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Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service Advanced

This course equips sales, customer service, and field service professionals with hands-on skills to implement Microsoft Dynamics 365 CRM solutions that unify customer data, automate workflows, and leverage AI for personalized engagement. Designed for functional consultants and business analysts, it solves the growing challenge of disconnected customer systems in enterprises—where 62% of organizations report increased demand for integrated CRM platforms. You’ll gain mastery in configuring Sales, Customer Service, and Field Service modules to drive efficiency and improve customer retention.

Prepare for the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification with Koenig’s official vendor-authorized courseware and 30-day lab access. Transform your career by delivering AI-powered service automation and becoming a certified expert in high-demand CRM solutions.

80 Hours (10 Days)
Live Online / Classroom
20+ professionals trained

Training Formats & Pricing

1-on-1 USD 3,850
Dedicated instructor, your schedule Fastest
Public Batch USD 3,100
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Self-Paced USD 199
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Course Overview

The Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service course by Microsoft is designed to equip professionals with comprehensive skills in deploying and managing Dynamics 365’s customer engagement applications. This training prepares candidates for key role-based certifications, including Exam MB-210 (Dynamics 365 Sales), MB-230 (Customer Service), and MB-240 (Field Service), aligning with roles such as Functional Consultant, CRM Administrator, and Pre-Sales Consultant. With over 95% of Fortune 500 companies leveraging Microsoft Dynamics 365, demand for certified professionals continues to grow across industries seeking to optimize customer engagement workflows.

Participants will gain hands-on experience with core Microsoft technologies including Dynamics 365 Sales, Customer Service, Field Service, Power Platform, Microsoft Dataverse, and Dynamics 365 Copilot. The course includes immersive lab exercises conducted within the official Microsoft Learn environment, where students configure end-to-end service workflows, set up product catalogs, manage work orders, and implement scheduling using the Dynamics 365 Field Service app. A key project involves building a complete field service solution for a fictional company, including territory definitions, resource scheduling, case management, and mobile app configuration—mirroring real-world implementations used by enterprise service organizations.

This course directly supports preparation for the Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate, Customer Service Functional Consultant Associate, and Field Service Functional Consultant Associate credentials, which are globally recognized benchmarks in CRM implementation. Certified professionals report an average salary increase of 18–25%, with certified Functional Consultants earning between $85,000 and $130,000 annually. Koenig Solutions enhances this learning path with Guaranteed-to-Run scheduling, official Microsoft courseware, and optional 1-on-1 mentoring, ensuring learners achieve mastery. Upon completion, graduates are positioned to lead CRM digital transformations, drive customer satisfaction improvements, and advance into senior consulting or solution architect roles.

What You'll Learn

Implement Lead Management
Manage Sales Pipelines
Configure Case Management
Optimize Field Operations
Maintain Asset Lifecycle
Enhance Service Routing

Skills You'll Gain

Microsoft Dynamics 365 CRM Microsoft Dynamics 365 Sales Microsoft Dynamics 365 Customer Service Microsoft Dynamics 365 Field Service Microsoft Dynamics 365 Opportunity Management Microsoft Dynamics 365 Case Management Lead Qualification Quote Processing SLA Configuration Work Order Management Resource Scheduling Preventive Maintenance Mobile Field Service Outlook Integration Dashboard Reporting Business Process Flows AI Suggestions

Prerequisites

Recommended knowledge before taking this course
  • Completion of Microsoft Certified: Dynamics 365 Fundamentals (CRM) MB-910 or equivalent foundational knowledge of customer engagement applications.
  • Proficiency in lead and opportunity management processes within Dynamics 365 Sales.
  • Experience configuring model-driven applications using the Microsoft Power Platform.
  • Knowledge of product catalog configuration and sales order processing workflows.
  • Understanding of service-level agreements and entitlements within Dynamics 365 Customer Service.
  • Hands-on experience managing work orders and service agreements within Dynamics 365 Field Service.
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Certification Exam

Everything you need to know about the Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service certification exam

Exam Details
Exam Name
Format
Multiple choice, labs & case studies
Questions
Duration
Passing Score
Validity
Retake Policy
Candidates may attempt a retake 24 hours after the initial failure; subsequent attempts follow standard Microsoft certification guidelines.
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Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service

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Course Curriculum

Structured learning with hands-on labs and real-world scenarios

1
Day 1– Mastering Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service
Navigate Microsoft Dynamics 365 CRM engagement apps Master Microsoft Dataverse architecture and role Manage shared entities and enterprise data Execute advanced data search and filtering Build visual reports, charts, and dashboards Sync seamlessly with Microsoft Outlook workflows Collaborate effectively using Microsoft Teams Automate documentation with Excel and Word
2
Day 2– Dynamics 365 Sales Fundamentals and Automation
Optimize the Microsoft Dynamics 365 Sales app Streamline lead management and qualification Track sales opportunities across the lifecycle Configure the robust Product Catalog system Process accurate quotes and sales orders Deploy business process flows for sales Leverage Sales Insights and Sales Navigator Analyze precise sales forecasting capabilities
3
Day 3– Dynamics 365 Customer Service Fundamentals
Deploy Microsoft Dynamics 365 Customer Service Automate case lifecycle and support workflows Configure service entitlements and strict SLAs Optimize queues for efficient workload management Author and publish expert Knowledge Articles Implement Omnichannel for Customer Service Utilize AI-driven Customer Service Insights Generate actionable historical analytic reports
4
Day 4– Dynamics 365 Field Service Fundamentals
Master Microsoft Dynamics 365 Field Service Define critical field service business processes Manage end-to-end service Work Orders Execute technical inspections in Field Service Optimize scheduling and resource management Track customer assets and inventory levels Configure proactive Connected Field Service Utilize advanced asset management capabilities
5
Day 5– Capstone Labs and Integration Scenarios
Lab: Configure customer engagement applications Lab: Manage complex customer activity lifecycles Lab: Execute end-to-end Lead management Lab: Drive Opportunity conversion strategies Lab: Resolve complex Case management scenarios Lab: Publish Knowledge Base support articles Lab: Architect field service Work Orders Lab: Perform professional onsite Inspections

What's Included in Your Training

Every enrollment comes packed with resources to maximise your learning and exam success

Career Outcomes

78%

of Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service certified professionals report career advancement within 6 months

Salary Impact

+22%

Average salary increase reported after obtaining the Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service certification

Typical Salary Range (Global)
Entry$90,000–$115,000
Mid$115,000–$145,000
Senior$145,000–$180,000

*Source: Glassdoor / LinkedIn 2025

Job Roles

6
  • Dynamics 365 Sales Consultant
  • Customer Service Specialist
  • Field Service Manager
  • CRM Administrator
  • Dynamics 365 Functional Consultant
  • Sales Operations Analyst

Companies Hiring

5,000+
Microsoft Accenture Deloitte Capgemini PwC EY Infosys TCS Wipro Cognizant

and 5,000+ organizations worldwide seeking Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service certified professionals

Real Transformations

Course Student Reviews

Real results from IT professionals who trained with Koenig — rated 4.9/5 from 18,400+ verified reviews.

18,400+
Verified Reviews
4.9 / 5
Average Rating
95%
Would Recommend
1M+
Professionals Trained
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

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    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
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    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
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    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

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    AI Engineer

    AI-102 Certified ✓ Verified
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    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified

Frequently Asked Questions

Everything you need to know about the Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service training course

Is the certification exam included in the Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service course fee, and what is the cost if separate?
The certification exam is not included in the course fee. Candidates must pay the standard exam fee (typically $165 USD) separately for Microsoft exams such as MB-210, MB-230, or MB-240. This fee is standard at Pearson VUE centers globally, excluding taxes and regional variations.
What training formats are available for the Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service course, and is Guaranteed-to-Run scheduling offered?
Koenig provides the Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service course via live online, 1-on-1, classroom, and Flexi formats. All include Guaranteed-to-Run scheduling. This ensures your training proceeds as planned, eliminating cancellation risks even with minimal enrollment.
How long is lab access provided for the Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service course, and what type of environment is used?
You receive 6 months of post-course lab access using cloud-based sandbox environments via Microsoft Learn. These environments provide full access to Dynamics 365 Sales, Customer Service, and Field Service, allowing you to master Dataverse and Power Platform configurations through hands-on practice.
What is Koenig's rescheduling and cancellation policy for the Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service course?
Koenig allows free rescheduling if requested over 7 days before the start date. Cancellations within this window earn a full refund. Requests within 7 days may incur fees or be converted to credit for future Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service training.
What is the format, number of questions, passing score, and time limit for the Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service certification exam?
Microsoft exams like MB-210, MB-230, and MB-240 typically include 40–60 questions, featuring case studies, drag-and-drop tasks, and multiple-choice items. You generally have 100–120 minutes to complete the exam, with a passing score of 700 out of 1000. Refer to the specific Microsoft Learn exam page for exact current metrics.
How long is the Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service certification valid, and what is the renewal process and cost?
Microsoft role-based certifications are valid for one year. You can renew your certification for free by completing a specific, unproctored assessment on Microsoft Learn. This renewal process is accessible within six months of your certification expiration date to maintain your active status.
What post-training support does Koenig provide after completing the Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service course?
Koenig offers 6 hours of free consultation with a Microsoft Certified Trainer, Qubits exam prep software, and 6–12 months of course material access. You also receive a certificate of completion and may request extended lab access for your Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service studies.
What are the recommended prerequisites or prior experience needed for the Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service course?
No formal prerequisites exist, but foundational knowledge of CRM, business processes, and Microsoft 365 is recommended. Prior experience with Dynamics 365 Sales, Customer Service, or Field Service helps you grasp advanced implementation topics faster during your Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service training.
What salary increase or career advancement can professionals expect after earning the Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service certification?
According to industry data from sources like Glassdoor and Robert Half, certified Dynamics 365 professionals often see significant salary growth. Functional Consultants typically earn competitive market rates, and this Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service credential helps validate skills for career advancement into specialized consulting roles.
How does instructor-led training for Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service compare to self-study in terms of exam success and skill retention?
Instructor-led training for Microsoft Dynamics 365 CRM Mastery - Sales, Customer Service and Field Service boosts exam success and retention compared to self-study. You gain structured learning, real-time doubt resolution, and expert insights into exam patterns, ensuring you are fully prepared for real-world application and certification success.
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