Master in Dynamics 365 Customer Engagement (CE/CRM)

Microsoft Dynamics 365 Customer Engagement (CE) (formerly known as Microsoft Dynamics 365 Customer Relationship Management – CRM) is designed to help you manage your client relationships by streamlining your processes, centralizing client information, providing analysis, and enabling responsive customer service. As a leading cloud-based business solution, this application is built to enhance the efficiency of your sales and marketing teams with data analysis, intelligent insights provided by business intelligence, and campaign management.

Prerequisites :

No minimum qualification is mandatory for joining this course

Exam MB-910: Microsoft Dynamics 365 Fundamentals (CRM) - Training

This exam covers the customer engagement features and capabilities of Dynamics 365 apps. Candidates of this exam should have a fundamental understanding of customer engagement principles, business operations, and general computer skills.

Master in Dynamics 365 CE/CRM

Course Details

1. One to One Training Sessions
2. Official Training Content
3. Daily 1Hr. or Weekends 2Hrs. (Sat. & Sun.) Training Sessions
4. No. of Days 30, No. of Hours -30
5. Recordings of each session

Syllabus of Master in Dynamics 365 CE/CRM

Introduction to Dynamics 365 CE

• Overview of Dynamics CE
• Overview of Sales module
• Overview of Marketing Module
• Overview of Service Module

Introduction to Model Driven App

• Introduction To Model Driven App and Dynamics 365
• Introduction To Power Platform centre
• Introduction to Dataverse
• Initial Setup and Configuration

Deep Dive in Model Driven App

• Creation Of Custom Tables
• Adding Attributes to Tables
• Out Of Box Attribute Types
• Creating custom Entities and attributes
• Understating Out of Box and Custom Forms
• Relationships in Dynamics 365
• Creating sample model driven app

Views and Relationship in Model Driven App

• Introduction To Views
• Different types of Views
• Creation of Personal/System Views
• Overview of Relationships
• Different types of relationships

Security Model in Dynamics CE

• Introduction To security Model in Dynamics 365
• Business Unit in Dynamics 365
• Security Roles in Dynamics 365
• Owner and Access Team
• Field Security Profile Dynamics 365

Reporting in Dynamics CE

• Introduction to charts and Dashboards
• Creation of Interactive Dashboard
• Creation of Reports

JavaScript in Dynamics CE

• Overview of client-side code
• Different events to call JavaScript Code
• Implementation with example

Process in Dynamics CE

• Business Rules
• Business Process Flow
• Actions
• OOB Workflow
• Custom Workflow
• Implementation with example

Introduction to Power Automate

• Overview of Power Automate
• Dataverse connection with Power Automate
• Implementation with example

Plugin in Dynamics CE

• Overview of Plugin
• Overview of Plugin Pipeline
• Pre validation event
• Pre-Operation Event
• Post-Operation Event
• Implementation with example