Microsoft Functional consultant - Dynamics 365

★★★★★

(2,095 ratings) 50,000+ Student

CUSTOMER DATA PLATFORM SPECIALTY

Customer Data Platforms (CDP) Training is designed for marketing professionals, data analysts & CRM specialists who want to master the use of CDP tools to collect, unify & manage customer data from multiple sources. This training focuses on building a 360-degree view of customer profiles to enable personalized marketing, improved customer engagement & data-driven decision-making. It is essential for professionals aiming to validate their expertise in customer data management & gain certification in leading CDP platforms.

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

8 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

8 sections • 63 lessons • 40 hours

Jump to Section

Total Duration

40 hours

100% Practical · Unlimited Doubt Sessions

01 Design Dynamics 365 Customer Insights solutions

Describe Customer Insights :

Describe Customer Insights components, including tables, relationships, enrichments, activities, measures, and segments

Describe support for near real-time updates

Describe support for enrichment

Describe the differences between individual consumer and business account profiles

Describe use cases for Customer Insights :

Describe use cases for Dynamics 365 Customer Insights

Describe use cases for extending Customer Insights by using Microsoft Power Platform components

Describe use cases for Customer Insights APIs

Describe use cases for working with business accounts

02 Ingest data into Customer Insights No.1

Connect to data sources:

Determine which data sources to use

Determine whether to use the managed data lake or an organization’s data lake

Attach to a Microsoft Dataverse data lake

Attach to Azure Data Lake Storage

Ingest and transform data using Power Query connectors

Attach to Azure Synapse Analytics

Describe real-time ingestion capabilities and limitations

Describe benefits of pre-unification data enrichment

Ingest data in real-time

Update Unified Customer Profile fields in real-time

03 Ingest data into Customer Insights No.2

Transform, cleanse, and load data by using Power Query:

Select tables and columns

Resolve data inconsistencies, unexpected or null values, and data quality issues

Evaluate and transform column data types

Transform table data

04 Ingest data into Customer Insights No.3

Configure incremental refreshes for data sources:

Identify data sources that support incremental updates

Configure incremental refresh

Identify capabilities and limitations for scheduled refreshes

Configure scheduled refreshes and on-demand refreshes

05 Create customer profiles through data unification No.1 & 2

1. Select source fields

Select Customer Insights tables and attributes for unification

Select attribute types

Select the primary key

2. Remove duplicate records

Deduplicate enriched tables

Define deduplication rules

Review deduplication results

06 Create customer profiles through data unification No.3 & 4

3. Match conditions :

• Specify a match order for tables

• Define match rules

• Define exceptions

• Include enriched tables in matching

• Configure normalization options

• Differentiate between basic and custom precision methods

4. Unify customer fields

• Specify the order of fields for merged tables

• Combine fields into a merged field

• Combine a group of fields

• Separate fields from a merged field

• Exclude fields from a merge

• Change the order of fields

• Rename fields

• Group profiles into Clusters

07 Create customer profiles through data unification No.5 & 6

5. Review data unification:

• Review and create customer profiles

• View the results of data unification

• Verify output tables from data unification

• Update the unification settings

6. Configure search and filter indexes:

•Define which fields should be searchable

•Define filter options for fields

•Define indexes

08 Create customer profiles through data unification No.7

7. Configure relationships:

• Create and manage relationships

• Create activities by using a new or existing relationship

• Create activities in real-time

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

63+

Hands-On Lessons

Core Modules

40 hours

Training Duration

100%

Practical Training

You don't just learn CUSTOMER DATA PLATFORM SPECIALTY. 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.