Microsoft Dynamic 365 Training Course

Introduction

Microsoft Dynamics 365 is a cloud-based suite of integrated business applications that combines CRM and ERP capabilities. It empowers organizations to manage customer relationships, streamline operations, and make data-driven decisions. With modules for sales, customer service, marketing, finance, and HR, it offers a comprehensive solution for diverse business needs. Dynamics 365 helps boost productivity, enhance customer experiences, and drive overall efficiency, making it a valuable tool for businesses of all sizes. Its flexibility and scalability make it suitable for various industries and sectors.

Key Features

Syllabus of Microsoft Dynamic 365 Training in Pune.

Module 1: Introduction to Dynamics 365

  • Understanding the components of Dynamics 365 (e.g., CRM, ERP)
  • Get Review with the Dynamics 365 framework
  • Understand the Dynamics 365 interfaces, devices and apps
  • Understand the tools for Dynamics 365 customizers
  • A brief overview of Solutions
  • Understand the differences between Dynamics 365 organizations and environments

Module 2:Initial configuration and setup

  • An overview of the Dynamics 365 online configuration
  •  A description of the configuration of Dynamics 365 for premise
  • Examine the System Settings section.
  • Know how to set up Auto Save Settings.
  • Recognize how to modify Format Settings
  • Learn how to modify Email Settings
  • Understand how to set up Skype Integration.
  • Determine how to set up SharePoint Integration.

Module 3: Create and manage entities

  •  A brief overview of the Dynamics 365 schema
  •  Examine the various Entity Types
  • Develop fresh Custom Entities.
  •  Maintaining Entity Properties
  •  Managing Entity Ownership
  • Individual Entity Security
  •  Examine  Entities and Solutions

Module 4:Creating Custom Relationships and Mappings

  •  Relationship Introduction
  •  Examine the various Relationship Types
  • Establish a relationship.
  • Examine Relationships and Solutions
  •  Recognize the dynamics of relationships
  • Establish a Hierarchical Relationship.
  • Set Up Field Mappings

Module 5:Customizing Forms, Views and Visualizations

  • The method for creating a new Form
  •  Examine the various Form kinds
  • Customizing the Main, Quick View, and Quick Create Forms 
  •  Using the Form Designer
  •  Set Form Security
  • Review the different View types
  • Customizing System Views
  • Customizing System Dashboards and Charts

Module 6 : Business process flows, custom actions, and workflows

  •  Process Introduction
  • Workflow
  •  Flows of Business Process
  •  Specific Actions

Module 7: Solution Management

  • Solution Management: An Overview
  •  How to incorporate and apply components in a solution
  •  Unmanaged versus managed solutions: differences
  • Importing and Exporting Solutions
  • How to modify a solution’s managed properties
  • What happens when a solution is deleted?
  • How to Clone a Solution Patch
  • How to Clone a Solution

Module 8: Field Service Management

  • Managing field service operations and technicians.
  • Scheduling and dispatching resources efficiently.
  • Utilizing mobile capabilities for field service teams.

Module 9: Integrations and Reporting

  • Integrating Dynamics 365 with other systems and tools.
  • Building and customizing reports and dashboards.
  • Utilizing Power BI for advanced data visualization.

Module 9: Extending Dynamics 365

  • Working with Power Apps and Power Automate (formerly Microsoft Flow).
  • Developing custom applications and plugins.
  • Exploring the capabilities of the Power Platform.

Gain Practical Experience with Real-Time Microsoft Dynamics 365 Business Projects

Sales Management

Building a sales management system to track leads, opportunities, and sales pipelines. Automating sales workflows and improving sales team collaboration.

Field Service

Managing field service operations, including scheduling, dispatching, and tracking field service technicians. Optimizing resource allocation and improving field service efficiency.

Human Resources Management

Automating HR processes, including recruitment, employee onboarding, performance management, and payroll. Tracking employee information and compliance with HR regulations.

Student Testimonials

"I had been considering a career change into CRM and ERP roles, and this course was the perfect stepping stone. The certification I earned through this training program has opened up new job opportunities, and I'm excited about my future in this field."
Mr. Harsh
"The Microsoft Dynamics 365 Training Course was a game-changer for me. I learned how to harness the power of Dynamics 365 to streamline our sales processes. The hands-on labs were especially helpful, and I can already see a significant improvement in our sales team's productivity."
Mr. Manoj
"The Dynamics 365 Training Course was engaging and practical. I appreciated the real-world examples and case studies that made the concepts come alive. I'm excited to apply what I've learned to drive results in my organization."
Mr. Narendra

FAQ – Frequently Asked Questions

Microsoft Dynamics 365 is a suite of integrated business applications that can transform the way organizations manage operations, customers, and data. Training in Dynamics 365 equips you with the skills needed to harness its power for improved productivity and decision-making.

Completing this course and earning certification can open doors to a wide range of career opportunities, including roles in CRM administration, ERP implementation, business analysis, and consulting within organizations that use Dynamics 365.

Yes, upon successful completion of the course, you will receive a certificate of completion. This certificate can be a valuable addition to your resume and demonstrate your proficiency in SharePoint.

Yes, we have weekend classes as well.

 

We strive to keep our course content current and aligned with the latest releases and updates from Microsoft. We periodically review and update the materials to ensure they remain relevant.

No, this course caters to both beginners and experienced users. We offer modules for different skill levels, so you can start from scratch or deepen your existing knowledge.

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