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MB-910: Microsoft Dynamics 365 Fundamentals (CRM)

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$399.00

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Why Join this Course?

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Master Microsoft Dynamics 365 CRM Core Concepts

Gain a solid foundation in CRM functionalities, including sales, customer service, and marketing automation.

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Hands-On Experience with Microsoft Dynamics 365 Tools

Work directly with Dynamics 365 tools such as PowerApps and Power Automate to customize and streamline CRM processes.

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Boost Career Opportunities in CRM Solutions

Equip yourself with the knowledge to manage and optimize customer relationships, increasing your potential in CRM-focused roles.

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Prepare for Microsoft Certified Fundamentals Exam (MB-910)

Get ready to sit for the MB-910 certification exam, validating your skills in the industry-leading CRM platform.

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Learn CRM Integration with Microsoft Ecosystem

Understand how Dynamics 365 CRM integrates with Microsoft Office 365, Azure, and other Microsoft tools for seamless workflows.

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Practical Insights into CRM Data Management

Dive into customer data management, analytics, and reporting features, using real-time data for better decision-making.

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Explore Sales and Service Automation Features

Learn to automate tasks in sales and customer service, improving efficiency and customer satisfaction.

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Gain Expertise in Microsoft Cloud CRM Solutions

Leverage cloud-based solutions to enhance scalability and flexibility in customer relationship management.

Course Overview

The MB-910: Microsoft Dynamics 365 Fundamentals (CRM) certification course is specifically designed for working professionals seeking to gain foundational knowledge and practical insights into Customer Relationship Management (CRM) using Microsoft Dynamics 365. This course offers a comprehensive understanding of the core functionalities and benefits of CRM systems in a business environment, especially within the context of Dynamics 365.

Throughout the program, participants will delve into essential CRM concepts such as customer engagement, sales automation, customer service, and marketing functionalities, all integrated within Dynamics 365. By enrolling in this course, you will explore how businesses can streamline their customer relations, enhance productivity, and achieve greater business success by leveraging cutting-edge Microsoft technologies.

With MB-910: Microsoft Dynamics 365 Fundamentals (CRM), you will also gain insights into the broader ecosystem of Dynamics 365 applications, enabling you to understand how CRM integrates seamlessly with other enterprise resource planning (ERP) tools. By mastering these skills, you will be equipped to apply CRM strategies effectively within your organization, facilitating improved customer interactions, sales processes, and operational workflows.

Whether you’re looking to enhance your professional credentials or transition into a CRM-focused role, this course serves as an essential stepping stone. Upon completion, you’ll be prepared for the Microsoft Dynamics 365 Fundamentals (CRM) certification exam, a globally recognized credential that boosts your career potential in customer relationship management and business solutions.

Course Objectives

  • Understand the core concepts and functionalities of Microsoft Dynamics 365 CRM and its role in managing customer relationships.
  • Gain proficiency in navigating the Dynamics 365 interface, including modules for Sales, Customer Service, Marketing, and Field Service.
  • Learn how to manage and configure key CRM processes such as leads, opportunities, and cases.
  • Develop skills to integrate and customize Dynamics 365 CRM solutions to meet organizational needs.
  • Master reporting tools to generate actionable insights and improve decision-making.
  • Understand security principles and user management in Microsoft Dynamics 365.
  • Apply real-world scenarios to solve common challenges in customer relationship management using Dynamics 365.

Prerequisites

  • Basic Understanding of Customer Relationship Management (CRM):
A foundational knowledge of CRM concepts will be beneficial for comprehending the functionalities of Microsoft Dynamics 365 CRM.
  • Familiarity with Business Processes:
A general understanding of business processes like sales, marketing, and customer service will help contextualize the course content and apply it to real-world scenarios.
  • Proficiency in Using Computers:
Comfort with using desktop applications, navigating the internet, and handling basic software tools is necessary for course participation, particularly in online modules.
  • Experience in a Business or IT Environment:
While not mandatory, prior experience in a professional environment, particularly in roles related to sales, marketing, or IT, will make it easier to grasp course concepts and their applications in a business context.

Training Outcomes

Understand the Core Features of Dynamics 365 CRM

Gain in-depth knowledge of the key functionalities and tools available in Microsoft Dynamics 365 CRM.

Navigate Dynamics 365 CRM Interface with Ease

Master the user interface, allowing you to efficiently navigate through key modules and tasks.

Implement CRM Solutions for Real-World Scenarios

Learn to apply CRM principles and tools to real-world business cases and challenges.

Enhance Customer Engagement and Service Delivery

Develop strategies to improve customer interactions and enhance service delivery through CRM tools.

Manage Sales and Marketing Processes Effectively

Understand how to leverage CRM to streamline sales and marketing operations, boosting efficiency.

Integrate CRM with Other Business Systems

Learn how to integrate Dynamics 365 CRM with various business systems for seamless operations.

Utilize Data Insights for Decision-Making

Gain the ability to analyze customer data and apply insights to drive business decisions.

Earn a Recognized Certification

Upon successful completion, earn the MB-910: Microsoft Dynamics 365 Fundamentals (CRM) certification, validating your skills.

Course Modules

  • Overview of Microsoft Dynamics 365 CRM and its capabilities.
  • Key differences between Dynamics 365 CRM and other CRM solutions.
  • Introduction to the various modules within the CRM application, including Sales, Customer Service, and Marketing.
  • Understanding the role of Dynamics 365 in digital transformation and business processes.
  • How to create and manage customer records in Dynamics 365.
  • Understanding entities, fields, and records, and how they impact CRM functionality.
  • Exploring customer data models, including accounts, contacts, leads, opportunities, and cases.
  • Data security and privacy best practices in Dynamics 365 CRM.
  • How to manage the sales pipeline using Dynamics 365.
  • Creating and tracking opportunities, leads, and quotes.
  • Understanding the sales process from lead generation to closing deals.
  • Analyzing sales performance with built-in reports and dashboards.
  • Overview of case management within Dynamics 365 Customer Service.
  • Best practices for handling customer queries and issues efficiently.
  • Working with service-level agreements (SLAs) and tracking customer support metrics.
  • Setting up queues, routing cases, and utilizing knowledge bases to resolve customer issues faster.
  • How to design and automate marketing campaigns using Dynamics 365 Marketing.
  • Managing email marketing, event management, and social media integration.
  • Analyzing customer data to create personalized marketing campaigns.
  • Utilizing AI-driven insights for effective marketing strategies.
  • Understanding how to customize Dynamics 365 CRM for specific business needs.
  • Configuring the user interface (UI), adding fields, and creating forms.
  • Customizing business rules, workflows, and automations to improve efficiency.
  • Overview of custom entity creation and integration with other Microsoft tools like PowerApps.
  • Exploring integration opportunities with Power BI, Power Automate, and Power Apps.
  • Building custom reports and visualizations using Power BI.
  • Automating business processes with Power Automate in Dynamics 365 CRM.
  • Leveraging Power Apps to extend Dynamics 365 functionality with custom apps.
  • Setting up role-based security and user permissions in Dynamics 365 CRM.
  • Managing teams and security roles to ensure proper access control.
  • Best practices for securing customer data and ensuring compliance with regulatory standards.
  • Understanding data encryption, multi-factor authentication, and auditing features.
  • How to use built-in reporting tools to track performance and identify trends.
  • Overview of dashboards, views, and charts to measure business performance.
  • Understanding data analytics within Dynamics 365 CRM and how to leverage AI to gain deeper insights.
  • Creating custom reports and sharing them with stakeholders.
  • Review of key topics and practical examples.
  • Tips for exam preparation and understanding the exam structure.
  • Access to mock exams and practice questions to ensure readiness for the MB-910 certification exam.
  • Best practices for applying the knowledge gained during the course in real-world scenarios.

Frequently Asked Questions

The MB-910 course is a comprehensive program designed to provide professionals with a fundamental understanding of Microsoft Dynamics 365 Customer Relationship Management (CRM). It covers core CRM functionalities, including sales, marketing, and customer service, and prepares you for the MB-910 certification exam.

This course is ideal for working professionals in sales, marketing, customer service, or IT roles who are looking to enhance their CRM skills with a foundational knowledge of Microsoft Dynamics 365. If you’re seeking to deepen your understanding of CRM software and boost your career prospects, this course is for you.

There are no formal prerequisites for this course. However, a basic understanding of business processes and CRM software would be helpful. The MB-910 course is designed to be accessible for professionals who are new to Microsoft Dynamics 365 CRM and want to gain a foundational knowledge.

The course will cover:
  • Core features and functionalities of Dynamics 365 CRM
  • Sales automation and marketing features
  • Customer service management
  • How to set up and configure Dynamics 365 CRM for business needs
  • Introduction to the Power Platform and how it integrates with Dynamics 365
The duration of the course depends on the learning path you choose:
  • Self-paced online learning: 2 to 3 weeks
  • Instructor-led workshops: Typically 4 to 6 days This course is designed to accommodate professionals with busy schedules, offering flexibility in learning.

Yes, the MB-910 course includes practical exercises that provide hands-on experience in using Microsoft Dynamics 365 CRM. This will help you understand real-world scenarios and apply your learning effectively.

Upon successful completion of the MB-910 course, you will receive a certification of completion from Skill Curve. This certificate will demonstrate your understanding of Microsoft Dynamics 365 CRM fundamentals. For further recognition, you can also take the official Microsoft certification exam to earn the Microsoft Certified: Dynamics 365 Fundamentals (CRM) credential.

Earning the MB-910 certification will enhance your professional profile by validating your skills in Microsoft Dynamics 365 CRM. This can open up new career opportunities, increase your chances of career progression, and boost your credibility in CRM-related roles.

At Skill Curve, we offer the MB-910 course at competitive pricing to ensure professionals can access high-quality training. We also provide flexible payment plans to suit your needs. For more details on pricing, please contact our support team or visit the course page on our website.

Yes, Skill Curve offers lifetime access to the course materials. You can revisit the content at any time to refresh your knowledge or stay updated with new course enhancements.

What Our Learners Say

Samantha R.
Samantha R.Senior CRM Specialist
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"The MB-910 course provided me with a solid foundation in Microsoft Dynamics 365 CRM. The hands-on approach made complex topics more understandable and applicable to my role."
Jason T.
Jason T.IT Project Manager
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"Skill-Curve’s MB-910 certification course was a game changer. The expert instructors and practical content helped me advance my CRM skills, and I now feel more confident in my role."
Ravi M.
Ravi M.Senior Business Analyst
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"This course was exactly what I needed to level up my career. The real-world application of CRM tools within Microsoft Dynamics 365 helped me improve CRM efficiency at work."
Nina L.
Nina L.CRM Consultant
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"Skill-Curve’s MB-910 course gave me the insights I needed to excel in my CRM consulting work. The mix of theory and practical examples enhanced my understanding of Dynamics 365."
David P.
David P. IT Solutions Architect
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"After completing the MB-910 course, I was well-prepared for the certification exam and confident in applying my new skills. This training added immense value to my professional development."

Are You Ready to Upskill Your Career?

Gain in-demand expertise with industry-relevant courses. Learn at your own pace and achieve recognized certifications for career growth.

Are You Ready to Upskill Your Career?

Gain in-demand expertise with industry-relevant courses. Learn at your own pace and achieve recognized certifications for career growth.

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