Microsoft Functional consultant - Dynamics 365

★★★★★

(2,095 ratings) 50,000+ Student

MICROSOFT DYNAMICS 365 CRM – CUSTOMER ENGAGEMENT

CRM – Microsoft Dynamics 365 (Customer Engagement) Training is designed for sales professionals, marketing teams, customer service agents & CRM consultants who want to effectively manage customer relationships using Microsoft Dynamics 365. This training focuses on core modules like Sales, Marketing, Customer Service, and Field Service to streamline interactions, automate workflows, & boost customer satisfaction. It is essential for organizations aiming to enhance customer engagement, improve retention & drive business growth through a unified CRM platform.

Radical Technologies

50,000+ English 40 hours Weekdays / Weekends Classroom / Online / Corporate

Online / Classroom

IT Training Programme

Duration 40 hours

Batch Type Weekdays / Weekends

Mode of Training Classroom / Online / Corporate

Locations Pune, Bangalore, Kochi

Language English

Certification Globally Recognized

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100% placement assistance

What you'll learn

Understand core concepts and architecture from the ground up

Get hands-on with the tools used by working professionals

Build real-world projects you can add to your portfolio

Learn industry best practices and coding standards

Practice with real datasets and real-world scenarios

Prepare for certification and technical interviews

Work on collaborative, team-based exercises

Apply performance tuning and optimization techniques

Understand how the technology fits into a larger ecosystem

Complete assignments reviewed by mentors

Programme Overview

15 sections covering the complete curriculum — a single, progressive learning arc.

40 hours

Training Duration

Core Modules

Total Lessons

4.4★

Average Rating

50K+

Students Trained

Foundations & Core Concepts

Get hands-on with the fundamentals and architecture — the building blocks for everything that follows.

Fundamentals Architecture Setup

Hands-On Practical Training

Work through real exercises and assignments designed to mirror what you will do on the job.

Practicals Assignments Labs

Real-World Projects

Apply what you have learned to end-to-end projects that go straight into your portfolio.

Projects Portfolio Case Studies

Advanced Techniques

Go beyond the basics with advanced concepts, integrations and production-grade practices.

Advanced Integration Best Practices

Ecosystem Integration

Understand how this technology connects with the broader tools and platforms used in the industry.

Ecosystem Tools Platforms

Performance & Interview Prep

Master optimization techniques and prepare for the technical interview questions employers actually ask.

Optimization Interview Prep Certification

Who is this programme for?

Whether you're already writing code, working with data, or supporting applications today — this programme is built to take you into a Microsoft Functional consultant - Dynamics 365 role.

Software Developers

Engineers who want to add this skill set to their toolkit

Analysts & Consultants

Professionals moving into a more technical, hands-on role

IT Professionals

System admins and support engineers upskilling into a new domain

Fresh Graduates

CS/IT graduates aiming for a job-ready technical role

Course Curriculum

15 sections • 75 lessons • 40 hours

Jump to Section

Total Duration

40 hours

100% Practical · Unlimited Doubt Sessions

01 Module 1: Introduction to Dynamics 365 CE (Functional + Technical)

Introduction to Microsoft Business Applications Ecosystem

Dynamics 365 CE Apps Overview

Sales, Customer Service, Field Service, Marketing, Project Operations

Dataverse Overview (Previously CDS)

Cloud vs On-Premise Architecture

Licensing Models & Subscriptions

Environments & Solutions

Assignment: Set up Dynamics 365 Trial & Environment

02 Module 2: CRM Functional Concepts

Business Units, Teams, Security Roles

Users & Privileges, Field Security Profiles

Business Management Concepts

Sales Cycles & Lead Management

Opportunity Qualification

Case Management

Service Level Agreements (SLA) & Entitlements

Queues & Routing Rules

Knowledge Base & Articles

Assignment: Configure a complete Sales Lifecycle

03 Module 3: Customizations & Configuration (Functional + Technical)

Customizing Dataverse Entities (Tables)

Fields (Columns), Forms, Views, Relationships, Hierarchy

Business Rules & Calculated Fields

Model Driven Apps – App Designer

Option Sets & Global Option Sets

Audit Log & Data Policies

Assignment: Create a custom CRM app with validations

04 Module 4: Processes & Automation

Business Automation (No-Code/Low-Code)

Workflows

Business Process Flows (BPF)

Actions & Real-Time vs Background Automation

Power Automate flows with CRM

Assignment: Automate case creation from email

05 Module 5: Technical Development in Dynamics 365 CE

Developer Level

Web API + OData Operations

Plugin Development

Pre/Post/Async Plugins

Secure & Unsecure Configurations

Deployment & Registration

Custom Workflow Activities

JavaScript Client-Side Scripting

Form Events, OnChange, OnLoad

Ribbon Customization (Command Bar)

PCF (PowerApps Component Framework) Basics

Assignment: Create a Plugin for Auto Lead Routing

06 Module 6: Power Platform Integrations

Power BI Analytics Embedded in CRM

Canvas App integration

Power Virtual Agent for customer support bots

Power Pages Portal Development

Assignment: Create a Customer Self-Service Portal

07 Module 7: Data Operations

Data Import/Export Wizard

Data Migration using Dataflows

Azure Data Factory Integration (Basics)

Duplicate Detection Rules

Data Quality & Clean-up strategies

Assignment: Import 500+ Records Using Templates

08 Module 8: Administration & Deployment

Environments & Deployment strategies (Dev/Test/Prod)

Solution Management (Managed vs Unmanaged)

ALM using Azure DevOps Pipelines

Backup, Restore & Disaster Recovery

Performance Optimization Techniques

Assignment: Create a DevOps Release pipeline for CRM

09 Module 9: Integration & Extensions

Integration with:

Microsoft Exchange / Outlook

SharePoint

Teams Collaboration

Azure Functions

Webhooks, Event Framework

Third-party API Integration via Custom Connectors

Assignment: Sync CRM account data with external REST API

10 Module 10: Field Service & Project Operations Overview

Resource Management

Work Orders & Scheduling

Project-based Sales

Assignment: Configure Field Service for basic scheduling

11 Module 11: Dynamics 365 Marketing Insights

Customer Journeys

Segments & Lead Scoring

Email Marketing Compliance (GDPR)

Assignment: Create promotional campaign workflow

12 Capstone Projects (Choose Any 3)

Sales CRM System — Lead > Opportunity > Quote > Invoice

Customer Support Helpdesk System with SLA & Knowledge Base

Portal for Customers integrated with CRM

CRM + Power BI Dashboard for Sales Forecasting

CRM + Azure Integration to send WhatsApp Notifications

13 Tools & Skills You Will Master

CategorySkills

Functional

CE Modules, BPF, SLA, Security Roles

Config

Dataverse, Business Rules, Apps

Development

Plugins, Workflows, JS, API, PCF

Integration

Power Platform, Azure, REST APIs

DevOps

ALM, Managed Solutions

14 Bonus Study Materials

Interview Questions (200+)

Real-world Case Studies

Admin Checklist: Go-Live Readiness

15 Tools Used

• Microsoft Dynamics 365 Online Trial

• Power Platform Admin Center

• Power Automate

• Power BI (Basic Integration)

Tools & Technologies

Every tool listed here is installed, configured and used in a hands-on lab session.

Core Tools

Hands-On Labs

Practical Environment

Industry-Standard Tools

Real-World Setup

Guided Exercises

Skill Building

Sample Datasets

Practice Material

Practice & Projects

Mini Projects

Applied Practice

Assignments

Mentor Reviewed

Doubt Sessions

Live Support

Career Readiness

Resume Building

Career Support

Mock Interviews

Interview Prep

Certification Prep

Global Recognition

Deployment & Delivery

Production Practices

Real-World Ready

Best Practices

Industry Standards

75+

Hands-On Lessons

Core Modules

40 hours

Training Duration

100%

Practical Training

You don't just learn MICROSOFT DYNAMICS 365 CRM – CUSTOMER ENGAGEMENT. You ship it.

Three major projects, each mirroring how production teams actually work — from guided foundations to a portfolio-ready capstone.

PROJECT // 01

Guided Foundation Project

→Requirement Analysis

→Guided Implementation

→Mentor Review

→Iteration

Foundation Beginner

Apply the fundamentals in a structured, mentor-reviewed project

Take the core concepts from the first half of the curriculum and apply them to a realistic scenario, with guidance and feedback from your mentor at every step.

Structured project brief

Step-by-step implementation

Mentor feedback and review

Documented outcome

Stack Core Concepts Best Practices

PROJECT // 02

Applied Practice Project

→Scenario Design

→Independent Build

→Testing & Validation

→Peer Review

Applied Intermediate

Build a more independent project mirroring real production scenarios

Work through a project that combines multiple concepts from the curriculum, closer to how work is actually structured on the job — less hand-holding, more ownership.

End-to-end implementation

Testing and validation

Documentation

Peer/mentor review

Stack Applied Skills Testing

PROJECT // 03

Capstone Project

→Planning

→End-to-End Build

→Review & Refinement

→Presentation

Capstone Advanced

Take a project from requirements to a polished, portfolio-ready deliverable

Your final project — plan, build, test and present a complete solution using everything covered in the curriculum, reviewed by mentors before you graduate.

Complete working solution

Presentation-ready documentation

Mentor sign-off

Portfolio-ready deliverable

Stack Full Curriculum Portfolio

All 3 projects go directly into your portfolio & resume — reviewed by mentors before you graduate.

See Sample Project Reports

Upcoming Batches

No upcoming batches scheduled right now. Enquire to get notified.

Why Radical Technologies

Live Online Training

Highly practical oriented training
Installation support on your system
24/7 Email and Phone support
100% Placement Assistance
Global Certification Preparation
Trainer-Student Interactive Portal
Assignments and Projects by Mentors

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Live Classroom Training

Weekend / Weekdays / Morning / Evening batches
80:20 Practical and Theory ratio
Real-life Case Studies
Easy make-up for missed sessions
PSI | Kryterion | Redhat Test Centers
Lifetime Video Classroom Access (coming soon)
Resume Prep and Mock Interviews

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Self-Paced Training

Learn 300+ courses at your own time
50,000+ Satisfied Learners
Course Completion Certificate
Practical Labs available
Mentor Support available
Doubt Clearing Session available
10% Discounted Global Certification

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Global Certification

Radical Technologies is the leading IT certification institute in Pune, offering globally recognized certifications across various domains. With expert trainers and comprehensive materials, we ensure students gain in-depth knowledge and hands-on experience to excel in their careers. Our certification programs are tailored to meet industry standards — from cloud technologies to data science — empowering individuals to stay ahead in the ever-evolving tech landscape.

Career Services

At Radical Technologies, we are committed to your success beyond the classroom. Our 100% Job Assistance program ensures that you are not only equipped with industry-relevant skills but also guided through the job placement process. With personalised resume building, interview preparation, and access to our extensive network of hiring partners, we help you take the next step confidently into your IT career.