Dynamics 365 Fundamentals

Learn about cloud concepts, Power Platform, and how to get started with Dynamics 365 apps. 

Date: 26 – 27 May 2020 

Time: 9am-4pm 

Cost: R1750 ZAR for both days per person 

I’m Interested

Enable Digital Transformation.

Learn how you can engage your customers in new ways, empower employees, optimize operations and transform your products and services with Microsoft Dynamics 365.

Whether you’re building your foundational skills in Dynamics Business Applications or you’re preparing to knock out your next MB 901 exam, we’ve got you covered!

Get practical insights that will transform your business

  • Learn how Dynamics 365 business applications can practically support your digital transformation journey
  • Understand the evolution of core business functions managed by Customer Relationship Management (CRM)
  • Understand how you can engage your customers in new ways 
  • Discover how the Power Platform can empower your employees and increase productivity
  • Learn how you can optimise operations and transform your products and services

Get insights and tips that will get you exam ready

  • Instructor led online course by Microsoft Certified Trainers
  • Expert insights and preparation tips for MB 901 exam 
  • Understand Microsoft components for Dynamics 365
  • Understand AI and Mixed Reality for Dynamics 365
  • Understand Customer Engagement Apps
  • Understand Dynamics 365 Finance and Operations

Course Info

1. Identify Microsoft platform components for Dynamics 365

Describe integration capabilities
• integration across Dynamics 365 apps
• integration across Microsoft products
• integration with third-party apps
• custom integrations in Dynamics 365

Describe Dynamics 365 cloud security
• encryption
• authentication
• data ownership
• data center access
• data loss protection (DLP)
• industry standard certifications (GDPR, etc.)

Understand the benefits of role based security
• app role-based security
• leveraging security roles
• streamlined user experience
• out-of-the-box security roles

Identify the business value of the Microsoft cloud
• azure features used by Dynamics 365
• PaaS
• Life Cycle Services (LCS)

Understand the use of Power Platform in Dynamics 365
• Power Apps
• Power BI
• Power Automate
• AI Builder
• Common Data Service

Understand the benefits of the Common Data Model
• analytics
• extensibility
• interoperability
• consistency

Identify Dynamics 365 reporting capabilities
• built in reporting
• role-based reporting
• extensible reporting

2. Understand AI and Mixed Reality for Dynamics 365

Leverage AI for data insights
• fraud protection
• sales insights
• customer insights
• relationship insights
• customer service insights

Leverage mixed reality
• remote assist
• guides
• layouts

3. Understand Customer Engagement apps

Understand the capabilities of Dynamics 365 Sales
• dynamics 365 sales automation
• pipeline management
• contact management
• customer requests and follow up
• LinkedIn Sales Navigator

Understand the capabilities of Dynamics 365 Marketing
• lead generation and qualifications
• customer journey
• surveys
• landing pages
• segmentation
• event management
• dynamics 365 for marketing

Understand the capabilities of Dynamics 365 Field Service
• Resource Scheduling Optimization (RSO)
• Connected Field Service
• service resource scheduling
• proactive customer service
• Field Service Mobile

Understand the capabilities of Dynamics 365 Customer Service
• account management
• omni channel service
• case life cycle
• knowledge articles

4. Understand Dynamics 365 Finance and Operations apps

Understand the capabilities of Dynamics 365 Finance
• General Ledger
• Accounts Payable
• Accounts Receivable
• project accounting
• budgeting
• global attributes
• end to end business processes
• real time cash flow visibility
• enterprise asset management

Understand the capabilities of Dynamics 365 Human Resources Core HR
• employee self-service
• personnel management
• benefits management
• employee development

Understand the capabilities of Dynamics 365 Business Central
• finance
• supply chain
• project management
• sales and service
• budgeting
• when to use Business Central vs other Dynamics 365 products

Understand the capabilities of Dynamics 365 Supply Chain Management
• project accounting
• modernize operations
• procurement and sourcing
• manufacturing
• warehouse management
• master planning
• product information

Understand the capabilities of Dynamics 365 Retail
• retail capability
• Channel Management
• Point of Sale (POS)
• mobile commerce

Re-imagine your business processes.

Meet our Microsoft Certified Trainers

Whether receiving training online, virtually or in-person, you’ll benefit from the real-world experience of our trainers.

Mark James

Mark has been a Microsoft Certified Trainer for many years and has been training Dynamics since CRM version 4.0.

He specialises in Dynamics 365 end-user training and has trained across the UK, Africa, and the Middle East. Mark is proficient in Microsoft Dynamics 365: Sales, Service, Deployment, and Customization & Configuration.

Johan van Dyk

Johan has been a Microsoft Certified Professional for 15 years and a Microsoft Certified Trainer for 5 years. He has a BCom (Industrial Psychology) and BCom Honours (Human Resource Development).

He is also an Agile Master, Scrum Developer and Scrum Master, certified through SCRUMStudy. He trains on Microsoft Office, Microsoft Project, and Dynamics 365, as well as project management skills and has been training Microsoft Dynamics CRM for six years.


The training was good since it covered more aspects that will assist me going forward and the trainer understood the subject and he explained very well.

Davis Bikkie

The training was great and the trainer provided great insights into our questions and ensured we understood the fundamentals, this will add value back in the office.

David Modise

The training was informative and easy to understand and follow through with the instructor.

Mosima Rataba

Re-imagine your business processes.