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

Empower your teams with expert-led on-site, off-site, and virtual Microsoft Dynamics 365 Fundamentals (CRM) Training through Edstellar, a premier corporate training provider for organizations globally. Designed to meet your specific training needs, this group training program ensures your team is primed to drive your business goals. Help your employees build lasting capabilities that translate into real performance gains.

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.

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Key Skills Employees Gain from instructor-led 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
    CRM Navigation is the ability to efficiently use customer relationship management software to manage client interactions. This skill is important for sales and marketing roles, as it enhances customer engagement and streamlines processes.
  • Data Management
    Data Management is the process of collecting, storing, and analyzing data effectively. This skill is important for roles like data analysts and IT professionals, ensuring informed decision-making and operational efficiency.
  • Customer Engagement
    Customer Engagement is the ability to build meaningful relationships with customers through effective communication and interaction. This skill is important for roles in sales, marketing, and customer service, as it fosters loyalty, enhances satisfaction, and drives business growth.
  • Reporting Skills
    Reporting Skills involve the ability to collect, analyze, and present data clearly and effectively. This skill is important for roles in management, analytics, and journalism, as it ensures informed decision-making and effective communication of insights.
  • Analytical Thinking
    Analytical Thinking is the ability to systematically evaluate information, identify patterns, and solve problems. This skill is important for roles in data analysis, management, and research, as it drives informed decision-making and strategic planning.
  • Process Automation
    Process Automation is the use of technology to automate repetitive tasks, enhancing efficiency and accuracy. This skill is important for roles in operations and IT, as it streamlines workflows, reduces errors, and saves time, driving productivity and innovation.

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

Upon completing Edstellar’s Microsoft Dynamics 365 Fundamentals (CRM) workshop, employees will gain valuable, job-relevant insights and develop the confidence to apply their learning effectively in the professional environment.

  • 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) group training classes provides your team with a powerful opportunity to build skills, boost confidence, and develop a deeper understanding of the concepts that matter most. The collaborative learning environment fosters knowledge sharing and enables employees to translate insights into actionable work outcomes.

  • 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 structured into focused modules developed by industry experts. This training for organizations provides an interactive learning experience that addresses the evolving demands of the workplace, making it both 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

Who Can Take the 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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Delivering Training for Organizations across 100 Countries and 10+ Languages

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At Edstellar, we understand the importance of impactful and engaging training for employees. As a leading Microsoft Dynamics 365 Fundamentals (CRM) training provider, we ensure the training is more interactive by offering Face-to-Face onsite/in-house or virtual/online sessions for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.

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Virtual trainig

Edstellar's Microsoft Dynamics 365 Fundamentals (CRM) virtual/online 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
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On-site trainig

Edstellar's Microsoft Dynamics 365 Fundamentals (CRM) inhouse 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
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Off-site trainig

Edstellar's Microsoft Dynamics 365 Fundamentals (CRM) offsite group training 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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        Edstellar: Your Go-to Microsoft Dynamics 365 Fundamentals (CRM) Training Company

        Experienced Trainers

        Our trainers bring years of industry expertise to ensure the training is practical and impactful.

        Quality Training

        With a strong track record of delivering training worldwide, Edstellar maintains its reputation for its quality and training engagement.

        Industry-Relevant Curriculum

        Our course is designed by experts and is tailored to meet the demands of the current industry.

        Customizable Training

        Our course can be customized to meet the unique needs and goals of your organization.

        Comprehensive Support

        We provide pre and post training support to your organization to ensure a complete learning experience.

        Multilingual Training Capabilities

        We offer training in multiple languages to cater to diverse and global teams.

        Testimonials

        What Our Clients Say

        We pride ourselves on delivering exceptional training solutions. Here's what our clients have to say about their experiences with Edstellar.

        "The Microsoft Dynamics 365 Fundamentals (CRM) training exceeded my expectations in every way. As a Dynamics 365 Consultant, I gained comprehensive knowledge of industry best practices that transformed my incredibly practical and immediately applicable. I've confidently led multiple high-visibility initiatives leveraging this comprehensive knowledge. The instructor's expertise in interactive labs made complex concepts crystal clear and actionable.”

        Michelle Palmer

        Dynamics 365 Consultant,

        Customer Data Platform Company

        "This Microsoft Dynamics 365 Fundamentals (CRM) course equipped me with comprehensive practical applications expertise that I've seamlessly integrated into our strategic practice. The hands-on modules covering real-world case design solutions that consistently deliver measurable business results. We've successfully expanded our service portfolio based on these enhanced capabilities, validating the immediate impact of this training program.”

        Tang Xia

        Operations Analyst,

        Sales Management Software Firm

        "The Microsoft Dynamics 365 Fundamentals (CRM) training gave our team advanced advanced methodologies expertise that revolutionized our operational excellence approach. As a Sales Manager, understanding expert-led workshops and interactive labs our entire portfolio. Our team's capability maturity level increased by three full stages within six months. This training has become foundational to our team's strategic capabilities and continued growth.”

        Jamil Wael

        Sales Manager,

        CRM Solutions Provider

        “Edstellar’s IT & Technical training programs have been instrumental in strengthening our engineering teams and building future-ready capabilities. The hands-on approach, practical cloud scenarios, and expert guidance helped our teams improve technical depth, problem-solving skills, and execution across multiple projects. We’re excited to extend more of these impactful programs to other business units.”

        Aditi Rao

        L&D Head,

        A Global Technology Company

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        Upon successful completion of the 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.

        Certificate of Excellence

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        The instructor-led training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Access practices.

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