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Ms dynamics 365 crm techno functional training
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

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About 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.

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Training Plan

01
About trainer

About trainer

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

02
Decks & Updated Content

Decks & Updated Content

Access to updated presentation decks shared during live training sessions.

03
e-Book

e-Book

E-book provided by TechPratham. All rights reserved.

04
Assignments & MCQs

Assignments & MCQs

Module-wise assignments and MCQs provided for practice.

05
Video Recording

Video Recording

Daily Session would be recorded and shared to the candidate.

06
Projects

Projects

Live projects will be provided for hands-on practice.

07
Resume Building

Resume Building

Expert-guided resume building with industry-focused content support.

08
Interview Preparation

Interview Preparation

Comprehensive interview preparation with real-time scenario practice.

Ms dynamics 365 crm techno functional training Course Curriculum

Introduction to Dynamics 365 CRM

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

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

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)

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)

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

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

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

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

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

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)

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#)

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

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

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

Microsoft Tools Courses

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Additional Program Highlights

Learning Materials

Comprehensive study materials and resources

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Resume Writing

Professional resume building session

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Interview Preparation

Master your interview skills

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Live Project Demo

Real-world project demonstrations

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Upcoming Batches

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Key Projects

Ms dynamics 365 crm techno functional training

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Sales Pipeline Automation System

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Customer Service Case Management Setup

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Power Apps + CRM Integration App

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Our Success Mantra

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Commitment

  • Ensuring quality training every day

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Fulfillment

  • Meeting learning goals with confidence

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Accomplishment

  • Students achieving industry-ready expertise

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Beyond Courses:

Additional Support We Provide

24/7 Support

LinkedIn Profile

Resume Writing

Alumni Sessions

Interview Preparation

Live Projects

What does “techno-functional” mean in Dynamics 365 CRM?

What are the job roles after completing this course?

Is Dynamics 365 CRM in high demand?

What is the difference between Dynamics CRM and Power Apps?

Industry-Recognized Certification

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