Microsoft Dynamics 365 CRM Apps: Fundamentals Training in United States of America

  • Delivery Method: Online Instructor-Led / Classroom Based / Onsite
  • Participation Model: Public Training / Private / In-House Training
  • Duration: 1 Day
  • Level: Fundamentals
  • Price: From USD 2,150 +TAX
  • Upcoming Date:

The Microsoft Dynamics 365 CRM Apps: Fundamentals course is a one-day training designed to introduce the core capabilities of Dynamics 365 Customer Engagement applications. Participants will explore four key apps: Customer Insights – Journeys, Sales, Customer Service, and Field Service.

This course provides a strong foundation for understanding CRM capabilities, evaluating business requirements, and selecting the right solutions. Key topics include lead and opportunity management, case handling, field service operations, and customer insights, along with the role of Copilot in enhancing productivity.


For corporate groups, we can organize this training as an on-site private group.
HAVELSAN
ASELSAN
PepsiCo Türkiye
JTI TÜTÜN ÜRÜNLERİ SANAYİ A.Ş.
ING Bank
DHL
MASTERCARD
Huawei
TotalEnergies
Mercedes-Benz Türk A.Ş.
Goodyear
FORD OTOMOTIV SANAYI A.S.
3M COMPANY
Schneider Electric
Central Bank of Azerbaijan
BP Petrolleri
Procter & Gamble (P&G)
Qatar Foundation
Bank Of China
GlaxoSmithKline (GSK)
MORGAN STANLEY & CO Inc
Novo Nordisk
DEUTSCHE BANK
Azerbaycan Cumhuriyeti Emek ve Ahalinin Sosyal Güvenliği Bakanlığı
ACCENTURE

Prerequisites

Participants should have:

  • Basic understanding of business processes and data management
  • Familiarity with Microsoft 365 applications

No prior Dynamics 365 experience is required.

Who Should Attend

This course is suitable for:

  • Functional users
  • Sales representatives
  • Customer service agents
  • Field technicians
  • Business analysts
  • Managers and decision-makers

Anyone looking to understand Dynamics 365 CRM applications can benefit from this course.

What You Will Learn

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

  • Understand the core capabilities of Dynamics 365 Customer Engagement apps
  • Explore the Dataverse platform
  • Work with customer and activity records
  • Use Customer Insights – Journeys for marketing automation
  • Understand the sales lifecycle and manage sales data
  • Manage cases and customer service operations
  • Work with SLAs, queues, and knowledge management
  • Manage work orders and scheduling in Field Service
  • Understand how Copilot enhances productivity

Training Outline

Module 1: Customer Engagement Apps Overview

  • Application overview
  • Dataverse fundamentals
  • Navigation and data management
  • Customer and activity records

Module 2: Customer Insights – Journeys

  • Marketing automation
  • Customer segmentation
  • Email campaigns
  • Journey creation

Module 3: Dynamics 365 Sales

  • Sales lifecycle
  • Lead and opportunity management
  • Quotes, orders, and invoices
  • Product catalog
  • Copilot capabilities

Module 4: Customer Service

  • Case management
  • Queues and routing
  • SLA management
  • Knowledge base
  • Copilot usage

Module 5: Field Service

  • Work orders
  • Incident types and service tasks
  • Scheduling with schedule board
  • Field operations management

Why Choose Us

Leading UK-based global training provider since 1995.

Experience Microsoft Dynamics 365 CRM Apps: Fundamentals in United States of America through Bilginç IT Academy's live and interactive virtual classroom environment. Join a Public course as an individual delegate or arrange a dedicated Private / In-house online training program exclusively for your organization.

  • Delivery Method: Online Instructor-Led
  • Participation Model: Public / Private (In-house)
  • Live and Interactive Training: Connect with your instructor in real time and actively participate through discussions, Q&A sessions, practical exercises, and group activities.
  • Flexible Participation: Join the training from your home, office, or any location with a suitable internet connection.
  • Expert Trainer Network: Learn from experienced trainers with strong industry backgrounds and practical field expertise.
  • Over 30 Years of Training Expertise: Benefit from Bilginç IT Academy's professional training experience since 1995.
  • Worldwide Access: Join our live virtual classrooms from United States of America or anywhere else in the world, or arrange a dedicated online training program for your organization.

Experience Microsoft Dynamics 365 CRM Apps: Fundamentals through face-to-face Classroom Based training in United States of America. Training can be delivered as a Public course open to individual delegates or as a dedicated Private / In-house class for your organization.

  • Delivery Method: Classroom Based
  • Participation Model: Public / Private (In-house)
  • Face-to-Face Learning: Interact directly with your instructor and fellow delegates in an engaging classroom environment.
  • Experienced Trainers: Learn from specialists with extensive industry experience and practical real-world knowledge.
  • Professional Training Environment: Attend training in comfortable, well-equipped classrooms designed to support effective learning.
  • Practical Learning: Depending on the course, reinforce your knowledge through hands-on exercises, scenarios, case studies, and instructor-led activities.

Arrange Microsoft Dynamics 365 CRM Apps: Fundamentals in United States of America as a dedicated Onsite training program for your organization. Bilginç IT Academy trainers can deliver the training at your office or another location of your choice, with the program planned around your team's requirements and business objectives.

  • Delivery Method: Onsite
  • Participation Model: Private (In-house)
  • Training at Your Preferred Location: Organize the training at your company's office or another location selected by your organization.
  • Tailored Course Content: Adapt the training program to your projects, team structure, existing skill levels, and specific business requirements.
  • Team-Focused Learning: Develop your team around a shared knowledge base while strengthening internal collaboration and knowledge transfer.
  • Flexible Scheduling: Plan the training dates, location, and program according to your organization's operational requirements.
  • Worldwide Onsite Delivery: Arrange the training in United States of America or at another preferred location worldwide. Bilginç IT Academy trainers can travel to your selected location to deliver the dedicated training program.
Contact us for more detail about our trainings and for all other enquiries!

Microsoft Dynamics 365 CRM Apps: Fundamentals Training Course in United States of America Schedule

Join our public courses in our United States of America facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

For corporate groups, we can organize this training as an on-site private group.
10 October 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
USD 2,150 +TAX
25 October 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
USD 2,150 +TAX
02 November 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
USD 2,150 +TAX
05 November 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
USD 2,150 +TAX
12 November 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
USD 2,150 +TAX
20 November 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
USD 2,150 +TAX
06 December 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
USD 2,150 +TAX
13 December 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
USD 2,150 +TAX

The United States continues to define the global frontier of technology and innovation, serving as the home to the world's most influential tech titans. From the legendary Silicon Valley and San Francisco Bay Area to emerging hubs like Austin, Seattle, and the Silicon Alley in New York, the US ecosystem remains unparalleled. Top-tier institutions such as MIT, Stanford, and Carnegie Mellon provide the research backbone for breakthroughs in Artificial Intelligence, Quantum Computing, and Cybersecurity. Our training programs are meticulously aligned with these industry-leading standards, ensuring that professionals can navigate the complexities of the modern digital landscape. We bridge the gap between academic theory and high-stakes corporate execution in the most competitive tech market on Earth.

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