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CRM – Microsoft Dynamics 365 (Customer Engagement) Training is designed for sales professionals, marketing teams, customer service agents & CRM consultants who want to effectively manage customer relationships using Microsoft Dynamics 365. This training focuses on core modules like Sales, Marketing, Customer Service, and Field Service to streamline interactions, automate workflows, & boost customer satisfaction. It is essential for organizations aiming to enhance customer engagement, improve retention & drive business growth through a unified CRM platform.
Duration of Training : 40-60 Hours
Batch type : Weekdays/Weekends
Mode of Training : Classroom/Online/Corporate Training
Tracks: Functional + Technical
Projects: 3 Real-Time Projects
Labs & Assignments: 50+ Hands-on Tasks
32 Hours Training + 28 Hours Self-Paced Projects with Trainer Help
Curriculum Designed by Experts
• Overview of Cloud Computing
• Cloud Service Models (IaaS, PaaS, SaaS)
• Cloud Deployment Models (Public, Private, Hybrid, Community)
• Cloud Reference Architectures
• Shared Responsibility Model
Assignment: Compare IaaS vs SaaS vs PaaS security models for a real-world app
• Legal and Regulatory Considerations
• Risk Management Frameworks (ISO 27005, NIST RMF)
• CSA’s Cloud Controls Matrix (CCM)
• Cloud Governance Policies
Project: Perform a risk assessment for a fictional cloud migration project using CCM
• Data Residency, Sovereignty & Privacy Concerns
• Standards & Regulations: GDPR, HIPAA, PCI-DSS, ISO 27001
• Audit Mechanisms in the Cloud
• Role of Third-party Assessments
Assignment: Map GDPR compliance controls to CCM and identify control gaps
Business Automation (No-Code/Low-Code)
Workflows
Business Process Flows (BPF)
Actions & Real-Time vs Background Automation
Power Automate flows with CRM
Assignment: Automate case creation from email
Developer Level
Web API + OData Operations
Plugin Development
Pre/Post/Async Plugins
Secure & Unsecure Configurations
Deployment & Registration
Custom Workflow Activities
JavaScript Client-Side Scripting
Form Events, OnChange, OnLoad
Ribbon Customization (Command Bar)
PCF (PowerApps Component Framework) Basics
Assignment: Create a Plugin for Auto Lead Routing
Power BI Analytics Embedded in CRM
Canvas App integration
Power Virtual Agent for customer support bots
Power Pages Portal Development
Assignment: Create a Customer Self-Service Portal
Data Import/Export Wizard
Data Migration using Dataflows
Azure Data Factory Integration (Basics)
Duplicate Detection Rules
Data Quality & Clean-up strategies
Assignment: Import 500+ Records Using Templates
Environments & Deployment strategies (Dev/Test/Prod)
Solution Management (Managed vs Unmanaged)
ALM using Azure DevOps Pipelines
Backup, Restore & Disaster Recovery
Performance Optimization Techniques
Assignment: Create a DevOps Release pipeline for CRM
Integration with:
Microsoft Exchange / Outlook
SharePoint
Teams Collaboration
Azure Functions
Webhooks, Event Framework
Third-party API Integration via Custom Connectors
Assignment: Sync CRM account data with external REST API
Resource Management
Work Orders & Scheduling
Project-based Sales
Assignment: Configure Field Service for basic scheduling
Customer Journeys
Segments & Lead Scoring
Email Marketing Compliance (GDPR)
Assignment: Create promotional campaign workflow
Sales CRM System — Lead > Opportunity > Quote > Invoice
Customer Support Helpdesk System with SLA & Knowledge Base
Portal for Customers integrated with CRM
CRM + Power BI Dashboard for Sales Forecasting
CRM + Azure Integration to send WhatsApp Notifications
| Category | Skills |
|---|---|
| Functional | CE Modules, BPF, SLA, Security Roles |
| Config | Dataverse, Business Rules, Apps |
| Development | Plugins, Workflows, JS, API, PCF |
| Integration | Power Platform, Azure, REST APIs |
| DevOps | ALM, Managed Solutions |
Interview Questions (200+)
Real-world Case Studies
Admin Checklist: Go-Live Readiness
• Microsoft Dynamics 365 Online Trial
• Power Platform Admin Center
• Power Automate
• Power BI (Basic Integration)
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