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CoursesMicrosoft Dynamics CertificationMicrosoft Dynamics 365 Training
Microsoft Dynamics Certification
Microsoft Dynamics 365 Training

Microsoft Dynamics Certification Training by Techpratham teaches you how to use ERP and CRM solutions to help businesses run more smoothly, close more sales, and connect with customers better.

5/5(4,890 Reviews)

Level

Advanced

Duration

8 Weeks

What is Microsoft Dynamics 365 Training ?

This course gives you a lot of information about Microsoft Dynamics 365 modules, such as Finance, Sales, Marketing, Customer Service, and Supply Chain. You'll learn how to set up, change, and connect Dynamics to meet the needs of real businesses. You'll learn how to automate workflows, make reports, and get insights from data through hands-on projects. By the end, you'll be ready to work with and manage Microsoft Dynamics solutions.

Training Plan

About trainer

Working professional who is carrying more then 10 years of industry experience.

Decks

The candidate will get access to the presentation taken-up during the session.

Notes

Consolidated notes in word document.

Assignments

Assignments for every module will be covered.

MCQs

MCQs for every module covered in the session would be provided.

Video Recording

Daily Session would be recorded and shared to the candidate.

Dumps for Certification

We will provide dumps for the certification exam, which will help you to prepare for the exam.

Updated Content

We provide Generative AI Driven content By experts.

Projects

3 Live Projects will be provided for practice.

Microsoft Dynamics 365 Training Course Curriculum
.

Introduction to Microsoft Dynamics 365
Section 1

Students who complete this module will have a solid foundation in Microsoft Dynamics 365. The general architecture, its different applications (Sales, Marketing, Finance, HR, Supply Chain, and Customer Service), and how it easily integrates with Microsoft technologies like Azure, Office 365, and Power Platform will all be covered. It prepares the ground for the upcoming experiential learning.

Dynamics 365 architecture
Key modules & features
Cloud vs on-premise deployment
Licensing & navigation
.

Dynamics 365 Fundamentals
Section 2

Discover the fundamentals of using Dynamics 365. Along with security concepts like roles and teams, this entails working with entities, fields, and relationships. Activity management, data organization, and the effects of Microsoft's update cycle on business processes will also be covered.

Navigation and user interface overview
Security concepts (roles, teams, business units)
Data model: entities, fields, relationships
Activity and record management
Dynamics 365 updates and release cycle
.

Dynamics 365 for Sales
Section 3

The main goal of this module is to help businesses keep track of their sales pipeline. You'll learn how to get leads, figure out which ones are good, and make quotes, orders, and invoices. The module also covers product catalogs, discount structures, and AI-driven insights that help with sales forecasting and making decisions.

Lead and Opportunity Management
Quotes, Orders, and Invoices
Product Catalog, Price Lists, and Discounts
Forecasting and Goal Management
Sales Insights & AI features
.

Dynamics 365 for Customer Service
Section 4

Learn how to use Dynamics 365 to give great customer service. This module talks about managing cases, service level agreements (SLAs), knowledge articles, and automatically sending service requests to the right people. You'll also look into omnichannel capabilities, which let businesses serve customers well on a variety of platforms.

Case Management lifecycle
Service Level Agreements (SLAs)
Knowledge Base and Articles
Queues and Routing rules
Customer Service Insights and Omnichannel features
.

Dynamics 365 for Marketing
Section 5

This module will teach you how to plan, carry out, and keep track of marketing campaigns. Managing customer journeys, email marketing, event management, segmentation, and social media integration are some of the topics. You will also look into marketing analytics to see how well your campaigns are working.

Marketing lists and campaigns
Customer Journeys and Segments
Email Marketing & Social Media integration
Event Management
Marketing Insights and Analytics
.

Dynamics 365 for Finance & Operations (ERP)
Section 6

A close look at the ERP part of Dynamics 365. You will learn about managing money (General Ledger, Accounts Payable/Receivable, Budgeting, and Cash Flow) as well as operations modules like procurement, inventory, supply chain, and warehouse management. This module teaches students how to help with financial and operational processes at the enterprise level.

Overview of Finance & Supply Chain modules
General Ledger, Accounts Payable & Receivable
Budgeting and Cash Flow Management
Procurement and Sourcing
Inventory and Warehouse Management
Project Management & Accounting
.

Dynamics 365 Human Resources
Section 7

Find out how Dynamics 365 can help with HR tasks like keeping track of employee records, absences and leave, managing benefits, performance, and hiring new employees. You will also learn how it works with LinkedIn Talent Solutions to help with modern hiring practices.

Employee records and personnel management
Leave & Absence Management
Benefits and Compensation
Performance & Goal Management
Integration with LinkedIn Talent Solutions
.

Power Platform Integration
Section 8

This module is about Microsoft Power Platform and how it improves Dynamics 365. You can make simple apps with Power Apps. You can automate workflows with Power Automate. You can use Power BI to create reports and dashboards. You can use Power Virtual Agents to set up virtual chatbots.

Power Apps: Building custom apps
Power Automate: Workflow automation
Power BI: Reporting & Dashboards
Virtual Agents for Customer Support
.

Customization & Configuration
Section 9

In this module, you'll learn how to customize Dynamics 365 to meet the needs of your business. This means changing forms, views, dashboards, workflows, and processes to fit your needs. You will also work with business rules, solutions, and integrations, which makes Dynamics 365 a flexible platform that can be used in many different fields.

Business Rules, Workflows, and Processes
Form customization and Views
Dashboards & Charts customization
Solution Management
Integration with external applications
.

Advanced Features
Section 10

This module goes over advanced business features in Dynamics 365, such as AI and machine learning, predictive analytics, Customer Insights, and solutions that are specific to certain industries, like Field Service (work orders and scheduling) and Commerce (POS and eCommerce). Learners get to use the newest tools that are making digital transformation happen.

AI & Machine Learning in Dynamics 365
Customer Insights & Predictive Analytics
Field Service Module (Work Orders, Scheduling, Resource Management)
Commerce Module overview (Retail, POS, Online Store)
.

Administration & Deployment
Section 11

This module is for IT administrators and solution architects. It teaches them how to manage environments (Dev, Test, Production), move or import data, and keep an eye on how well the system is working. You will also learn about compliance rules like GDPR, best practices for security, and how to deploy software for organizations that work around the world.

Environment Management (Dev, Test, Production)
Data Migration and Import/Export
Security & Compliance (GDPR, Data Protection)
System Performance & Monitoring
Best Practices in Deployment
Key Projects
Microsoft Dynamics 365 Training
Sales Pipeline Automation for a Retail Company

Create and put into action a Dynamics 365 Sales module solution that keeps track of leads, automates opportunity scoring, and makes reports for management. This project is all about setting up, automating, and reporting on CRM.

Customer Service Case Management System

Set up a customer service system in Dynamics 365 that keeps track of service requests, logs them, and automatically assigns them to agents based on how important they are. This project shows how to set up SLAs, manage cases, and automate workflows.

Financial Reporting & Dashboard for SMEs

Use Dynamics 365 Finance to create a financial reporting system that includes real-time dashboards for accounts receivable, accounts payable, and budget vs. actuals. This project includes finance, reporting, and showing data in a way that makes sense.

Microsoft Dynamics 365 Training – Associate Training Program

Category
Associate
Exam Name:
Microsoft Dynamics 365 Training – Associate
Exam Code:
N.A.
Exam Duration:
N.A.
Exam Format:
N.A.
Passing Score:
N.A.
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Frequently Asked Questions (FAQs)

What career opportunities are available after completing Microsoft Dynamics Certification Training?

You can work as a Dynamics 365 Consultant, Business Analyst, CRM Administrator, ERP Specialist, or Functional Consultant after you get your certification. Many businesses, including those in retail, finance, healthcare, and manufacturing, are looking for people to fill these roles.

Which is the best institute for Microsoft Dynamics 365 training?

Tech Pratham is a well-known training provider that stands out when it comes to picking the best institute. Tech Pratham makes sure that students are fully ready for both certifications and job opportunities by providing experienced trainers, real-world case studies, and dedicated placement support.

Is Dynamics 365 only for IT professionals?

Not in the least. Dynamics 365 is just as useful for people who work in business, finance, human resources, marketing, and operations. The platform has both functional (business-related) and technical (IT-related) career paths.

Will I get placement assistance after the course?

Yes At Tech Pratham, students get help with job placement, building their resumes, getting ready for interviews, and getting in touch with companies that are hiring Dynamics 365 professionals.

Why should I choose Tech Pratham over other institutes for Dynamics 365 training?

Tech Pratham is more than just a institute it's a way to get ahead in your career. It provides case studies, mock interviews, certification help, and placement support that are specific to the industry, so students can go straight from training to work.

Does Microsoft Dynamics 365 have a good future in India and abroad?

Yes. Microsoft Dynamics 365 is quickly becoming popular in many fields, such as banking, retail, healthcare, and manufacturing. Because cloud-based ERP and CRM are becoming more popular with businesses around the world, certified professionals are in high demand. This makes it a safe and future-proof career.

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