Course Overview
About Course
Microsoft Dynamics 365 Customer Engagement (CE) is a powerful cloud-based CRM suite that empowers organizations to manage sales, customer service, marketing, and field operations. This 40‑hour training delivers comprehensive, hands-on instruction to prepare professionals for configuring, customizing, and managing Dynamics environments effectively.
The program begins with a solid introduction to CRM fundamentals and Dynamics 365 CE architecture, enabling participants to navigate the platform confidently. In-depth data modeling and configuration modules guide learners through entity design, business rules, forms, and views—laying the groundwork for business process automation. Following this, advanced automation with workflows, Business Process Flows, and Power Automate ensures streamlined operations.
Security configuration is emphasized early, teaching how to implement Access Control through business units, roles, teams, and field-level security for compliant multi-user environments. UI Customization enhances user engagement—covering dashboards, charts, model-driven apps, and mobile layouts.
Robust data management modules use Data Loader and duplicate detection strategies to maintain data integrity, while integrations with Outlook and the Power Platform broaden the solution’s reach. Reporting capabilities, including embedded Power BI and scheduled dashboards, ensure actionable insights.
Solution management training introduces best practices for managed/unmanaged solutions, deployment pipelines, and Application Lifecycle Management. Participants also learn lightweight technical extensions through JavaScript and C# plug-ins, positioning them to bridge the gap between administration and development.
A capstone project challenges learners to build a complete, real-world Dynamics solution encompassing core and advanced components—from data modeling to reporting and deployment. Paired with live instruction, certifications prep, and career support—including mock interviews and job placement assistance—graduates walk away ready to assume roles as Dynamics 365 Administrators, Functional Consultants, or CRM Specialists. This training not only builds platform competency but also ensures career confidence in the evolving CRM landscape.
Course Syllabus
Module 1: CRM Fundamentals & Dynamics 365 Overview (4 hrs)
- Intro to CRM principles and Dynamics 365 CE apps (Sales, Customer Service, Marketing, Field Service).
- Explore Dynamics 365 architecture, licensing, deployment models, and platform navigation.
Module 2: Data Modeling & Configuration (5 hrs)
- Design entities, fields, relationships (1:N, N:N), options, and dataverse concepts.
- Hands-on: configure forms, views, business rules.
Module 3: Security & Access Management (4 hrs)
- Implement security with Business Units, Roles, Profiles, Teams, and Field-level security.
- Configure sharing models, hierarchy security, login restrictions.
Module 4: Business Process Automation (6 hrs)
- Use Workflows, Business Process Flows, Power Automate, and plug-ins/events to automate processes.
- Build case-study automations using real business scenarios.
Module 5: UI Customization & App Building (4 hrs)
- Customize Forms, Views, Dashboards, Charts, and Navigation.
- Build model-driven apps and mobile/minor portal configurations.
Module 6: Data Management & Integration (4 hrs)
- Use Data Import Wizard, Data Loader, templates; enforce duplicate detection and auditing.
- Integrate with Outlook, Power Platform, and external systems.
Module 7: Reporting & Analytics (4 hrs)
- Create Dashboards, Charts, Power BI embedded analytics, and Excel integration.
- Customize reports and scheduled refreshes.
Module 8: Solution Management & Deployment (4 hrs)
- Explore solutions, layers, unmanaged vs managed, versioning, patch updates.
- Use environments/sandboxes and Application Lifecycle Management best practices.
Module 9: Functional vs Technical Extensions (4 hrs)
- Understand custom scripting (JavaScript), plug-ins with C#, plug-in registration.
- Overview of Power Platform tools: Power Apps, Power Automate.
Module 10: Capstone Project & Review (5 hrs)
- Capstone: build end-to-end solution encompassing entity design, processes, UI, security, reporting, deployment.
- Peer review, Q&A, and discussion of certification strategies.
-
Key Features
- Hands-on sandbox labs with real Dynamics 365 environments.
- Live expert-led sessions and interactive Q&A.
- Certification alignment, including MB-200/MB-210/PL-200 fundamentals.
- Career support, including resume reviews, mock interviews, and placement guidance.
- Timely updates on latest features in Dynamics CE.
- 12-month access to recordings, sandbox environments, and community resources.
Our Upcoming Batches
At Topskill.ai, we understand that today’s professionals navigate demanding schedules.
To support your continuous learning, we offer fully flexible session timings across all our trainings.
Below is the schedule for our Training. If these time slots don’t align with your availability, simply let us know—we’ll be happy to design a customized timetable that works for you.
Training Timetable
| Batches Online/Offline | Batch Start Date | Session Days | Time Slot (IST) | Fees |
|---|---|---|---|---|
| Week Days (Virtual Online) | Aug 28, 2025 Sept 4th, 2025 Sept 11th, 2025 | Mon-Fri | 7:00 AM (Class 1-1.30 Hrs) | View Fees |
| Week Days (Virtual Online) | Aug 28, 2025 Sept 4th, 2025 Sept 11th, 2025 | Mon-Fri | 11:00 AM (Class 1-1.30 Hrs) | View Fees |
| Week Days (Virtual Online) | Aug 28, 2025 Sept 4th, 2025 Sept 11th, 2025 | Mon-Fri | 5:00 PM (Class 1-1.30 Hrs) | View Fees |
| Week Days (Virtual Online) | Aug 28, 2025 Sept 4th, 2025 Sept 11th, 2025 | Mon-Fri | 7:00 PM (Class 1-1.30 Hrs) | View Fees |
| Weekends (Virtual Online) | Aug 28, 2025 Sept 4th, 2025 Sept 11th, 2025 | Sat-Sun | 7:00 AM (Class 3 Hrs) | View Fees |
| Weekends (Virtual Online) | Aug 28, 2025 Sept 4th, 2025 Sept 11th, 2025 | Sat-Sun | 10:00 AM (Class 3 Hrs) | View Fees |
| Weekends (Virtual Online) | Aug 28, 2025 Sept 4th, 2025 Sept 11th, 2025 | Sat-Sun | 11:00 AM (Class 3 Hrs) | View Fees |
For any adjustments or bespoke scheduling requests, reach out to our admissions team at
support@topskill.ai or call +91-8431222743.
We’re committed to ensuring your training fits seamlessly into your professional life.
Note: Clicking “View Fees” will direct you to detailed fee structures, instalment options, and available discounts.
Don’t see a batch that fits your schedule? Click here to Request a Batch to design a bespoke training timetable.
Corporate Training
“Looking to give your employees the experience of the latest trending technologies? We’re here to make it happen!”
