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Enterprise ERP & CRM Solutions

Master Microsoft Dynamics 365

Gain hands-on expertise in Microsoft Dynamics 365. Learn to optimize end-to-end business workflows, master ERP & CRM modules, automate operations, and prepare for industry-recognized Microsoft certifications.

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Rating
★★★★★ (4.9/5)
Duration 8 Weeks
Certification Global Prep
Support 24/7 Mentorship
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Overview

This course provides participants with a practical and in-depth understanding of Microsoft Dynamics 365, an integrated cloud-based ERP and CRM solution. Learners will explore core applications such as finance, supply chain, sales, customer service, HR, and marketing, while also gaining hands-on skills to configure, customize, and use Dynamics 365 for business transformation.

Who Should Attend

Business Analysts
ERP & CRM Consultants
Finance Professionals
Supply Chain Specialists
IT Professionals & SysAdmins
HR & Operations Managers
Sales & Service Teams
Fresh Graduates & Job Seekers
8-Week Masterclass Syllabus

Microsoft Dynamics 365 Curriculum

A structured, hands-on 8-week training program mastering ERP & CRM ecosystems, Finance & Operations, Supply Chain, Power Platform integrations, and enterprise deployment.

11 Modules
65+ Topics
8 Weeks Duration
01 Week 1 • Module 01 Introduction to Microsoft Dynamics 365 (ERP & CRM Overview) 6 Topics
  • Evolution of D365 from AX, NAV, and CRM
  • Finance & Operations vs Customer Engagement (CE)
  • Microsoft Dataverse (CDS) foundational architecture
  • Azure Cloud backbone & hybrid deployment models
  • Licensing tiers, tenant setup, and environment types
  • Industry use cases: Manufacturing, Retail & Finance
02 Week 1 • Module 02 Dynamics 365 Navigation & User Interface 6 Topics
  • Unified Interface (UCI) & cross-device navigation
  • Personalization, custom views, and pinned grids
  • Global Search, Relevance Search & Advanced Find
  • Action Panes, FactBoxes & workspace customization
  • Microsoft 365 integration: Teams, Excel & Outlook
  • Mobile & tablet app configuration and offline sync
03 Week 2 • Module 03 Dynamics 365 for Finance & Operations 6 Topics
  • General Ledger, Chart of Accounts & Dimensions
  • Accounts Payable (AP) & 3-way invoice matching
  • Accounts Receivable (AR) & credit management
  • Cash & bank management with auto-reconciliation
  • Fixed assets lifecycle, depreciation & disposal
  • Budgeting controls, tax setups & financial closing
04 Week 3 • Module 04 Supply Chain Management & Inventory Control 6 Topics
  • Product Information Management & item masters
  • Procurement & Sourcing: RFQs and purchase orders
  • Warehouse Management (WMS): locations & wave plans
  • Inventory costing models (FIFO, LIFO, Standard Cost)
  • Master Planning (MRP) & demand forecasting
  • Production control, Bills of Materials (BOM) & routing
05 Week 4 • Module 05 Sales & Customer Service Management 6 Topics
  • Lead-to-Opportunity lifecycle & predictive scoring
  • Product catalog, price lists, discounts & quotes
  • Customer Service Hub: Case queues & auto-routing
  • Service Level Agreements (SLAs) & entitlements
  • Omnichannel support (Chat, Voice, Email & Social)
  • Copilot for Sales & AI-driven service responses
06 Week 5 • Module 06 HR & Talent Management Modules 6 Topics
  • Organization hierarchy, departments, jobs & positions
  • Employee onboarding, offboarding & self-service
  • Leave and absence management & accrual plans
  • Compensation plans, benefits administration & tiers
  • Performance reviews, goals & continuous feedback
  • Compliance tracking, certifications & skills matrix
07 Week 5 • Module 07 Marketing & Customer Engagement 6 Topics
  • Audience segmentation (Static vs Dynamic lists)
  • Real-time automated customer journey builder
  • Email marketing campaigns with dynamic tokens & A/B tests
  • Lead scoring models & qualification workflows
  • Event management, webinar integration & check-ins
  • Customer Insights - Journeys & analytics tracking
08 Week 6 • Module 08 Reporting, Dashboards & Data Analytics 6 Topics
  • Financial Reporting Studio & management statements
  • SSRS reports creation & document routing agents
  • Electronic Reporting (ER) for tax & banking formats
  • Real-time operational dashboards & interactive charts
  • Azure Synapse Link & Dataverse export pipelines
  • Data Management Framework (DMF/DIXF) for migrations
09 Week 7 • Module 09 Integration with Power BI, Power Apps & Power Automate 6 Topics
  • Embedding Power BI visuals inside Dynamics 365
  • Building Model-Driven & Canvas Apps on Dataverse
  • Automating cross-app workflows with Power Automate
  • Dual-Write & Virtual Tables sync (F&O to CE)
  • Copilot Studio & AI conversational chatbot creation
  • REST APIs, OData endpoints & Azure Service Bus
10 Week 8 • Module 10 Dynamics 365 Security, Compliance & Cloud Deployment 6 Topics
  • Role-Based Access Control (RBAC), duties & privileges
  • Business units, team security & field-level profiles
  • Lifecycle Services (LCS) & environment provisioning
  • Application Lifecycle Management (ALM) & solutions
  • Auditing, GDPR compliance & Microsoft Purview
  • Disaster recovery, high availability & SLA monitoring
11 Week 8 • Module 11 Case Studies & Hands-on Practice 6 Topics
  • End-to-End Enterprise P2P & O2C simulation lab
  • Multi-company consolidation & global chart of accounts
  • Building a custom business application with Power Apps
  • User Acceptance Testing (UAT) & cutover deployment
  • Certification exam prep (MB-910, MB-920 & MB-300)
  • Capstone project review & consultant interview tips
Includes hands-on tenant labs, downloadable implementation templates, and Microsoft certification preparation.

Learning Outcomes

By the end of this course, participants will be able to:

  • Understand the architecture and core features of Microsoft Dynamics 365.
  • Navigate and customize Dynamics 365 applications.
  • Work with ERP modules such as Finance, Supply Chain, Procurement, and HR.
  • Use CRM modules for Sales, Customer Service, and Marketing.
  • Manage data, workflows, reporting, and dashboards.
  • Understand Dynamics 365 integration with Microsoft Power Platform (Power BI, Power Apps, Power Automate).
  • Apply best practices for ERP/CRM implementation using Dynamics 365.

Microsoft Dynamics 365

Unified Intelligent Business Cloud

ERP Suite Finance, SCM & HR
CRM Cloud Sales & Customer Care
Power Platform Automate, Apps & BI
Dataverse & AI Dashboards & Insights
Ecosystem:
Power BI Power Automate Dataverse Azure AI
Enterprise-Ready Skills Cloud Connected

Master Enterprise Solutions with Microsoft Dynamics 365

Accelerate your career with comprehensive training in ERP & CRM business applications. Learn real-world implementations, financial operations, and supply chain management.

Microsoft
Dynamics 365

Admission Open
8 Weeks Hands-on Training Certified Microsoft ERP/CRM Trainers Online & Physical Sessions Available Real-world Projects & Case Studies Course Fee: Rs 25,000
Enroll Now
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