- 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:
- Prerequisites:
- This course is for:
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
Basic computer knowledge
Fundamental knowledge about CRM systems
Passion for learning
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.
- The trainer will help you:
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.
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:
- 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.
Work as a Dynamics 365 CRM functional consultant
Become a trainer
Actively contribute to the CRM community
Train for other roles
- 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 | 8 Days |
Hours | 1 Hrs. Per Day | 2 Hrs. Per Day | 6+ Hrs. Per Day |
Training Mode | Classroom/Online | Classroom/Online | Classroom/Online |
Course Price at :
Program fees are indicative only* Know more
Program Core Credentials

Trainer Profiles
Industry Experts

Trained Students
10000+

Success Ratio
100%

Corporate Training
For India & Abroad

Job Assistance
100%
BATCH TIMINGS
MS Dynamics 365 CRM Functional Training Upcoming Batches
WEEKDAY
12-Jun-2023*
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FASTRACK
04-Jul-2023*
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Materials and guidance on certifications
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WEEKDAY
14-Jun-2023*
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Get Proper guidance on certifications.
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WEEKDAY
06-Jul-2023
Take class during weekdays and utilize your weekend for practice.
Get regular training by Industry Experts.
Get Proper guidance on certifications.
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WEEKEND
17-Jun-2023
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Get Intensive coaching in less time
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WEEKEND
24-Jun-2023*
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Get Intensive coaching in less time
Get Proper guidance on certifications.
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Batch Request
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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.
Microsoft Dynamics CRM Overview
Customizing Entities and Forms
Managing Relationships
Solution Concepts
Building a Security Model in Microsoft Dynamics CRM
Introduction to Sales Management
Working with the Product Catalog
Introduction to Marketing Management
Introduction to Service Management
Reports
View, Charts and Dashboard
Email Functionality in Microsoft Dynamics CRM
Configuring Business Rules in Microsoft Dynamics CRM
Implementing Business Processes
Plugins
Application Event Programming
Data management
Ribbon Customization
Filed Service
Placement Guide
- Microsoft Dynamics CRM Overview
- Owner of the record
- Status of the record
- Sorting
- Assigning and sharing Record
- Views -System Views and Personal View
- Editable Grid
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:
Search and Advanced find search
MS Dynamics CRM Architecture
Setting Personal Options
- Customizing Entities and Forms
- Quick Create Form
- Quick View Form
- Mobile form
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 -
Create and manage Multiple Main Form
Role based Form
- Managing Relationships
Types of Entity Relationships
Relationship Behaviours
Creating Entity Relationships
- Solution Concepts
Default Solution
Managed Solution
Unmanaged Solution
Managed Properties
- Building a Security Model in Microsoft Dynamics CRM
- Role Based Security, Access rights and Privileges
- Record Level Security
- Field Level Security
Introduction to Business Unit
Team
User
Security Model in CRM –
Auditing Overview
- Introduction to Sales Management
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
- Working with the Product Catalog
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
- Introduction to Marketing Management
Marketing Life Cycle:
Campaign and Quick Campaign,
Marketing list- Static and Dynamics Marketing list
Campaign Activity
Campaign Response
- Introduction to Service Management
- Private Queue & Public Queue
- Add case to a queue based on routing rule
- Standard SLA & Enhanced SLA
- 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
Overview of service module
Service Management & Service Scheduling
Case Entity
Routing Rules
Queue Management
SLA (Service Level Agreements)
Type OF SLA
Using business scenario to implement SLA
Entitlement
Knowledge Base Article: (a) Directly create (b) Create from Template
Creating Subject for knowledge-based Article
- Reports
Running Built-in Reports
Creating and updating Report in CRM
Grouping, Sorting and Exporting Reports
- View, Charts and Dashboard
- Personal View & System View
- Personal Chart & System Chart
- Personal Dashboard & System Dashboard
View
Charts
Dashboard
- Email Functionality in Microsoft Dynamics CRM
Email Template
Email Signature
Configure Email
- Configuring Business Rules in Microsoft Dynamics CRM
Configure Business Rules
- Implementing Business Processes
- Creating Business Process Flow with condition
- Creating Workflows through Workflow Designer
- Creating Dialog Pages, Prompt and Response
- Working with Input Parameters in Dialogs
Overview of Business Process Flow
Overview of Workflow
Overview of Dialogs
- Plugins
Overview of Plug-ins
The Event Execution Pipeline
Deploying Plugins
Debugging Plugins
- Application Event Programming
Client-side scripting using Java Script
Working with I-Frames
Working with Web Resources
- Data management
Duplication Detection Settings and Rules
Bulk Record Deletion
Data Maps and Date Imports
- Ribbon Customization
Creating & Hiding Ribbon Elements
Enabling & Disabling Ribbon Elements
Working with Site Maps
- Filed Service
Overview of Field Service
Work Order Life Cycle
Work Order Creation
Service Task Creation
- 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
+ More Lessons
Mock Interviews

Projects
Phone (For Voice Call):
+91-971 152 6942WhatsApp (For Call & Chat):
+918287060032self assessment
Learn, Grow & Test your skill with Online Assessment Exam to achieve your Certification Goals

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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- - Get Tips from Trainer to Clear Interviews
- - Attend Mock-Up Interviews with Experts
- - Get Interviews & Get Hired
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Assignment
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