Dynamics 365 CRM Functional Consultant Training

Course Intro

This course is designed for business analysts, testers and pre-sales consultants who want to get into Microsoft Dynamics 365 Customer Engagement (CRM) functional consultant role. The course will walk you through Dynamics 365 functionality to and system, administration, configuration and settings to Customizing CRM system using GUI.

Course Duration: 22 hours
Course Fee: Call for Price.

Job Opportunities

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

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

Course Contents


This course covers the syllabus for following Dynamics 365 certifications and exams:

Exam MB2-716 – Microsoft Dynamics 365 Customisation and Configuration

Exam MB2-717 – Microsoft Dynamics 365 CRM for Sales
Exam MB2-718 – Microsoft Dynamics 365 CRM for Customer Service

Exam MB2-713 – Microsoft Dynamics 365 CRM 2016 Sales
Exam MB2-714 – Microsoft Dynamics 365 CRM 2016 Customer Service
Exam MB2-712 – Microsoft Dynamics 365 CRM 2016 Customisation and Configuration
Exam MB2-704 – Microsoft Dynamics 365 CRM Application
Exam MB2-707 – Microsoft Dynamics 365  CRM Customisation and Configuration

PART I – Introduction to Microsoft Dynamics 365 CRM/CE

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

Sales Management in Dynamics 365 CRM

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

Marketing Management

  • Marketing Lists
  • Campaigns
  • Sales Literature
  • Quick Campaigns

Service Management

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

Activity Feeds 
Working with Dash Boards 
Working with Reports 
Process Driven UI 
Introduction to Social Listening 


PART II – Administration, Settings Configuration

Administration, Security and Configuration

  • 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

Settings & Configuration

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

Workflows & Real-Time Workflows

Business Process Flows

Business Rules



PART III – Basic and Advanced Customizations in MS Dynamics 365

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

Form Scripting

  • Client side scripting using JavaScript
  • Working with Iframes

Working with Web Resources

Report Wizard, Exporting Reports

Trainer Profile:

The trainer for this course has around 10 years experience in the IT industry and have development experience in technologies like C++, C# and Dynamics 365. He carries around 4 years of experience in Dynamics 365 Customer Engagement (CRM) technology and has worked for MNCs like MphasiS, Capgemini, Wipro, and Accenture. He has a passion for learning new technologies and training students on a various domain.

For training inquiries please mail to [email protected] or call +91 8008 048 446.

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