Dynamics 365 Fundamentals (CRM)

Courses Microsoft 365 Dynamics Dynamics 365 Fundamentals (CRM)

Dynamics 365 Fundamentals (CRM)

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Course Overview

This foundational course introduces you to the customer engagement apps in the Dynamics 365 ecosystem. You’ll explore modules like Sales, Customer Service, Field Service, and Customer Insights — learning how they work individually and together to enhance customer relationships. Through interactive lessons, real-world examples, and a hands-on walkthrough of Microsoft’s CRM tools, you’ll build a strong understanding of how organizations use CRM for marketing, selling, and servicing.

Relevant Industries

Marketing, Sales, IT, Retail, Customer Service, EdTech, and Startups

Overview of Technology

Microsoft Dynamics 365 CRM apps help businesses manage customer data, improve sales performance, and deliver personalized service. The course covers tools like Customer Insights, D365 Sales, Customer Service, Field Service, and the role of Microsoft Copilot and AI.

Why choose Acquledge for Dynamics 365 course?

Live Training Sessions

Flexible Schedules

Hands-on Experience

Vast Resource Library

Extensive Support

Enrollment Process

Start your classes on the scheduled date .

Get access to learning materials and project dashboards.

Begin your training journey with expert-led sessions.

Apply your learning through real-world case studies and projects.

Detailed Course Curriculum

1. Introduction to Dynamics 365 Customer Engagement :

Overview of customer engagement in Dynamics 365
Navigating the Dynamics 365 interface
Common activities and integration options

2. Dynamics 365 Customer Insights:

Unifying customer profiles
Creating and tailoring targeted customer journeys
Using Customer Insights for personalized engagement

3. Dynamics 365 Sales:

Overview of the sales process and lifecycle
Managing leads and opportunities
Sales forecasting and pipeline management
Using Copilot to assist with sales tasks

4. Dynamics 365 Customer Service:

Case management and support lifecycle
Knowledge management for agents
Handling customer cases and service requests
Leveraging Copilot for customer service scenarios

5. Dynamics 365 Field Service:

Overview of field service operations
Creating and scheduling work orders
Resource management and optimization
Using Copilot in field service scenarios

6. Integration and AI Capabilities:

How Dynamics 365 apps work together
Integration with Microsoft 365 and other Microsoft services
Introduction to Copilot and its role in automating and assisting with CRM tasks

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