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Course content

About MS Dynamics CRM

  • Introduction
  • Welcome to Udemy
  • How to Get the Best out of Your Udemy Course
  • Do You Want Auto-Translated Subtitles in More Languages?
  • Curriculum
  • Resources
  • Creating a trial Dynamics 365 Customer Insights - Journeys environment
  • Describe built-in reporting capabilities: views, forms, search, filter
  • Describe built-in reporting capabilities: dashboards and charts
  • Describe customers and activities
  • Describe Microsoft Dataverse re Dynamics 365
  • Describe Microsoft Power Platform re Dynamics 365
  • Identify common customer engagement features
  • Lead generation by using marketing forms/pages; business process flows
  • Qualifying leads
  • Describe how to target customers by using segments
  • Marketing email
  • Event management features and capabilities including Microsoft Teams webinars
  • Automating marketing activities by using customer journeys
  • Using Copilot with Customer Insights - Journeys
  • Describe Dynamics 365 Marketing capabilities
  • Introduction to Dynamics 365 Sales
  • Describe leads and the process for qualifying leads
  • Describe the opportunity management process
  • Describe the quote lifecycle, and order and invoice management
  • Describe the product catalog, price lists, and unit groups
  • Describe Sales Accelerator
  • Describe Copilot for Sales
  • Describe the Dynamics 365 Sales lifecycle
  • Describe sales pipeline forecasting concepts
  • Describe capabilities of Dynamics 365 Sales Insights including assistant
  • Describe capabilities of LinkedIn Sales Navigator
  • Describe capabilities of LinkedIn Sales Insights
  • Describe the Dynamics 365 Sales mobile app
  • Dynamics 365 Sales Dashboards
  • Describe forecasting and sales-related app
  • Introduction to Dynamics 365 Customer Service
  • Describe the case lifecycle - creating a case
  • Case lifecycle - Service Level Agreements (SLAs)
  • Case lifecycle - entitlements
  • Describe how to use queues to manage work (basic routing)
  • Describe Knowledge Management
  • Describe use cases for Copilot in Customer Service
  • Describe use cases for agent productivity tools
  • Omnichannel for Customer Service
  • Unified Routing
  • Agent Inbox
  • Historical analytics
  • Dynamics 365 Customer Voice use cases
  • Dynamics 365 Customer Service Dashboards
  • Describe Dynamics 365 Customer Service components
  • Introduction to Dynamics 365 Field Service
  • Describe the work order lifecycle
  • Describe capabilities of the Inspections feature and the mobile app
  • Describe customer asset management and preventive maintenance processes
  • Describe use cases of Copilot in Field Service
  • Describe Field Service capabilities
  • Enable proactive customer asset maintenance - Connected Field Service
  • Describe resource and scheduling processes
  • Describe scheduling options - Schedule Board
  • Describe scheduling options - Schedule Assistant
  • Describe scheduling options - Resource Schedule Optimization (RSO)
  • Dynamics 365 Field Service Dashboards and Predictive Work Duration
  • Describe scheduling capabilities
  • Describe Microsoft Teams integration capabilities
  • Describe email capabilities including App for Outlook
  • Describe how Microsoft Excel can be used with Dynamics 365 apps
  • Describe Microsoft Word integration
  • Describe Microsoft SharePoint integration
  • Describe options for analyzing data by using Power BI
  • Describe integration options
  • Why Should You Learn MS Dynamics CRM Training?

    The annual salary of an MS Dynamics CRM is $125k.

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    •   Expert-Led Training
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    •   Affordable Course Fees
    •   Career Growth Opportunities
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    TRAINING FEATURES

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    Instructor-led Sessions

    Engage in live, interactive sessions led by industry experts, ensuring better guidance, monitoring, and flexible learning from any internet-enabled device.

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    Real-life Case Studies

    Gain practical insights through case studies based on real-world industry applications, helping bridge the gap between theory and practice.

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    Assignments

    Enhance your analytical skills and understanding with hands-on assignments designed to reinforce key concepts and practical application.

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    Lifetime Access

    Enjoy unrestricted access to course materials for a lifetime, allowing you to learn and revisit topics at your own pace.

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    24/7 Expert Support

    Get round-the-clock assistance from experienced mentors to resolve your queries and enhance your learning experience.

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    Certification

    Earn industry-recognized certification upon course completion, validating your skills and boosting your career prospects.

    We're Here to Help!

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    Phone Support

    For voice calls, please use the number below:

    +91 7277877778
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    +91 8506888288
    Track Week Days Course Duration Fast Track
    Week Days 40-45 Days 2 Hrs. Per Day Online
    Course Duration 7 Weekends 3 Hrs. Per Day Online
    Fast Track 8 Days 6+ Hrs. Per Day Online

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    Students Reviews

    Explore authentic student feedback on ZebLearn’s expert-led SAP training and foreign language courses. Discover success stories from learners who earned certifications, enhanced their skills, and advanced their careers!

    Aditya Sharma
    MS Dynamics CRM Developer
    Aditya Sharma is a skilled MS Dynamics CRM Developer at ZeblearnIndia, specializing in customizing and extending Dynamics CRM solutions. He excels in configuring entities, workflows, and plugins to meet business requirements. Aditya integrates Dynamics CRM with other systems and enhances customer relationship management capabilities through tailored CRM solutions.
    Rohan Kapoor
    MS Dynamics CRM Functional Analyst
    Rohan Kapoor is an MS Dynamics CRM Functional Analyst at ZeblearnIndia, specializing in analyzing business requirements and configuring CRM solutions. Rohan has expertise in modules such as Sales Management, Customer Service, and Marketing Automation within Dynamics CRM. He collaborates with stakeholders to deliver CRM solutions that optimize customer interactions and drive business growth.
    Priya Reddy
    MS Dynamics CRM Trainer
    Priya Reddy is an MS Dynamics CRM Trainer at ZeblearnIndia, delivering comprehensive training programs on Dynamics CRM functionality and customization. Priya equips learners with skills in CRM configuration, workflow automation, and integration with Office 365 and other Microsoft technologies. Her practical approach and industry insights enable students to effectively utilize MS Dynamics CRM in their roles.
    Niharika Patel
    Senior MS Dynamics CRM Consultant
    Niharika Patel is a Senior MS Dynamics CRM Consultant at ZeblearnIndia, with extensive experience in CRM strategy and implementation. Niharika advises clients on leveraging Dynamics CRM for sales, marketing, and customer service processes. She leads CRM implementation projects, designs scalable solutions, and provides training and support to maximize CRM effectiveness.
    Vikram Malhotra
    MS Dynamics CRM Administrator
    Vikram Malhotra is an experienced MS Dynamics CRM Administrator at ZeblearnIndia, responsible for managing and maintaining Dynamics CRM environments. Vikram ensures CRM system stability, performance optimization, and data integrity. He supports users, troubleshoots issues, and implements security measures to safeguard CRM data and enhance user experience.

    MS Dynamics CRM Training Program - Flexible batches for you

    Date Type Schedule Time
    SOLD OUT 13 June 2025 Weekend SAT - SUN (08 Week) 18:00 To 20:00
    Filling Img 18 June 2025 Weekday MON - FRI (08 Week) 08:00 To 10:00
    23 June 2025 Weekend MON - FRI (08 Week) 10:00 To 00:00

    Price  1,20,000

    Now  95,000

    Enroll Now, Pay Later

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    We are proud to offer our MS Dynamics CRM Training Program services across numerous states nationwide.

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