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Become a Dynamics 365 CRM expert. Join now and learn how to configure and implement the CRM solution.

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Course Duration

30 Hrs.

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MS Dynamics 365 CRM is a remarkable CRM solution developed by Microsoft that empowers a firm to manage its interactions with its current and future customers more easily and efficiently. The software solution enables a firm to organize and automate its sales, marketing, and technical support efforts very easily. This is why MS Dynamics 365 CRM is very popular among organizations.
The MS Dynamic 365 CRM functional training program will help you learn how to use the CRM solution to get the maximum benefit from it. Moreover, you will learn about the various functional modules of Microsoft Dynamics 365 CRM and how to configure these modules without any issue or problem.
Things you will learn:

Basics of MS Dynamics 365 CRM

Different functions Of Dynamics 365 CRM

How to administer the CRM system

How to configure and customize the CRM system

Various modules of the CRM system

Best practices to get most out of MS Dynamics 365 CRM

How to navigate through the GUI of the CRM system without any difficulty

Prerequisites:

Basic computer knowledge

Fundamental knowledge about CRM systems

Passion for learning

This course is for:

Newbies that have limited knowledge about Dynamics 365 CRM

Aspiring MS Dynamics 365 CRM functional consultants

IT administrators

Software Release Managers

IT consultants

Engineering graduates, etc.

This program is for aspiring MS Dynamics 365 CRM functional consultants who want to learn and master this robust CRM system of Microsoft.

Help students understand the basics of the CRM system.

Make students comfortable in working with MS Dynamics 365 CRM.

Make students comfortable in using different features of the CRM system.

Teach students how to configure and administer the CRM solution.

Make students comfortable in working with various modules of MS Dynamics 365 CRM.

Teach students to navigate through the GUI of the CRM system.

Help students learn best practices for getting the most out of the CRM system.

The trainer will help you:

Master the fundamentals of MS Dynamics 365 CRM.

Understand the various features of the CRM system.

Learn to configure and administer the CRM system.

Become comfortable in working with various modules of MS Dynamics 365 CRM.

Understand the responsibilities of a Dynamics 365 functional consultant

Become a skilled Dynamics 365 CRM functional consultant.

The demand for competent Dynamics 365 CRM functional consultants is enormous in the job market. This is primarily because of the benefits that a Dynamics 365 CRM functional consultant can provide to a company via its services. As per leading job websites, a competent Dynamics 365 CRM functional consultant can earn a handsome amount of money for his services.
As per a survey, a competent Dynamics 365 CRM functional consultant can earn approximately 7,00,000 per year as a fresher. On the other hand, an experienced Dynamics 365 CRM functional consultant can earn approximately 9,00,000-10,00,000 per year. In short, you can make a lot of money by pursuing your career as a functional consultant.

You will get ample opportunities for progression and growth after completing this training program. Besides this, you will also earn handsome remuneration for your provided services to an organization. Here are some of the opportunities that you will get after completing the MS Dynamics 365 CRM functional training:

Work as a Dynamics 365 CRM functional consultant

Become a trainer

Actively contribute to the CRM community

Train for other roles

Ample opportunities are available for students who pursue their careers as functional consultants. Thus, if you desire to become a functional consultant and earn lots of money then, you should definitely join the MS Dynamics 365 CRM training program.

MS Dynamics 365 CRM comes with lots of robust features and modules that provide lots of benefits to an organization. Moreover, the CRM solution empowers its users to organize and automate its sales, marketing, and technical support efforts very easily. In short, a firm can gain lots of advantages and benefits by using the CRM solution in their organization.
Here’s why Dynamics 365 CRM is so popular:

Easy to use

The CRM solution can be integrated with other Microsoft products

Highly customizable

Enhances a firm’s productivity

Highly scalable

The job of an MS Dynamics 365 CRM functional consultant is not that easy and requires a respectable amount of information about the CRM solution, its features, and modules. He is responsible for analyzing business requirements. Besides this, he is responsible for configuring and maintaining the CRM solution. In short, a Microsoft Dynamics 365 CRM functional consultant is a vital asset of an organization. Here are a few key duties of a Dynamics 365 CRM functional consultant:

Configure and maintain MS Dynamics 365 CRM applications

Perform maintenance tasks

Work with product management owners for analyzing business requirements

Mentor team members

Develop and execute test plans

The demand for competent CRM functional consultants is huge in the market, while their supply is not that big. This is why many big companies are always looking for skilled CRM functional consultants for their organization and don’t hesitate to pay a good amount of money to them for their services. Following is the list of companies that are always looking for skilled CRM functional consultants for their organization:

Infosys

Infochola

Preludesys

Deloitte

Accenture

After completing the functional training program, you will receive a training completion certificate from Croma Campus. The training certificate of Croma Campus is globally recognized and helps students in proving their proficiency in working with MS Dynamics 365 CRM. In addition to that, the training program comes with 100% placement support.
Advantages of getting certification:

Industry-recognized certification

It helps in proving your proficiency in working with the CRM solution

Increase your chances of getting hired as a CRM functional consultant

Hike in salary

Why Should You Do MS Dynamics 365 CRM Functional Training?

Lots of job opportunities for MS Dynamics 365 CRM Functional Consultant.

The customer base of around 40,000+ customers.

There is a shortage of MS Dynamics 365 CRM functional consultants in the market.

A CRM functional consultant can earn around ₹7,00,000 per annum.

A CRM functional consultant can earn about $93,000 per annum in the USA.

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CURRICULUM & PROJECTS

MS Dynamics 365 CRM Functional Training

What is CRM

How to Access CRM

How to Activate 30 days CRM online trial version

Deployment models for Microsoft CRM- Online

Overview of Three Modules in CRM - Sales, Marketing, and Services

CRM Records:

Owner of the record

Status of the record

Sorting

Assigning and sharing Record

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Views - System Views and Personal View

Search and Advanced nd search

Personalization Settings

Advanced Settings

System Settings

Auto-Numbering

Languages

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MS CRM Entity Model

Core Entities – Account, Contact, Lead, Opportunity, Case

Create and manage Custom Entities and Attributes

Congure entity ownership

Congure local and global option sets

Form Customization Overview.

Create and modify Forms in CRM

Quick Create Form

Quick View Form

Main form

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Create and manage Multiple Main Form

Role-based Form

Editable Grid

Describe Solution components

Default Solution

Managed Solution

Unmanaged Solution

Specify a publisher, work with multiple solutions

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Describe the Business Unit

Create and manage Users

Create Team

Manage security roles for users and teams

Security Model in CRM

Role-Based Security, Access rights, and Privileges

Record Level Security

Field Level Security

Implement the auditing capability in CRM

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Sales Life Cycle

Convert Activity Records to Leads

Qualifying and Disqualifying Leads

Work with Opportunity

Create Opportunities and Manage Opportunity Forms and records

Describe stages and steps in the opportunity process ribbon o Adding Line Items (Opportunity Products) to Opportunities

Assign ownership of opportunity records to users or teams

Quote Management

Create New Quotes

Create a Quote from an Opportunity

Activate and revise Quotes

Working with Order

Create New Orders

Convert a quote to an Order

Working with Invoices

Create new invoices

Convert an Order to an Invoice

Create, Maintain, and use Sales Literature

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Create Unit Group and congure Unit

Adding and Maintaining Products

Price List and associate price list with Product

Create and Congure Discount List

Create a Product Family

Create Product and Product Bundle conguration

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Overview of the service module

Create and maintain Case record

Create a new case record

Convert activity records to cases

Create parent-child cases

Merge cases, cancel, delete, resolve, and reactivate Cases

Routing Rules

Create Routing Rules

Apply routing rules to cases

Queue Management

Create and maintain queues

Private Queue & Public Queue

Working with Queue Items

Describe how case routing rules apply to queues

Working with SLA (Service Level Agreements)

Type of SLA - Standard SLA & Enhanced SLA

Using business scenario to implement SLA

Working with Entitlement

Create an entitlement: From Template & from scratch

Dene Entitlement Terms

Associate entitlements to cases

Associate Service Level Agreement (SLA) with Entitlement

Using business scenario to implement Entitlement

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Build reports with Report Wizard

Running Built-in Reports

Grouping, Sorting and Exporting Reports

WordPress Backups and solutions

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View

Create, congure, and share Personal View

Create, congure, and publish System View

Charts

Create, congure, and share Personal Chart

Create, congure, and publish System Chart

Dashboard

Create, congure, and share Personal Dashboard

Create, congure, and publish System Dashboard

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Create and Congure Business Rules

Enable business rules for forms

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Overview of Business Process Flow

Creating Business Process Flow with condition

Overview of Workow

Creating Workows through Workow Designer

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Duplication Detection Settings and Rules

Bulk Record Deletion

Data Maps and Date Imports

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Email server creation

Mailbox enable and test

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Overview of Field Service in Dynamics 365

Work Order Management

Resource Scheduling and Schedule Board

Service Tasks and Products

Inventory Overview

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Introduction to Marketing in Dynamics 365

Creating Segments and Marketing Emails

Setting Up Customer Journeys

Event Management (Basic Overview)

Lead Scoring (Intro Only)

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Introduction to Power Automate

Creating Automated Flows for CRM

Common Flow Examples (Notifications, Record Updates)

Approval Flows

Monitoring and Error Handling (Basic)

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Course Duration

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