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Microsoft Dynamics 365 for Customer Engagement (CRM)

CODE: IT41 

DURATION: 3 Days/5 Days

CERTIFICATIONS: CPD

  • Modern facilities
  • Course materials and certificate
  • Accredited international trainers

3 Days

$2,690

5 Days

$4,250

Course Overview

Microsoft Dynamics 365 for Customer Engagement (CRM) is a comprehensive collection of applications designed to help organizations manage and enhance all aspects of customer relationships. This course offers an introduction to the customer engagement capabilities of Dynamics 365. It blends theoretical insights with practical and real-world demos to empower users to leverage Dynamics 365 for enhancing customer interactions and driving business success. The curriculum further prepares participants to maximize the benefits of Dynamics 365 CRM to enhance customer satisfaction and business performance. Participants will explore core modules, including marketing, sales, customer service, and field service, learning to manage customer relationships, create campaigns, track sales pipelines, resolve cases, and optimize field operations.

Course Delivery

This course is available in the following formats:

Virtual

Classroom

Request this course in a different delivery format.

Course Outcomes

Delegates will gain the knowledge and skills to:

Describe key components and features of Dynamics 365 Customer Engagement apps.

Utilize Dynamics 365 Customer Insights for data-driven marketing and segmentation.

Manage leads, opportunities, and sales processes effectively.

Handle customer service cases efficiently with omnichannel support tools.

Schedule and manage field service work orders and inspections.

Integrate Dynamics 365 with Microsoft Teams for collaborative workflows.

Key Course Highlights

At the end of this course, you’ll understand:

  • Dynamics 365 Customer Engagement app foundations and navigation.
  • Customer and activity management with hands-on labs.
  • Marketing campaign creation and customer journey management.
  • Sales automation and business process flows.
  • Case management and use of omnichannel customer service.
  • Field service scheduling and mobile app functionalities.
  • Practical demonstrations and scenario-based exercises.
  • Microsoft Teams integration for enhanced productivity.
Who Should Attend

This course is ideal for sales professionals, marketers, customer service agents, business analysts, CRM administrators, and IT specialists seeking to optimize customer engagement processes using Microsoft Dynamics 365 Customer Engagement apps.

Upcoming Course Dates

Delivery Format: Classroom & Virtual

Date: 26/01/2026

Location: London

Delivery Format: Classroom & Virtual

Date: 15/06/2026

Location: Berlin

Delivery Format: Classroom & Virtual

Date: 27/07/2026

Location: London

Microsoft Dynamics 365 for Customer Engagement (CRM)

✓ Modern facilities

✓ Course materials and certificate

✓ Accredited international trainers

✓ Training materials and workbook

✓ Access to online resources

Your request has been sent the team will get back to you within 24 hours

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