Managing Customers in Dynamics 365 Supply Chain Management

This course gives learners in-depth, hands-on experience with client management in Microsoft Dynamics 365. Attendees of this course will understand [...]

What you will learn

  • Be familiar with the steps involved in client management in Microsoft Dynamics 365
  • Have a firm grasp of the foundations of customer relations. Then, utilize Dynamics 365 to track, manage, and answer customer service requests
  • Create and configure new customer data when numerous addresses are added
  • Recognize the value of Dynamics 365's customer management and metrics
  • Interact effectively with various customer management functions


  • Working knowledge of Dynamics 365
  • General understanding of customer management
  • Stable Network Connection preferably 10Mbps
  • Display: 1920 x 1080 for best Visualization


This course gives learners in-depth, hands-on experience with client management in Microsoft Dynamics 365. Attendees of this course will understand how new customers are acquired, managed, and retained via their information, allowing for a quick resolution of customer issues. You'll discover how this enables you to develop relationships with your consumers. Additionally, you'll learn how it can aid in timely engagement and improved communication across the sales process, from lead through fulfillment. Further, this mini-course will teach the user how to increase customer engagement when interacting with new and existing customers, which will result in improved communication, retention, and sales.

Course Content
2 Lectures
lessons and hands-on labs
  • Module 00: Agenda
    Lessons Duration
    Lesson 01: Agenda
  • Process 01-04: Creating new customers and Exploring Various Functionalities
    Lessons Duration
    Process 01-04: Creating new customers and Exploring Various Functionalities

About the Instructor

Brandon Ahmad, MCSE

Microsoft Certified Trainer Regional Lead - USA

8.8 out of 9.0 Average Instructor Rating

Top Instructor Award Twice

MCSE Certification in Dynamics 365

Freelances as hands-on Technical Lead with very advanced development scenarios for Day Job

Brandon Teaches D365 for Finance and Operations Programming

Brandon Ahmad is a Dynamics 365 Technical Solutions Architect and CEO of Instructor Brandon. In his years of experience working with different Microsoft Technologies such as Dynamics 365, Power BI and Power Apps, he has consulted over 60 implementations across the globe. Being solution-oriented and implementing advanced scenarios, he has dedicated his time to create training courses for programmers and developers, mainly interested in learning Microsoft Technologies.
As an instructor, he firmly believes in being able to master developmental skills; as long as one achieves the proper training and guidance. Providing students with several enhanced Microsoft training courses focused on providing a hands-on learning experience, Ahmad’s biggest secret to teaching lies in his ability to nurture those who take his classes.
His best reward (in his own words) is “hearing that my students saved time and mastered Microsoft Technology skills, knowing that my courses played a vital part in that success.”

Frequently Asked Questions

  • Does the Managing Customers in Dynamics 365 Supply Chain Management course have hands-on labs?
    Yes, the Managing Customers in Dynamics 365 Supply Chain Management course has hands-on practical labs for all the modules to practice .
  • What are the working hours for support team?
    Support team is available for assistance 8 hours a day (from Monday to Friday)
  • Is there any demo available?
    Yes, demonstrations are available as reference, showing the steps to achieve solutions so that you do not get stuck during the hands-on component.
  • What is the refund policy for the course?
    There is no refund granted once the course is purchased as we provide all the course contents upon purchasing. All completed purchases are final and non-refundable. For more details, click here
  • How do I extend lab time beyond 30 days?
    An ‘Extension Fee’ covers all the costs of your licenses and support.
  • How long do I have access to the course?
    You have access to your purchased course for 2 months: 60 days for lectures and 30 days for labs.
  • Are there any special licenses being offered during training?
    We provide our students with the licenses required to do the course and the labs.
  • How many hours should I spent each week on the course?
    We suggest around to 10- 30 hours a week in order to complete this course on time.
    Prominent Features
  • 0.5 hours course content
  • Virtual Machine and Licenses for accomplishing processes
  • 1 Practical Lectures
  • Dedicated Support (8 hours)
  • Course Completion Certificates