Becoming a Microsoft Dynamics 365 Marketing Functional Consultant PDF Download
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Author: Malin Martnes
Publisher: Packt Publishing Ltd
ISBN: 1803237317
Category : Computers
Languages : en
Pages : 374
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Book Description
Learn to use Microsoft's powerful marketing automation tool, and get comprehensive knowledge with this in-depth guide covering the core capabilities of Dynamics 365 Marketing Key FeaturesTake your first step on the path to becoming a functional consultant with Dynamics 365 MarketingGet knowledge on how to use the systems features and functionality out-of-the-boxTest your knowledge with self-assessment tests to better understand the contentBook Description Marketing is one of the most powerful entities in the modern world with the potential to make or break a business. The mighty Microsoft Dynamics 356 Marketing tool offers a wide range of marketing automation tools, understanding which is an essential skill for a successful marketer. This in-depth guide to the ins and outs of Dynamics 365 Marketing will help you grasp all the information you need to implement and use the system the right way. Starting with the setup and configuration of your Dynamics 365 Marketing instance, you'll explore fundamental concepts, such as leads, accounts, and contacts, and the creation and administration of segments and lists. Once you've grasped these basic concepts, you'll advance to the core of the book. From the email editor to outbound and real-time customer journeys and from the event module to Customer Voice, you'll develop a solid understanding of the fundamental topics crucial for anyone who wants to be a Dynamics 365 Marketing functional consultant. By the end of the book, you'll be ready for Dynamics 365 Marketing end-to-end implementations. What you will learnCreate and manage marketing forms and pagesWrite good emails and use analytics to measure their effectivenessExplore outbound and real-time customer journeysUse Power Pages for real-time marketing eventsCreate surveys to send to your customers with Customer VoiceExploit the Microsoft ecosystem to get the best resultsWho this book is for Whether you are a marketing consultant working on implementations or a marketer using the system, this book will help you learn all about Dynamics 365 Marketing. With the help of detailed explanations and self-assessment tests, you'll explore the system and will get be ready for end-to-end implementation.
Author: Malin Martnes
Publisher: Packt Publishing Ltd
ISBN: 1803237317
Category : Computers
Languages : en
Pages : 374
Get Book
Book Description
Learn to use Microsoft's powerful marketing automation tool, and get comprehensive knowledge with this in-depth guide covering the core capabilities of Dynamics 365 Marketing Key FeaturesTake your first step on the path to becoming a functional consultant with Dynamics 365 MarketingGet knowledge on how to use the systems features and functionality out-of-the-boxTest your knowledge with self-assessment tests to better understand the contentBook Description Marketing is one of the most powerful entities in the modern world with the potential to make or break a business. The mighty Microsoft Dynamics 356 Marketing tool offers a wide range of marketing automation tools, understanding which is an essential skill for a successful marketer. This in-depth guide to the ins and outs of Dynamics 365 Marketing will help you grasp all the information you need to implement and use the system the right way. Starting with the setup and configuration of your Dynamics 365 Marketing instance, you'll explore fundamental concepts, such as leads, accounts, and contacts, and the creation and administration of segments and lists. Once you've grasped these basic concepts, you'll advance to the core of the book. From the email editor to outbound and real-time customer journeys and from the event module to Customer Voice, you'll develop a solid understanding of the fundamental topics crucial for anyone who wants to be a Dynamics 365 Marketing functional consultant. By the end of the book, you'll be ready for Dynamics 365 Marketing end-to-end implementations. What you will learnCreate and manage marketing forms and pagesWrite good emails and use analytics to measure their effectivenessExplore outbound and real-time customer journeysUse Power Pages for real-time marketing eventsCreate surveys to send to your customers with Customer VoiceExploit the Microsoft ecosystem to get the best resultsWho this book is for Whether you are a marketing consultant working on implementations or a marketer using the system, this book will help you learn all about Dynamics 365 Marketing. With the help of detailed explanations and self-assessment tests, you'll explore the system and will get be ready for end-to-end implementation.
Author: Juan Bravo Vargas
Publisher: Packt Publishing Ltd
ISBN: 1804614408
Category : Computers
Languages : en
Pages : 423
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Book Description
Learn the essential supply chain management concepts and processes within Dynamics 365 Supply Chain Management to become a skilled functional consultant Key Features Learn how to set up and manage core supply chain flows such as procure to pay and order to cash Create robust warehouse and transport management process flows and learn how to optimize them Plan and schedule all your supply chain tasks with planning optimization techniques to maximize resource efficiency Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionMeeting delivery commitments has become increasingly challenging due to evolving demands and fluctuating material availability. As a result, establishing robust systems and processes that can adapt to this dynamic environment has become a necessity. With Becoming a Dynamics 365 Supply Chain Management Functional Consultant Associate, you’ll understand how to initiate and implement effective supply chain management processes. This book begins with an overview of the processes and modules within Dynamics 365 and then delves into real-life case studies involving procurement, sales, and quality assurance. You’ll explore more advanced tools and core processes, such as warehouse and transportation management, which allows you to define storage flows and shipping controls. You’ll also learn about the various tools available to define solutions and discover how to work within the Dynamics 365 Supply Chain Management platform. The last set of chapters will take you through the planning techniques and considerations to schedule and control all supply process flows seamlessly. By the end of this book, you’ll not only be well-prepared to obtain your certification as a Microsoft Dynamics 365 Supply Chain Management Functional Consultant Associate but also be equipped to solidify your expertise and pursue exciting career opportunities.What you will learn Understand the scope of the Dynamics 365 Supply Chain Management platform Find out how to define an effective strategy to set up and control products and inventory Implement core supply chain flows such as procure to pay and order to cash successfully Discover how to comply with quality assurance controls Define and optimize warehouse management flows and transport management shipping Plan and schedule all your replenishments with master planning Who this book is forThis book is for solution consultants working with Dynamics 365 Supply Chain Management or IT professionals looking to gain expertise in supply chain management using Dynamics 365. Business users looking to learn about supply chain concepts will also find lots of useful information in this book. Basic knowledge of supply chain processes is needed to make the most of this book.
Author: Ger Arevalo
Publisher: Ger Arevalo
ISBN:
Category : Computers
Languages : en
Pages :
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Book Description
This book is designed to be an ancillary to the classes, labs, and hands on practice that you have diligently worked on in preparing to obtain your MB-200 & MB-220: Dynamics 365 for Marketing Functional Consultant Associate certification. I won’t bother talking about the benefits of certifications. This book tries to reinforce the knowledge that you have gained in your process of studying. It is meant as one of the end steps in your preparation for the MB-200 & MB-220 exams. This book is short, but It will give you a good gauge of your readiness. Learning can be seen in 4 stages: 1. Unconscious Incompetence 2. Conscious Incompetence 3. Conscious Competence 4. Unconscious Competence This book will assume the reader has already gone through the needed classes, labs, and practice. It is meant to take the reader from stage 2, Conscious Incompetence, to stage 3 Conscious Competence. At stage 3, you should be ready to take the exam. Only real-world scenarios and work experience will take you to stage 4, Unconscious Competence. Before we get started, we all have doubts when preparing to take an exam. What is your reason and purpose for taking this exam? Remember your reason and purpose when you have some doubts. Obstacle is the way. Control your mind, attitude, and you can control the situation. Persistence leads to confidence. Confidence erases doubts.
Author: Quantic Books
Publisher: Quantic Books
ISBN:
Category : Computers
Languages : en
Pages : 62
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Book Description
Candidates for this exam are Microsoft Dynamics 365 functional consultants with sales expertise. Candidates are responsible for implementing solutions that support a sales life cycle so that it can run efficiently and effectively to meet revenue targets, business strategies, and company objectives. Preparing for the Microsoft Dynamics 365 Sales Functional Consultant exam? Here we have brought Best Exam Questions for you so that you can prepare well for this Exam of Microsoft Dynamics 365 Sales Functional Consultant (MB-210) exam. Unlike other online simulation practice tests, you get an eBook version that is easy to read & remember these questions. You can simply rely on these questions for successfully certifying this exam.
Author: Robert Houdeshell
Publisher: Packt Publishing Ltd
ISBN: 1801071098
Category : Computers
Languages : en
Pages : 298
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Book Description
Discover the endless capabilities and end-to-end project management functionalities of Dynamics 365 Project Operations to drive your firm's project success and ensure rapid business growth in the competitive digital economic world Key FeaturesDeliver successful projects via improved collaboration, visibility, and teamwork using Microsoft Project Operations solutionsGain real-time data insights to modernize business strategies to increase market shareBuild the right project operations models to meet business needs with an optimized budgetBook Description Dynamics 365 Project Operations is a game-changing solution set for project-driven businesses that allows you to deliver commercially successful projects in a timely and cost-effective manner, keeping the project teams productive and collaborative. With this book, you'll find out how you can bring more value to the business by winning new projects and driving exponential revenue growth. Starting with the key principles of Project Operations, you'll understand how it improves project planning and execution. You'll then learn how to successfully deploy Project Operations along with different integration strategies and get to grips with the best approach for sales through project opportunities, project contracts, and pricing workflow implementation. This book will guide you through setting up direct staffing and centralized staffing models and enable you to manage project changes confidently by getting hands-on with project timeline management, pricing management, resource assignments, and modifications. In the final chapters, you'll find out how to use Project Operations effectively for project accounting and finance. By the end of this book, you'll have gained the confidence to deliver profitable projects in a well-connected organization through efficient decision-making and successful customer-client relationships. What you will learnConfigure key elements of Project Operations to drive improved collaboration with your customersDiscover how Project Operations is interconnected with Microsoft 365 and Dynamics 365 PlatformUnderstand the Project Opportunity-to-Quote-to-Contract workflow and its implications for sellingFind out how to set up and utilize direct staffing and centralized staffing modelsExplore Project Timeline Management using Task, Board, and Timeline viewsFind out how information flows to finance and operations in Project OperationsWho this book is for This book is for project managers, project leads, business consultants, and business leaders who want to gain a competitive edge by delivering successful projects in a shorter time span with the help of effective operations and workflows across different teams within projects. Knowledge of Microsoft 365 and a sound understanding of business acumen and sales through the delivery process is necessary to get the most out of this book.
Author: Julian Sharp
Publisher: Packt Publishing Ltd
ISBN: 1838984062
Category : Computers
Languages : en
Pages : 623
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Book Description
Get up to speed with expert tips, techniques, and the latest insights to confidently take the PL-200 exam Key FeaturesLearn effectively with the help of self-assessment questions, mock tests, and detailed explanations in this up-to-date study guideAddress the challenges faced by a functional consultant in day-to-day activitiesUnderstand how to configure, customize, and implement solutions based on Power PlatformBook Description The Power Platform Functional Consultant Associate (PL-200) exam tests and validates the practical skills of Power Platform users who are proficient in developing solutions by combining the tools in Power Platform and the Microsoft 365 ecosystem based on business needs. This certification guide offers complete, up-to-date coverage of the PL-200 exam so you can prepare effectively for the exam. Written in a clear, succinct way with self-assessment questions, exam tips, and mock exams with detailed explanations of solutions, this book covers common day-to-day activities involved in configuring Power Platform, such as managing entities, creating apps, implementing security, and managing system change. You'll also explore the role of a functional consultant in creating a data model in the Microsoft Dataverse (formerly Common Data Service). Moving ahead, you'll learn how to design the user experience and even build model-driven and canvas apps. As you progress, the book will show you how to manage automation and create chatbots. Finally, you'll understand how to display your data with Power BI and integrate Power Platform with Microsoft 365 and Microsoft Teams. By the end of this book, you'll be well-versed with the essential concepts and techniques required to prepare for the PL-200 certification exam. What you will learnUnderstand how to build apps that meet customer needsExtend the schema for Dataverse with entities, fields, and relationshipsCreate and configure automations to simplify user activitiesExplore various security features in Power Platform and learn how to implement themUse multiple data sources to create task- or role-based web and mobile applications for usersAutomate business processes and enhance the user experience with Power Automate and UI FlowsIntegrate various applications within the Microsoft ecosystem with Power PlatformWho this book is for This book is for functional consultants and business analysts who are involved in implementing solutions based on Power Platform or Dynamics 365. As the PL-200 exam is a pre-requisite for other role-based certifications in Power Platform and Microsoft Dynamics 365, individuals pursuing their careers in these domains will also find this book helpful. Basic knowledge of Power Platform and access to a Power Platform environment are required to get started with this book.
Author: Dr. Gomathi S
Publisher: Apress
ISBN:
Category : Computers
Languages : en
Pages : 372
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Book Description
Get ready to ace Microsoft Dynamics 365 Business Central and usher in an era of streamlined efficiency, enhanced productivity, and growth. This guide book is your trusty companion on your journey to becoming an ERP implementation pro. The book will take you through the entire implementation process, from initial planning to successful deployment and beyond. The book starts with an introduction to Business Central and the benefits of its implementation. It discusses pre-implementation planning and vendor selection and partnership, and you will learn budgeting and timeline along with evaluating implementation partners. You will go through project management methodologies and learn about resource allocation and team roles. Data migration and cleansing are discussed, along with configuration and customization. You will learn about change management and user adoption, as well as Integration with existing systems. The book takes you through testing and quality assurance, and you will understand how to prepare for Go-Live. You also will learn common implementation challenges and solutions, and future trends in ERP and Business Central. After reading this book, you will be able to discover the full potential and make the most out of Microsoft Dynamics 365 Business Central. What Will You Learn Master the complete process of Microsoft Dynamics 365 Business Central implementation Implement effective strategies to drive user adoption and overcome resistance to change Stay ahead of the curve by exploring emerging trends in the ERP landscape Utilize practical tools and checklists to streamline implementation tasks Gain insights from case studies for practical implementation strategies Who This Book Is For Project managers, business analysts, and ERP consultants
Author: Mahender Pal
Publisher: Packt Publishing Ltd
ISBN: 1838550887
Category : Computers
Languages : en
Pages : 421
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Book Description
Gain hands-on experience working with the architecture, implementation, deployment, and data migration of Dynamics 365 Customer Engagement Key FeaturesExplore different tools to evaluate, implement, and proactively maintain Dynamics 365 for CEIntegrate Dynamics 365 CE with applications such as Power BI, PowerApps, and Microsoft Power AutomateDesign application architecture, explore deployment choices, and perform data migrationBook Description Microsoft Dynamics 365 for Customer Engagement (CE) is one of the leading customer relationship management (CRM) solutions that help companies to effectively communicate with their customers and allows them to transform their marketing strategies. Complete with detailed explanations of the essential concepts and practical examples, this book will guide you through the entire life cycle of implementing Dynamics 365 CE for your organization or clients, and will help you avoid common pitfalls while increasing efficiency at every stage of the project. Starting with the foundational concepts, the book will gradually introduce you to Microsoft Dynamics 365 features, plans, and products. You’ll learn various implementation strategies and requirement gathering techniques, and then design the application architecture by converting your requirements into technical and functional designs. As you advance, you’ll learn how to configure your CRM system to meet your organizational needs, customize Dynamics 365 CE, and extend its capabilities by writing client-side and server-side code. Finally, you’ll integrate Dynamics 365 CE with other applications and explore its business intelligence capabilities. By the end of this Microsoft Dynamics 365 book, you’ll have gained an in-depth understanding of all the key components necessary for successful Dynamics 365 CE implementation. What you will learnExplore the new features of Microsoft Dynamics 365 CEUnderstand various project management methodologies, such as Agile, Waterfall, and DevOpsCustomize Dynamics 365 CE to meet your business requirementsIntegrate Dynamics 365 with other applications, such as PowerApps, Power Automate, and Power BIConvert client requirements into functional designsExtend Dynamics 365 functionality using web resources, custom logic, and client-side and server-side codeDiscover different techniques for writing and executing test casesUnderstand various data migration options to import data from legacy systemsWho this book is for This book is for consultants, project managers, administrators, and solution architects who want to set up Microsoft Dynamics 365 Customer Engagement in their business. Although not necessary, basic knowledge of Dynamics 365 will help you get the most out of this book.
Author: Nicolae Tarla
Publisher: Packt Publishing Ltd
ISBN: 1789954584
Category : Computers
Languages : en
Pages : 629
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Book Description
Explore the latest features of Dynamics 365 and Power Platform's out-of-the-box tools to build custom business solutions for your organization Key Features Discover impressive Dynamics 365 features to transform your business and increase productivity Leverage the platform's extensibility to meet your organizational needs Understand how Power Platform powers Dynamics 365 and enhances its integration capabilities Book Description Microsoft Dynamics 365 provides a vast array of tools and applications to meet various Customer Engagement requirements. This Customer Relationship Management (CRM) guide covers the latest advancements in Dynamics 365 and Power Platform that help organizations adapt to changing market conditions for agility and resilience. With this book, you'll explore the core platform functionality of Dynamics 365 and explore its wide range of components for transforming your business with new services and capabilities. You'll learn the basics of configuration and customization to enhance the functionality of Microsoft Dynamics 365 CRM and create solutions and custom applications by leveraging features such as apps, portals, automation, and business intelligence. As you advance, you'll understand how Power Platform drives Dynamics 365 and how various integration capabilities add value by providing a comprehensive view of data aggregated across different systems and data sources. Finally, you'll delve into core administration concepts that will help you to manage extensions added to the platform. By the end of this book, you'll have learned how to tailor Microsoft Dynamics 365 to fit your organization's requirements and tweak the platform to meet your business needs. What you will learn Get to grips with Power Platform for building and enhancing Dynamics 365 apps Integrate Dynamics 365 CRM with Microsoft 365, Azure, and other platforms Discover how you can customize existing entities and create new ones Explore various security features and grant users access to CRM data and functions Find out which CRM attributes are used to automate operations with programming Use internal and external social data to help users to make informed decisions Who this book is for This book is for customers and project stakeholders, new functional consultants, business administration users, and project managers looking to get up and running with the latest features of Dynamics 365 and Power Platform. This guide will help non-developers become acquainted with a no-code approach to customization and configuration. A basic understanding of relational data and customer management concepts will help you get the most out of this book.
Author: Deepesh Somani
Publisher: Packt Publishing Ltd
ISBN: 1788993837
Category : Computers
Languages : en
Pages : 555
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Book Description
A comprehensive guide packed with the latest features of Dynamics 365 for customer relationship management Key FeaturesCreate efficient client-side apps and customized plugins that work seamlesslyLearn best practices from field experience to use Dynamics 365 efficientlyUnleash the power of Dynamics 365 to maximize your organization’s profitsBook Description Microsoft Dynamics 365 is an all-in-one business management solution that's easy to use and adapt. It helps you connect your finances, sales, service, and operations to streamline business processes, improve customer interactions, and enable growth. This book gives you all the information you need to become an expert in MS Dynamics 365. This book starts with a brief overview of the functional features of Dynamics 365. You will learn how to create Word and Excel templates using CRM data to enable customized data analysis for your organization. This book helps you understand how to use Dynamics 365 as an XRM Framework, gain a deep understanding of client-side scripting in Dynamics 365, and create client-side applications using JavaScript and the Web API. In addition to this, you will discover how to customize Dynamics 365, and quickly move on to grasp the app structure, which helps you customize Dynamics 365 better. You will also learn how Dynamics 365 can be seamlessly embedded into various productivity tools to customize them for machine learning and contextual guidance. By the end of this book, you will have mastered utilizing Dynamics 365 features through real-world scenarios. What you will learnManage various divisions of your organization using Dynamics 365 customizationsExplore the XRM Framework and leverage its featuresProvide an enhanced mobile and tablet experienceDevelop client-side applications using JavaScript and the Web APIUnderstand how to develop plugins and workflows using Dynamics 365Explore solution framework improvements and new field typesWho this book is for Mastering Microsoft Dynamics 365 Customer Engagement is for you if you have knowledge of Dynamics CRM and want to utilize the latest features of Dynamics 365. This book is also for you if you’re a skilled developer looking to move to the Microsoft stack to build business solution software. Extensive Dynamics CRM development experience will be beneficial to understand the concepts covered in this book.
