Get to know your Dynamics 365 customers

  • Module
  • 9 Units
Beginner
Business Analyst
Business User
Functional Consultant
App Maker
Dynamics 365
Finance
Sales
Customer Insights - Journeys
Supply Chain Management
Business Central
Field Service
Customer Service
Project Operations
Human Resources
Intelligent Order Management
Power Apps
Power Automate
Microsoft Dataverse

Learn how to be an effective functional consultant on a Dynamics 365 project by getting to know your customer. From project to project, your direct customer contact, and the approach that your company uses to organize teams to work on projects might vary. This module describes the skills and techniques that you can apply to be more effective by engaging directly or indirectly with the customer.

Learning objectives

In this module, you will:

  • Discover various ways of getting to know your customer and their industry.
  • Learn how a roadmap helps give vision to a project.
  • Get testimonies from industry professionals about their experiences with customers.

Prerequisites

These are the prerequisites for succeeding with this module: