MS Dynamics

ERP & CRM Applications​

MS Dynamics

Welcome to the Mastering Microsoft Dynamics 365 course: Comprehensive CRM and ERP Solutions. Dynamics 365 is a powerful suite of business applications that combines customer relationship management (CRM) and enterprise resource planning (ERP) capabilities. This course will provide you with the knowledge and skills to effectively utilize Dynamics 365 to streamline business processes, improve customer engagement, and drive organizational growth.

Course Outline

Module 1: Introduction to Microsoft Dynamics 365

  • Understanding the purpose and benefits of Dynamics 365
  • Exploring the Dynamics 365 ecosystem and components
  • Navigating the Dynamics 365 interface and workspace
  • Overview of CRM and ERP functionalities in Dynamics 365

Module 2: Dynamics 365 Customer Engagement

  • Managing customer relationships and interactions
  • Creating and managing leads, opportunities, and sales pipelines
  • Implementing marketing campaigns and automation
  • Configuring customer service and case management

Module 3: Dynamics 365 Sales

  • Managing sales processes and pipelines
  • Tracking and analyzing sales performance
  • Configuring sales territories and quotas
  • Utilizing sales forecasting and order management

Module 4: Dynamics 365 Marketing

  • Planning and executing marketing campaigns
  • Managing marketing leads and customer journeys
  • Implementing email marketing and customer segmentation
  • Utilizing marketing analytics and insights

Module 5: Dynamics 365 Field Service

  • Managing field service operations and resources
  • Scheduling and dispatching technicians
  • Tracking and managing service contracts and warranties
  • Utilizing IoT and predictive maintenance for field service

Module 6: Dynamics 365 Project Service Automation

  • Planning and managing projects within Dynamics 365
  • Estimating project costs and resources
  • Tracking project progress and profitability
  • Collaborating and managing project teams

Module 7: Dynamics 365 Finance and Operations

  • Managing financial processes and transactions
  • Implementing general ledger and accounts payable/receivable
  • Configuring inventory management and supply chain
  • Utilizing budgeting and forecasting functionalities

Module 8: Dynamics 365 Human Resources

  • Managing employee information and HR processes
  • Configuring employee self-service and onboarding
  • Tracking and managing time and attendance
  • Utilizing performance management and training functionalities

Module 9: Dynamics 365 Business Central

  • Exploring the capabilities of Dynamics 365 Business Central
  • Configuring financial management and reporting
  • Managing sales, purchasing, and inventory processes
  • Utilizing business intelligence and analytics

Module 10: Integration and Extensibility

  • Integrating Dynamics 365 with other systems and applications
  • Utilizing connectors and APIs for data exchange
  • Customizing Dynamics 365 with Power Platform tools
  • Developing custom extensions and add-ons


  • Basic understanding of CRM and ERP concepts
  • Familiarity with business processes and data management
  • No prior experience with Dynamics 365 required

By the end of this course, you will have the knowledge and skills to effectively utilize Microsoft Dynamics 365 to streamline business processes, improve customer engagement, and drive organizational growth. You will be able to configure and customize Dynamics 365 applications to meet specific business needs and integrate with other systems for seamless data exchange. Master Microsoft Dynamics 365 and empower your organization with comprehensive CRM and ERP solutions through the Mastering Microsoft Dynamics 365: Comprehensive CRM and ERP Solutions course.

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