MB-230 Microsoft Dynamics 365 Customer Service Training Course 23000

MB-230 Microsoft Dynamics 365 Customer Service Training Course 23000

If you want to enroll for our Microsoft Dynamics 365 Customer Service Training Course 23000, we strongly recommend you to enroll here -> Course 23000: MB-230 Microsoft Dynamics 365 Customer Service Training <<- using this link

Business Applications Microsoft Certified Dynamics 365 Customer Service Functional Consultant Associate Exam MB-230 Microsoft Dynamics 365 for Customer Service

Course Overview

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; it assists with tracking data against sales goals, automating best practices, learning from data, and more.

Our team of globally recognized experts take students step by step, from lead, to opportunity, to closed deal. Using the application’s available automation and customization options, students will learn how to enable sales staff to be their most productive selves.

Audience profile

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, application, and service integrations.

Skills gained

  • Install and configure the customer service app
  • Identify common customer service scenarios
  • Complete a case resolution process
  • Analyze customer service data
  • Automate case management record processing
  • Create and use knowledge articles
  • Create and use entitlements and service level agreements


Familiarity of business applications and the desire to customize and implement them for business.

Course outline

Module 1: Sales Overview

In this module students will learn the basics of sales in Dynamics 365. They will install and configure the application, as well as learn about security roles, key terms, and the data model.


  • Sales overview
  • Configuring Sales
  • Module summary

After completing this module, students will be able to:

  • Install and configure the sales application
  • Identify common sales scenarios

Module 2: Working with Opportunities

In this module students will learn how to manage customer data records, use built-in sales tools, and take a lead to an opportunity.


  • Manage customers
  • Working with opportunities
  • Embedded intelligence
  • Playbooks
  • Integrated sales tools
  • Module summary

After completing this module, students will be able to:

  • Create customer records
  • Use sales tooling

Module 3: Quotes to Orders

In this module students will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage sales opportunities to closed deals.


  • Order processing overview
  • Manage product catalog
  • Create and manage quotes
  • Create and manage orders and invoices
  • Module summary

After completing this module, students will be able to:

  • Create and use the product catalog
  • Add quotes to opportunities
  • Complete a sale with an order

Module 4: Sales Analytics and Insights

In this module students will learn how to create and use goals, integrate with PowerBI, and enable Sales AI.


  • Overview
  • Power BI
  • AI for Sales
  • Modules summary

After completing this module, students will be able to:

  • Create and use goals
  • Integrate with PowerBI
  • Enable Sales AI functionality

Power Automate Training MB-404 400004 Build Your Own App

Build Your Own Power Automate Training App Flow Course Workshop MB-404 40004 Dynamics Edge

Dynamics 365 Power Automate Training Course 400004 by Dynamics Edge – and also see more Power Automate Training help you redefine your modern organization. The ultimate goal is for your business to lower development cost, gain productivity and enable your organization to better serve your customers.

You are the ultimate catalyst to make your success happen! We have developed this workshop just for you to "Build Apps!"

This custom workshop is hands-on and starts with a relevant example, then lets you Build Your Own App!

Our case-based Power Automate Dynamics 365 training workshop uses the case study method to ensure maximum impact and learning. This workshop is facilitated by a professional Power App developer to give you real-time answers when your get stuck!

Ever tried searching a lot of long hours for (and even longer watching through and actually understanding) a ton of "free" Power Automate training or tutorial videos, or ever tried poring through "free" documentation all by yourself? That may be "all well and good" – until you get stuck.

We answer questions.

Start with examples and structured lab exercises, then "drop the training wheels" and start building your own App!

Our real-world examples and templates give you a great start. Our guidance is well worth the money and you also have a wealth of videos and online resources that may make more sense after the class.

Course Outline:

Lets Get Started!

Module 1: The Power App Universe

  • Model-driven apps
  • Common Data Service
  • Common Data Model
  • Data Connectors
  • Custom connectors

Module 2: Building a Canvas App

Canvas apps
  • Generate an app automatically
  • Build an app yourself
  • Customize a sample app
  • Customize a PowerApps form
  • Connectors
  • Apply business logic
  • Controls reference
  • Formula reference
  • Share an app
  • Extend canvas apps

Module 3: Building a Model App

Model-driven apps
  • Create a Model Drive (data model structured) App
  • Understand app components
  • Create and design app forms
  • Apply business logic
  • Create and manage app views
  • Use charts
  • Use dashboards
  • Use custom controls
  • Use themes for branding
  • Share an app
  • Distribute an app

Module 3: Building A Portal App

Dynamics Portals and Portal Power Apps
  • The types of Portals
  • Customer Self-Service
  • Community
  • Partner
  • Employee Self-Service
  • Custom Portal
  • Creating a Portal App

Module 4: Common Data Service

  • The Common Data Service
  • Entities
  • Entity relationships
  • Fields
  • Apply business logic
  • Solutions
  • Security in Common Data Service

Module 5: The Power BI Service

  • Power BI, reports and brief overview about how they can be used in a Power App

Module 6: Extend canvas apps

  • Extend canvas apps
  • Custom connectors
  • Integrate into websites and other services
  • Develop offline-capable apps

Module 7: Extend model-driven apps

  • Extend model-driven apps
  • Customize entity forms
  • Customize entity views
  • Customize visualizations and dashboards
  • Apply business logic using client scripting
  • Customize commands and ribbon
  • Build custom components (Power Platform component framework)
  • Create, manage, and publish app

Module 8: Best Practices

  • Best Practices
  • Use Collections for UI Standardization
  • Have a "Loading" button
  • Use Pop-Up Information Boxes

Module 9:Power Apps Workshop

  • Course Review