Explore the core capabilities of Microsoft Dynamics 365 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

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

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

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

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

• 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

• Introduction
• Get introduced to project-based services
• Review key terminology
• Examine the project services lifecycle
• Explore the different deployment types
• Knowledge check
• Summary

• 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

• 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

• 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