Microsoft Functional consultant - Dynamics 365

★★★★★

(2,095 ratings) 50,000+ Student

Dynamics 365 Sales Functional Consultant

A Dynamics 365 Sales Functional Consultant is a professional who specializes in configuring and customizing Microsoft Dynamics 365 Sales, which is part of the Dynamics 365 suite designed for customer relationship management (CRM) and sales automation. Obtaining relevant Microsoft certifications, such as the Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate certification, can validate expertise in this role.

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

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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

Core Modules

Total Lessons

4.9★

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 • 31 lessons • 40 hours

Jump to Section

Total Duration

40 hours

100% Practical · Unlimited Doubt Sessions

01 Configure Dynamics 365 Sales

Set up and configure Dynamics 365 Sales instances.

Configure settings and preferences for sales.

Define business units, users, and security roles.

02 Implement Sales Entities and Relationships

Define and configure sales entities (e.g., accounts, contacts, opportunities, leads).

Configure entity relationships and mappings.

03 Create and Manage Sales Processes

Design and implement sales processes.

Configure sales stages, sales steps, and the sales hierarchy.

Create and manage business process flows.

04 Implement Sales Territories and Quotas

Define sales territories and hierarchy.

Set up quotas for sales teams and individuals.

05 Implement Product Catalog and Pricing

Create and manage product catalog records.

Configure price lists and discount lists.

Associate products with opportunities and quotes.

06 Implement Quotes, Orders, and Invoices

Create and manage quotes, orders, and invoices.

Configure quote-to-order and order-to-invoice processes.

07 Manage Leads and Opportunities

Create and qualify leads.

Convert leads to opportunities.

Manage and track opportunities through the sales process.

08 Implement Relationship Selling

Configure relationship insights.

Use relationship analytics for sales intelligence.

Foster collaboration with Microsoft Teams and LinkedIn Sales Navigator integration.

09 Create and manage marketing insights

Configure relationship insights.

Use relationship analytics for sales intelligence.

Foster collaboration with Microsoft Teams and LinkedIn Sales Navigator integration.

10 Implement Sales Analytics and Insights

Configure and use sales dashboards.

Utilize Power BI for advanced reporting and analytics.

11 Implement Email Integration

Set up and configure email integration with Dynamics 365 Sales. – Track and manage emails, appointments, and contacts

12 Configure and Customize Dynamics 365 Sales

Customize forms, views, and fields. – Create and manage business rules and process automation. – Customize the sales application using Power Apps.

13 Configure and Use Knowledge Base

Set up and manage a knowledge base. – Use knowledge articles for sales and customer support.

14 Prepare for Go-live

Plan for Dynamics 365 Sales deployments and updates. – Test and validate the solution.

15 Support Application Lifecycle Management (ALM)

Manage and troubleshoot Dynamics 365 Sales environments.

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

31+

Hands-On Lessons

Core Modules

40 hours

Training Duration

100%

Practical Training

You don't just learn Dynamics 365 Sales Functional Consultant. 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

Join 50,000+ students already enrolled at Radical Technologies

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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.

Career Support

Course Completed? Need next steps?

Need Interview Supports?

Need Job Assistance?

Came from any other Institute?

Join our Brush-up Session & get support until you find a job!

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Radical Learning Eco-System

Exam Simulator

Cloud SandBox

Hands-on Cloud Lab

Developer Coding Ground

Student Reviews

4.9★

Average learner rating

50K+

Students trained

30+

Hiring companies alumni work at

100%

Placement assistance

4.9

★★★★★

Course Rating

★★★★★

92%

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The Dynamics 365 Sales Functional Consultant Course in Bengaluru at Radical Technologies provided me with the practical knowledge needed to excel in the field. Highly recommended!

S Satisfied Student

I completed the Dynamics 365 Sales Functional Consultant Certification in Bengaluru and it opened up exciting career opportunities. Thanks to Radical Technologies for the excellent training.

S Satisfied Student

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S Satisfied Student

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S Satisfied Student

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S Satisfied Student

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S Satisfied Student

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Frequently Asked Questions

15 questions about the Dynamics 365 Sales Functional Consultant course.

01 What is the role of a Dynamics 365 Sales Functional Consultant?

A Dynamics 365 Sales Functional Consultant is responsible for configuring, customizing, and implementing Dynamics 365 Sales to meet the specific needs of a business. This role involves understanding business requirements, designing solutions, integrating with other systems, and training end-users to maximize the platform’s potential.

02 How does Dynamics 365 Sales improve the sales process?

Dynamics 365 Sales enhances the sales process by automating workflows, streamlining lead and opportunity management, and providing real-time data insights. The platform enables sales teams to make informed decisions, track sales performance, and improve customer relationships through personalized interactions.

03 What are the key features of Dynamics 365 Sales?

Key features of Dynamics 365 Sales include lead and opportunity management, customizable sales pipelines, sales forecasting, AI-powered insights, integrated tools for collaboration, and advanced reporting and analytics. It also supports seamless integration with Microsoft products like Outlook, Power BI, and Teams.

04 What is the importance of lead scoring in Dynamics 365 Sales?

Lead scoring in Dynamics 365 Sales helps prioritize leads based on their potential to convert. By assigning a score to each lead based on their behavior, demographics, and interactions with the business, sales teams can focus on high-value prospects, improving efficiency and conversion rates.

05 How does Dynamics 365 Sales integrate with other Microsoft tools?

Dynamics 365 Sales integrates seamlessly with other Microsoft tools like Power BI for reporting, Outlook for email management, Teams for collaboration, and Excel for data analysis. This integration ensures a unified experience across different platforms, streamlining workflows and enhancing productivity.

06 What is the process for migrating data from a legacy CRM to Dynamics 365 Sales?

Data migration involves mapping the data from the legacy CRM system to the corresponding fields in Dynamics 365 Sales. The process includes data cleaning, ensuring data integrity, using tools like the Data Migration Manager, and conducting thorough testing before going live to ensure smooth transition and minimal disruption.

07 How can I customize Dynamics 365 Sales to fit my business needs?

Dynamics 365 Sales can be customized by modifying forms, views, and dashboards to match business requirements. You can also create custom entities, configure workflows, and set up business rules and process flows that align with your specific sales processes, ensuring the platform supports your business goals.

08 What are the benefits of using AI in Dynamics 365 Sales?

AI in Dynamics 365 Sales provides predictive insights, helping sales teams identify the best opportunities, forecast sales more accurately, and recommend next steps. AI-driven tools like Sales Insights enhance decision-making by analyzing customer behavior and suggesting personalized actions.

09 How do you manage user access and security in Dynamics 365 Sales?

User access and security in Dynamics 365 Sales are managed through role-based security. Each user is assigned a security role that defines their permissions for accessing records and performing actions within the system. Administrators can configure security roles to ensure the right access levels for different users.

10 Can Dynamics 365 Sales be used for mobile sales teams?

Yes, Dynamics 365 Sales offers a mobile app that allows sales teams to access customer data, update records, track opportunities, and manage tasks from anywhere. The mobile version is fully synchronized with the desktop application, ensuring seamless access to critical sales information on the go.

11 What is the difference between Dynamics 365 Sales and other CRM systems?

Dynamics 365 Sales stands out due to its deep integration with other Microsoft tools, such as Outlook, Teams, and Power BI. It offers robust AI capabilities, customizable workflows, and a scalable platform that can be adapted for businesses of any size. Its flexibility and native integration with the Microsoft ecosystem make it a strong choice for organizations already using Microsoft products.

12 How do you configure sales forecasting in Dynamics 365 Sales?

Sales forecasting in Dynamics 365 Sales is configured by setting up pipeline stages and tracking key metrics such as expected revenue and win probability. The platform uses historical data and AI to predict future sales, helping businesses make informed decisions about resource allocation and target setting.

13 How can Dynamics 365 Sales help in managing customer relationships?

Dynamics 365 Sales helps manage customer relationships by providing a comprehensive view of each customer’s interactions, preferences, and history. This data allows sales teams to tailor communications, anticipate customer needs, and deliver personalized experiences, fostering long-term relationships.

14 What is the role of business process flows in Dynamics 365 Sales?

Business process flows in Dynamics 365 Sales guide users through a series of steps in the sales process, ensuring consistency and adherence to best practices. These flows can be customized to match specific business processes, helping sales teams follow standardized procedures for managing leads, opportunities, and customer interactions.

15 What steps should be taken to ensure successful implementation of Dynamics 365 Sales?

Successful implementation of Dynamics 365 Sales involves a clear understanding of business goals, thorough requirement gathering, careful configuration, and user training. It’s essential to integrate the platform with other tools, test thoroughly before going live, and provide ongoing support to ensure continuous improvement and user adoption.

Dynamics 365 Sales Functional Consultant Interview Questions

10 questions commonly asked in Dynamics 365 Sales Functional Consultant interviews.

01 Can you explain the end-to-end sales process in Dynamics 365 Sales and how you would customize it to fit a specific business requirement?
02 What is your approach to integrating Dynamics 365 Sales with other Microsoft tools such as Power BI, Teams, and Outlook?
03 How do you ensure data integrity during the migration process from a legacy CRM system to Dynamics 365 Sales?
04 Describe a scenario where you used workflows or business process flows in Dynamics 365 Sales to automate a complex sales process.
05 How do you configure lead scoring models in Dynamics 365 Sales to prioritize high-potential leads effectively?
06 What strategies do you use to train sales teams on Dynamics 365 Sales functionalities and ensure user adoption post-implementation?
07 Can you discuss a challenge you faced while implementing Dynamics 365 Sales for a client and how you resolved it?
08 What are the key metrics or KPIs you track using Dynamics 365 Sales dashboards, and how do you customize them for different stakeholders?
09 How do you utilize AI-driven insights and predictive analytics in Dynamics 365 Sales to improve sales decision-making?
10 What steps do you take to ensure compliance with data security and privacy regulations when configuring Dynamics 365 Sales?

Dynamics 365 Sales Functional Consultant Course Certification With Training In Pune

At Radical Technologies, we pride ourselves on being the leading institute in Bangalore for Dynamics 365 Sales Functional Consultant Course Training. Our commitment is to provide industry-leading education and practical insights to professionals who wish to excel in Dynamics 365 Sales and become certified consultants.

We offer comprehensive Dynamics 365 Sales Functional Consultant Classes in Bengaluru, designed to equip students with the knowledge and skills required to manage, configure, and optimize sales processes using Microsoft Dynamics 365 Sales. Whether you’re looking to enhance your career or gain a deeper understanding of the platform, our Dynamics 365 Sales Functional Consultant Institute in Bengaluru is the perfect place to start.

Our courses cover everything from the fundamentals of Dynamics 365 Sales Functional Consultant Training in Bengaluru to advanced concepts, ensuring you are well-prepared for the Dynamics 365 Sales Functional Consultant Certification in Bengaluru. With a focus on real-world scenarios and hands-on practice, we ensure that our students gain the necessary expertise to succeed in today’s dynamic sales environments.

We also offer Dynamics 365 Sales Functional Consultant Corporate Training in Bengaluru, tailored to meet the needs of organizations aiming to train their teams in the best practices of Dynamics 365 Sales. This training is designed to improve productivity and help businesses streamline their sales operations, empowering employees with the tools they need to excel.

For those who prefer flexible learning options, we provide Dynamics 365 Sales Functional Consultant Online Classes in Bengaluru, making it easier for professionals to learn at their own pace. Our Dynamics 365 Sales Functional Consultant Online Course in Bengaluru is designed to provide a thorough understanding of the platform, offering the same high-quality instruction as in-person classes.

Additionally, our Dynamics 365 Sales Functional Consultant Online Training in Bengaluru and Dynamics 365 Sales Functional Consultant Online Certification in Bengaluru cater to individuals seeking a comprehensive, self-paced learning experience, all from the convenience of their home or office.

Join us at Radical Technologies and take the next step in your career by enrolling in our Dynamics 365 Sales Functional Consultant Course in Bengaluru. Let us help you become an expert in Dynamics 365 Sales and elevate your professional profile with our certification programs and hands-on training.