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Learn about working with Customer Insights - Data.

Units in this learning path:

• 1 Introduction
• 2 Search Filter
• 3 Relationship Activities
• 5 Measures
• 6 Segmentation
• 6 2 Get Segments
• 6 5 Segment Insights
• Use Copilot
• 7 Solution
• 8 Check
• 9 Summary

Products: Dynamics 365, Customer Insights Data

Roles: Administrator, Business Analyst, Data Analyst, Business User, Functional Consultant

Level: Intermediate

Subjects: Business Applications

Duration: 95 minutes

Generate leads, create opportunities, and utilize embedded intelligence with Microsoft Dynamics 365 Sales. This learning path covers the key elements of the Sales app.

Modules in this learning path:

• Create Powerful Customer Experiences Organizations
• Sales Get Started
• Configure Dynamics 365 Sales
• Lead Management
• Opportunity Management
• Product Catalog
• Sales Order Processing
• Sales Forecasts
• Relationship Management and Social Selling
• Analyze Sales Data

Products: Dynamics 365, Dynamics Sales

Roles: Functional Consultant

Level: Intermediate

Subjects: Marketing Sales

Duration: 544 minutes

Building a strong, long-term relationship with a customer takes time and effort. Account executives need to communicate with customers regularly and maintain a complete understanding of who that customer is and what they need. This module focuses on Dynamics 365 Embedded Intelligence. Businesses can use it to help build those customer relationships by using its features such as the relationship assistant, auto capture and email tracking, and sales insights.

Units in this learning path:

• 1 Introduction
• 2 Assistant Cards
• 3 Auto Capture
• 4 Email Tracking
• 5 Relationship Health
• 6 AI Features
• 7 Check
• 8 Summary

Products: Dynamics 365, Dynamics Sales

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Marketing Sales, Customer Relationship Management, Communication

Duration: 62 minutes

Generate leads, create opportunities, realize easy setup and integration, and streamline your sales processes with Microsoft Dynamics 365 Sales Professional.

Modules in this learning path:

• Overview D365 Sales Professional
• Administer Configure D365 Sales Professional
• Lead Management
• Opportunity Management
• Sales Order Processing

Products: Dynamics 365, Dynamics Sales

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Marketing Sales

Duration: 248 minutes

Learn how to configure and work with Dynamics 365 Sales Insights.

Modules in this learning path:

• Configuring Sales Insights
• Working with Sales Insights
• Tutorials Sales Insights
• Sales Sequence

Products: Dynamics 365, Dynamics Sales

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Marketing Sales, Data Analytics

Duration: 307 minutes

Gain quantitative insights into carbon emissions with Emissions Impact dashboards for Microsoft Cloud services.

Units in this learning path:

• Introduction
• Explore Emissions Impact Dashboards
• Install Dashboard Connect Data
• Ingest Emissions Impact Dashboard Data
• Check
• Summary

Products: Mscloud Sustainability, Industry Solutions

Roles: Business User, Functional Consultant, Solution Architect

Level: Intermediate

Subjects: Business Applications

Duration: 34 minutes

Maximize profitability and minimize cost with accurate expense management capabilities in Dynamics 365 Project Operations.

Modules in this learning path:

• Get Started Expense Management
• Set Up Configure Expense Management
• Create Process Expense Reports
• Work Travel Requisitions

Products: Dynamics 365, Dynamics Project Operations, Dynamics Finance

Roles: Business User, Functional Consultant, Administrator

Level: Intermediate

Subjects: Finance Accounting, Process Workflow

Duration: 393 minutes

Work with Inventory Visibility in Dynamics 365 Supply Chain Management

Modules in this learning path:

• Get Started Inventory Visibility
• Set Up Inventory Visibility
• Use Inventory Visibility

Products: Dynamics 365, Dynamics Scm

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Business Applications, Inventory Management, Supply Chain Management

Duration: 234 minutes

This learning path focuses on working with Knowledge Management Solutions in Microsoft Dynamics 365 Customer Service.

Modules in this learning path:

• Creating and Designing Knowledge Management Solutions
• Search Filter Knowledge Articles
• Consuming Knowledge Articles for Case Resolutions

Products: Dynamics 365, Dynamics Customer Service

Roles: Business User, Functional Consultant

Level: Beginner

Subjects: Knowledge Management

Duration: 163 minutes

Integrate Liquid into Power Pages for dynamic content and custom templates.

Units in this learning path:

• Introduction
• Basics
• Dataverse Data
• Data Security
• Exercise
• Check
• Summary

Products: Power Platform, Power Pages

Roles: Maker, Functional Consultant, Developer

Level: Intermediate

Subjects: Custom App Development

Duration: 48 minutes

Learn how to work with Microsoft Power Platform tenants, environments, subscriptions, and Dynamics 365 apps.

Modules in this learning path:

• Designing Power Platform Deployments
• Administrating Power Platform Subscriptions

Products: Dynamics 365, Power Platform

Roles: Administrator, Business User, Functional Consultant

Level: Intermediate

Duration: 103 minutes

Learn how to use features of Power Automate desktop app.

Modules in this learning path:

• Pad Variables
• Pad Loops
• Pad Conditionals
• Pad Flow Control
• Pad Power Automate Desktop Recording Features
• Pad Exception Handling

Products: Power Platform, Power Automate

Roles: Maker, Developer, Functional Consultant

Level: Beginner

Subjects: Process Workflow

Duration: 220 minutes