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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.

Training Plan

01

About trainer

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

02

Decks & Updated Content

Access to updated presentation decks shared during live training sessions.

03

e-Book

E-book provided by TechPratham. All rights reserved.

04

Assignments & MCQs

Module-wise assignments and MCQs provided for practice.

05

Video Recording

Daily Session would be recorded and shared to the candidate.

06

Projects

Live projects will be provided for hands-on practice.

07

Resume Building

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

08

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

Microsoft Tools Courses

No related courses found

Additional Program Highlights

Learning Materials
Resume Writing
Interview Preparation
Interview Preparation

Upcoming Batches

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Who Should Take Ms dynamics 365 crm techno functional training

IT Professionals

Non-IT Career Switchers

Fresh Graduates

Key Projects

Ms dynamics 365 crm techno functional training

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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.

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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.

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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.

Placement Process

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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

Certificate
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India

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WhatsApp
USA Flag+1 (343) 477-0926
WhatsApp
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India

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