Dynamics 365 Customer Engagement(CRM) Functional Training

This classroom training is specially designed for fresh MBA and Engineering graduates (CS/ IT/ MCA/ BCA/ MSc/ B.Sc) to make them job ready for corporate companies.  The course offers practical oriented training on Microsoft Dynamics 365 Customer Engagement (CRM) which is a hot skill in the job market today. Syllabus involves practical sessions, along with placement assistance and interview preparation tips. There are two job streams available on Dynamics 365 CRM technology–Functional Consultant and Dynamics 365 Developer roles. Management graduates can attend for Functional consultant course while engineering graduates can apply for Developer Training course.

Dynamics 365 Customer Engagement (CRM) Functional Course 

Job Opportunities

The demand for certified Dynamics 365 Customer Engagement (CRM) consultants is higher in the market. 2-3 years experienced Dynamics CRM functional consultant can earn as much as INR 5,00,000 to 8,00,000 per annum on an average. On successful completion of this course you will be eligible to apply for any of the following job roles:

  • CRM Sales and Customer service executive
  • CRM Business Analysts
  • Dynamics 365 CRM Functional Consultant
  • Quality Analysts/ Testing Professional
  • CRM Pre-sales Consultant

Course Duration:   2 months

Prerequisites for the training

  • Basic computer knowledge.
  • Passion to learn a new technology.
  • Passion to work in the Corporate industry
  • Basic awareness of Sales and Customer service operations

Expected Audience for the training

The ideal candidates for this training are, but not limited to, the following:

  • BBA/ MBA graduates
  • Tech / BSc / BCA graduates
  • MTech/ MCA graduates

What do you learn from this course?

Module 1: Dynamics 365 Functionality

Module 2: Configuring Dynamics 365 Customer Engagement (CRM)

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

Module 4: Interview skills training

Detailed Course Content


Introduction to Microsoft Dynamics 365 Customer Engagement (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 Code

Dynamics 365 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.


Trainers Profile:

  • The trainer for this course is Firoz Muhammed who has 9+ years’ experience in the IT industry. He is a certified Microsoft Dynamics 365 Customer Engagement (CRM) Consultant and corporate trainer. He has been teaching and does 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 to [email protected]
  • For training inquiries please mail to [email protected] or call 0495 2433 282 
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