Dynamics 365 Sales Hub Training Courses

Relevant Microsoft Dynamics 365 Sales Hub Training Courses by Dynamics Edge illustrate the purpose of the Sales Hub app being built on the Unified Interface framework and what the Unified Interface is and why it should be relevant to you.

Dynamics 365 Sales Hub Training

You can access your Sales Hub data while you are traveling or even on vacation by using Microsoft Dynamics 365 for phones application or Dynamics 365 for tablets app on your mobile devices for your convenience.

A starting point for browsing for or getting help on Dynamics 365 Sales training is to contact Dynamics Edge today. Learn the basics and much more with our Dynamics 365 training courses on Sales App Sales Module and Sales Hub.

Check out our offerings for:

  • Dynamics 365 Sales Hub Training January 2020
  • Dynamics 365 Sales Hub Training February 2020
  • Dynamics 365 Sales Hub Training March 2020

and more.

You can also ask for special specific training like "dynamics 365 sales hub missing" training.

For instance how do you solve the issue where your D365 Sales Hub is missing?

For your in depth case you can try taking our D365 Sales training courses

Our D365 trainng can help you here, you can also try these stpes first as well to see if you can resolve it now:

Overview: Before you can start using the Dynamics 365 Sales Mobile app, you may need to install the Dynamics 365 for mobile app on your device. Here is some more relevant information. Here is some basic steps regarding how to install Dynamics 365 for phones and tablets.

Dynamics 365 Sales Hub Is Missing – Where is Sales Hub?

You should notice that when you first sign in, you should see the home page with your apps listed there.
Now you should go ahead and select Sales Hub.

So then please go ahead and choose an app from the list, Sales Hub being the app you want here.

Using the navigation bar
Use the nav bar on the left to create a new record, search, get to your work area, or even to do all kinds of other tasks.

The Recently Used section and Favorites section are both there to provide relatively quick access to your pertinent views, dashboards and records.

Select the Menu button on the nav bar, and then select Favorites and Recent Favorite Button in order to access some of your favorite records.
In order to pin an item as a favorite, what you do is that from the list of Recently Used items, go ahead and tap the pin looking icon or element. This action will go ahead and pin / move the item to Favorites so you can conveniently access it.

Recent items and Favorites.

The Sales Hub app on the Dynamics 365 for phones mobile app is tailored and designed to be your assistant at work and to be productive. This app helps you to close more deals, act as your office assistant, and engage with customers more effectively with efficient performance of day-to-day activities by using the Sales Hub app.

Dynamics 365 Supply Chain Management Training Guide

Our Microsoft Dynamics 365 Supply Chain Management Training Courses help prepare you to become Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate. Potential candidates for Exams MB-300 and MB-330 can benefit from our training courses.

You may want to check out our course 300300 to prepare for Microsoft Certification Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations

Course 300300 – use this link for Course 300300 which helps you prepare for Exam MB-300.

Dynamics 365 Supply Chain Management Training

Our Dynamics 365 Training for Supply Chain Management is specially designed for supply chain management users of Dynamics 365 Finance and Operations Supply Chain Management Module

Dynamics 365 Supply Chain Management Functional Consultants streamline inventory management, master planning, cost accounting, and warehouse management for their clients and end users.

Choose Dynamics Edge for Dynamics 365 Finance and Operations Supply Chain Management Training to help you Understand How To:

  • Use common functionality as well as implementation tools
  • Configure processes, security and other options
  • Perform proper data migration
  • Validate and support Dynamics 365 solutions for Supply Chain Management
  • Implement product information management
  • Implement inventory management
  • Implement warehouse management and transportation management and perform business processes
  • Implement and manage supply chain processes

Learn how to configure and use supply chain management in Dynamics 365. Get started with Dynamics 365 Supply Chain Management and learn to become a Functional Consultant Business User of Dynamics 365 Supply Chain Management module in Finance and Operations!

Microsoft Certified Dynamics 365 Supply Chain Management Functional Consultant Associate

Dynamics 365 Supply Chain Management bootcamp workshops and training courses help you learn how to harness the power of D365. Microsoft D365 Supply Chain Management empowers organizations and employees with the cool ability to get a nice, unified view of warehouse, inventory, manufacturing, logistics and service. You can have predictive analytics that turn relevant data into actionable insights to support better strategic decisions for your big picture success.

Learn the benefits of Supply Chain Management with our Dynamics 365 F&O ERP training options and get a great overview of all the distribution and trade features in Supply Chain Management that you can use to succeed today.

Get an ability to use Supply Chain Management to configure and manage products and inventory in Microsoft Dynamics 365 Supply Chain Management and get on a right track to success.

Learn the following topics and more:

Overview of Supply Chain Management

Benefits of Supply Chain Management

Cost management

Cost accounting

Inventory management and Warehouse management

Master planning

Procurement and sourcing

Vendor collaboration

Product information management

Production control

Intercompany trade

Learn to manage your warehouse with Dynamics 365 warehouse management training (i.e. Dynamics 365 training on warehouse management ).

Learn to manage your transportation with Dynamics 365 transportation management training (i.e. Dynamics 365 training on transportation management).

The Transportation management module ( Dynamics 365 Transportation Management System Training or Dynamics 365 TMS Training ) in Dynamics 365 Supply Chain Management is designed to help you find the most efficient way to deliver goods to your customers with Finance and Operations and gain success.

To get certified, take two exams

CERTIFICATION EXAM 1: Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations
AND

CERTIFICATION EXAM 2: Exam MB-330: Microsoft Dynamics 365 Supply Chain Management

Take our courses to prepare, take and pass these exams, and congratulations you are a Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate!

Microsoft Dynamics 365 for Retail Exam MB6-897 Training

The main goals and objectives of our Microsoft D365 for Retail training class: Dynamics 365 for Retail Exam MB6-897 Training Course 806897 is to offer students a comprehensive understanding of Retail functionality within Microsoft Dynamics 365 for Finance and Operations module. We also offer custom Dynamics 365 for Retail e-Commerce Platform training workshops. Acquire a great understanding of Microsoft Dynamics 365 for Retail with this training class 806897 and prepare for Exam MB6-897: Microsoft Dynamics 365 for Retail at the same time. Exam MB6-897: Microsoft Dynamics 365 for Retail was published on around October 23, 2017 and is available in English. Course 806897 helps you prepare for the following Microsoft Dynamics 365 for Retail training exam topics

Microsoft Dynamics 365 for Retail Exam MB6-897 Training Class Course 806897 Dynamics Edge D365 for Retail Training

Set up and configure organizational parameters (20 – 25%)
Model an organization
This objective may include but is not limited to: create models of organizations; create and configure organization hierarchies; create and modify retail operating units
Configure retail parameters
This objective may include but is not limited to: set up a retail store set up info codes and sub codes; assign and translate info codes; configure units of measure and conversion; define retail parameters; set up sales tax and sales tax overrides; describe and configure payment methods; configure payment connectors; set up credit card payment services; configure full-text search
Configure workflows
This objective may include but is not limited to: Describe retail workflow features; configure workflow prerequisites; create and configure workflows, activate a workflow; associate workflows with an organization; monitor workflow status
Integrate stores
This objective may include but is not limited to: configure and monitor Commerce Data Exchange services; test and troubleshoot Async client and server connectivity; view retail channel transactions; set up up store locator groups
Manage retail channels
This objective may include but is not limited to: build an online store; synchronize online store sales orders; create a call center
Set up and Configure Point of Sale (10 – 15%)
Perform Point of Sale (POS) set up processes
This objective may include but is not limited to: set up offline, functionality, receipt, Dynamics 365 Lifecycle Services LCS training, hardware, visual, email notification, and channel integration POS profiles; configure a receipt format; set up data distribution
Configure POS terminals with our Microsoft Dynamics 365 for Retail POS Training.
This objective may include but is not limited to: set up keyboard mapping groups; configure POS permission groups; create registers and POS devices; create screen layouts that use button grids and images; manage drawer operations
Configure barcodes and labels with Microsoft Dynamics 365 for Retail Point of Sale Training.
This objective may include but is not limited to: create and view barcodes for specific products; print shelf labels; create barcode masks
Set up and Configure Products (15 – 20%)
Configure basic product parameters
This objective may include but is not limited to: create product dimensions and dimension groups; create a product; create and modify product attributes; create product features and assortments; create product relationship types and product relationships; create a product master or variant; create, assemble, disassemble, and sell product kits
Build product category hierarchies with Microsoft Dynamics 365 Product Category Hierarchies Training by Dynamics Edge!
This objective may include but is not limited to: describe hierarchy types; create a category hierarchy; maintain hierarchies; bulk edit a category
Create and manage catalogs
This objective may include but is not limited to: Create a catalog; configure and analyze catalog layout; update, validate, approve and publish catalogs; create source codes
Manage delivery modes
This objective may include but is not limited to: set up delivery modes; add channels to delivery modes; add products to delivery modes
Manage direct delivery with Microsoft Dynamics 365 for Retail Direct Delivery Training by Dynamics Edge.
This objective may include but is not limited to: set up direct delivery; configure products and sales orders for direct delivery; confirm direct delivery orders; create pick waves; set up the picking process; create a workbench; generate picking workbench sessions
Manage pricing discounts with Microsoft Dynamics 365 for Retail Pricing Discounts Training.
This objective may include but is not limited to: create catgory pricing rules; discount products based on catalogs; set up affiliated pricing; adjust prices; create price groups; configure mix and match discounts; create quantity discounts
Connect vendor information to products
This objective may include but is not limited to: create a vendor catalog; set up price margin alerts on a product; define price points for products; add vendor product numbers to a product
Manage Retail Operations (15 – 20%) with Microsoft Dynamics 365 for Retail Operations Training by Dynamics Edge.
Manage workers
This objective may include but is not limited to: create jobs; create positions; set up a worker; create and link address books; implement role-based security; view and manage shifts
Generate retail information reports
This objective may include but is not limited to: identify available reports; identify available workspaces; perform recency, frequency, and monetary (RFM) analysis
Implement customer loyalty schemes and gift cards
This objective may include but is not limited to: describe the loyalty setup process; configure prerequisite components; create a customer loyalty scheme and program; process loyalty transactions; resolve loyalty card number conflicts; add products to loyalty schemes; set up physical and virtual gift cards; add funds to a gift card
Manage journals
This objective may include but is not limited to: describe post statement actions; create and calculate a statement; view posted statements; configure batch processes for statements
Manage inventory replenishment with Microsoft Dynamics 365 for Retail Inventory Replenishment Training by Dynamics Edge.
This objective may include but is not limited to: build replenishment rules; implement cross docking for product distribution; create a buyer’s push; create a replenishment hierarchy; create service categories
Manage a call center
This objective may include but is not limited to: create fraud rules; create a continuity program; create continuity orders; implement credit card and refund workbenches; configure check holds; set up credit limit checking; create rules for up-selling and cross-selling; set up target markets; create and use scripts
Conduct Retail Activities (25 – 30%)
Perform POS operations with Microsoft Dynamics 365 for Retail POS Operations Training or Microsoft D365 for Retail Point of Sale Operations Training.
This objective may include but is not limited to: conduct a transaction; override a price; identify reason codes and hold codes; hold and recall a transaction; clear a hold
Manage sale orders
This objective may include but is not limited to: view detailed status information for a sales order; identify sales order cancellation constraints; configure price matching; configure prepayment
Manage customers
This objective may include but is not limited to: create a customer; check for duplicate customers; merge and unmerge customer records; create and configure cases; search for a customer
Manage drawer operations and daily operations with Microsoft Dynamics 365 for Retail Drawer Operations Training and Microsoft Dynamics 365 for Retail Daily Operations Training.
This objective may include but is not limited to: perform opening procedures; conduct tender operations; perform overrides; perform closing procedures; open, pause, resume, and close shifts; clock in and out; create sales with cash or credit card payments; void transactions; accept returns
Manage installment billing
This objective may include but is not limited to: set up and configure installment billing; create payment schedules; add installments to a sales order; process installment billing payments
Manage returns and Return Merchandise Authorization (RMA) processing with Microsoft Dynamics 365 for Retail RMA Training Classes.
This objective may include but is not limited to: identify steps in the RMA process; create an RMA; configure process return options

With Dynamics Edge you can discover the certification exam learning oppportunities for Dynamics 365 products, ‎Dynamics 365 customers and ‎Dynamics 365 partners related to Dynamics 365 and Dynamics 365 for Retail. Get Dynamics 365 for Retail training to become certified with our quality learning course 806897 by preparing for Exam MB6-897. Quality Dynamics 365 Retail Training is also sometimes known as Dynamics AX Retail training. Also you can call us for custom Dynamics 365 for Retail Development Training Classes. Microsoft Dynamics 365 for Retail Training also helps you understand the integrated Point of Sale (POS) components. For Dynamics 365 for Retail Extensibility Patterns Training on best practice with Dynamics 365, call for a custom course so you can understand how to extend solutions for Dynamics 365 for Retail. Some related custom courses to Microsoft Dynamics 365 Enterprise Edition for Retail Training include Course 80970AE: Workflow Configuration for Retail in Microsoft Dynamics 365 Finance and Operations. Dynamics Edges delivers Microsoft Dynamics 365 Training Classes on D365 for Sales (formerly Dynamics CRM Training), D365 for Customer Service, D365 Business Central (formerly Dynamics NAV Training), D365 for Customer Engagement, D365 for Talent, D365 for Retail (formerly Dynamics 365 for Finance and Operations Training and formerly Dynamics AX Training).

For legacy we also offer Microsoft Dynamics AX 2012 R3 Training – call us for more info.

Our class 806894 Dynamics 365 – Development, Extensions & Deployment for Finance and Operations (AX) Exam MB6-894 Training may also be of interest to you based on these topics.

Understand the architecture and development environment (20-25%)
Describe the Microsoft Dynamics 365 for Finance and Operations architecture
Describe the development environment; describe the components in the application stack; identify cloud architecture components; explain the server architecture; describe the layer architecture
Describe the Microsoft Dynamics 365 for Retail architecture
Identify components of the retail solutions and their purpose; Describe differences and uses for the Retail Server and the Retail Store Scale Unit (RSSU); Describe hardware components; Describe and create components for the Modern Point of Sale (MPOS) and the Cloud Point of Sale (Cloud POS)
Manage development with Microsoft Visual Studio and Lifecycle Services (LCS)
Identify the windows and basic navigation of Visual Studio; describe differences between and uses for projects, models, solutions, and packages; describe and perform the build process; describe the features of LCS; use LCS to deploy hotfixes, manage assets, and complete the build process
Develop new elements by using Application Explorer (20-25%)
Create and manage labels and resources
Create new label files; create and use labels; describe elements and uses for labels; identify best practices for labels; identify uses for resources
Create and manage data types
Describe uses for base enumerations; create new base enumerations; identify best practices for base enumerations; describe primitive and extended data types; create new extended data types; identify key properties for extended data types; implement best practices for extended data types
Create and manage tables
Identify the components of a table; describe various types of table relationships; describe various types of table indexes; implement best practices for tables, relationships, and indexes
Read and Write Basic X++ (20-25%)
Describe the X++ environment
Identify the characteristics of X++ with Microsoft Dynamics AX X++ Training; use the code editor to write X++; describe the features of IntelliSense; identify basic syntax for X++; describe the use of common key words in X++ with Microsoft Dynamics 365 X++ Training; describe the features of the debugger; use the comparison tool; use the best practice checker
Work with X++ control statements
Work with variables, operators, conditional statements, and loops; use built-in functions; use communication tools
Work with classes
Create new classes; describe scoping events and parameters; describe inheritance; identify key best practices when writing X++
Manipulate data with X++
Identify techniques for data retrieval; explain uses for transaction integrity checking; insert, update, and delete records using X++; identify best practices for manipulating data with X++ with Microsoft Dynamics 365 for Retail X++ Training
Manage exceptions in X++
Identify exception types; use try/catch statements; describe the features of optimistic concurrency control; describe best practices for exception handling with X++
Manage the User Interface and Security for Developers (20-25%)
Manage the user interface
Identify components of various form patterns; identify common form patterns and sub patterns; identify key properties for form elements; apply and validate form patterns; describe uses for tiles; describe how to join data in forms; implement best practices for form development
Manage the user navigation
Identify types of menu items; create menu items and menus; identify key properties for menu items; describe uses for menu items; implement best practices for menus and menu items
Manage security in the development environment
Describe the security architecture; describe the components of role-based security; create new privileges, duties, and roles in the application explorer; describe the extensible data security framework
Develop and extend retail components (15-20%)
Modify retail components
Describe the components of the Commerce Runtime (CRT) and how to extend the CRT; describe the components of the Commerce Data Exchange (CDX) and how to extend the CDX; Identify components of the retail architecture that can be extended; Describe how to extend various components of the retail architecture.
Deploy retail modifications
Describe how to package and deploy retail modifications into a source environment; review and apply retail hot fixes; create and deploy packages for retail; resolve conflicts and rebuild packages
Monitor retail components
Identify, use and extend diagnostics and monitoring tools for retail components; Identify, setup, and monitor data distribution and offline databases; Understand hot, warm, and cold paths for diagnostics and monitoring; Use events logs, and LCS to monitor and diagnose issues with retail components

Microsoft Dynamics 365 Advanced Planning Training and Licensing

Dynamics Edge offers Microsoft Dynamics 365 Advanced Planning Training and Licensing. Click here to request more info

Microsoft Dynamics 365 Advanced Planning Training and Licensing for Finance and Operations AX Dynamics Edge

Custom Dynamics 365 Advanced Planning Training by Dynamics Edge helps you understand how to engage product line profitability and inventory catalog optimization while actually delivering the latest state-of-the-art and almost-real-time enhancements to your employees and staff. Dynamics Edge’s full suite of custom Dynamics 365 for Finance and Operations Training helps you leverage a visualization and analytics platform that empowers your entire line of buyers to make optimal, fantastic purchasing choices. This also helps you to improve the accuracy of real time on demand predictive analysis through better demand planning and forecasting.

There are two main plans related to Dynamics 365 for Finance and Operations. Note that we have separate custom Microsoft Dynamics AX Training for the old version of the product, and right now in 2018 and 2019 we now have frequently updated, distinct, and even customized-for-you brand new Dynamics 365 Finance and Operations Training for the updated cloud version which has diverged somewhat from Dynamics AX significantly at this point in time. For now here is a free Dynamics 365 Licensing Training intro on the two main plans , call us for more info beyond this.

Here are the two main Microsoft Dynamics 365 for Finance and Operations Licensing Plans!

The Dynamics 365 Unified Operations Plan Training Module Includes Dynamics 365 for Retail Training, Dynamics 365 for Talent Training and Dynamics 365 for Finance and Operations Training.

  • The custom Dynamics 365 Plan Training has the following D365 Training included:
  • D365 Finance and Operations Training
  • D365 for Retail Training
  • D365 for Talent Training
  • D365 for Sales Training or Dynamics 365 for Sales Training
  • D365 for Customer Service Training or Dynamics 365 for Customer Service Training
  • Dynamics 365 for Field Service Training or D365 for Field Service Training
  • Dynamics 365 for Project Service Automation Training or D365 for Project Service Automation Training

You also get these benefits:

  • Improve enterprise profitability and optimize inventory.
    On time decisions are important in order optimize specific inventory and improve enterprise-level profitability through a unique combination of great data visualization systems and advanced deep analytics (as well as AI and Machine Learning).
  • Get almost real time on demand access to key data and key performance metrics.
    Reveal deep insights into enterprise digital performance via deep analytics possibilities and capabilities that empower main retailers to gain access to a variety of data from sources aggregated from multiple channels.
  • Enrich and Enhance operational processes with Dynamics 365.
    Dynamics 365 enables you to access psychographics, social data, and search information in almost real time on demand. All this helps you to start gaining deep insights that originiate from a variety of different data that has been sourced and aggregated from a combination of purchased sources, private sources, public sources and more.
  • Dynamics 365 solutions help you start to accelerate and streamline your growth for the short term and  the long term throughout your enterprise.
    Enhance the unification of worldwide operations as well as financial data in order to bring a lot of power to the right people. These people can get the data to make well-informed as well as quick choices that bring positive growth to the enterprise. Microsoft Dynamics 365 for Finance and Operations Custom Training Courses with Dynamics Edge helps you understand how FInance and Operations empowers enterprises to adapt quickly to drive business growth even in changing business conditions by strategic use of the software.
  • Boost your performance in the financial sector.
    You can deliver awesome, robust & solid reporting and analytics. Also, in the accounting department you can close your books more quickly, become much more profitable via the use of great business intelligence and deep analytics, while also making sure your international compliance needs are met.
  • Execute operations in much smarter ways.
    As the forefromt of efficiencey and agility, Dynamics 365 can become the new powerhouse for your entire manufacturing line processes. All of this helps you start optimizing and integrating your production scheduling, operations, cost management, planning and much more!
  • Streamline and automate your whole supply chain with Microsoft Dynamics 365 Finance and Operations.
    As an advanced, unified inventory and warehouse management platform, Dynamics 365 for Finance and Operations helps you improve material sourcing, logistics and fulfillment.
  • Dynamics is an adaptable, modern platform that helps you innovate throughout the enterprise.
    Dynamics 365 is truly an intelligent application that is easy extend, tailor, customize, and integrate seamlessly with web services, software services, and other apps, including ones you already use on a day to day basis.