Functional Consultant Course Dynamics 365 CE [ On-Demand Video Course]

Course Intro

This course is developed with the intention of helping IT professionals to master customization and development activities on Microsoft Dynamics 365 Customer Engagement (CRM) technology. The course covers Dynamics 365 CRM functionality such as sales, marketing and customer service modules, and configuring the application for business requirements. The course gives more focus on customizing Dynamics 365 CRM using UI such as customizing Entities, Forms, fields, relationships etc. Also customizing components for analysis such as views, charts and dashboards. Implementing automation in the application such as developing workflows, dialog business process flows.

Job Opportunities

The demand for certified Dynamics 365 Customer Engagement (CRM) consultants are higher in the market. A 2-3 years experienced Dynamics 365 CRM functional consultant can earn as much as $70k-90k on an average. This course on Dynamics 365 CRM Sales will help you on the following job roles:

  • Sales and Marketing
  • Dynamics 365 CRM Functional Consultant
  • Quality Analysts/ Testing Professionals
  • IT Business Analysts
  • Pre-sales Consultants
  • IT Manager

Course Duration

 Total duration: 18+ hours of Video.

Prerequisites for the training

  • Basic business knowledge
  • Basic knowledge on Sales, Marketing and Customer Service operations
  • Access to Dynamics 365 account (cloud or on premise)

Expected Audience

  • IT business analysts
  • Pre-sales and Sales Consultants
  • IT Managers
  • System Architects and designers
  • System admins
  • Fresh graduates


Course Contents

Module 1: Functionality – Dynamics 365 Customer Engagement (CRM)

Introduction to Microsoft Dynamics 365 CRM

  • Dynamics product Stack
  • History of Microsoft Dynamics 365 CRM
  • Editions in Microsoft Dynamics 365 CRM
  • Deployment types & Licensing Options
  • Comparison with other CRM’s in the Market
  • XRM Framework
  • Out of Box Features (OOB Concepts)

Sales Module

  • Lead Management
  • Opportunity Management
  • Product Management
  • Quotes, Orders and Invoices
  • Goal Management

Marketing Module

  • Marketing Lists
  • Campaigns
  • Sales Literature
  • Quick Campaigns


Service Module

  • Services
  • Service Calendar
  • Case Management
  • Knowledge Base
  • Contracts


Working with Dashboards

Working with Reports


Module 2: Configuring Dynamics 365 Customer Engagement (CRM)

Administration & Security

  • Creating and managing Business Units, Users and Teams
  • Privileges, Access Levels and Security Roles
  • Positions & Hierarchies
  • Creating and managing Security Roles
  • Auto Numbering, Languages
  • System Settings
  • Auditing


Business Management

  • Sites, Sales Territories, Facilities and Resource Groups
  • Working with Multi-Currency
  • System Queues and Custom Queues
  • Services and Business Closures
  • Fiscal Year Settings
  • Subjects
  • Connections


Data Management

  • Duplication Detection Settings, Rules and Jobs
  • Bulk Record Deletion
  • Data Maps and Imports


Product Catalog

  • Understanding the Product Catalog
  • Unit Groups
  • Adding Products
  • Creating Price Lists
  • Creating Discount Lists


Module 3: Customizing Dynamics 365 Customer Engagement (CRM) using UI

MS CRM Entity Model

  • Customization Concepts – Entity Types and Attributes
  • Filtered Views
  • Creating Custom Entities and Attributes
  • Entity Customization
  • Form Customizations
  • UI Customization Capabilities
  • Form Customization – Working with Tabs, Sections, Fields and Iframes
  • Introduction to Application Event Programming
  • Using Form and Field Events
  • Mobile Forms


Relationships, Views and Advanced Views

  • Types of Relationships
  • Relationship Behaviors
  • Creating Entity Relationships
  • Entity Mapping


Views and Advanced Views

  • Public, Personal and System Views
  • View Customizations – Common Tasks
  • Advanced Views Customizations

Report Wizard, Exporting Reports

Working with Dashboards

Processes (Workflows & Dialogs)

  • Overview of Workflow
  • Creating Workflows steps through Workflow Designer
  • Overview of Dialogs
  • Creating Dialog Pages, Prompt and Response
  • Working with Input Parameters in Dialogs


Trainer’s Profile 

  • This course is prepared by Firoz Muhammed who has 9+ years’ experience in the IT industry. He is a corporate trainer and certified Microsoft Dynamics 365 Customer Engagement (CRM) Consultant.
  • He has been teaching and do consulting for more than 9 years.
  • He carries experience in areas of business development, consulting, application development and corporate training.
  • He has worked for corporate like MphasiS, Capgemini, Wipro and Accenture and presently working for Magnifez Technologies, an IT firm specified in Microsoft Dynamics technologies.
  • He can be connected on [email protected]
  • For training inquiries please mail to [email protected] or call +91 8008 048 446.
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