understanding of the capabilities, features, and functionalities of Microsoft Dynamics 365 customer engagement apps. It focuses on core components such as marketing, sales, customer service, and field service.

Module 1 introduces participants to navigating the Dynamics 365 customer engagement apps, exploring common activities, and integration options, with practical labs to reinforce learning. Module 2 dives into the fundamentals of Dynamics 365 Marketing, including Creating customer journeys and segments. Module 3 covers the essentials of Dynamics 365 Sales, teaching users how to manage leads and opportunities, along with Sales-related capabilities. Module 4 focuses on Dynamics 365 Customer Service, Knowledge management, and Handling customer cases. Lastly, Module 5 provides insights into Dynamics 365 Field Service, including Work order creation and Scheduling processes.

By the end of the course, learners will gain valuable skills that can help organizations improve customer experiences, streamline operations, and enhance marketing and sales efforts. This foundation-level course is beneficial for those looking to build a career around Microsoft Dynamics 365 customer engagement solutions or to understand how CRM systems can create business value.

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Course Prerequisites

To ensure you can successfully undertake training in the MB-910T00: Microsoft Dynamics 365 Fundamentals (CRM) course, the following are the minimum required prerequisites:


  • Basic understanding of business operations and practices, including sales, Customer Service, and marketing principles.
  • Familiarity with common business processes and workflows.
  • General knowledge of cloud computing concepts and Software as a Service (SaaS).
  • Basic proficiency with computers and navigating software applications.
  • No prior experience with Microsoft Dynamics 365 is required, but any experience with CRM systems can be beneficial.
  • An interest in learning how to improve business processes using digital transformation tools.

Please note that while prior technical experience is helpful, it is not mandatory to begin this course. The training is designed to introduce the core capabilities of Microsoft Dynamics 365 customer engagement apps to those who are new to the platform.


Target Audience for MB-910T00: Microsoft Dynamics 365 Fundamentals (CRM)

The MB-910T00 course provides foundational knowledge of Microsoft Dynamics 365 CRM, focusing on customer engagement, marketing, sales, and service.


  • CRM Administrators
  • Sales and Marketing Professionals
  • Customer Service Representatives
  • IT Support Staff
  • Business Analysts
  • Project Managers
  • Dynamics 365 Consultants
  • Technical Support Engineers
  • Product Managers
  • CRM Solution Architects
  • System Administrators
  • Business Managers looking to understand CRM capabilities
  • Professionals seeking to learn about Dynamics 365 integration options
  • Individuals aiming to transition into CRM-focused roles
  • Marketing Managers interested in digital marketing tools within Dynamics 365
  • Sales Executives wanting to improve sales processes and customer management
  • Customer Service Managers aiming to enhance support services using Dynamics 365
  • Field Service Technicians looking for insights into service management and scheduling
  • Quality Assurance Specialists focusing on customer engagement and feedback mechanisms


Learning Objectives - What you will Learn in this MB-910T00: Microsoft Dynamics 365 Fundamentals (CRM)?

Introduction to Learning Outcomes

Gain foundational knowledge of Microsoft Dynamics 365's customer engagement apps and their capabilities to enhance customer relationship management processes.

Learning Objectives and Outcomes

  • Understand the interface and navigation of Dynamics 365 customer engagement apps to streamline daily tasks.
  • Identify common activities and integration options to optimize business operations within Dynamics 365.
  • Create, manage, and track customer interactions through practical labs, fostering strong customer relationships.
  • Comprehend the core functionalities of Dynamics 365 Marketing to effectively engage customers and execute marketing strategies.
  • Develop and manage customer segments and journeys to personalize marketing efforts and measure their success.
  • Understand the essentials of Dynamics 365 Sales, including lead and opportunity management, to drive sales productivity.
  • Learn to manage product catalogs, entitlements, and service level agreements (SLAs) to support sales processes.
  • Explore Dynamics 365 Customer Service capabilities, including case management and knowledge management, to improve service delivery.
  • Delve into Dynamics 365 Field Service by learning about work order management, scheduling, and asset management for on-site service.
  • Apply learned concepts through hands-on labs, such as creating and managing cases, work orders, and knowledge articles, to solidify understanding and practical application.

Technical Topic Explanation

Dynamics 365 Marketing

Dynamics 365 Marketing is a software tool that helps businesses automate and streamline their marketing activities. It integrates seamlessly with Dynamics 365 CRM, enhancing its capabilities to track customer interactions, manage marketing campaigns, and analyze results effectively. This platform offers tools for email marketing, event management, and customer journey mapping, making it easier for marketers to target and engage with their audiences efficiently. Dynamics 365 Marketing also provides insights using analytics to optimize campaigns and improve ROI. This solution is crucial for marketers looking to drive more personalized customer experiences and achieve business goals.

Creating customer journeys

Creating customer journeys involves mapping out each step a customer takes when interacting with a company, from initial awareness to the final purchase and beyond. This strategy helps businesses understand and enhance the customer experience at every touchpoint. By analyzing these pathways, companies can identify key interactions and optimize them for better engagement and satisfaction. The aim is to deliver tailored messages and solutions, ensuring a seamless, personalized customer experience that aligns with their needs and expectations. This process is crucial for increasing customer loyalty and maximizing the effectiveness of marketing efforts.

Sales-related capabilities

Sales-related capabilities in technology refer to tools and systems designed to enhance the efficiency and effectiveness of a sales team. These capabilities often involve customer relationship management (CRM) platforms like Dynamics 365 CRM, which helps businesses manage client interactions, track sales, and deliver actionable data insights. Using such tools supports targeted marketing strategies, improves customer service, and drives sales growth by offering a complete view of customer interactions and preferences, enabling personalized engagement and better decision-making based on comprehensive analytics.

Dynamics 365 Sales

Dynamics 365 Sales is part of Microsoft's suite of business applications. It helps companies manage and analyze customer interactions and data throughout the customer lifecycle, aimed at improving business relationships and driving sales growth. This tool automates many aspects of the sales process, providing comprehensive insights into customer needs, sales performance, and opportunities. Dynamics 365 Sales is integrated with other Microsoft products, enhancing collaboration and productivity across the organization. It's especially useful for sales teams aiming for efficient tracking of leads, streamlined sales operations, and better customer engagement. Dynamics 365 Sales is ideal for businesses seeking to enhance their CRM capabilities.

Knowledge management

Knowledge management is a process used by organizations to create, capture, store, and share knowledge to improve understanding, learning, and decision-making. It involves strategies and systems that help maintain information so that it can be easily accessed and used by individuals within the organization. Effective knowledge management aids in streamlining operations, enhancing employee performance, speeding up decision-making processes, and fostering innovation by ensuring that valuable insights and critical information are transmitted across the organization efficiently.

Dynamics 365 Customer Service

Dynamics 365 Customer Service is a component of Microsoft's Dynamics 365 suite, designed to improve how businesses interact with their customers. By centralizing customer information and interactions in one platform, it enables companies to deliver seamless, personalized customer service. It provides tools such as automated responses and insights into customer behaviors, enhancing efficiency and customer satisfaction. Dynamics 365 Customer Service supports businesses in tracking, managing, and resolving customer service issues efficiently, thereby fostering better customer relationships and loyalty. This solution is ideal for organizations aiming to optimize their customer service operations and enhance their overall customer engagement.

Handling customer cases

Handling customer cases involves managing interactions and issues reported by customers effectively. This process requires promptly responding to inquiries and resolving problems to ensure customer satisfaction. It involves documenting interactions, understanding customer needs, and leveraging CRM tools like Dynamics 365 to track and analyze customer data. Successful handling of customer cases fosters stronger relationships, improves service efficiency, and enhances overall customer experience, pivotal in retaining customers and boosting business reputation.

Work order creation

Work order creation in technology systems, such as Dynamics 365, involves generating a formal document that details job requirements or tasks assigned within an organization. This document coordinates resources, labor, and materials to ensure efficient task completion. It serves as a vital step in project management and maintenance activities. By implementing Dynamics 365 fundamentals CRM, organizations can streamline the creation and management of work orders, promoting productivity and effective resource management.

Scheduling processes

Scheduling processes involve organizing and timing tasks within computers or systems to enhance efficiency and resource utilization. In computing, this is critical to ensure that all processes get adequate time and attention from the CPU, balancing workload and avoiding bottlenecks. The technique enables programs to run smoothly by assigning priority levels and specific time slots, essential in environments like real-time systems where timely task execution is crucial for performance and reliability. Effective scheduling improves both the throughput of systems and the user experience by optimizing how and when tasks are addressed.

Dynamics 365 Field Service

Dynamics 365 Field Service is a solution by Microsoft that helps businesses manage their workforce in the field. It provides tools to optimize scheduling and dispatch, equipping field personnel with mobile capabilities to enhance their productivity and customer service. Through real-time updates and AI-driven insights, it helps predict service needs, automate workflows, and empower technicians with the right information. This optimizes resources and improves customer satisfaction by ensuring timely and effective service delivery, making it a critical component in any service-oriented business leveraging Dynamics 365 fundamentals CRM, particularly for those seeking to pass the MB-910 certification.

Target Audience for MB-910T00: Microsoft Dynamics 365 Fundamentals (CRM)

The MB-910T00 course provides foundational knowledge of Microsoft Dynamics 365 CRM, focusing on customer engagement, marketing, sales, and service.


  • CRM Administrators
  • Sales and Marketing Professionals
  • Customer Service Representatives
  • IT Support Staff
  • Business Analysts
  • Project Managers
  • Dynamics 365 Consultants
  • Technical Support Engineers
  • Product Managers
  • CRM Solution Architects
  • System Administrators
  • Business Managers looking to understand CRM capabilities
  • Professionals seeking to learn about Dynamics 365 integration options
  • Individuals aiming to transition into CRM-focused roles
  • Marketing Managers interested in digital marketing tools within Dynamics 365
  • Sales Executives wanting to improve sales processes and customer management
  • Customer Service Managers aiming to enhance support services using Dynamics 365
  • Field Service Technicians looking for insights into service management and scheduling
  • Quality Assurance Specialists focusing on customer engagement and feedback mechanisms


Learning Objectives - What you will Learn in this MB-910T00: Microsoft Dynamics 365 Fundamentals (CRM)?

Introduction to Learning Outcomes

Gain foundational knowledge of Microsoft Dynamics 365's customer engagement apps and their capabilities to enhance customer relationship management processes.

Learning Objectives and Outcomes

  • Understand the interface and navigation of Dynamics 365 customer engagement apps to streamline daily tasks.
  • Identify common activities and integration options to optimize business operations within Dynamics 365.
  • Create, manage, and track customer interactions through practical labs, fostering strong customer relationships.
  • Comprehend the core functionalities of Dynamics 365 Marketing to effectively engage customers and execute marketing strategies.
  • Develop and manage customer segments and journeys to personalize marketing efforts and measure their success.
  • Understand the essentials of Dynamics 365 Sales, including lead and opportunity management, to drive sales productivity.
  • Learn to manage product catalogs, entitlements, and service level agreements (SLAs) to support sales processes.
  • Explore Dynamics 365 Customer Service capabilities, including case management and knowledge management, to improve service delivery.
  • Delve into Dynamics 365 Field Service by learning about work order management, scheduling, and asset management for on-site service.
  • Apply learned concepts through hands-on labs, such as creating and managing cases, work orders, and knowledge articles, to solidify understanding and practical application.
MB-910T00: Microsoft Dynamics 365 Fundamentals (CRM)