Microsoft Dynamics 365 Fundamentals (CRM)

Microsoft Dynamic 365 Fundamentals (CRM) is a powerful tool for organizing and analyzing customer data. Students will explore the customer capabilities of Dynamics 365 and will become familiar with the concept of customer engagement, as well as each of the customer engagement apps, including Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, and the customer relationship management (CRM) capabilities of Dynamics 365 Project Operations.

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Course Includes

Why Choose TM SQUARE?

We have delivered the Microsoft Dynamics 365 Fundamentals (CRM) program to over 1000+ professionals, focusing on practical, application-oriented learning. Our sessions are designed to be engaging, activity-based, and tailored to real-world challenges. With an average participant rating of 4.7/5, the program is consistently recognised for its clarity, relevance, and impact. Join this course to experience the expertise of our professional instructors and best experience of learning concepts.

Course Overview

As a candidate for this certification, you aspire to understand how customer engagement apps for Dynamics 365 can be used to:

  • Unify profiles and tailor targeted, personalized customer journeys by using Dynamics 365 Customer Insights apps.
  • Efficiently assist users through the complete sales order lifecycle by using Dynamics 365 Sales.
  • Assist agents with case management through the complete customer support lifecycle by using Dynamics 365 Customer Service.
  • Schedule and complete work orders by using Dynamics 365 Field Service.
  • Evaluate how Microsoft 365 Copilot can assist with each of these.

The certification is intended for you if you’re seeking to start your journey using Dynamics 365 customer engagement solutions.

You can use this certification to prepare for role-based or specialty certifications, but it’s not a prerequisite for any of them.

 

Course Outline

 

What is your return policy?

We offer a 30-day return policy from the date of purchase.

Do I need a receipt to return an item?

Yes, a valid receipt or proof of purchase is required.

Can I return online purchases in store?

Yes, online purchases can be returned in any of our physical stores.

How long does shipping take?

Standard shipping typically takes 3–5 business days.

Do you ship internationally?

Yes, we ship to most countries worldwide. Additional charges may apply.

Which countries are excluded?

We currently do not ship to embargoed countries or regions with postal restrictions.

Microsoft Dynamics 365 Customer Engagement Apps
Foundations of Dynamics 365 Customer Engagement Apps
Shared Activities and Integration Options

Hands-on experience with customer engagement apps
Managing customers and activities
Dynamics 365 Customer Insights
Explore Dynamics 365 Customer Insights
Dynamics 365 Customer Insights – Data and Customer Voice

Creating a simple customer journey
Dynamics 365 Sales
Explore Dynamics 365 Sales
Sales Capabilities and Related Apps

Create and Manage Opportunities in Dynamics 365 Sales
Dynamics 365 Customer Service
Explore Dynamics 365 Customer Service
Dynamics 365 Customer Service Capabilities and Related Apps

Create and Manage Cases in Dynamics 365 Customer Service
Dynamics 365 Field Service
Explore Dynamics 365 Field Service
Scheduling Capabilities in Dynamics 365 Field Service
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