Microsoft Dynamics 365 Certifications Training @ Bold-Step Consulting Limited

Microsoft Certification exams

Microsoft Certification can take you from the start of your career to its pinnacle. Certification can increase your visibility, differentiate you from your peers, and validate your knowledge and skills.

We are currently offering the following Microsoft Certification Exams Training

MCP in Microsoft Dynamics 365

Exam ID: MB2-715

Microsoft Dynamics 365 Customer Engagement Online Deployment

Course 81071AE: Deployment in Microsoft Dynamics 365

  • Describing the different ways to access Microsoft Dynamics 365.
  • Learning about licensing plans available
  • Planning a deployment
  • Best practices to follow when importing data into a Microsoft Dynamics 365 deployment.

MCSA

Microsoft Dynamics 365

Exam ID: MB2-716

Microsoft Dynamics 365 Customization and Configuration

 

This course is divided up into two separate courses

Course 81059AE & 81060AE: Configure and Customize Microsoft Dynamics 365 For Sales and Customer Service.

Course 81059AE

Course 81059, customizing Microsoft Dynamics 365 for Sales and Customer Service

  • How Dynamics 365 is customized.
  • How to create solutions.
  • How to package your customizations together for different environments: (UAT environment or a production environment}.
  • Field and Entity customizations.
  • How to create relationships for individual entities and how to define those relationships.
  • How to customize specific forms to your needs.
  • How to create views in the application as well as visualizations, including dashboards and charts.
  • How to create business rules with new business rule editor.
  • Introduce to the new business rule editor and how to design those business rules.
  • customization considerations for interactive service hub.

Course 81060AEC

This Course will address the following areas among the others:

  • How the configuration process works in Dynamics 365.
  • The administrative settings, business settings.
  • Security model and how are you setting up things like business units and users and teams.
  • Hierarchical security.
  • Knowledge management process.
  • Processes workflows and dialog.
  • How Dynamics 365 and Office 365 work together.

Microsoft Dynamics 365 for Sales

Exam ID: MB2-717

81055: Relationship Management in Microsoft Dynamics 365 for Sales

81056: Sales Management in Microsoft Dynamics 365

81066: Introduction to Microsoft Dynamics 365

 

Course 81055

81055: Relationship Management in Microsoft Dynamics 365 for Sales

With the sales module in Microsoft Dynamics 365, there’s a flexible framework for organizations to track, manage, and analyze parts of their sales cycle as well as its overall success. In this course, we’ll describe the components used within the sales module to explain how they can apply them to various business scenarios. We’ll explore

  • The management of and application of leads and sales opportunities in the sales process.
  • The monitoring of sales-related data utilizing some of the essential built-in tools available through Microsoft Dynamics 365.
  • Explore the sales management functionality within Microsoft Dynamics 365, to maintain lead record management, to review the opportunity flow process, to provide an overview of some of the essential sales analysis tools and their business impact of an organization.

Course 81056

81056: Sales Management in Microsoft Dynamics 365

  • This course contains modules and lessons from 81056AE: Sales Management in Microsoft Dynamics 365. It explores:
  • Business Processes Flows and using Branching to standardize how a sale moves through the system.

It also describes additional components, such as:

  • Sales Territories
  • The Product Catalog
  • Metrics, and Goals, how they are used within the Sales module and how they can apply to various business scenarios.
  • The process of converting an Opportunity to a Quote, Order, and even an Invoice to fully track sales from potential through to invoicing.
  • It provides information about gamification, and additional tools that can be used for sales analysis.

Course 81056

81066: Introduction to Microsoft Dynamics 365

This course provides information on the basic concepts of Microsoft Dynamics 365. It discusses some of the terms, concepts and many of the components that make up the Microsoft Dynamics 365 system. In addition, it provides an overview of information about:

  • Application navigation
  • Setting up accounts, contacts and activities.
  • Using the sales, customer service, and marketing processes within Microsoft Dynamics 365, as well as some of the features and functionalities related to Operations.