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Microsoft Dynamics 365 Fundamentals (CRM) Training

Drive Team Excellence with Microsoft Dynamics 365 Fundamentals (CRM) Corporate Training

Empower your teams with expert-led on-site/in-house or virtual/online Microsoft Dynamics 365 Fundamentals (CRM) Training through Edstellar, a premier Microsoft Dynamics 365 Fundamentals (CRM) training company for organizations globally. Our customized training program equips your employees with the skills, knowledge, and cutting-edge tools needed for success. Designed to meet your specific training needs, this Microsoft Dynamics 365 Fundamentals (CRM) group training program ensures your team is primed to drive your business goals. Transform your workforce into a beacon of productivity and efficiency.

Microsoft Dynamics 365 Fundamentals (CRM) is a comprehensive customer relationship management (CRM) solution provided by Microsoft that helps organizations streamline their sales, marketing, and customer service processes. It is required for organizations to effectively manage their customer interactions, improve customer satisfaction, and ultimately drive business growth by providing a centralized platform for managing customer data, automating sales and marketing activities, and delivering personalized customer experiences. Training in Microsoft Dynamics 365 Fundamentals (CRM) equips individuals with the essential skills and knowledge needed to proficiently utilize the CRM system, empowering them to optimize customer relationships and contribute to organizational success.

The Microsoft Dynamics 365 Fundamentals (CRM) instructor-led training course provided by Edstellar can be customized to meet team requirements. The virtual/onsite Microsoft Dynamics 365 Fundamentals (CRM) training course led by expert trainers ensures that all features and capabilities of the software are utilized, enabling the organization to maximize its investment in the Dynamics 365 platform.

Key Skills Employees Gain from Microsoft Dynamics 365 Fundamentals (CRM) Training

Microsoft Dynamics 365 Fundamentals (CRM) skills corporate training will enable teams to effectively apply their learnings at work.

  • CRM Navigation
  • Data Management
  • Customer Engagement
  • Reporting Skills
  • Analytical Thinking
  • Process Automation

Key Learning Outcomes of Microsoft Dynamics 365 Fundamentals (CRM) Training Workshop

Edstellar’s Microsoft Dynamics 365 Fundamentals (CRM) group training will not only help your teams to acquire fundamental skills but also attain invaluable learning outcomes, enhancing their proficiency and enabling application of knowledge in a professional environment. By completing our Microsoft Dynamics 365 Fundamentals (CRM) workshop, teams will to master essential Microsoft Dynamics 365 Fundamentals (CRM) and also focus on introducing key concepts and principles related to Microsoft Dynamics 365 Fundamentals (CRM) at work.


Employees who complete Microsoft Dynamics 365 Fundamentals (CRM) training will be able to:

  • Analyze customer data to identify trends and opportunities for targeted marketing campaigns
  • Design customer journeys that automate interactions and nurture leads towards conversion
  • Create custom reports and dashboards to visualize key sales metrics and KPIs
  • Implement effective search and filter techniques to locate specific customer information 
  • Configure business process flows to streamline sales order processing and customer service workflows
  • Manage customer cases efficiently by utilizing SLAs, entitlements, and knowledge base articles
  • Optimize field service scheduling by leveraging resource allocation tools and mobile functionalities
  • Integrate Dynamics 365 with Microsoft Teams and Outlook to enhance collaboration and communication

Key Benefits of the Microsoft Dynamics 365 Fundamentals (CRM) Group Training

Attending our Microsoft Dynamics 365 Fundamentals (CRM) classes tailored for corporations offers numerous advantages. Through our Microsoft Dynamics 365 Fundamentals (CRM) group training classes, participants will gain confidence and comprehensive insights, enhance their skills, and gain a deeper understanding of Microsoft Dynamics 365 Fundamentals (CRM).

  • Empowers employees with the skills to manage customer interactions and track activities within Dynamics 365 CRM
  • Develops required skill in employees to create and customize reports and dashboards for data visualization and analysis
  • Provides insights into leveraging customer data to design targeted marketing campaigns and automate customer journeys
  • Equips the team with the techniques to streamline sales processes by configuring business process flows and managing sales opportunities
  • Cultivates ideas in teams to improve customer service through efficient case management, knowledge base utilization, and omnichannel support
  • Develops required skill in employees to optimize field service operations with mobile functionalities and resource scheduling tools
  • Empowers employees with the skills to integrate Dynamics 365 with Microsoft Teams and Outlook for enhanced collaboration

Topics and Outline of Microsoft Dynamics 365 Fundamentals (CRM) Training

Our virtual and on-premise Microsoft Dynamics 365 Fundamentals (CRM) training curriculum is divided into multiple modules designed by industry experts. This Microsoft Dynamics 365 Fundamentals (CRM) training for organizations provides an interactive learning experience focused on the dynamic demands of the field, making it relevant and practical.

  1. Introduction to CRM
    • Defining CRM
    • Benefits of using CRM
  2. Overview of Power Platform and Dynamics 365
    • Components of Power Platform
    • How Dynamics 365 integrates with Power Platform
  3. Introduction to Microsoft Dataverse
    • Key features of Dataverse
    • Data modeling in Dataverse
  4. Dynamics 365 Apps use cases
    • Examples in sales, service, and marketing
    • Customizing apps for business needs
  5. Navigating Dynamics 365 Apps
    • Basic navigation techniques
    • Tips for efficient use
  1. Managing customers and activities
    • Creating and updating customer records
    • Tracking customer interactions
  2. Using search and filters
    • Effective searching techniques
    • Custom filters and their uses
  3. Reporting with charts, dashboards, and views
    • Building custom reports
    • Analyzing data through dashboards
  4. Integrations: Excel, Microsoft Teams, and Outlook
    • Syncing data with Excel
    • Collaborating with Teams
    • Managing communications through Outlook
  1. Customer insights for marketing
    • Analyzing customer data
    • Leveraging insights for strategy
  2. Exploring marketing journeys
    • Designing effective journeys
    • Automation and orchestration of journeys
  3. Email marketing strategies
    • Crafting compelling emails
    • Segmentation and personalization
  4. Customer targeting: lists and segments
    • Building and maintaining lists
    • Effective segmentation techniques
  5. Managing customer journeys and leads
    • Nurturing leads through journeys
    • Conversion strategies
  6. Marketing forms and event management
    • Designing forms for lead capture
    • Organizing and managing events
  1. Analyzing customer data insights
    • Deep dives into data analysis
    • Predictive insights and their applications
  2. Engaging customers with Dynamics 365 voice
    • Collecting feedback
    • Integrating feedback into business processes
  1. Dynamics 365 sales overview
    • Key features and benefits
    • Customizing the sales module
  2. The sales lifecycle: from leads to sales
    • Stages of the sales process
    • Best practices in sales management
  3. Qualifying leads and managing opportunities
    • Criteria for qualifying leads
    • Strategies for opportunity management
  4. Business process flows and sales order processing in Dynamics 365 sales
    • Configuring business process flows
    • Managing sales orders and invoicing
  1. Enhancing Dynamics 365 sales with related apps
    • Integrating with other Dynamics 365 apps
    • Third-party app integration
  2. Sales pipeline and forecasting
    • Managing and analyzing the sales pipeline
    • Forecasting sales trends
  3. Sales insights and linkedIn integration
    • Using AI for sales insights
    • Leveraging LinkedIn for networking and sales
  4. Dynamics 365 sales mobile and copilot features
    • Mobile app features
    • Using Copilot for sales assistance
  1. Exploring Dynamics 365 customer service
    • Overview of features
    • Setting up a customer service hub
  2. Managing the case lifecycle
    • Tracking and resolving cases
    • Using SLAs and entitlements
  3. Workload and knowledge management in customer service
    • Allocating resources and managing workloads
    • Utilizing the knowledge base
  4. Business process flows in customer service
    • Creating and customizing flows
    • Improving service with process automation
  1. Omnichannel customer service
    • Setting up omnichannel
    • Managing interactions across channels
  2. Reporting and visualizations in customer service
    • Custom reports and visualizations
    • Using data to improve service
  3. Customer feedback with Dynamics customer voice
    • Collecting and analyzing feedback
    • Integrating feedback into continuous improvement
  1. Managing field operations with Dynamics 365
    • Overview of field service management
    • Best practices for field operations
  2. The work order lifecycle and inspections
    • Creating and managing work orders
    • Conducting and recording inspections
  3. Dynamics 365 field service mobile features
    • Mobile app capabilities
    • Offline access and sync
  1. Scheduling and resource management
    • Advanced scheduling techniques
    • Resource optimization and allocation
  2. Managing customer assets and connected services
    • Tracking customer assets
    • Integrating IoT with Field Service

Target Audience for Microsoft Dynamics 365 Fundamentals (CRM) Training Course

The Microsoft Dynamics 365 Fundamentals (CRM) training program can also be taken by professionals at various levels in the organization.

  • CRM Administrators
  • CRM Managers
  • Sales Managers
  • Customer Service Managers
  • IT Managers
  • Business Analysts
  • Application Developers
  • Systems Administrators
  • Marketing Managers
  • Business Intelligence Analysts
  • Solution Architects
  • Technical Support Specialists

Prerequisites for Microsoft Dynamics 365 Fundamentals (CRM) Training

Employees with a basic understanding of customer engagement principles, business operations, and cloud computing can take up the Microsoft Dynamics 365 Fundamentals (CRM) training course.

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Corporate Group Training Delivery Modes
for Microsoft Dynamics 365 Fundamentals (CRM) Training

At Edstellar, we understand the importance of impactful and engaging training for employees. To ensure the training is more interactive, we offer Face-to-Face onsite/in-house or virtual/online for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.

 Virtual trainig

Our virtual group training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.

With global reach, your employees can get trained from various locations
The consistent training quality ensures uniform learning outcomes
Participants can attend training in their own space without the need for traveling
Organizations can scale learning by accommodating large groups of participants
Interactive tools can be used to enhance learning engagement
 On-site trainig

Edstellar's onsite group training delivers immersive and insightful learning experiences right in the comfort of your office.

Higher engagement and better learning experience through face-to-face interaction
Workplace environment can be tailored to learning requirements
Team collaboration and knowledge sharing improves training effectiveness
Demonstration of processes for hands-on learning and better understanding
Participants can get their doubts clarified and gain valuable insights through direct interaction
 Off-site trainig

Edstellar's off-site group training programs offer a unique opportunity for teams to immerse themselves in focused and dynamic learning environments away from their usual workplace distractions.

Distraction-free environment improves learning engagement
Team bonding can be improved through activities
Dedicated schedule for training away from office set up can improve learning effectiveness
Boosts employee morale and reflects organization's commitment to employee development

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Microsoft Dynamics 365 Fundamentals (CRM) Corporate Training

Elevate your team's performance with our customized Microsoft Dynamics 365 Fundamentals (CRM) training. Find transparent pricing options to match your training needs. Start maximizing your team's potential now.

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        Get Your Team Members Recognized with Edstellar’s Course Certificate

        Upon successful completion of the Microsoft Dynamics 365 Fundamentals (CRM) training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

        This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

        Course Completion Certificate

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