Microsoft Dynamics 365 CRM Course in Chennai

825 Ratings

Master customer relationship management, sales automation, customer service, marketing, and business process management with Edubrights’ Microsoft Dynamics 365 CRM training in Chennai. This course is designed for students, freshers, CRM consultants, sales professionals, customer service executives, business analysts, functional consultants, and working professionals who want to implement and manage customer-centric business solutions using Microsoft Dynamics 365 CRM.

Gain hands-on experience with lead management, opportunity management, customer service, case management, marketing automation, workflow customization, reporting, and real-world Microsoft Dynamics 365 CRM implementation projects through practical industry use cases.

Key Highlights:

✅ Real-Time Microsoft Dynamics 365 CRM Projects & Enterprise Customer Management Use Cases

✅ Live Instructor-Led Training by Experienced Microsoft Dynamics 365 CRM Experts

✅ Hands-On Practice with Microsoft Dynamics 365 CRM

✅ Microsoft Dynamics 365 CRM Architecture & Customer Relationship Management Fundamentals

✅ Lead Management, Opportunity Management & Sales Pipeline Automation

✅ Account Management, Contact Management & Customer Lifecycle Management

✅ Customer Service, Case Management & Omnichannel Support

✅ Marketing Automation, Campaign Management & Customer Engagement

✅ Business Process Flows, Workflow Automation & Power Platform Integration

✅ Reports, Dashboards, Power BI Analytics & Performance Monitoring

✅ Security, User Roles, Business Units & CRM Administration

✅ Integration with Microsoft 365, Power Apps, Power Automate, Microsoft Teams, Azure Services, Dynamics 365 Business Central & Third-Party Applications

✅ Resume Building, Portfolio Development & Mock Interview Preparation

✅ Career Guidance, Placement Assistance & Microsoft Dynamics 365 Certification Support

✅ Flexible Online, Classroom & Weekend Training Options

✅ Corporate Training for Sales, Customer Service, Marketing & Enterprise IT Teams

Build practical Microsoft Dynamics 365 CRM expertise, streamline customer relationship management, improve sales and service operations, and become industry-ready for careers in CRM Consulting, Functional Consulting, Sales Operations, Customer Success, Business Analysis, and Microsoft Dynamics 365 Administration.

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₹40000

₹45000

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Case Studies and Projects

Hours of Training

20+

Placement Assurance

100%

Expert Support

Yes

Support & Access

Lifetime

Certification

Yes

Skill Level

All

Language

All

Course Objectives

1. What will you learn in the Microsoft Dynamics 365 CRM course?

You will learn how to implement, configure, customize, and manage Microsoft Dynamics 365 CRM to streamline customer relationship management, sales, customer service, marketing, field service, and business process automation. The course covers CRM modules, entities, forms, workflows, Power Platform integration, security, reporting, and system administration.

2. How does this course prepare you for real-world CRM implementation projects?

The course provides hands-on experience in configuring CRM applications, managing customer data, automating business processes, customizing entities and forms, integrating Microsoft services, creating dashboards, and implementing enterprise CRM solutions.

3. What practical skills will you develop during the training?

You will gain expertise in Dynamics 365 CRM configuration, sales automation, customer service management, lead and opportunity management, workflow automation, Power Automate integration, model-driven applications, security roles, reporting, and CRM administration.

4. How will real-time projects improve your Microsoft Dynamics 365 CRM skills?

You will work on practical CRM projects involving lead management, sales automation, customer support systems, marketing campaigns, service request management, workflow automation, and enterprise customer relationship management.

5. What career opportunities can you pursue after learning Microsoft Dynamics 365 CRM?

This course prepares you for roles such as Microsoft Dynamics 365 CRM Functional Consultant, CRM Consultant, Dynamics 365 CRM Developer, CRM Administrator, Business Analyst, Power Platform Consultant, Customer Engagement Consultant, CRM Support Engineer, Solution Consultant, and CRM Implementation Consultant.

Popular Techniques Covered in This Course

Dataverse Architecture Management

Model-Driven App Development

Security Role and Business Unit Configuration

Power Automate Cloud Flow Design

Business Process Flow Implementation

Client-Side JavaScript Form Customization

Server-Side C Plugin Development

CRM Data Import and Migration Mechanics

Advanced Find and Dashboard Creation

Power Platform Environment Administration

Get Hands-on Knowledge about Real-Time Projects

Project 1

Project 1: Sales Automation System

Implement a CRM solution for managing leads, opportunities, quotations, sales pipelines, and customer engagement.

Project 2

Project 2: Customer Service Management

Develop a customer support application with case management, SLA tracking, service requests, knowledge base, and reporting.

Project 3

Project 3: Marketing Campaign Management

Configure marketing campaigns, customer segmentation, email automation, campaign tracking, and lead generation workflows.

Project 4

Project 4: Field Service Management

Implement work order management, technician scheduling, customer appointments, asset tracking, and mobile field service operations.

Project 5

Project 5: Enterprise CRM Implementation

Build a complete CRM solution integrating sales, customer service, marketing, reporting, workflow automation, and Power Platform.

Key Features

Edubrights offers Microsoft Dynamics 365 CRM Training in virtual mode with expert trainers. Here are the key features,

40 Hours Course Duration

100% Job Oriented Training

Industry Expert Faculties

Free Demo Class Available

Completed 500+ Batches

Certification Guidance

Curriculum

Module 1: Introduction to Dynamics 365 Customer Engagement

Overview of Dynamics 365 CE apps: Sales, Customer Service, Marketing, Field Service
D365 CE architecture: Dataverse, Power Platform, and Common Data Model
Navigating the D365 interface: dashboards, views, and forms
Security model: business units, security roles, and teams
D365 CE licensing: per app vs per user plans
Integration with Microsoft 365: Outlook, Teams, and SharePoint

Module 2: Dynamics 365 Sales

Lead management: capturing, qualifying, and converting leads
Opportunity management: stages, probability, and close date
Sales pipeline views and opportunity forecasting
Quotes, orders, and invoices in D365 Sales
Product catalogue: products, price lists, and discount lists
Sales goals and gamification features

Module 3: Account & Contact Management

Account hierarchy and parent-child relationships
Contact management and relationship mapping
Activity management: calls, tasks, emails, and appointments
Timeline view: unified customer interaction history
Duplicate detection and merge rules
Business card scanning and mobile CRM features

Module 4: Customer Service Module

Case management: creating, routing, and resolving cases
Queues: automatic and manual case assignment
SLA (Service Level Agreements) configuration and monitoring
Entitlements: managing customer support entitlements
Knowledge base: creating and publishing articles
Customer service dashboards and case resolution metrics

Module 5: Process Automation & Workflows

Business Process Flows: guided stage-based processes
Classic workflows: condition-based automation
Power Automate integration for advanced automation
Business rules for form-level validation and field logic
Dialogs and task flows for interactive processes
AI-powered features: predictive scoring and suggestions

Module 6: Customisation & Configuration

Entity customisation: custom entities, fields, and relationships
Form customisation: main forms, quick create, and card forms
View customisation: system views and personal views
Chart and dashboard customisation
Solution management: managed and unmanaged solutions
Environment management in Power Platform Admin Centre

Module 7: Reporting & Analytics

Advanced Find for ad-hoc data queries
System reports and report wizard
Power BI integration with D365 CE data
Customer Insights: unified customer profiles and segments
Sales Insights: relationship analytics and conversation intelligence
Marketing analytics: email campaign performance and lead scoring

Module 8: Integration, Administration & Certification

D365 CE integration with D365 Finance and Supply Chain
LinkedIn Sales Navigator integration for social selling
Dataverse API and custom connector development
D365 CE administration: storage, updates, and backups
MB-210 (Sales) and MB-230 (Customer Service) exam preparation
Real-world CRM implementation case study and assessment

Receive Training From Our Skilled and Effective Trainers

Microsoft Certified Dynamics 365 CRM Specialists Our D365 CRM instructors hold multiple Microsoft certifications across the Customer Engagement stack and have implemented Dynamics 365 Sales, Customer Service, and Marketing for organisations in financial services, technology, healthcare, and retail.

Sales & Customer Service Process Experts Trainers don't just configure CRM systems — they understand sales and service processes deeply. Several have worked as Sales Directors or Customer Service Managers before becoming CRM consultants, giving them authentic business insight that resonates with end users.

Power Platform & Dataverse Expertise With strong Power Platform skills, our instructors explain how Dynamics 365 CE sits within the broader Microsoft ecosystem, helping learners understand customisation, automation, and integration possibilities beyond the standard application.

Multi-Cloud CRM Perspective Having worked across Salesforce, HubSpot, and Dynamics 365, our trainers can articulate why organisations choose D365 CE and how it compares — giving learners valuable context for client conversations and platform selection discussions.

User Adoption Focus The best CRM implementation fails without user adoption. Our instructors dedicate significant time to change management, user training strategies, and designing CRM experiences that sales and service teams actually want to use.

Microsoft Dynamics 365 CRM

Our institution offers a recognized Microsoft Dynamics 365 CRM certification. This certification enhances your portfolio and prepares you for collaborative projects in real-world environments. Gain practical skills through hands-on training and assessments.

Course FAQs

1. What is Microsoft Dynamics 365 CRM?

Microsoft Dynamics 365 CRM is a suite of intelligent, cloud-based enterprise business applications. It connects sales, marketing, customer service, and field service operations into a unified platform, allowing organizations to manage client interactions, track leads, automate support cases, and analyze business performance in real time.

2. What is the difference between Dynamics 365 and Microsoft Power Platform?

Dynamics 365 CRM applications are essentially pre-built enterprise solutions developed on top of the Microsoft Power Platform. The underlying database engine, security model, and interface mechanics are managed through Power Apps and Microsoft Dataverse, making them deeply connected technologies.

3. Do I need programming experience to learn Dynamics 365 CRM?

For the core administrative and functional modules, no programming experience is needed. The platform relies heavily on visual designers and low-code builders. However, if you wish to specialize as a technical developer, knowing basic JavaScript and C# is necessary to write custom form scripts and backend plugins.

4. Why should I choose this Dynamics 365 CRM course in Chennai at EduBrights?

Our Dynamics 365 CRM training in Chennai avoids generic software tours. EduBrights focuses entirely on sandbox-based implementation. You will actively resolve configuration tickets, build automation pipelines, handle security mapping, and configure complex deployment structures exactly like a working enterprise systems consultant.

5. What is Microsoft Dataverse?

Microsoft Dataverse is the cloud-scale relational data storage platform that sits underneath Dynamics 365 applications. It does not just store raw rows and columns; it manages data encryption, business logic integration, advanced relational mapping, and user auditing automatically within a highly secure enterprise framework.

6. Can freshers learn Dynamics 365 CRM to start an IT career?

Yes, freshers with degrees in business administration, computer science, or information systems are great candidates. Because the platform balances functional consulting and technical development, you can choose a career track—either low-code administration or technical engineering—that matches your personal skills.

7. What is a "Plugin" in Dynamics 365 development?

A plugin is a custom .NET assembly written in C# that extends the standard processing logic of the CRM database. For example, if a company requires a unique invoice ID format generated immediately when a sale closes, a developer writes a plugin to execute that calculation securely on the server backend.

8. How does Power Automate interact with Dynamics 365?

Power Automate serves as the core workflow engine. When a trigger event occurs in Dynamics 365—such as a new customer lead registering on a website—Power Automate runs background processes to assign tasks to sales agents, send confirmation emails, or update connected legacy external software systems.

9. What are Business Process Flows?

Business Process Flows are visual step-by-step roadmaps visible at the top of CRM forms. They guide employees smoothly through corporate procedures. For example, a sales process flow ensures that an agent completes vital qualification steps, books a product demo, and reviews credit terms before sending a formal proposal.

10. Is Dynamics 365 CRM widely used in the corporate sector?

Yes, Microsoft Dynamics 365 is a global market leader alongside platforms like Salesforce. Because it integrates flawlessly with the Microsoft 365 cloud ecosystem (Outlook, Teams, SharePoint, and Azure), thousands of multinational enterprises, financial institutes, and IT firms rely heavily on Dynamics 365 specialists.

11. Will I learn data migration techniques in this course?

Yes, moving legacy corporate data into a new CRM system is a vital project phase. You will practice using the native data import wizards, configuring data templates, resolving mapping conflicts, and using Excel integrations to clean and bulk-upload records into the system accurately.

12. What does a Functional Consultant do versus a Technical Developer?

A Functional Consultant meets with corporate managers to map out business processes, configures standard CRM features, designs dashboards, and creates automation rules using the low-code interface. A Technical Developer writes custom C# plugins, designs complex JavaScript scripts, manages API integrations, and handles intricate web resources.