MS Dynamics D365 CRM
Microsoft Dynamics 365 CRM is a top cloud-based CRM solution that helps businesses manage customer relationships, accelerate digital transformation, and optimize sales, marketing, and customer service operations. It includes powerful modules like Sales Automation, Marketing Automation, Customer Service Management, and Field Service Management. Dynamics 365 CRM integrates seamlessly with PowerApps, allowing businesses to build custom applications without coding, and Power Pages for creating secure, low-code business websites. With Power Automate, organizations can automate repetitive workflows and tasks, improving productivity and efficiency. The addition of Dynamics 365 Copilot enhances user experience by providing AI-driven recommendations and automating data entry tasks. Combined with Microsoft Power BI, Azure Cloud, and Office 365, Dynamics 365 CRM offers a unified platform for real-time insights, predictive analytics, and intelligent automation. It empowers businesses to deliver personalized customer experiences, improve decision-making, and scale efficiently in the era of AI-driven CRM and cloud computing.
MS Dynamics 365 CRM Course Objectives
The MS Dynamics 365 CRM Training Course provides comprehensive knowledge of Microsoft’s cloud-based Customer Relationship Management solution, enabling businesses to manage customer relationships and automate business processes. The course covers core modules such as Sales Automation, Marketing Automation, Customer Service Management, and Field Service Management. Learners will understand how to manage leads, opportunities, accounts, and customer interactions, while automating workflows to improve efficiency.
It focuses on integrating PowerApps, Power Pages, and Power Automate to build custom applications, create secure low-code business websites, and automate repetitive tasks without coding. The course also introduces Dynamics 365 Copilot, an AI-driven assistant that helps automate data entry, provides predictive insights, and enhances decision-making.
Key Points:
Manage Sales, Marketing, Customer Service, and Field Service modules
Build custom apps with PowerApps
Automate workflows using Power Automate
Create secure business websites with Power Pages
Leverage AI-powered Dynamics 365 Copilot
Generate real-time reports with Power BI
Implement security roles and data access controls
Perform data migration and system deployment
Customize CRM for specific business workflows
MS Dynamics 365 CRM Course Curriculum
Introduction to Dynamics 365 CRM
Key Features and Benefits
Dynamics 365 Ecosystem
Cloud vs On-Premises
CRM Architecture Overview
Integration with Microsoft Products
Lead and Opportunity Management
Account and Contact Management
Sales Pipeline Configuration
Activity Tracking and Follow-ups
Predictive Lead Scoring
Sales Insights and Analytics
Introduction to PowerApps
Canvas vs Model-Driven Apps
Building Custom Apps Without Coding
Connecting PowerApps to Dynamics 365 Data
Form Customization and Business Rules
App Deployment and Sharing
Introduction to Power Pages
Building Secure Low-Code Websites
Connecting Portals to Dynamics 365 Data
Customizing Portal Pages and Forms
User Authentication and Security
Managing Data Access via Web Interfaces
Introduction to Power Automate
Creating Automated Workflows
Trigger-Based and Scheduled Flows
Integration with Dynamics 365 CRM
Approval Process Automation
Monitoring and Troubleshooting Flows
Overview of Dynamics 365 Copilot
Automating Data Entry
AI-Powered Business Insights
Intelligent Recommendations for Sales & Service
Workflow Optimization with Copilot
Enhancing Productivity with AI Assistance
Introduction to Power BI
Connecting Dynamics 365 Data to Power BI
Creating Interactive Reports and Dashboards
Custom Visualizations and Data Modeling
Sharing Reports and Embedding Dashboards
Real-Time Business Analytics
User and Role Management
Business Units and Security Roles
Field-Level Security
Data Access Control Policies
System Configuration and Settings
Environment Management and Backup
What Will You Learn in MS Dynamics 365 CRM Course
In the MS Dynamics 365 CRM Course, you will learn how to effectively manage and optimize customer relationship processes using a cloud-based, AI-powered CRM platform. The course covers key areas such as Sales Automation, Marketing Automation, Customer Service Management, and Field Service Management. You will gain hands-on experience in building custom business applications using PowerApps, creating secure, low-code business websites with Power Pages, and automating workflows using Power Automate. The course also focuses on leveraging Dynamics 365 Copilot for intelligent automation, predictive insights, and smart recommendations. Additionally, you will learn to design interactive reports and dashboards with Power BI, enabling real-time customer data analysis and actionable insights. The curriculum emphasizes configuring security roles, implementing data access controls, and deploying Dynamics 365 CRM solutions in a secure and scalable manner. This training prepares you to deliver efficient, automated, and data-driven solutions that improve customer engagement and business performance in the digital era.
Benefits of MS Dynamics 365 CRM
Microsoft Dynamics 365 CRM is a powerful cloud-based solution that helps businesses improve customer engagement, streamline operations, and accelerate digital transformation. It enables seamless integration with Microsoft Power Platform, Office 365, and Azure, providing a unified environment for managing customer data. With PowerApps, businesses can quickly build custom applications without coding, while Power Pages help create secure, interactive business websites. Power Automate allows automating workflows, reducing manual tasks, and improving efficiency. Dynamics 365 Copilot leverages AI to automate data entry, provide predictive insights, and recommend smarter actions. The system offers real-time analytics using Power BI, empowering data-driven decisions. It centralizes customer information for a 360-degree view, enhances collaboration, ensures robust security, and is highly scalable to fit any business size. Overall, Dynamics 365 CRM helps organizations deliver personalized customer experiences, boost productivity, and reduce costs.
✅ Key Benefits:
Seamless integration with Microsoft Power Platform, Office 365, and Azure
Rapid app development using PowerApps (low-code, no-code)
Create secure business websites with Power Pages
Automate workflows using Power Automate
AI-powered automation and insights with Dynamics 365 Copilot
Real-time dashboards and reports with Power BI
Centralized customer data for a 360-degree view
Scalable, cloud-based solution with strong security and compliance
Who is Eligible for the MS Dynamics 365 CRM Course
The MS Dynamics 365 CRM Course is ideal for business professionals, functional consultants, system administrators, and IT professionals who want to enhance their skills in managing customer relationships and business processes using Microsoft’s advanced CRM platform. It is highly suitable for individuals working in sales, marketing, customer support, or field service roles who want to automate workflows, gain actionable insights, and improve operational efficiency. The course is also designed for developers and technical consultants seeking hands-on experience in customizing Dynamics 365 CRM solutions and integrating them with Power Platform tools like PowerApps, Power Pages, Power Automate, and Dynamics 365 Copilot
Key Eligibility Criteria:
Business professionals in sales, marketing, or customer service roles
Functional consultants and system administrators
IT professionals and developers
Fresh graduates aiming for a career in CRM or cloud solutions
Business analysts focusing on process optimization
Individuals seeking to implement Dynamics 365 solutions
No prior Dynamics 365 CRM experience required (basic business knowledge preferred)
Interested in learning PowerApps, Power Pages, Power Automate, and Copilot
MS Dynamics 365 CRM – Frequently Asked Questions
Microsoft Dynamics 365 CRM is a cloud-based Customer Relationship Management solution that helps businesses manage sales, marketing, and customer service. It is important because it improves customer engagement, automates business processes, and boosts productivity.
This course is ideal for business analysts, CRM consultants, developers, sales professionals, IT administrators, and anyone looking to build a career in CRM and enterprise solutions.
No. Basic business process knowledge is helpful, but the course is designed for beginners as well as experienced professionals.
The training covers Sales, Customer Service, Marketing, Field Service, PowerApps, Power Automate, Power Pages, and Copilot features.
Yes. The course includes fundamentals for beginners and advanced concepts for experienced professionals.
Yes. Our training includes business scenarios and use cases to help you understand how Dynamics 365 CRM is applied in real-world environments.
Yes. We guide you through Microsoft certification exams such as MB-210 (Sales), MB-220 (Marketing), MB-230 (Customer Service), and others.
You can pursue roles like CRM Consultant, Functional Consultant, Technical Consultant, Business Analyst, or CRM Developer.
Yes. We provide flexible learning options including online live sessions and classroom-based training
Yes. We offer placement guidance, resume building, and interview preparation support.
