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Learn how to add projects, copy surveys, and share projects in Dynamics 365 Customer Voice for better collaboration.

Units in this learning path:

• 1 Introduction
• 2 Create Projects
• 3 Surveys
• 4 Copy Projects
• 5 Share Projects
• 6 Exercise
• 7 Check
• 8 Summary

Products: Dynamics 365, Dynamics Sales, Customer Voice

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Marketing Sales

Duration: 48 minutes

Learn how to manage relationships with Dynamics 365 Sales.

Units in this learning path:

• 1 Overview
• Sales Accelerator
• 3 Manage Relationship Health with Sales Insights
• 5 Sales Navigator
• 7 Knowledge Check
• 8 Summary

Products: Dynamics 365, Dynamics Sales

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Marketing Sales, Customer Relationship Management

Duration: 44 minutes

If you're responsible for managing item sales prices, complete this module about how to set up and maintain sales prices for items.

Units in this learning path:

• 1 Customer
• 2 Groups
• 3 Special
• 4 New
• 5 Bulk
• 6 Exercise
• 7 Check
• 8 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Marketing Sales

Duration: 47 minutes

Dispatchers and schedulers need to easily identify and schedule resources to work on jobs. They should be able to identify which scheduling method is best based on the scenario that they're trying to schedule. When scenarios arise that require assistance, dispatchers can use the schedule assistant. The assistant provides recommendations based on requirements that you define for the job. Many times, you need to reschedule items or assign them to a different resource. With Dynamics 365, schedule board dispatchers can easily identify which items need to be rescheduled and either reschedule them or rebook them to a different resource.

Units in this learning path:

• 1 Overview of Scheduling Capabilities
• 2 Schedule Board Overview
• 3 Schedule Reschedule
• 4 Reschedule and Move Items
• 6 Knowledge Check
• 7 Summary

Products: Dynamics 365, Dynamics Field Service

Roles: Functional Consultant

Level: Intermediate

Subjects: Field Management, Frontline Support

Duration: 46 minutes

Learn about managing subscription centers and double opt-in in Dynamics 365 Customer Insights - Journeys. This module applies to outbound marketing features only.

Units in this learning path:

• 1 Introduction
• 2 Subscription
• 3 Double Opt
• 3a Setup Double Opt
• 4 Check
• 5 Summary

Products: Dynamics 365, Customer Insights Journeys

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Marketing Sales

Duration: 51 minutes

This module discusses managing website visits, redirect URLs, and social postings in Dynamics 365 Customer Insights - Journeys. This module applies to outbound marketing features only.

Units in this learning path:

• 1 Introduction
• 2 Monitor
• 3 Social
• 4 Check
• 5 Summary

Products: Dynamics 365, Customer Insights Journeys

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Marketing Sales

Duration: 28 minutes

Do you use work orders to manage engagements with your customers? This learning path discusses how to use and manage work orders using Dynamics 365 Field Service.

Modules in this learning path:

• Implement Work Order Management Agreements Inventory and Purchasing
• Define Agreements
• Use Service Level Agreements Entitlements
• Incident Types
• Inspections
• Customer Assets

Products: Dynamics 365, Dynamics Field Service

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Field Management

Duration: 280 minutes

Explore the Power BI service, create and manage workspaces, and distribute reports to users.

Units in this learning path:

• 1 Introduction
• 2 Understand Power Bi Service
• 3 Understand Workspaces
• 4 Explore Publishing Process
• 5 Knowledge Check
• 6 Summary

Products: Power Bi, Power Platform

Roles: Data Analyst

Level: Intermediate

Subjects: Collaboration

Duration: 20 minutes

Learn about different reports and dashboards to monitor your Teams environment, including Microsoft 365 and Teams usage reports, Microsoft Adoption Score, Microsoft Entra ID, access reviews, and Microsoft 365 network connectivity dashboard.

Units in this learning path:

• Introduction
• Monitor Usage Reports
• Monitor Microsoft 365 Usage Reports
• Interpret Microsoft Productivity Score
• Manage User Access Azure Active Directory Access Reviews
• Monitor Microsoft 365 Network Connectivity Dashboard
• Manage Teams Notifications Alerts
• Feedback Policies
• Knowledge Check
• Summary

Products: M365, Office Teams

Roles: Administrator

Level: Intermediate

Subjects: Collaboration, Communication, Data Visualization

Duration: 50 minutes

Designed for Viva Glint users, this module guides you through the various dashboards and reports available on the Viva Glint app. Understanding each element of Viva Glint allows you to utilize the powerful analytics available within the app.

Units in this learning path:

• Describe Confidentiality Navigate Viva Glint
• Familiarize Yourself with the Viva Glint Platform
• Navigate Team Summary Dashboard
• Navigate Executive Summary Report
• Navigate Heat Map Report
• Navigate Driver Impact Report
• Navigate Comments Report
• Navigate Focus Areas
• Have Team Conversation Around Results
• Knowledge Check
• Summary

Products: Viva, M365, Viva Glint

Roles: Administrator

Level: Beginner

Subjects: Employee Engagement, Business Applications

Duration: 56 minutes

What is Dynamics 365 Sales Professional and how do I get started? Get started with the basics. See how Dynamics 365 Sales Professional helps you manage customers, work with leads, and manage tasks, appointments, email, and phone calls.

Units in this learning path:

• 1 Introduction
• 2 Learn the Basics
• 3 Manage Your Customers
• 4 Develop Sales from Lead to Cash
• 5 Manage Tasks Appointments Email Phone Calls
• 6 Knowledge Check
• 7 Summary

Products: Dynamics 365, Dynamics Sales

Roles: Business User, Administrator

Level: Beginner

Subjects: Marketing Sales

Duration: 19 minutes

This credential earner is recognized by the P-TECH Career Mentoring Program for developing and cultivating a mentoring relationship with a P-TECH mentee (student). The individual has taken relevant training to ensure quality feedback and guidance is provided to students. Mentoring is an important career development opportunity, which any individual can use to enhance skills and achieve long-term career aspirations.