Microsoft Dynamics 365 CRM Mastery – Sales, Customer Service and Field Service
Build practical skills in configuring and operating Dynamics 365 Sales, Customer Service, and Field Service with governed data, automation, analytics, and customer engagement through four structured lessons with demonstrations, hands-on activities, troubleshooting, validation checklists, and an applied improvement plan.
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-by SkillDynamo
- 0 Students
- Last updated
Course Description
This SkillDynamo course develops practical, role-relevant capability in configuring and operating Dynamics 365 Sales, Customer Service, and Field Service with governed data, automation, analytics, and customer engagement. The learning path progresses from essential concepts and planning to implementation, validation, troubleshooting, and operational use.
Learners work through realistic scenarios, guided demonstrations, applied exercises, and evidence-based reviews. Every topic is connected to workplace responsibilities, common risks, quality controls, and measurable outcomes.
The course helps professionals make informed decisions, identify failure points, communicate results, and create an actionable improvement plan for future projects.
What You Will Learn
- Configure organizations, users, security, accounts, contacts, leads, opportunities, activities, and relationship processes
- Manage product catalogs, quotes, orders, goals, forecasting, sales insights, and seller productivity
- Configure cases, queues, routing, entitlements, service-level agreements, knowledge, and customer-service workspaces
- Use channels, sessions, productivity tools, escalation, collaboration, and service analytics
- Configure resources, skills, territories, scheduling, agreements, assets, work orders, inventory, and mobile experiences
- Manage dispatch, inspections, completion, billing handoff, connected-device signals, and service performance
- Integrate Dataverse, Power Platform, Outlook, Teams, Customer Insights, reporting, and external services
- Apply roles, privacy, auditing, data quality, testing, support, adoption, and continuous-improvement controls
SkillDynamo Training Approach
SkillDynamo delivers this course through demonstrations, hands-on exercises, scenario analysis, validation checklists, structured troubleshooting, solution reviews, and a final improvement plan. Learners repeatedly practice planning, implementation, evidence collection, testing, correction, and communication so the skills transfer confidently into real workplace situations.
Curriculum
- 1 Section
- 4 Lessons
- 80 Hours
- Course Curriculum4 Items
- 1.1Microsoft Dynamics 365 CRM Mastery – Sales, Customer Service and Field Service — Lesson 1: Dynamics 365 CRM Architecture and Sales Management20 hours
- 1.2Microsoft Dynamics 365 CRM Mastery – Sales, Customer Service and Field Service — Lesson 2: Customer Service, Cases and Omnichannel20 hours
- 1.3Microsoft Dynamics 365 CRM Mastery – Sales, Customer Service and Field Service — Lesson 3: Field Service, Assets and Work Orders20 hours
- 1.4Microsoft Dynamics 365 CRM Mastery – Sales, Customer Service and Field Service — Lesson 4: Integration, Analytics, Security and Improvement20 hours
SkillDynamo Expert Team
SkillDynamo instructors combine platform knowledge, practical implementation experience, guided demonstrations, scenario-based exercises, troubleshooting methods, and validation checklists to help learners apply the course skills confidently in real work.
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