NexGen IT Solutions

About The Course

A CRM (Customer Relationship Management) course teaches how to use strategies, practices, and technologies to improve how a business interacts with current and potential customers. These courses cover topics like customer retention, data management, and the use of CRM software to enhance customer experience, streamline sales, and increase profitability. The skills learned are applicable across departments like marketing, sales, and customer service.

Sales and business development professionals looking to improve customer service and sales techniques. Marketing professionals aiming to create more personalized and effective campaigns. Customer service representatives and managers who want to enhance customer satisfaction and loyalty. Business owners and managers seeking to improve overall business performance and growth.

Ms Dynamic 365 CRM Course Syllabus

• Overview of Dynamics 365 Sales & Services.
• Understanding Customer Engagement & CRM.

• Power-BIr Apps, Power-BIr Automate, and Dataverse.
• Admin Center & Environment.

• Solutions, Managed & Unmanaged.
• Configuring forms, views, dashboards.

• Lead qualification process.
• Managing sales pipelines.
• Creating Opportunities & tracking progress.

• Creating and resolving Cases.
• Queues & Service Level Agreements (SLAs).

• Model-Driven vs Canvas Apps.
• Creating a Model-Driven App.

• Understanding Tables.
• Form Customization.
• Views.

• Designing a Canvas App for sales tracking.
• Connecting to Dataverse, Galleries & Forms.

• Basics of Power-BIr Automate & Triggers.
• Automating emails, approvals, record updates.

• Implementing Business Rules.
• Using JavaScript for form enhancements.

• Advanced JavaScript.
• XRM ToolBox & CRM REST Builder.

• Classic Workflow.
• Business Process Flow.

• Business units, roles, users.
• Types of security models.

• Data import & export.

• Intro on Plugins.
• Setting up tools needed for plugin development.

• Writing the first Plugin.

• Writing the first Plugin (continued).

• Configuring the ribbon button.
• Calling a script from ribbon button.

• Advanced ribbon button configuration.
• Calling Scripts – Hands-on.

• Configuring & explaining the ALM process.

• Intro to Power-BIr Pages.

• Basic forms, web pages.
• Table permissions.

• Site settings.
• Authentication.
• Web templates.

• Customizing web templates.
• Implementing advanced security features.

• Introduction to Power-BI.
• Connecting Power-BI to D365 & Power-BIr Platform.

• Designing interactive reports.
• Using Power-BI dashboards.

• Creating complex workflows.
• Integrating Power-BIr Automate with other services.

• Introduction to AI Builder.
• Implementing AI models in Power-BIr Apps.

• Using advanced controls.
• Implementing complex logic.

• Creating custom connectors.
• Integrating external services.

• Implementing complex business logic.
• Customizing the user interface.

• Introduction to Power-BIr Virtual Agents.
• Creating chatbots for customer service.

• Field-level security.
• Security roles & teams.

• Data migration strategies.
• Using data management tools.

• Identifying performance bottlenecks.
• Optimization techniques.

• Testing tools.
• Debugging workflows and plugins.

• Planning deployments.
• Using deployment tools.

• Setting up monitoring tools.
• Performing regular maintenance.

• Creating user training materials.
• Strategies for user adoption.

• Applying knowledge to real-world scenarios.
• Case studies & examples.

• Reviewing key concepts.
• Preparing for assessment.

.Conducting the final assessment.
.Providing feedback and improvement suggestions.

Ms Dynamics 365 CRM Course Training

Get the syllabus and start your success journey!

About The Course

Career Services in a NexGen IT Solutions

Annual Salaries (Lakhs)

Demand

Ms Dynamic 365 CRM Course Syllabus

Upcoming Batch Schedule

Week Day Batches

Week Day Batches

Week Day Batches

Can’t find
a batch you
were looking
for?

Ms Dynamics 365 CRM Course Training

Get the syllabus and start your success journey!

About The Course

Career Services in a NexGen IT Solutions

Annual Salaries (Lakhs)

Demand

Ms Dynamic 365 CRM Course Syllabus

Introduction to D365 Sales & Services

Power-BIr Platform Ecosystem

Configuring D365 Sales & Services

Working with Leads & Opportunities

Case Management in D365 Services

Introduction to Model-Driven Apps

Customizing Forms & Views

Creating Canvas Apps

Power-BIr Automate – Automating Workflows

Business Rules & JavaScript

Advanced JavaScript Web API

Workflows & Business Process Flows

Security & Access Control

Importing & Exporting Data

Plugins – Introduction

Plugins – Writing the First Plugin

Plugins – Hands-on Practice

Ribbon Button Customization

Ribbon Button Customization – Advance

ALM Process

Introduction to Power-BIr Pages

Power-BIr Pages – Basics

Power-BIr Pages – Site Settings & Templates

Power-BIr Pages – Advanced Features

Power-BI Integration

Creating Reports in Power-BI

Advanced Power-BIr Automate

AI Builder in Power-BIr Platform

Advanced Canvas Apps

Custom Connectors

Advanced Model-Driven Apps

Power-BIr Virtual Agents

Advanced Security in D365

Data Management in D365

Performance Optimization in D365

Debugging in D365

Deployment Strategies

Monitoring & Maintenance

User Training & Adoption

Real-World Scenarios

Final Assessment Preparation

Final Assessment (Days 42–45)

Upcoming Batch Schedule

Week Day Batches

Week Day Batches

Week Day Batches

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