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Dynamics 365 Productivity Tools helps representatives perform their daily operations faster, efficiently, and in a process-compliant manner.

Units in this learning path:

• 1 Introduction
• 2 Macros
• 3 Automation
• 4 Agent Scripts
• 5 Smart Assist
• 6 Check
• 7 Summary

Products: Dynamics 365, Dynamics Customer Service

Roles: Functional Consultant

Level: Intermediate

Subjects: Productivity

Duration: 55 minutes

Explore the role of Engineering Change Management in structuring and disciplining product data management processes in Dynamics 365 Supply Chain Management.

Units in this learning path:

• 01 Introduction
• 02 Features
• 04 Walkthrough Features
• 05 Exercise Set Up Demo Data
• 06 Exercise Create Engineering Product
• 07 Exercise Release Engineering Product
• 08 Exercise Review Product
• 09 Exercise Product Transactions
• 10 Exercise Add Product Sales Order
• 11 Exercise Request Changes
• 12 Exercise Change Product
• 13 Exercise Release Product
• 14 Check
• 15 Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Change Management, Supply Chain Management

Duration: 110 minutes

This module introduces Microsoft Dataverse for Teams and how you can build apps, workflows, chatbots, and dashboards in it. You will learn how to provision Dataverse for Teams and then create a table for your data.

Units in this learning path:

• 1 Introduction
• Dataverse Teams
• 2 Provision Environment
• 3 Create Table
• 4 Check
• 5 Summary

Products: Power Platform, Power Apps, Power Automate

Roles: Maker, Business User

Level: Beginner

Subjects: Productivity

Duration: 21 minutes

Learn how finance and operations apps support businesses to manage their global financial systems, operational business processes, and streamlined supply chains to empower people to make fast, informed decisions. As the first step in your career of working with finance and operations apps, you must familiarize yourself with its features and functionality, whatever your desired role. In this learning path, you will learn - The overall functionality of finance and operations apps - How to navigate in finance and operations apps - How to use workspaces

Modules in this learning path:

• Navigating in F and O
• Get Started Financial Management in Dynamics 365 Finance Ops
• Get Started Supply Chain Management in Dynamics 365 Finance Ops
• Get Started with Production Control in Dynamics 365 Finance Ops
• Introduction Dynamics 365 Commerce
• Introduction Human Resources
• Get Started Project Operations
• Get Help with F and O

Products: Dynamics 365, Dynamics Finance, Dynamics Scm

Roles: Business User, Functional Consultant, Administrator

Level: Beginner

Subjects: Finance Accounting, Supply Chain Management, Marketing Sales

Duration: 667 minutes

Get started with managing Microsoft Teams

Modules in this learning path:

• Explore Teams
• Plan Deploy Microsoft Teams
• Implement Lifecycle Management Governance for Microsoft Teams
• Monitor Your Microsoft Teams Environment

Products: M365, Office Teams

Roles: Administrator

Level: Intermediate

Subjects: Collaboration, Communication

Duration: 216 minutes

The sales processes that are used in a project-based organization differ from the sales processes that are used in a product-based organization. The reason is because the sales cycles for project-based organizations are longer and require customized estimate techniques to analyze and create quotes for each deal.

Units in this learning path:

• 01 Introduction
• 02 Price Lists
• 03 Project Leads
• 04 Project Opportunities
• 05 Project Quotes
• 06 Project Contracts
• 07 Exercise
• 08 Check
• 09 Summary

Products: Dynamics 365, Dynamics Project Operations, Dynamics Finance, Dynamics Sales

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Marketing Sales

Duration: 101 minutes

Learn about bookings and assignments in resource management for service-based organizations.

Units in this learning path:

• 01 Introduction
• 02 Booking Assignments
• 03 Booking Status
• 04 Administration
• 05 Modes
• Recommendations
• 06 Allocation Methods
• 07 Schedule Assistant
• 08 Book Resource
• 09 Resource Utilization
• 10 Exercise
• 11 Check
• 12 Summary

Products: Dynamics 365, Dynamics Project Operations, Dynamics Finance, Dynamics Field Service

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Marketing Sales

Duration: 134 minutes

Microsoft Dynamics 365 Field Service Mobile app provides workers with tools to serve customers in the field. It provides work orders, lists of customer assets, accounts, contacts, and a daily schedule view.

Units in this learning path:

• 1 Introduction
• 2 Deploy Mobile App
• 3 Use Mobile App
• 4 Asset Service
• 5 Online Offline Data
• 6 More Mobile Capabilities
• 7 Check
• 8 Summary

Products: Dynamics 365, Dynamics Field Service

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Field Management

Duration: 47 minutes

Learn about the Dynamics 365 Sales mobile app.

Units in this learning path:

• Introduction
• Deploy Mobile App
• Use Mobile App
• Manage Records
• Customize Form Views
• Configure Push Notifications
• Check
• Summary

Products: Dynamics 365, Dynamics Sales

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Marketing Sales

Duration: 60 minutes

Learn about the features in Dynamics 365 Project Operations

Modules in this learning path:

• Get Started Project Operations
• Get Started Project Sales Management
• Get Started Project Management
• Get Started Project Resource Management
• Get Started Project Work Management
• Get Started Invoicing Project Operations
• Get Started Project Accounting
• Set Up Project Delivery Management
• Get Started Subcontracting
• Get Started Copilot Project Operations

Products: Dynamics 365, Dynamics Project Operations, Dynamics Finance, Dynamics Sales, Dynamics Field Service

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Marketing Sales, Finance Accounting

Duration: 821 minutes

Simplify time tracking and expense management with Microsoft Dynamics 365 Project Operations. Submit, approve, process, and reconcile time and expense entries instantaneously for faster reimbursement and client billing.

Units in this learning path:

• 01 Introduction
• 02 Time Entries
• 03 Expense Deployment
• 04 Basic Expense
• 05 Full Expense
• 06 Exercise
• 07 Check
• 08 Summary

Products: Dynamics 365, Dynamics Project Operations, Dynamics Finance

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Marketing Sales

Duration: 91 minutes

Learn tips and tricks about preparing for your first teaching session, which labs to use, when and how to introduce technical topics, as well as other resources and materials.

Units in this learning path:

• Introduction
• Explore Objective Domains
• Learn Module Best Practices
• Explore Core Capabilities Dynamics 365 Finance Operations Apps
• Explore Best Practices Learn Fundamentals Dynamics 365 Finance
• Explore Best Practices Learn Fundamentals Dynamics 365 Supply Chain Management
• Explore Best Practices Learn Fundamentals Dynamics 365 Commerce
• Explore Best Practices Learn Fundamentals Dynamics 365 Human Resources
• Explore Best Practices Learn Fundamentals Dynamics 365 Project Operations
• Bring Together
• Knowledge Check
• Summary

Products: Dynamics 365, Dynamics Customer Service

Roles: Higher Ed Educator

Level: Beginner

Subjects: Employee Engagement

Duration: 33 minutes