Microsoft Dynamics 365 Fundamentals (CRM): Explore Dynamics 365 Project Operations

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Free Online Course: Microsoft Dynamics 365 Fundamentals (CRM): Explore Dynamics 365 Project Operations provided by Microsoft Learn is a comprehensive online course, which lasts for 3-4 hours worth of material. The course is taught in English and is free of charge.

Overview
    • Module 1: Get introduced to the customer engagement apps
    • After completing this module, you will be able to:

      • Explain customer engagement
      • Describe Microsoft Dataverse
      • List the Dynamics 365 customer engagement apps
      • Describe the common components and features of the Dynamics 365 customer engagement apps
    • Module 2: Explore Dynamics 365 Project Operations
    • After completing this module, you will be able to:

      • Describe how to project-based services
      • Explain key industry and application terminology
      • Get started with Dynamics 365 Project Operations
    • Module 3: Describe the sales capabilities of Dynamics 365 Project Operations
    • After completing this module, you will be able to:

      • Explain the project selling capabilities in Dynamics 365 Project Operations
      • Create and qualify project leads in Dynamics 365 Project Operations
      • Describe project opportunity management in Dynamics 365 Project Operations
      • Explain project quoting in Dynamics 365 Project Operations
    • Module 4: Plan projects with Dynamics 365 Project Operations
    • After completing this module, you will be able to:

      • Explain the project management capabilities of Dynamics 365 Project Operations
      • Describe project team management in Dynamics 365 Project Operations
      • Explain expense management in Dynamics 365 Project Operations
    • Module 5: Review the resource utilization capabilities of Dynamics 365 Project Operations
    • After completing this module, you will be able to:

      • Explain project resource scheduling capabilities of Dynamics 365 Project Operations
      • Describe options for managing project resources
      • Describe options for viewing resource utilization

Syllabus
    • Module 1: Get introduced to the customer engagement apps
      • Introduction
      • Define customer engagement
      • Describe Microsoft Dataverse
      • Examine the customer engagement apps
      • Work with customers and activities
      • Explain how to search and filter data
      • Examine the product catalog
      • Review integration technologies and use cases
      • Examine out-of-the-box reporting capabilities
      • Knowledge check
      • Summary
    • Module 2: Explore Dynamics 365 Project Operations
      • Introduction
      • Get introduced to project-based services
      • Review key terminology
      • Examine the project services lifecycle
      • Explore the different deployment types
      • Knowledge check
      • Summary
    • Module 3: Describe the sales capabilities of Dynamics 365 Project Operations
      • Introduction
      • Describe project sales
      • Create and qualify project leads
      • Describe project opportunities management
      • Review the quote lifecycle in Dynamics 365 Project Operations
      • Describe the use cases for project contracts
      • Knowledge check
      • Summary
    • Module 4: Plan projects with Dynamics 365 Project Operations
      • Introduction
      • Explain the project management capabilities in Dynamics 365 Project Operations
      • Explain the different project stages
      • Manage project teams
      • Describe expense management in Dynamics 365 Project Operations
      • Describe charts and boards in Dynamics 365 Project Operations
      • Knowledge check
      • Summary
    • Module 5: Review the resource utilization capabilities of Dynamics 365 Project Operations
      • Introduction
      • Describe resource management
      • Define resources
      • Identify resource management modes
      • Reconcile resources in Dynamics 365 Project Operations
      • Describe resource utilization in Dynamics 365 Project Operations
      • Knowledge check
      • Summary