Microsoft Tools
Ms dynamics 365 crm techno functional training
You can learn both business and technical CRM skills for practical industry application with Tech Pratham's MS Dynamics 365 CRM Techno-Functional Training.
5/5(4,890 Reviews)
Level
Advanced
Duration
8 Weeks
What is Ms dynamics 365 crm techno functional training?
Acquire both technical and functional skills by learning MS Dynamics 365 CRM with Tech Pratham.
You will gain a detailed understanding of sales, service, automation, and customizations.
Power Apps, Power Automate, plugins, and actual projects are all included in the course.
Prepare for positions as CRM consultants in a rapidly expanding field.
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.
Ms dynamics 365 crm techno functional training Course Curriculum
.
Introduction to Dynamics 365 CRM
Section 1
Discover the fundamentals of Dynamics 365 CRM, its applications, key functions, and how CRM aids companies in managing customer relations, sales, and service.
What is Dynamics 365 CRM?
CRM modules overview: Sales, Customer Service, Marketing
Cloud architecture & environment structure
Dynamics 365 apps ecosystem
Techno-functional career paths
.
Dynamics 365 Sales Module
Section 2
Learn how companies use Dynamics 365 to track the entire sales pipeline and manage leads, opportunities, quotes, and orders.
Lead management
Opportunity management
Quote → Order → Invoice process
Product catalog setup
Sales pipeline & forecasting
Sales dashboards & reports
.
Dynamics 365 Customer Service
Section 3
Examine case management, SLAs, customer support procedures, and tools that assist service teams in resolving client issues more quickly.
Case management lifecycle
Queues, Routing, and SLA
Knowledge base setup
Entitlements & Contracts
Customer service dashboards
.
Dynamics 365 Marketing (Basic Overview)
Section 4
Discover how to use CRM tools to manage customer journeys, create campaigns, send emails, and monitor marketing effectiveness.
Marketing lists
Campaign management
Event management basics
Customer Journeys
Email marketing
.
Dynamics 365 Field Service (Optional)
Section 5
Learn how businesses use Field Service features to manage work orders, scheduling, resources, and on-site services.
Work orders
Scheduling & dispatch
Resource management
Asset & equipment management
.
Power Apps
Section 6
Discover how to use Dataverse as the backend for model-driven or canvas apps to create basic business applications.
Model-driven apps
Canvas apps
App navigation & UI customization
Dataverse fundamentals
.
Power Automate
Section 7
Discover how to reduce manual labor by automating tasks and creating workflows that link CRM with other apps.
Automated flows
Trigger & actions
CRM automation examples
Approval flows
Integration flows
.
Power BI Basics
Section 8
Discover how to integrate Power BI with Dynamics 365 data to generate dashboards and reports for perceptive business analysis.
Connecting Power BI to Dynamics
Creating visual dashboards
Interactive reporting
Publishing & sharing reports
.
Dataverse / Common Data Model
Section 9
Discover how CRM stores data using tables, columns, relationships, and rules that govern the behavior of the data.
Tables, Columns, Relationships
Business rules
Choice fields
Lookup configurations
Form types & view customization
.
CRM Customizations & Configurations
Section 10
To meet business needs, learn how to create unique entities, fields, forms, views, and business process flows.
Custom entities
Custom fields
Business process flows (BPF)
Workflows & automation
Security roles & Teams
Auditing & field-level security
.
CRM Scripting (JavaScript)
Section 11
Learn how to use basic JavaScript to add custom logic, validations, and automation to CRM forms.
Form scripts
Events: OnChange, OnLoad, OnSave
Web API calls
Validation scripts
Calling plugins/actions via JS
.
Plugins (C#)
Section 12
Discover how to use C# plugins to create server-side business logic that executes when CRM events like create, update, or delete occur.
Plugin introduction
Plugin registration
Use cases (pre/post event)
Retrieve & Update operations
Exception handling
Impersonation & secure configuration
.
Custom Workflow Activities
Section 13
Learn how to write custom C# workflow actions for advanced automation to expand workflow capabilities.
C# development
Registering custom activities
Using activities inside CRM workflows
.
Integrations & API
Section 14
Discover how to use Web API, Power Automate, and external services to integrate CRM with other systems.
Dynamics 365 Web API
Writing API calls
Postman testing
Azure Integration basics
Integrating CRM with external systems
Power Automate integrations
Webhooks
Key Projects
Ms dynamics 365 crm techno functional training
Sales Pipeline Automation System
You will construct a comprehensive sales process within Dynamics 365 CRM as part of this project. Workflows that progress opportunities through phases will be established, lead qualification will be automated, custom fields will be created, and business process flows will be designed. Dashboards displaying leads, opportunities, and projected revenue are produced at the end of the project.
Customer Service Case Management Setup
The goal of this project is to develop a comprehensive customer support system. You will set up queues, SLAs, routing rules, case forms, and automated email-to-case generation. Additionally, you will create dashboards and a knowledge base to assist customer support teams in tracking and resolving issues more quickly.
Power Apps + CRM Integration App
In this project, you will build forms, modify tables, design views, and create a model-driven Power App that is connected to the Dataverse. For smooth data flow, you will integrate the app with Dynamics 365 CRM and use Power Automate to automate notifications. This project demonstrates your proficiency with both technical and functional modules.
Ms dynamics 365 crm techno functional training – Associate Training Program
Category
Associate
Exam Name:
Ms dynamics 365 crm techno functional training – Associate
Exam Code:
N.A.
Exam Duration:
N.A.
Exam Format:
N.A.
Passing Score:
N.A.
Our Testimonials
Frequently Asked Questions (FAQs)
What does “techno-functional” mean in Dynamics 365 CRM?
It implies that you acquire both technical skills (scripting, automation, and customization) and functional knowledge (business processes).
What are the job roles after completing this course?
CRM Admin, Power Platform Developer, CRM Functional Consultant, CRM Technical Consultant, and Support Engineer.
Is Dynamics 365 CRM in high demand?
Yes. As more businesses move to cloud CRM, there is a greater need for qualified consultants.
What is the difference between Dynamics CRM and Power Apps?
Power Apps allows you to create custom apps using the same Dataverse platform as Dynamics CRM, which is a pre-made business app.
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