The Complete Course from ExamCollection industry leading experts to help you prepare and provides the full 360 solution for self prep including MB-901: Microsoft Dynamics 365 Fundamentals Certification Video Training Course, Practice Test Questions and Answers, Study Guide & Exam Dumps.

Microsoft Dynamics 365 Fundamentals – MB-901

Course Overview

This course introduces the foundational concepts of Microsoft Dynamics 365. It is designed for individuals who wish to understand Dynamics 365, its applications, and core capabilities. It prepares learners to navigate the Dynamics 365 ecosystem. It builds knowledge about how Dynamics supports business functions such as sales, service, operations, and marketing.

Importance of MB‑901 Certification

The MB‑901 exam validates fundamental understanding of Dynamics 365 offerings. It confirms ability to describe cloud concepts, Dynamics 365 products, and the security, compliance, privacy in the platform. Earning this certification establishes credibility. It opens doors to roles involving implementation, consulting, or support.

Key Learning Outcomes

Learners will gain awareness of Dynamics 365 modules available. They will understand cloud service models and deployment types. They will explore AI, analytics, business applications, and connectors. They will learn governance, licensing, security roles, and compliance concerns. They will be equipped to articulate core functionalities of major Dynamics 365 applications.

Duration and Format

The training spans multiple sessions allowing absorbtion of content. Sessions include instructor-led lectures, demos, hands‑on labs. Learners engage with practice questions. Duration may span several weeks depending on pacing. Format supports self‑paced or cohort‑based learning.

Prerequisites

No previous experience with Dynamics 365 is strictly required. Familiarity with basic computing, business processes, or CRM/ERP concepts helps. Understanding of cloud computing or software as a service is beneficial. Willingness to practice with live or trial environments is essential.

Target Audience

Professionals in business operations seeking to understand Dynamics 365. IT staff aiming to support, configure or deploy Dynamics solutions. Technical consultants in Microsoft stack moving toward business applications. Managers evaluating or overseeing Dynamics 365 adoption.

Course Delivery Mode

Delivered through virtual instructor‑led training and self‑paced modules. Includes demonstrations, lab exercises, review sessions. Supplementary resources may include Microsoft Learn content, e‑books, video tutorials. Access to demo tenant or trial environments encouraged.

Assessment Strategy

Knowledge checks throughout each module. Practice exam items aligned with MB‑901 exam objectives. Final review session recapping major topics. Opportunity for mock exam. Feedback provided on areas needing reinforcement.

Modules

Module 1 Dynamics 365 and Cloud Concepts

Exploration of cloud computing fundamentals. Definition of IaaS, PaaS, SaaS. Understanding deployment models public, private, hybrid. Overview of Azure fundamentals related to Dynamics 365. Shared responsibility model. Concepts of scalability, resilience, availability and disaster recovery.

Module 2 Core Applications of Dynamics 365

Understanding of Dynamics 365 applications. Overview of Dynamics 365 for Sales, Customer Service, Field Service. Introduction to Dynamics 365 for Marketing. Essentials of Finance and Operations. Examination of Human Resources and Commerce. Roles these apps play in managing customer relationships and operations.

Module 3 Data & Analytics

Data architecture in Dynamics 365. Use of Dataverse as foundational data platform. Data modeling concepts entities, fields, relationships. Import and export of data. Use of analytics tools including Power BI integration. Reporting capabilities built into Dynamics 365. AI and insight services adding predictive and prescriptive analytics.

Module 4 Integration and Extensibility

Mechanisms for extending Dynamics 365. Use of connectors, Microsoft Power Platform. Introduction to Power Automate, Power Apps, Power Virtual Agents. Integration with other Microsoft services such as Teams, Office 365. External system integration using APIs. Customization versus configuration distinctions.

Module 5 Security, Privacy, Compliance

Principles of identity and access management. Authentication methods supported. Role‑based access control. Security roles within Dynamics 365. Data security policies and field‑level security. Privacy regulations such as GDPR. Compliance frameworks Microsoft adheres to. Trust center overview and regulatory documentation.

Module 6 Licensing, Pricing, Support

Licensing models for Dynamics 365 applications. Subscription versus usage‑based licensing. Plans and add‑ons explained. Dynamics 365 trials and licensing transitions. Cost estimation practices. Support offerings. Service level agreements. Role of Microsoft support and partner networks.

Module 7 Platform Administration and Lifecycle Management

Overview of environments and tenant setup. Provisioning test, production, sandbox environments. Environment strategies. Lifecycle management for applications. Release management and update policies. Backup, restore, data retention settings. Monitoring health and usage metrics.

Module 8 Strategic Business Value

How Dynamics 365 drives business transformation. Use cases of automation and process optimization. Role of customer engagement and insights. ROI evaluation practices. Digital transformation and innovation enabled by Dynamics. Customer stories and scenario‑based learning to illustrate strategic benefit.

Module 9 Exam Preparation and Review

Review of all exam domains. Practice questions per module. Identification of weak areas. Group discussions and clarification. Mock exam under exam‑like conditions. Tips and strategies for answering scenario questions. Time management during the exam.

Requirements of the Course

Understanding Why Requirements Matter

Before starting a course like this, it’s important to know what you need in order to succeed. Requirements help set expectations. They prepare you to engage with the material fully. Some are technical. Others are based on your mindset or background knowledge.

No Prior Dynamics 365 Experience Needed

This course is beginner-friendly. You don’t need to be an expert in Microsoft systems or business applications. You’re not expected to have used Dynamics 365 before. This makes the course ideal for people exploring the Microsoft ecosystem for the first time.

Familiarity with Basic Business Concepts

Even though technical experience isn’t required, some understanding of basic business processes is helpful. Knowing how sales, customer service, finance, or operations work in general gives you context for what Dynamics 365 is trying to solve. If you've worked in a business role, you already have a head start.

Comfortable Using a Web Browser

Dynamics 365 is a cloud-based platform. It runs entirely in the browser. You’ll need to know how to open and navigate websites, fill out forms online, click through dashboards, and follow on-screen instructions. This is more about being comfortable than technical.

Access to a Reliable Internet Connection

Since the course involves video training, live demos, and online labs, a stable internet connection is essential. Poor connectivity will disrupt your learning. Make sure your internet is fast enough to stream video without constant buffering.

A Modern Computer or Laptop

Most of the learning happens in the cloud, but you still need a reliable device. A Windows PC or Mac that can run a modern browser like Microsoft Edge or Google Chrome is enough. Tablets might work for watching videos, but for hands-on labs and exercises, a full keyboard and screen are better.

An Active Microsoft Account

You’ll need a Microsoft account to access many of the tools and environments used in this course. This is the same type of account you’d use for Outlook, Xbox, or other Microsoft services. It’s free, and you’ll be guided on how to set one up if you don’t already have it.

Access to Microsoft Learn

This course complements Microsoft Learn, Microsoft’s official learning platform. Many modules reference lessons from Microsoft Learn to deepen your understanding. Creating an account there allows you to track your progress, earn points, and complete interactive exercises.

Optional: Trial Environment for Hands-On Practice

A free trial environment for Dynamics 365 is strongly recommended. It lets you explore the real product in a risk-free setting. Instructions for setting up this trial will be provided. Having access lets you follow along with demos and try features as you learn them.

Openness to Cloud Technology

The course introduces key cloud computing principles. If you’ve never worked with cloud tools before, some ideas may be new. You’ll be introduced to terms like SaaS, PaaS, and IaaS. The course walks through them slowly, but being open to learning these ideas helps.

Willingness to Practice and Explore

This course is not just theoretical. It encourages exploration. You’re expected to click around in demo environments. Try new things. Break things on purpose and see how to fix them. This trial-and-error approach helps concepts stick. The more time you spend practicing, the more confident you’ll become.

Ability to Set Aside Focused Time

Success in this course requires dedicated learning time. Even though modules are short, consistent study sessions help. Scheduling time each week for reading, labs, and review increases retention. This isn’t about cramming. It’s about regular, low-stress learning.

Readiness to Engage with Real-World Scenarios

Many exercises are scenario-based. They show you how a sales manager or service agent might use Dynamics 365. If you can imagine yourself in those roles, even temporarily, it helps. This mindset improves your ability to connect features with real business problems.

Basic Understanding of Microsoft 365

If you've ever used Microsoft Teams, Outlook, Word, or Excel, you're already familiar with the Microsoft ecosystem. Dynamics 365 is designed to work closely with these apps. While you don’t need deep experience with them, knowing the basics helps you understand integration points.

Interest in Business Applications

To really get the most from this course, some curiosity about how businesses run helps. If you enjoy solving business problems, organizing customer interactions, or streamlining tasks using software, this course will feel engaging. It’s designed to show how digital tools solve real-world business challenges.

Attention to Detail

Some parts of Dynamics 365 involve data entry, setup steps, and navigation between screens. Being careful with details—like which menu you’re in, or what role you’re using—helps avoid confusion. Attention to small things helps you learn faster and prevents mistakes.

Self-Motivation to Explore Beyond the Basics

While the course provides structure, there’s a lot more you can learn if you want to. Microsoft’s documentation and community resources are huge. Learners who get curious and start digging deeper tend to go further. This kind of self-driven learning is a big advantage.

Optional: Background in IT or CRM Systems

You don’t need to be a developer or systems admin, but if you’ve worked with other CRM (Customer Relationship Management) or ERP (Enterprise Resource Planning) systems before, you’ll notice similarities. This prior knowledge gives you a frame of reference for understanding how Dynamics 365 is different or better.

Willingness to Ask Questions

This course is not just about watching and reading. If you don’t understand something, it’s okay to pause and ask. Whether it’s through forums, study groups, or asking your instructor, curiosity and clarification are part of the learning process.

Patience with Complexity

Even though the course is introductory, Dynamics 365 is a broad platform. Some modules may feel heavier than others. You might not fully grasp everything on the first try—and that’s okay. This course gives you permission to revisit concepts and improve gradually.

Course Description

What the Course Covers

This course gives you a strong foundation in Microsoft Dynamics 365. It explores the purpose and value of each major application in the suite. From customer service to operations, it shows how Dynamics 365 supports real business needs using cloud-based tools.

Focus on Fundamentals

Rather than diving into technical customization, this course focuses on understanding what Dynamics 365 is, how it works, and why businesses use it. You'll explore how the platform connects departments, streamlines tasks, and gives users real-time access to data.

Tied to the MB-901 Exam

Every topic is aligned with the official MB-901 certification exam. The course follows the exam objectives closely. As you learn, you're also preparing for the test. This means no wasted time — what you learn is what you’ll be assessed on.

Broad Overview of Applications

You’ll learn what each Dynamics 365 app is designed to do. That includes Sales, Customer Service, Marketing, Field Service, and Finance. You’ll also look at tools that tie them together — like Power Platform and Microsoft Dataverse.

Exploration Without Code

This course is made for people who don’t code. It shows how to use the system, how apps connect, and what’s possible — all without needing to write a line of code. You’ll work with configuration, not development.

Hands-On Walkthroughs

You won’t just read or watch — you’ll do. The course includes guided labs and click-through demos. These are done using Microsoft’s free trial environments, so you can explore real tools without risk.

Real-World Scenarios

Learning is framed around actual business situations. You’ll see how a sales rep tracks leads, how a service agent manages support tickets, and how finance teams use reports. These examples help make abstract ideas feel real.

Reinforced With Practice

Each module includes review exercises. These test your knowledge and help you apply what you’ve learned. Quizzes and scenario questions mimic the style of the MB-901 exam. You’ll learn to spot the right answer even under pressure.

Use of Microsoft Learn

The course is paired with free Microsoft Learn content. You’ll be guided to complete online lessons that reinforce what was taught. This gives you a chance to explore topics in more depth — at your own pace.

Platform Experience

You’ll learn how the Dynamics 365 interface works. You’ll explore dashboards, forms, views, and navigation. You’ll understand what each user role can see and do. By the end, the interface should feel familiar and easy to navigate.

Emphasis on Business Value

This isn’t just a technical course. It shows how Dynamics 365 helps businesses operate smarter. You’ll see how companies gain insights, reduce manual work, and improve customer relationships through these tools.

Building Toward a Career Path

MB-901 is an entry point. Many learners go on to specialize — in sales, service, or ERP systems. This course gives you the foundation to branch out. It helps you decide which area interests you most.

Who This Course Is For

New to Dynamics 365

This course is ideal for people who are brand new to Microsoft Dynamics. If you’ve never used the platform, don’t worry — it assumes no prior knowledge and starts from the very beginning.

Business Professionals Exploring Tech

If you work in sales, service, marketing, or operations and want to understand modern digital tools, this course helps bridge that gap. It shows how your business role connects to technology.

Students and Career Starters

If you're just beginning your tech or business career, this course gives you a credential and understanding that can make you more competitive in the job market. It’s especially useful for those studying business, IT, or digital systems.

Professionals Switching Roles

Maybe you’re an IT professional moving into business systems. Or you’re a business analyst moving toward technical consulting. This course helps ease that transition by grounding you in both worlds.

Decision Makers and Managers

Executives and managers evaluating Dynamics 365 will benefit from this course. It shows how the platform supports business strategy. It helps you understand return on investment, cloud infrastructure, and deployment options.

Consultants and Pre-Sales Teams

If you work in consulting, sales engineering, or pre-sales, this course gives you the knowledge to speak confidently about Microsoft’s business applications. You’ll be able to position them to clients with clarity and accuracy.

Microsoft Partners and Resellers

This course is a key step for people working with Microsoft products. It gives partners and resellers the credibility and foundational knowledge to discuss Dynamics 365 with clients, whether during implementation or early discovery stages.

Non-Technical Team Members

Even if you’re not in IT or development, you may need to work with Dynamics. HR staff, project managers, executive assistants — all kinds of professionals use Dynamics every day. This course helps you understand how.

Internal Company Teams

Many organizations train their internal teams using this course. If your company is adopting Dynamics 365, this training helps employees understand the system, its language, and its capabilities before implementation begins.

Lifelong Learners

Maybe you’re curious. You enjoy learning new tools and keeping up with digital transformation. If that’s the case, this course offers a guided and practical introduction to one of the most widely-used business platforms in the world.

Professionals Considering Certification

If you plan to earn a Microsoft certification but aren’t sure where to begin, MB-901 is a smart first step. It’s low-risk, high-reward — and provides confidence to move toward deeper technical learning later.

Individuals Evaluating Dynamics for a Company

Maybe your business is considering moving to Dynamics 365. This course helps you understand what’s possible, what the platform includes, and whether it fits your needs. It gives you knowledge to help influence that decision.