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Dynamics 365 Fundamentals (CRM)

Dynamics 365 Fundamentals, also known as Dynamics 365 CRM Fundamentals, refers to a Microsoft certification that provides individuals with foundational knowledge of Microsoft Dynamics 365 Customer Engagement, commonly known as Dynamics 365 for Customer Relationship Management (CRM). Earning the Dynamics 365 Fundamentals certification demonstrates your foundational knowledge of Dynamics 365 CRM, making it a valuable credential for individuals starting their journey with Dynamics 365.

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The Syllabus

Curriculum Designed by Experts

Describe Microsoft Dynamics 365 Marketing

Explore Dynamics 365 Marketing

  •  Describe use cases for Dynamics 365 Marketing
  •  Describe lead generation and qualification
  • Describe use cases for marketing forms
  • Describe how to target customers by using segments and subscription lists
  •  Describe email marketing
  • Describe customer journeys
  • Describe event management features and capabilities

Describe Dynamics 365 Marketing related apps

  •  Describe use cases of and capabilities for Customer Insights
  • Describe use cases of Customer Voice for Marketing
Describe Dynamics 365 Sales

Explore Dynamics 365 Sales

  • Describe use cases for Dynamics 365 Sales
  • Describe leads and the process for qualifying leads
  •  Describe the opportunity management process
  •  Describe the quote lifecycle
  • Describe the order management and invoice management processes
  •  Describe use cases for business process flows

Describe Dynamics 365 Sales capabilities and related apps

  • Describe sales pipeline and forecasting concepts
  • Describe use cases for and capabilities of Sales Insights
  • Describe use cases for and capabilities of LinkedIn Sales Navigator
  • Describe use cases for the Dynamics 365 Sales mobile app
Describe Dynamics 365 Customer Service

Explore Dynamics 365 Customer Service

  • Describe use cases for Dynamics 365 Customer Service
  • Describe the functionality for workload management, including basic routing (basic queues), Unified Routing, and Agent Inbox
  • Describe Knowledge Management in Dynamics 365 Customer Service
  •  Describe the case lifecycle including service-level agreements (SLAs) and entitlements

Describe Dynamics 365 Customer Service capabilities and related apps

  •  Describe Omnichannel for Customer Service
  • Describe reporting and data visualization options in Dynamics 365 Customer Service
  • Describe use cases of Dynamics 365 Customer Voice for Customer Service
Describe Dynamics 365 Field Service

Explore Dynamics 365 Field Service

  •  Describe use cases for Dynamics 365 Field Service
  • Describe common field service processes
  • Describe the work order lifecycle
  •  Describe inspections in Dynamics 365 Field Service
  • Describe the Field Service mobile app

Describe the scheduling capabilities of Dynamics 365 Field Service

  •  Describe resource and scheduling processes
  • Describe asset management and customer assets
  • Describe Connected Field Service for Dynamics 365
Explore the core capabilities of Dynamics 365 customer engagement apps

Describe the foundations of Dynamics 365 customer engagement apps

  •  Describe use cases for Dynamics 365 customer engagement apps
  • Describe Microsoft Power Platform as it relates to Dynamics 365 customer engagement apps
  • Describe Microsoft Dataverse as the foundation for Dynamics 365 customer engagement apps
  •  Navigate to and within Dynamics 365 customer engagement apps

Describe shared activities and integration options in Dynamics 365 customer engagement apps

  • Describe customers and activities
  • Describe search options and filter criteria
  •  Describe reporting capabilities including dashboards, charts, and views
  • Describe Microsoft Teams integration
  • Describe Microsoft Outlook integration
  •  Describe Microsoft Excel integration

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    Skills Covered

    • Understanding Core CRM Concepts

    • Introduction to Dynamics 365

    • Navigation and User Interface

    • Sales Automation

    • Customer Service Management

    • Marketing Automation

    • Data Management and Security

    • Reporting and Analytics

    • Customization and Configuration

    • Customer Data Visualization

    • Lead and Opportunity Management

    • Process Automation with Power Automate

    • Customer Insights and Personalization

    • Dynamics 365 Integration with Other Microsoft Tools

    • Mobile Access and Usage

    • Basic Workflow Creation

    • Collaboration and Communication Tools

    • Service Scheduling and Resource Management

    • Understanding Licensing and Deployment

    • Introduction to AI and Machine Learning Capabilities

    tool covered

    Like the Curriculum ? Let's Get Started

    Why Enroll for Dynamics 365 Fundamentals (CRM) ?

    In-Demand Skills

    Unlock essential, in-demand skills with Dynamics 365 Fundamentals (CRM) Course Training. Master customer relationship management, sales, and service automation. Why enroll? Certification elevates your career, providing hands-on experience and expertise in Microsoft Dynamics 365 CRM fundamentals and processes.

    Career Opportunities

    Unlock diverse career opportunities with Dynamics 365 Fundamentals (CRM) Course Training. This certification opens paths in CRM consultancy, sales, and customer service management. Why enroll? Gain hands-on skills and certification to accelerate your career in Microsoft Dynamics 365 CRM roles.

    Cloud Adoption

    Elevate your career with the Dynamics 365 Fundamentals (CRM) Course Certification, created to assist you in learning the fundamentals of cloud adoption. This detailed training provides a solid foundation in cloud-based CRM solutions, preparing you with the critical skills needed to thrive in today’s competitive business environment.

    Scalability and Flexibility

    Unlock the potential of Dynamics 365 Fundamentals (CRM) Course Certification by mastering Scalability and Flexibility. This course equips you with the ability to adapt CRM solutions to your business growth while ensuring customizable tools for evolving needs, offering a robust foundation for cloud-based CRM success.

    Cost Management

    Master the essentials of Cost Management with the Dynamics 365 Fundamentals (CRM) Course Certification. This course teaches efficient budget control and cost optimization using CRM tools. Gain practical skills to streamline expenses and enhance your business's financial management in a cloud environment

    Security and Compliance

    Advance your career with our Dynamics 365 Fundamentals (CRM) Course Training! Master vital security and compliance skills to protect your data and meet industry regulations. Join now for hands-on learning and achieve your Dynamics 365 Fundamentals (CRM) Course Certification with expert guidance!

    Course benefits

    • Foundational Knowledge of CRM

    • Introduction to Microsoft Dynamics 365

    • Enhanced Career Opportunities

    • Hands-on Learning

    • Integration with Other Microsoft Services

    • Understanding of Sales, Marketing, and Customer Service Processes

    • Preparation for Certification Exams

    • Improved Decision-Making

    • Efficiency in Managing Customer Data

    • Customization and Extensibility

    • Increased Productivity

    • Global Reach and Scalability

    • Networking and Collaboration Opportunities

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    Why Dynamics 365 Fundamentals (CRM) ?

    Scalability

    Unlock the scalability of your business with our Dynamics 365 Fundamentals (CRM) Course Training! Learn how to grow effortlessly with a platform that adapts to your needs. Enroll now to acquire knowledge and receive practical instruction toward your Dynamics 365 Fundamentals (CRM) Course Certification!

    Flexibility

    Unlock flexibility with our Dynamics 365 Fundamentals (CRM) course training! Gain valuable CRM skills at your own pace with our expert-led, accessible sessions. Achieve certification with ease, enhancing your career prospects in the competitive world of customer relationship management. Start today!

    Cost-Effectiveness

    Experience cost-effectiveness with our Dynamics 365 Fundamentals (CRM) course training! Gain essential CRM skills without breaking the bank. Achieve certification while enhancing your career prospects, all with affordable, expert-led training designed to maximize value. Start your journey today!

    Security and Compliance

    Master security and compliance with our Dynamics 365 Fundamentals (CRM) course training! Learn how to safeguard data while meeting regulatory standards. Achieve certification and build expertise in CRM, ensuring secure, compliant customer management. Elevate your skills and career today!

    Hybrid Capabilities

    Discover hybrid capabilities with our Dynamics 365 Fundamentals (CRM) course training! Blend online and in-person learning for a flexible experience. Achieve certification while mastering CRM essentials, boosting your career in customer relationship management with expert guidance. Start your journey now!

    Innovation

    Unlock innovation with our Dynamics 365 Fundamentals (CRM) course training! Stay ahead by mastering the latest CRM tools. Achieve certification while learning cutting-edge customer management techniques. Boost your career with innovative, expert-led training designed for the future of CRM. Start today!

    Global Certification

    • Microsoft Certified: Dynamics 365 Foundations (CRM)

    • Dynamics 365 Fundamentals (ERP) Microsoft Certified

    • Dynamics 365 Sales Functional Consultant Associate, Microsoft Certified

    • Dynamics 365 Customer Service Functional Consultant Associate, Microsoft Certified

    • Dynamics 365 Marketing Functional Consultant Associate with Microsoft Certification

    • Microsoft Certified: Foundations of Power Platform

    • Dynamics 365 Field Service Functional Consultant Associate, Microsoft Certified

    • Dynamics 365 Finance and Operations Apps Developer Associate with Microsoft Certification

    course certificate

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