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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.

Live Project

2 Project

Certification Pass

Guaranteed

Training Format

Live Online /Self-Paced/Classroom

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Dynamics

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500+

Professionals Trained
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4+

Batches every month
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20+

Countries & Counting
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100+

Corporate Served

  • 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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Plenary for MS Dynamics 365 CRM Functional Training

Track Week Days Weekends Fast Track
Course Duration 40-45 Days 7 Weekends 8Days
Hours 1 Hrs. Per Day 2Hrs. Per Day 6+ Hrs. Per Day
Training Mode Classroom/Online Classroom/Online Classroom/Online
Course Price at :
30,15033,500
10% OFF Expires in01D 08H 53M 23S

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Program Core Credentials

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Trained Students

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Success Ratio

100%

Corporate Training

For India & Abroad

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Job Assistance

100%

BATCH TIMINGS

MS Dynamics 365 CRM Functional Training Upcoming Batches

WEEKDAY

06-Feb-2023*

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07-Mar-2023*

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WEEKDAY

02-Mar-2023

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04-Feb-2023

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CURRICULUM & PROJECTS

MS Dynamics 365 CRM Functional Training

  • 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.
    • Placement Guide

      Ribbon Customization

      Filed Service

      Data management

      Application Event Programming

      Implementing Business Processes

      Plugins

      Configuring Business Rules in Microsoft Dynamics CRM

      Reports

      View, Charts and Dashboard

      Email Functionality in Microsoft Dynamics CRM

      Introduction to Service Management

      Working with the Product Catalog

      Introduction to Marketing Management

      Introduction to Sales Management

      Solution Concepts

      Building a Security Model in Microsoft Dynamics CRM

      Managing Relationships

      Microsoft Dynamics CRM Overview

      Customizing Entities and Forms

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  • Microsoft Dynamics CRM Overview
    • Setting Personal Options

      MS Dynamics CRM Architecture

      Search and Advanced find search

      Three Modules in CRM - Sales, Marketing and Services

      CRM Records:

      • Editable Grid
        • Sorting
          • Assigning and sharing Record
            • Views -System Views and Personal View
              • Status of the record
                • Owner of the record

                  How to Access CRM

                  How to Activate 30 days CRM online trial version

                  Difference between CRM Online and CRM on- premise Version

                  What is CRM

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              • Customizing Entities and Forms
                • Role based Form

                  Create and manage Multiple Main Form

                  Types of Forms in CRM -

                  • Quick View Form
                    • Mobile form
                      • Quick Create Form

                        Create and Modify Forms.

                        Form Customization Overview.

                        Creating Custom Entities, Attributes and main form and Global Option Set

                        Customization Concepts – Entity Types and Attributes Data Type

                        MS CRM Entity Model

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                    • Managing Relationships
                      • Creating Entity Relationships

                        Relationship Behaviours

                        Types of Entity Relationships

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                    • Solution Concepts
                      • Managed Properties

                        Unmanaged Solution

                        Managed Solution

                        Default Solution

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                    • Building a Security Model in Microsoft Dynamics CRM
                      • Auditing Overview

                        Security Model in CRM –

                        • Record Level Security
                          • Field Level Security
                            • Role Based Security, Access rights and Privileges

                              User

                              Team

                              Introduction to Business Unit

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                          • Introduction to Sales Management
                            • Create, Maintain, and Use Sales Literature

                              Working with Invoices

                              Working with Order

                              Quote Management

                              Adding Line Items (Opportunity Products) to Opportunities

                              Create Opportunities and Work with Opportunity Forms and records

                              Qualifying and Disqualifying Leads

                              Convert Activity Records to Leads

                              Sales Life Cycle

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                          • Working with the Product Catalog
                            • Product Family,

                              Product and Product Bundle configuration

                              Discount List

                              Price List and associate price list with Product

                              Unit Group and configure Unit

                              Adding and Maintaining Products

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                          • Introduction to Marketing Management
                            • Campaign Response

                              Campaign Activity

                              Marketing list- Static and Dynamics Marketing list

                              Campaign and Quick Campaign,

                              Marketing Life Cycle:

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                          • Introduction to Service Management
                            • Creating Subject for knowledge-based Article

                              Knowledge Base Article: (a) Directly create (b) Create from Template

                              Entitlement

                              • Using Service Level Agreement (SLA) with Entitlement
                                • Using business scenario to implement Entitlement
                                  • Associate entitlements to cases
                                    • Define Entitlement Terms
                                      • Create an entitlement: From Template & from scratch

                                        Using business scenario to implement SLA

                                        Type OF SLA

                                        • Standard SLA & Enhanced SLA

                                          SLA (Service Level Agreements)

                                          Queue Management

                                          • Add case to a queue based on routing rule
                                            • Private Queue & Public Queue

                                              Service Management & Service Scheduling

                                              Case Entity

                                              Routing Rules

                                              Overview of service module

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                                          • Reports
                                            • Grouping, Sorting and Exporting Reports

                                              Creating and updating Report in CRM

                                              Running Built-in Reports

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                                          • View, Charts and Dashboard
                                            • Dashboard

                                              • Personal Dashboard & System Dashboard

                                                Charts

                                                • Personal Chart & System Chart

                                                  View

                                                  • Personal View & System View
                                                Get full course syllabus in your inbox

                                                • Email Functionality in Microsoft Dynamics CRM
                                                  • Email Template

                                                    Email Signature

                                                    Configure Email

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                                                • Configuring Business Rules in Microsoft Dynamics CRM
                                                  • Configure Business Rules

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                                                • Implementing Business Processes
                                                  • 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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                                                        • Plugins
                                                          • Overview of Plug-ins

                                                            The Event Execution Pipeline

                                                            Deploying Plugins

                                                            Debugging Plugins

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                                                        • Application Event Programming
                                                          • Client-side scripting using Java Script

                                                            Working with I-Frames

                                                            Working with Web Resources

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                                                        • Data management
                                                          • Duplication Detection Settings and Rules

                                                            Bulk Record Deletion

                                                            Data Maps and Date Imports

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                                                        • Ribbon Customization
                                                          • Creating & Hiding Ribbon Elements

                                                            Enabling & Disabling Ribbon Elements

                                                            Working with Site Maps

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                                                        • Filed Service
                                                          • Overview of Field Service

                                                            Work Order Life Cycle

                                                            Work Order Creation

                                                            Service Task Creation

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                                                        • Placement Guide
                                                          • Tips to clear an Interview

                                                            Common Interview questions and answers

                                                            Microsoft Dynamics 365 Functional Interview Questions

                                                            Resume Building Guide

                                                            Career roadmap and certifications

                                                            Attempt for the Global Certification Exam

                                                            Start applying for Jobs

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                                                        + More Lessons

                                                        Need Customized curriculum?

                                                        Mock Interviews

                                                        Prepare & Practice for real-life job interviews by joining the Mock Interviews drive at Croma Campus and learn to perform with confidence with our expert team.Not sure of Interview environments? Don’t worry, our team will familiarize you and help you in giving your best shot even under heavy pressures.Our Mock Interviews are conducted by trailblazing industry-experts having years of experience and they will surely help you to improve your chances of getting hired in real.
                                                        How Croma Campus Mock Interview Works?

                                                        Projects

                                                        Validate your skills and knowledge by working on industry-based projects that includes significant real-time use cases.Gain hands-on expertize in Top IT skills and become industry-ready after completing our project works and assessments.Our projects are perfectly aligned with the modules given in the curriculum and they are picked up based on latest industry standards. Add some meaningful project works in your resume, get noticed by top industries and start earning huge salary lumps right away.
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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

                                                        Career Assistancecareer assistance
                                                        • - Build an Impressive Resume
                                                        • - Get Tips from Trainer to Clear Interviews
                                                        • - Attend Mock-Up Interviews with Experts
                                                        • - Get Interviews & Get Hired
                                                        Are you satisfied with our Training Curriculum?

                                                        If yes, Register today and get impeccable Learning Solutions!

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