MB – 901: Microsoft Dynamics 365 Fundamentals  

About MB – 901: Microsoft Dynamics 365 Fundamentals
(Formerly MB – 900)

This exam is designed for candidates looking to demonstrate foundational knowledge of Microsoft Dynamics 365, Power Platform applications, and the cloud computing model. This exam will cover the considerations and benefits of adopting Dynamics 365, the Power Platform, and cloud services in general. This exam can be taken as a precursor to Dynamics 365 certifications and training.

Candidates of this exam should have general knowledge or relevant working experience in an Information Technology (IT) environment. Candidates should also have a basic understanding of business scenarios and experience in addressing business, legal, and security requirements for IT projects.

Delivery

Instructor-led classroom or online training. Classroom training is hosted at The CRM Team training suite, Allandale Offices, Waterfall Drive. 

Course Content
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
• SSO
• 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

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