Microsoft Dynamics 365 Fundamentals [MB-901]


Duration: 2 Days


Note: This exam retired on June 30, 2021. A new version of this exam, MB-910 and MB-920 is available. Do visit MB-910 and MB-920 course page for more details. The MB-901 Microsoft Dynamics 365 Fundamentals certification is for candidates who wishes to validate their foundational knowledge of Microsoft Dynamics 365. CloudThat’s certification BootCamp for MB-901 exam has been introduced to help aspiring candidates with the right training and relevant study material necessary to pass the MB-901 exam. On passing the MB-901 exam, candidates receive the Microsoft certified Dynamics 365 Fundamentals badge.
Dynamics Fundamentals MB-901

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After completing this course, candidates will be able to:

  • Distinguish between the different Dynamics 365 applications
  • Articulate the business value and core functionality of the Dynamics 365 apps
  • Describe Artificial Intelligence (AI) and Mixed Reality (MR)
  • Define the digital transformation loop
  • Describe Cloud-based security
  • Summarize role-based security in Dynamics 365
  • Explain Dynamics 365 reporting options
  • Give examples of cross-Dynamics app integration
  • Describe Office 365 and Dynamics 365 integration

Who Should Attend

  • Function consultants who want to acquire a solid grounding in the fundamentals of Dynamics 365.


  • Should have general knowledge or relevant working experience in an Information Technology (IT) environment.
  • Should have a basic understanding of business scenarios and experience in addressing business, legal, and security requirements for IT projects.

Course Outline

Module 1: Introduction to Microsoft Dynamics 365
In this module, students will learn to explore and evaluate the Dynamics 365 applications that empower employees, engage customers, and optimize operations. They will get a holistic view of the whole Dynamics 365 application. 


  • Dynamics 365 Applications overview 
  • Artificial Intelligence (AI) 
  • Mixed Reality (MR) 
  • Digital Transformation 
  • Module Summary 

Module 2: Principles of Cloud Computing
In this module, students will understand the principle of cloud computing, and explore deployment options for Dynamics 365 business applications. 


  • Cloud Computing Overview 
  • Benefits of Cloud Computing Compliance, terms, and requirements 
  • Types of Cloud Services 
  • Deployment
  • Azure DevOps 
  • Microsoft Dynamics Lifecycle Services (LCS) 
  • Explore Power Platform Admin Center 
  • Summary 

Module 3: Introduction to Dynamics 365 Sales 
In this module, students will be introduced to Dynamics 365 Sales, which enables sales professionals to build strong relationships with their customers, take actions based on insights, and close sales faster. 


  • Automation of Business Processes with Dynamics 365 Sales 
  • Manage the Sales Process and Pipeline 
  • Benefits of Microsoft Relationship Sales Solution (MRSS) 
  • Dynamics 365 Sales Insights 
  • Dynamics 365 Customer Voice 
  • Dynamics 365 Product Visualize 
  • Summary 

Hands-on Lab:  

  • Create or edit quotes 
  • Create or edit orders 
  • Create or edit invoices 

Module 4: Introduction to Dynamics 365 Marketing 
In this module, students will be introduced to Dynamics 365 Marketing and how Dynamics 365 Marketing is designed to help find and nurture the right leads. Students will learn how to run multi-channel marketing campaigns including email, text messaging, web, custom channels, and events to attract the right prospects.  


  • The benefits of Dynamics 365 Marketing 
  • Features and Functionality of Dynamics 365 Marketing 
  • Lead Generation and qualification 
  • Customer Journey 
  • Segmentation 
  • Event Management
  • Summary

 Hands-on Lab:  

  • Create engaging emails 
  • Pinpoint your audience 
  • Build a campaign 

Module 5: Introduction to Dynamics 365 Customer Service
In this module, we will introduce you to how Marketing manages customer expectations and provides the necessary tools so organizations can keep their customers happy. They will learn to leverage the built-in intelligence of Dynamics 365 Customer Service. 


  • Dynamics 365 Customer Service overview 
  • Account Management 
  • Case Lifecycle Management 
  • Knowledge Articles 
  • Omnichannel for Dynamics 365 Customer Service 
  • Power Apps Portals 
  • Dynamics 365 Customer Service Insights 
  • Summary 

Hands-on Lab:  

  • Create and manage a case 

Module 6: Introduction to Dynamics 365 Field Service
In this module, students will be introduced to Dynamics 365 Field Service. They will learn how Field Service helps organizations deliver seamless end-to-end service experience, where world-class Customer Relationship Management (CRM) capabilities converge with powerful machine learning, mixed reality and IoT technology to create a single, integrated solution that is transforming field service management. 


  • Benefits of Dynamics 365 Field Service 
  • Connected Field Service 
  • Service Resource Scheduling 
  • Resource Scheduling Optimization (RSO) 
  • Field Service Mobile 
  • Dynamics 365 Remote Assist 
  • Dynamics 365 Guides 
  • Summary 

Module 7: Introduction to Dynamics 365 Finance 
In this module, students will be introduced to Dynamics 365 Finance, Microsoft’s financial management business application that enables medium and enterprise organizations to monitor the performance of global financial operations in real-time, predict future outcomes, and make data-driven decisions to drive growth. 


  • Dynamics 365 Finance overview 
  • Dynamics 365 Finance core capabilities 
  • Summary 

Hands-on Lab: Explore Dynamics 365 Finance 

Module 8: Introduction to Dynamics 365 Supply Chain Management
In this module, students will be introduced to Dynamics 365 Supply Chain Management, which empowers employees of a business to get a unified view of inventory, warehouse, manufacturing, service, and logistics with predictive analytics that turn data into insights to support better strategic decisions. 


  • Dynamics 365 Supply Chain Management overview 
  • Dynamics 365 Supply Chain Management Core Capabilities 
  • Dynamics 365 Layout 
  • Summary 

 Hands-on Lab:  

  • Create a product 
  • Create product masters 
  • Create a purchase order 

Module 9: Introduction to Dynamics 365 Business Central 
Dynamics 365 Business Central is comprehensive business management solution that helps connect data, people, and processes. It is designed for small and medium businesses that have outgrown their existing management tools and need to streamline and improve their operations. In this module, we will introduce you to how Dynamics 365 Business Central automatically pulls systems and processes together, enabling users to manage integrated financials, sales, service, and operations. 


  • Dynamics 365 Business Central overview 
  • Finance and Budgeting 
  • Supply Chain Management 
  • Project Management 
  • Sales and Service 
  • Use of Business Central versus other Dynamics 365 applications 
  • Summary 

Module 10: Introduction to Dynamics 365 Human Resources 
In this module, students will learn about the Dynamics 365 Human Resources. 


  • Dynamics 365 Human Resources overview 
  • Employee Self-service 
  • Personnel Management 
  • Benefits Management 
  • Employee Development 
  • Summary 

Hands-on Lab:  

  • Create a job

Module 11: Introduction to Dynamics 365 Commerce
In this module, students will be introduced to Dynamics 365 Commerce. 


  • Dynamics 365 Commerce overview 
  • Omnichannel and Channel management 
  • Dynamics 365 Commerce Core Functional Areas 
  • Assisted Selling 
  • Merchandizing and Inventory 
  • Dynamics 365 Commerce Deployment Options 
  • Dynamics 365 Fraud Protection 
  • Summary 

Module 12: Recognize Dynamics 365 Security 
In this module, students will learn and understand data loss prevention which is part of the overall layers of security that the power platform at Dynamics 365 offers. 


  • Dynamics 365 Cloud Security 
  • Cloud Security Basics 
  • Understanding role-based Security 
  • Security in Finance and Operations Apps 
  • Summary 

Hands-on Lab: 

  • Explore security roles in Dynamics 365 model-driven apps 
  • Explore security roles in Finance and Operations apps 
  • Enhance security by encrypting your data 

Module 13: Connect and Analyze your Dynamics 365 Data 
In this module, students will learn reporting and analytics in Dynamics 365 business applications. 


  • The use of Microsoft Power Platform in Dynamics 365 
  • Benefits of Common Data Service 
  • Dynamics 365 reporting 
  • Summary 

Hands-on Lab: 

  • Explore Power Platform Admin Center   

Module 14: Explore Model-driven App Integrations and Dynamics 365 Customer Insights 
Model-driven apps integrate across the Microsoft product’s stack. Using connectors, it is also possible to integrate with hundreds of other software offerings available in AppSource. In this module, we will introduce you to the integrations available to model-driven apps. 


  • Integration Across Dynamics 365 applications 
  • Integration with Microsoft Products 
  • Integration with Third-party Applications 
  • Dynamics 365 Customer Insights 
  • Summary 

Module 15: Explore Finance and Operations Cross-app Integrations 
In this module, students will learn how to make the right design decision when implementing integration scenarios in Microsoft Dynamics 365 Finance and Supply Chain Management. 


  • Integration across Dynamics 365 apps 
  • Discover the Data Management Framework 
  • Integrations across Microsoft products 
  • Integrations with third-party apps 
  • Explore external system integration capabilities 
  • Summary 

About the Trainer

Microsoft Dynamics Certified Trainer.

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