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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.

MS Dynamics 365 CRM Functional Training

About-Us-Course

  • 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?

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MS Dynamics 365 CRM Functional Training

  • What is CRM
  • How to Access CRM
  • How to Activate 30 days CRM online trial version
  • Difference between CRM Online and CRM on- premise Version
  • Three Modules in CRM - Sales, Marketing and Services
  • CRM Records:
    • Owner of the record

      Status of the record

      Sorting

      Assigning and sharing Record

      Views -System Views and Personal View

      Editable Grid

  • Search and Advanced find search
  • MS Dynamics CRM Architecture
  • Setting Personal Options
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  • MS CRM Entity Model
  • Customization Concepts Entity Types and Attributes Data Type
  • Creating Custom Entities, Attributes and main form and Global Option Set
  • Form Customization Overview.
  • Create and Modify Forms.
  • Types of Forms in CRM -
    • Quick Create Form

      Quick View Form

      Mobile form

  • Create and manage Multiple Main Form
  • Role based Form
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  • Types of Entity Relationships
  • Relationship Behaviours
  • Creating Entity Relationships
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  • Default Solution
  • Managed Solution
  • Unmanaged Solution
  • Managed Properties
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  • Introduction to Business Unit
  • Team
  • User
  • Security Model in CRM
    • Role Based Security, Access rights and Privileges

      Record Level Security

      Field Level Security

  • Auditing Overview
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  • Sales Life Cycle
  • Convert Activity Records to Leads
  • Qualifying and Disqualifying Leads
  • Create Opportunities and Work with Opportunity Forms and records
  • Adding Line Items (Opportunity Products) to Opportunities
  • Quote Management
  • Working with Order
  • Working with Invoices
  • Create, Maintain, and Use Sales Literature
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  • Unit Group and configure Unit
  • Adding and Maintaining Products
  • Price List and associate price list with Product
  • Discount List
  • Product Family,
  • Product and Product Bundle configuration
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  • Marketing Life Cycle:
  • Campaign and Quick Campaign,
  • Marketing list- Static and Dynamics Marketing list
  • Campaign Activity
  • Campaign Response
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  • Overview of service module
  • Service Management & Service Scheduling
  • Case Entity
  • Routing Rules
  • Queue Management
    • Private Queue & Public Queue

      Add case to a queue based on routing rule

  • SLA (Service Level Agreements)
  • Type OF SLA
    • Standard SLA & Enhanced SLA

  • Using business scenario to implement SLA
  • Entitlement
    • Create an entitlement: From Template & from scratch

      Define Entitlement Terms

      Associate entitlements to cases

      Using business scenario to implement Entitlement

      Using Service Level Agreement (SLA) with Entitlement

  • Knowledge Base Article: (a) Directly create (b) Create from Template
  • Creating Subject for knowledge-based Article
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  • Running Built-in Reports
  • Creating and updating Report in CRM
  • Grouping, Sorting and Exporting Reports
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  • View
    • Personal View & System View

  • Charts
    • Personal Chart & System Chart

  • Dashboard
    • Personal Dashboard & System Dashboard

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  • Email Template
  • Email Signature
  • Configure Email
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  • Configure Business Rules
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  • Overview of Business Process Flow
    • Creating Business Process Flow with condition

  • Overview of Workflow
    • Creating Workflows through Workflow Designer

  • Overview of Dialogs
    • Creating Dialog Pages, Prompt and Response

      Working with Input Parameters in Dialogs

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  • Overview of Plug-ins
  • The Event Execution Pipeline
  • Deploying Plugins
  • Debugging Plugins
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  • Client-side scripting using Java Script
  • Working with I-Frames
  • Working with Web Resources
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  • Duplication Detection Settings and RulesL
  • Bulk Record Deletion
  • Data Maps and Date Imports
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  • Creating & Hiding Ribbon Elements
  • Enabling & Disabling Ribbon Elements
  • Working with Site Maps
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  • Overview of Field Service
  • Work Order Life Cycle
  • Work Order Creation
  • Service Task Creation
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  • Overview
  • How to use plugins
  • How to connect with CRM
  • Use 5 common plugins
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  • Email server creation
  • Mailbox enable and test
  • Queue creation
  • Configuration
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  • Overview of FetchXML
  • Overview of Odata query
  • Use FetchXML to fetch data from CRM
  • Update data in CRM
  • Use Odata query to fetch data from CRM
  • Push data into CRM
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FAQ's

  • Basic computer knowledge
  • Fundamental knowledge about CRM systems
  • Passion for learning

It may take around 45 days to complete the CRM functional training program

Once your course is 70% complete, you will get access to the job portal of the Croma Campus. The job portal contains exclusive job openings for students of Croma Campus. Using this job portal, you can apply for jobs that match your profile and interests

  • We are ISO certified
  • You will learn under an experienced functional consultant
  • Project-based training
  • 100+ placement support

Yes, we provide offline training to students. However, due to covid pandemic and government guidelines currently, we are able to offer only online training to students. Once the situation is stabilized, we will start offline training for students again

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