MB-901: Microsoft Dynamics 365 Fundamentals

Important notice! This course has been replaced by course MB-910

Course MB-901 is replaced by a new updated course from June 2021:

MB-910: Microsoft Dynamics 365 Fundamentals (CRM)

Exam MB-901: Microsoft Dynamics 365 Fundamentals will retire on 30 June. 

Exam MB-910: Microsoft Dynamics 365 Fundamentals (CRM) is the new replacement exam.










This course provides learners with a broad overview of Dynamics 365 applications. We will introduce you each of the applications, articulate their business value, and discuss and demo core functionality. We will cover Dynamics 365 security, reporting, and familiarize you with data and product integrations available.


This course is targeted to learners who want to acquire a solid grounding in the fundamentals of Dynamics 365.


A basic understanding of IT principles and an interest in Dynamics 365.

Course goals

After completing this course, students 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

Course Outline

Module 1: Introduction to Microsoft Dynamics 365

We help you explore and evaluate the Dynamics 365 applications that empower employees, engage customers, and optimize operations. You'll be introduced to Dynamics 365 with a holistic view of the whole application.

Module 2: Principles of cloud computing and deployment

In this module, we help you understand the principle of cloud computing, and explore deployment options for Dynamics 365 business applications.

Module 3: Recognize Dynamics 365 Security

Dynamics 365 and the Power Platform are built with security, privacy, compliance and transparency in mind. Microsoft Cloud security, safeguards your cross-cloud resources. It helps secure infrastructure as a service (IaaS), platform as a service (PaaS), and software as a service (SaaS). It quickly finds vulnerabilities in your apps to provide better defense. In this module, we help you understand and learn data loss prevention which is part of the overall layers of security that the power platform at Dynamics 365 offers.

Module 4: Connect and analyze your Dynamics 365 data

How can business leaders make important and correct decisions in their business without the accurate insights of the underlying financial and operational data running their business? With no visibility it would be Impossible! In this module we will help you understand reporting and analytics in Dynamics 365 business applications.

Module 5: Introduction to Dynamics 365 Sales

In this module, we will introduce you to Dynamics 365 Sales, which enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster.

Module 6: Introduction to Dynamics 365 Marketing

In this module, we will introduce you to Dynamics 365 Marketing and show how Dynamics 365 Marketing is designed to help you find and nurture the right leads. You can run multi-channel marketing campaigns to attract the right prospects. That means email, web, events, text messaging, and custom channels.

Module 7: Introduction to Dynamics 365 Customer Service

Excellent customer service creates happy customers. The built-in intelligence of Dynamics 365 Customer Service delivers faster, more personalized support that adds value to every interaction. 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, especially when something doesn’t go exactly as planned.

Module 8: Introduction to Dynamics 365 Field Service

In this module, we will introduce you to Dynamics 365 Field Service. You 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.

Module 9: 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.

Module 10: Introduction to Dynamics 365 Finance

Succeeding in today's business environment requires leveraging technology to manage finances across the globe, monitor performance in real time, automate and simplify functions, protect future business outcomes, and maximize productivity. In this module, we will introduce you 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.

Module 11: Introduction to Dynamics 365 Supply Chain Management

Manufacturing and distributors are transforming to smart factories and warehouses, where human intelligence is enhanced by Artificial Intelligence (AI), advanced robotics, Internet of Things (IoT) and Machine Learning (ML) are speeding production while lowering the defects. In this module, we will introduce you 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.

Module 12: 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.

Module 13: Introduction to Dynamics 365 Human Resources

The workforce is changing and competition for top talent is fierce! HR leaders are struggling to find and hire the right candidates for the job, and the hiring process is more complicated than ever before. In this module, we will introduce you to Dynamics 365 Human Resources.

Module 14: Introduction to Dynamics 365 Commerce

Customer shopping is no longer limited to a moment in time. Engagement starts well before customers reach your store or website and the nature of our interaction with customers has also changed. Customers are no longer looking to sales associates for product details, but rather engage retailers when they are already significantly down the track of the purchase journey. Along with this shift comes a new expectation from customers that their purchasing experience needs to be personalized, engaging and friction free. This experience is only possible by bringing together digital and physical shopping channels to delivering personalized and differentiated experiences that enable a competitive edge and build brand loyalty. In this module, we will introduce you to Dynamics 365 Commerce.

Module 15: Explore Finance and Operations cross-app integrations

In this module, we help you make the right design decision, when you implement integration scenarios in Microsoft Dynamics 365 Finance and Supply Chain Management.

Read official course decription: MB-901


This course is recommended preparation to pass exam MB-901 Microsoft Dynamics 365 Fundamentals