Radical Technologies
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.

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

MICROSOFT DYNAMICS 365 CRM – CUSTOMER ENGAGEMENT

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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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
15
Core Modules
75
Total Lessons
4.7
Average Rating
50K+
Students Trained
01

Foundations & Core Concepts

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

Fundamentals Architecture Setup
02

Hands-On Practical Training

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

Practicals Assignments Labs
03

Real-World Projects

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

Projects Portfolio Case Studies
04

Advanced Techniques

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

Advanced Integration Best Practices
05

Ecosystem Integration

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

Ecosystem Tools Platforms
06

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

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
15
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
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
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

Like the Curriculum? Let's Get Started

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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.

Certificate of Completion

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.

Career Support

Course Completed? Need next steps?
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Need Job Assistance?
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Radical Learning Eco-System

Exam Simulator

Cloud SandBox

Hands-on Cloud Lab

Developer Coding Ground

Student Reviews

4.7★
Average learner rating
50K+
Students trained
30+
Hiring companies alumni work at
100%
Placement assistance
4.7
★★★★★

Course Rating

★★★★★
79%
★★★★☆
16%
★★★☆☆
3%
★★☆☆☆
1%
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MICROSOFT DYNAMICS 365 CRM – CUSTOMER ENGAGEMENT Interview Questions

10 questions commonly asked in MICROSOFT DYNAMICS 365 CRM – CUSTOMER ENGAGEMENT interviews.

  1. 01 What are the primary benefits of using Revit MEP in Building Information Modeling (BIM) compared to traditional CAD tools?
  2. 02 Can you explain the workflow for designing an HVAC system in Revit MEP, including load calculations and duct placement?
  3. 03 How do you perform clash detection in Revit MEP, and what steps do you take to resolve detected conflicts?
  4. 04 Describe the process of creating custom parametric components (families) in Revit MEP and provide an example of their practical use.
  5. 05 What tools in Revit MEP are used for energy analysis, and how can they help in designing sustainable building systems?
  6. 06 How do you manage collaboration between mechanical, electrical, and plumbing teams within a Revit MEP project?
  7. 07 What are the best practices for optimizing Revit MEP models to ensure smooth performance, especially in large-scale projects?
  8. 08 How would you use Revit MEP to design and analyze fire protection systems, including sprinkler layouts and pipe routing?
  9. 09 What steps would you take to ensure compliance with local building codes and standards when designing electrical systems in Revit MEP?
  10. 10 Can you explain how schedules and material takeoffs are generated in Revit MEP and their significance in project documentation?

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Catchpoint
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Darwish Cybertech
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GiBots
Google
Groots Software
HCL Technologies
IBM
Info Gain
Infosys
ITCube Solutions
KPIT
L&T Infotech
Microsoft
Mphasis
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Saina Cloud
TCS
Tech Mahindra
Wipro
YASH Technologies
Zensar Technologies
Accenture
Amazon
Avisys Services
Birlasoft
Capgemini
Catchpoint
Cognizant
Darwish Cybertech
DataVision
GiBots
Google
Groots Software
HCL Technologies
IBM
Info Gain
Infosys
ITCube Solutions
KPIT
L&T Infotech
Microsoft
Mphasis
mPhatek
Oracle
Quantbit Technologies
Saina Cloud
TCS
Tech Mahindra
Wipro
YASH Technologies
Zensar Technologies

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