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In the first phase of the service adoption framework, Start, you gather organizational objectives and build out your strategy and deployment plan.

Units in this learning path:

• Key Roles
• Cloud Advantage
• Organizational Readiness
• Summary

Products: M365

Roles: Administrator

Level: Intermediate

Subjects: Productivity, Change Management

Duration: 45 minutes

Learn about the second phase of the service adoption framework, Experiment.

Units in this learning path:

• Introduction
• Metrics
• Champions
• Governance
• Summary

Products: M365

Roles: Administrator

Level: Intermediate

Subjects: Productivity, Change Management

Duration: 49 minutes

Learn about the third phase of the service adoption framework, Scale.

Units in this learning path:

• Introduction
• Scenarios
• Training
• Reporting
• Health
• Summary

Products: M365

Roles: Administrator

Level: Intermediate

Subjects: Productivity, Change Management

Duration: 22 minutes

This module provides the framework for how meetings can be designed to align stakeholders on the core challenges within your organization and explains how to solve them with a Microsoft Viva Glint survey program. The information gathered informs your program strategy and design. This module is the first step in your stakeholder alignment journey.

Units in this learning path:

• What Stakeholder Alignment Journey
• What Vision Strategy Viva Glint
• How Setup Vision Strategy Session Logistics
• How Prepare Successful Vision Strategy Session
• How Facilitate Vision Strategy Session
• Knowledge Check
• Summary

Products: Viva, M365, Viva Glint

Roles: Administrator

Level: Beginner

Subjects: Employee Engagement, Business Applications

Duration: 53 minutes

Dynamics 365 Customer Insights - Journeys elevates customer experiences, allowing you to orchestrate personalized journeys across all touchpoints to strengthen relationships and earn loyalty.

Modules in this learning path:

• Get Started Set Up and Manage
• Get Started Advanced Configuration
• Review Authentication Dynamics 365 Marketing

Products: Dynamics 365, Customer Insights Journeys

Roles: Administrator, Functional Consultant, Business User

Level: Intermediate

Subjects: Marketing Sales

Duration: 174 minutes

The Connected Field Service Add-in for Microsoft Dynamics 365 integrates IoT devices with Microsoft Dynamics 365 for Customer Engagement to help organizations create a proactive approach to servicing customers.

Units in this learning path:

• 1 Introduction
• 2 Install Setup
• 3 Configuration
• 4 Device Data
• 5 Device Readings
• 6 Alerts
• 7 Mobile App
• 8 Check
• 9 Summary

Products: Dynamics 365, Dynamics Field Service

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Iot, Field Management, Customer Relationship Management

Duration: 77 minutes

Learn how to configure Dynamics 365 Sales for your organization—including AI-powered features like Copilot, predictive scoring, conversational intelligence, and AI agents. Explore the Dynamics 365 AI Hub to set up prerequisites, manage agents, and monitor performance so your sellers can prioritize their pipeline and close deals faster.

Units in this learning path:

• 1 Introduction
• Prepare Deployment
• 4 Security Roles
• 2 Configure Application
• Configure Collaboration
• Copilot
• Set Up AI Hub
• Configure Intelligence
• Sales Accelerator
• Knowledge Check
• 6 Summary

Products: Dynamics 365, Dynamics Sales

Roles: Business User, Functional Consultant

Level: Beginner

Subjects: Marketing Sales

Duration: 85 minutes

Are you interested in marketing applications? This module explains how to sign up for a free trial or purchase Dynamics 365 Customer Insights - Journeys. It also explains how to set up and manage your Customer Insights - Journeys environment.

Units in this learning path:

• 1 Introduction
• 2 Trial
• 3 Purchase
• Install
• 4 Modify
• 5 Manage
• 6 Up to Date
• 7 Uninstall
• 8 Knowledge Check
• 9 Summary

Products: Dynamics 365, Customer Insights Journeys

Roles: Administrator, Functional Consultant, Business User

Level: Intermediate

Subjects: Marketing Sales

Duration: 47 minutes

Learn how to set up and configure Dynamics 365 Sales to use sales accelerator features. Use the Sales accelerator so sellers can sell build a sales pipeline, using automated recommendations throughout a sales sequence that helps accelerate the sales process.

Modules in this learning path:

• Set Up Sales Accelerator
• Sales Sequence
• Work Segments Sales
• Work Sales Assignment Rules
• Engage Customers Text Messages

Products: Dynamics 365, Dynamics Sales

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Marketing Sales

Duration: 265 minutes

Learn how to set up engineering change management for Dynamics 365 Supply Chain Management.

Modules in this learning path:

• Get Started Engineering Change Management
• Set Up Versioned Products Engineering Change Management
• Enable Engineering Change Management
• Convert Engineering Product Supply Chain Management

Products: Dynamics 365, Dynamics Scm

Roles: Administrator, Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management, Change Management

Duration: 258 minutes

Do you need to set up item purchase prices and item discounts? If so, then follow along with this module, which shows you how. Additionally, this module provides an overview of the conditions that can be used for special prices. You'll also learn how to set up and use purchase discounts.

Units in this learning path:

• 1 Set Up
• 2 Special
• 3 Line Discounts
• 4 Invoice Discounts
• 5 Check
• 6 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Marketing Sales

Duration: 31 minutes

Learn how to set up and manage the product catalog in Dynamics 365 Sales, including products, families, bundles, price lists, and catalog settings.

Units in this learning path:

• 1 Product Catalog Overview
• 2 Currencies and Currency Management
• 3 Define Products
• 5 Price Lists
• 6 Configure Product Catalog
• 7 Knowledge Check
• 8 Summary

Products: Dynamics 365, Dynamics Sales

Roles: Functional Consultant

Level: Intermediate

Subjects: Marketing Sales

Duration: 46 minutes