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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

Speciality

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500+

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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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30 Hrs.
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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

    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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+ More Lessons

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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
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