Course Information
Course Overview
Principles behind Dynamics 365 Customer Insights Journeys, Sales, and Customer and Field Service. Covers MB-910 topics.
This course looks at various aspect of Microsoft's Customer Relationship Management apps, covering the content that was required for the MB-910 certification exam. This exam is no longer being offered by Microsoft. However, the content in this course is still useful to understand the CRM apps in Dynamics 365.
Please note: This course is not affiliated with, endorsed by, or sponsored by Microsoft.
What do people like you say about this course?
Nick says: I think this is a Great course specially if your targeting the exam since all of the objectives here are discuss ... I successfully passed the exam and this training was very helpful
Abdul says: Voice is so clear and proficient in English which can understand clearly. Thank you.! It's very helpful Mr. Burton. Your explanation is awesome..! Thanks again.!
Jackson says: Fantastic course, the way everything is explained is so clear, especially in comparison to a lot of the other Dynamics material that exists out there which is either very hard to understand or completely off the point. This course gives the clarity and focus in spades. This course has been instrumental in grasping the concepts and tackling the exam for me.
Silas says: Mr Phillip Burton this is the best course. I cleared mb 910 exam with 980 points today. Thank you very much.
We'll start off with looking at Dynamics 365 generally, and all of features shared between the different apps. We'll look at the built-in reporting capabilities, customers and activities, and the integration of Microsoft Dataverse and Teams.
We'll then look at Dynamics 365 Customer Insights (which used to be called Dynamics 365 Marketing). We'll look at the Dynamics 365 principles behind generating and scoring leads, segments and subscription lists, email marketing, event managing, and more.
Next up is Dynamics 365 Sales. This includes the principles behind qualifying leads, the opportunity management process, the quote lifecycle, and the sales pipeline forecasting concepts.
Then we'll briefly look at Dynamics 365 Customer Service, examining how to use queues to manage work, the case lifecycle, and Knowledge Management.
The final item is Dynamics 365 Field Service. We'll look at the work order lifecycle, the Inspections feature, customer asset management, and resource and scheduling processes.
No prior knowledge is required - we'll even see how to get a free Microsoft Dynamics 365 trial!
There are regular quizzes to help you remember the information, so you can be sure that you are learning.
Once you have completed this course, you will have a good introductory knowledge of the customer engagement features and capabilities of Dynamics 365 apps.
So, without any further ado, let's have a look at how you can use the Udemy interface, and then we'll have a look at the objectives for the exam and therefore the syllabus for this course.
Course Content
- 10 section(s)
- 76 lecture(s)
- Section 1 Introduction
- Section 2 Identify common customer engagement features
- Section 3 Describe Dynamics 365 Customer Insights - Journeys (Marketing) capabilities
- Section 4 Describe marketing-related apps
- Section 5 Describe the Dynamics 365 Sales lifecycle
- Section 6 Describe forecasting and sales-related apps
- Section 7 Describe Dynamics 365 Customer Service components
- Section 8 Describe Dynamics 365 Customer Service capabilities and related apps
- Section 9 Describe Field Service capabilities
- Section 10 Describe scheduling capabilities
What You’ll Learn
- Describe Dynamics 365 Customer Insights - Journeys (Marketing) capabilities and related apps
- Describe Dynamics 365 Sales lifecycle and related apps
- Describe Dynamics 365 Customer Service components
- Describe Dynamics 365 Field Service capabilities and scheduling capabilities
- Identify common customer engagement features and integration options
Skills covered in this course
Reviews
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JJustin Terry
Provided a solid overview of knowledge required for the MB-910 exam (now retired on 31st December 2025). I passed the certification with a decent score. I did also complete the Microsoft Learn preparation courses and used the official MeasureUp practice test and Microsoft readiness assessment. Thanks for another good course, Phillip!
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JJohn Russell
I used this course to pass my MB-910 exam today. I found the content really good, and the practise exam was useful.
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FFelipe Mena Castro
Los subtitulos de algunos videos no funcionan.
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MManua
great learning experience