81066AE: Introduction To Microsoft Dynamics 365 Training

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Build a solid foundation in Microsoft Dynamics 365 with 81066AE: Introduction to Microsoft Dynamics 365 Training from Multisoft Systems covering CRM and ERP applications, cloud concepts, sales, customer service, finance, operations and business processes. Develop practical knowledge to understand Dynamics 365 capabilities and support digital transformation initiatives.

Instructor-Led Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Customized Learning Schedule
  • Doubt-Clearing Sessions

81066AE: Introduction To Microsoft Dynamics 365 Training Course Overview

81066AE: Introduction to Microsoft Dynamics 365 training aims to impart enlightenment on the managing the sales, and customer service using the tools of the software. The candidates would come to know all about concepts and components of Microsoft Dynamics 365. The training provides in-depth insight that helps in developing customer engagement strategy along with features and functionalities related to Operations.

After completing the  Microsoft Dynamics 365 Certification Course, the candidates would be able to:

  • Explore the different action types that can be taken on a record
  • Navigate through various client types
  • Track activities and data in Outlook
  • Examine marketing lists and how they can be used
  • Recognize how to plan and budget a marketing campaign
  • Understand what quick campaign is and when to use a marketing campaign
  • Work with records through various client types
  • Explore case types
  • Review the basic steps of the marketing process
  • Dive deeper into views and how they are utilized
  • Recognize the role of leads within Microsoft Dynamics 365

Target audience

  • Application Consultants
  • Technology Consultant
  • Marketing/Sales/Pre-Sales Executives

Prerequisites

The candidates should have knowledge of Microsoft Windows.

Instructor-led Training Live Online Classes

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81066AE: Introduction To Microsoft Dynamics 365 Training Course Content

1. Dynamics 365 CRM Overview

  • Functional Areas
  • Entity Relationship
  • Relationships and Records
  • Access Types
  • Help Area

2. Navigating Dynamics 365 Sales, Customer Service, and Marketing

  • Client Types
  • Open and Create Records
  • Accounts and Contacts
  • Other Actions on Records
  • Activities
  • Interaction Wall
  • Views
  • Search for Data

3. Sales Management

  • Overview of Sales
  • Leads
  • Opportunities

4. Customer Service

  • Overview Customer Service
  • Case Management

5. Marketing

  • Overview of Marketing
  • Marketing Lists
  • Marketing Campaigns
  • Campaign Responses

6. Overview of Operations

  • Cloud Based Solution
  • Value of Workspaces
  • Workflow Definition
  • Industry Focus
  • Reporting Tools

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Introduction To Microsoft Dynamics 365 Training (MCQ) Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

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Introduction To Microsoft Dynamics 365 Corporate Training

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Why 81066AE: Introduction To Microsoft Dynamics 365 Training for Your Professional Growth

Strengthen your professional capabilities with practical learning, industry-relevant knowledge, and skills applicable to real-world business and technology environments.

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Enhanced Professional Capability

Strengthen your ability to work confidently with relevant tools, workflows, platforms, and business processes.

Broader Career Opportunities

Add valuable capabilities to your profile and explore opportunities across relevant roles, projects, and industries.

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Stay familiar with evolving technologies, methodologies, and practices shaping modern enterprise environments.

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Demonstrate your training achievement with a course completion certificate from Multisoft Systems.

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81066AE: Introduction To Microsoft Dynamics 365 Training Trainer Profile

19+ Years Experienced

Our Introduction To Microsoft Dynamics 365 Corporate & Certification Program trainers bring 13+ years of proven industry expertise, delivering practical insights aligned with real project environments.

Trained 3950+ Professionals

Our expert trainers have successfully trained 3350+ professionals through structured, real-time training programs designed for industry readiness and career growth.

Certified Experts & Real-Time Project Learning

Build strong practical skills through live project-based training sessions led by certified industry experts with real-world experience.

Hands-on Learning Approach

Gain practical exposure through real-time scenarios, industry case studies, and hands-on assignments that simulate actual project challenges.

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Receive expert support to prepare effectively, practice strategically, and confidently achieve globally recognized certification success.

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