Microsoft Dynamics 365 Certification Courses Training

Overview


Microsoft Dynamics 365 is the next generation of intelligent business applications that run organizations and allow them to grow and transform. D365 combines CRM and ERP capabilities to execute business functions across domains such as Sales, Operations, Financials, Field Service, Project Service Automation, Marketing, and Customer Insights. The Dynamics 365 applications can be combined with the Microsoft Office 365 tools like Excel and Outlook, analysis tools like Power BI and customization tools like Flow.

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Flexible Dates

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4-Hour Sessions

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Who should do Dynamics 365 Training and Certification Courses?

  • Anyone who possess the business knowledge of Sales, After Sales Services, Marketing
  • Developers and Technical Architects
  • Anyone who plans to implement the Finance module
  • Professionals in ERP and Accounting
  • Application Consultants
  • Technology Consultant
  • Marketing/Sales/Pre-Sales Executives

Dynamics 365 is an enterprise solution which offers various apps that can be deployed or purchased as per the business requirements. It offers various flexible plans and subscriptions. The integral components that Dynamics 365 offers are ERP, CRM and HCM.As it is highly flexible and the apps can be unified together in a single platform, it aims at providing the business solutions to the enterprise level, by customizing the application and easy to navigate. Dynamics 365 is tightly integrated with microsoft tools MS Office suite like Outlook, Office 365, SharePoint etc. and Power Platform which makes it more enhanced, extensible and user friendly.

Types of Dynamics 365 certification

  • MCSA: Microsoft Dynamics 365 - Microsoft Dynamics 365 certification validates your skills in Microsoft Dynamics 365 technologies which include upgrading, configuring and customizing this popular CRM. The target audience for this certification includes Dynamics 365 Developers, Implementation Consultants, Technical Support Engineers, or System Administrators.

  • MCSA: Microsoft Dynamics 365 for Operations - Microsoft Dynamics 365 for Operations certification validates your skills in Microsoft Dynamics 365 technologies that include implementing basic technical and development processes needed to customize Microsoft Dynamics 365 for Operations. The target audience for this certification includes Technical Consultants, Programmers, and IT personnel.

  • MCSE: Business Applications - A certification in Business Applications demonstrates your skills in implementing and managing Microsoft Dynamics 365 technologies. The certification starts with the fundamentals of Microsoft Dynamics 365 and builds further expertise in one or more business specific areas. The target audience for this certification includes Dynamics 365 Developers, Implementation Consultants, Technical Support Engineers, or System Administrators.

Dynamics 365 Apps:

  • Sales which enables users to generate leads, Opportunities and carry out the sales process life cycle from creating Quote to Invoice.

  • Customer Service targets to drive customers, by issuing tickets and resolving them fast and meeting the SLA’s.

  • Finance and Operations covers all the instruments of financial and operational planning, trade, logistics manufacturing, Project costing, warehousing and supply chain management.

  • Marketing aims at finding the target audience by segmentation, generating leads and scoring them, also facilitates designing web forms pages and mass emailing,

  • Field Service helps users to incorporate with the work orders, scheduling, dispatching, and finally billing the customers.

  • Project Service Automation aims to manage projects from beginning to end, including planning for resource management, handling vendor contracts and budgeting.

  • Talent The HCM module which helps to ease the daily tasks of HR from recruiting them till onboard the applicants, creating benefits, compensation, managing leaves, boosting their performance and designing Business processes.

  • Retail module of Dynamics AX will also be developed on its own to accommodate with the requirement of Retails industry.

Dynamics 365 Training and Certification Course Benefits

Upon completion of the course, you will be able to:

  • Navigate through different client types
  • Identify different action types
  • Keep a check on the data and activities in Outlook
  • Understand the utilization of views
  • Search data using Global Search
  • Understand the role of leads
  • Learn the Lead to Opportunity Process Flow
  • Identify case types
  • Explain the basic steps of the marketing process
  • Plan and budget a marketing campaign
  • Understand when to implement a marketing campaign
  • Execute the post-course survey

FAQ's

Ans - No, the published fee includes all applicable taxes.

Microsoft Dynamics 365 (CRM) is a Customer Relationship Management software package that focuses on sales, marketing and service sectors.

Dynamics 365 combines CRM and ERP solutions and provides tools to create and maintain clients and reduce the effort and time usually taken to find the appropriate information for your team.

Microsoft Dynamics AX is an ERP solution for midsize to large enterprises. Microsoft Dynamics AX offers functionalities for domains such as inventory control, warehouse management, transportation management, demand and supply chain planning, material requirements planning, production management, quality assurance, product lifecycle management, asset management, and business intelligence. The solution can either be implemented on-premises or hosted in the cloud.

Enterprise Resource Planning (ERP) is a software that manages your business processes and integrates a business’s financials, supply chain, operations, reporting, manufacturing and human resource tasks.

As per Microsoft, the approximate numbers are:

  • Microsoft Dynamics AX: 20,000 companies
  • Microsoft Dynamics GP: 47,000 companies
  • Microsoft Dynamics NAV: 110,000 companies
  • Microsoft Dynamics SL: 13,500 companies
  • Microsoft Dynamics CRM: 40,000 companies

There are three main components of a CRM system:

  • Marketing Automation - A marketing software for automation consists of campaign management, collaborative tools, lead reporting, landing pages and forms and email marketing automation.
  • Salesforce Automation - CRM systems come with an understanding of customer history that helps increase sales productivity. It also enables teams to forecast contract renewals and selling upgrades. Furthermore, a CRM system allows managers or representatives to create ownership and take accountability.
  • Customer Services - A CRM system empowers customers will tool and technologies to simplify case management, conduct knowledge sharing, manage escalations and accounts effectively. This help reduces costs without reducing service quality.

The most popular CRM software as per need are:

  • Salesforce
  • Overall
  • Zoho CRM
  • Small Businesses
  • HubSpot
  • Very small businesses
  • SugarCRM
  • Startups
  • Less Annoying CRM - Low Cost

Though CRM and ERP are similar in many ways, they have some differences too. The difference lies in the way both create profits. While ERP helps organizations reduce costs and overheads by making processes more efficient, CRM increases profits by generating greater sales volume. Thus, while ERP focusses on businesses, CRM focusses on customers.

Yes, CRM is one of the five pillars of ERP, the other four being financial accounting, distribution or supply chain management, manufacturing and human resources or payroll management.

Microsoft Dynamics is a combination of CRM and ERP software applications along with small and medium business solutions. Microsoft Dynamics can also be used with other Microsoft applications like SharePoint, Yammer, Office 365, Azure and Outlook and aides industries such as retail, service, manufacturing and financial services.

Some examples of CRM include?

  • Salesforce
  • SugarCRM
  • Microsoft Dynamics CRM
  • Maximizer CRM
  • Sage

CRM is a system that runs tasks and processes that include collating customer data in a centralized database. The major functions of CRM include:

  • Offering transparency to customers:
  • Monitoring tasks
  • Automating customer oriented processes
  • Enabling collaboration across departments
  • Managing email campaigns
  • Forecasting sales
  • Sharing content and files between team members

There are three main types of CRM, namely:

  • Operational CRM
  • manages marketing, sales and customer service operations
  • Analytical CRM
  • collates customer details and retain customers
  • Collaborative CRM
  • improves customer experience