Microsoft Dynamics 365 Customer Engagement (CRM) Self placed training kit


Are you looking to learn Microsoft Dynamics  365 Customer Engagement but no time to attend a classroom training? Yes, you can still learn yourself if you have access to quality content.

Magnifez IT Training’s self-paced training is for you if you are planning to study Dynamics 365 Customer Engagement technology yourself at your own pace.  This study kit contains 35 chapters of content ( hand-outs and study notes for each chapter).

Self Paced Training – Dynamics 365 Customer Engagement Modules:

  1. Dynamics 365 Customer Engagement Functionality – Sales, Marketing and Customer Service.
  2. Configuring Dynamics 365 Customer Engagement
  3. Customization Dynamics 365 Customer Engagement
  4. Extending Dynamics Customer Engagement using code .

Also read: What is Microsoft Dynamics 365?

Training Toolkit contents:

Chapter #Chapter Name
Module 1 – Dynamics Customer Engagement/365 Functionality
1Chapter 1- Introduction to Dynamics Customer Engagement
2Chapter 2 – Working with Customers – Accounts and Contacts
3Chapter 3 – Working with Leads and Opportunities
4Chapter 4 – Order Processing in Dynamics Customer Engagement
5Chapter 5 – Marketing Management in Dynamics Customer Engagement
6Chapter 6 – Intro to Service Management
7Chapter 7 – Working with Contracts and Entitlements
8Chapter 8 -Understanding Service Level Agreements
9Chapter 9 – Service Scheduling
Module 2 – Configuring Dynamics Customer Engagement/365
10Chapter 10 – Business Management Settings
11Chapter 11 – Product Catalog
12Chapter 12- Service Management Settings
13Chapter 13 – Administration Settings
14Chapter 14 – Security Settings
15Chapter 15- Data Management Settings
16Chapter 16 – Document Management Settings
17Chapter 17 – Auditing in Dynamics Customer Engagement
Module 3 – Customizing Dynamics Customer Engagement/365
18Chapter 18 – Introduction to Customization in Dynamics Customer Engagement
19Chapter 19 – Understanding MS Customer Engagement Entity Model
20Chapter 20 – Customizing Customer Engagement Entities
21Chapter 21 – Customizing Customer Engagement Entity forms and Attributes
22Chapter 22 – Customizing Customer Engagement Views and Charts
23Chapter 23 – Customizing Entity Relationships and Mappings
24Chapter 24 – Implement Business Rules
25Chapter 25- Configuring Hierarchy Settings and Interactive Dashboards
26Chapter 26- Introduction to Processes in Dynamics Customer Engagement
27Chapter 27 – Implement Workflows
28Chapter 28 – Dialogs for Interactive Processes
29Chapter 29- Business Processes Flows & Actions
Module 4 – Extending Dynamics Customer Engagement/365
30Chapter 30 – Intro to Extending Dynamics Customer Engagement
31Chapter 31 – Form scripting using JScript
32Chapter 32 – Plugin Development
33Chapter 33- Develop Custom Workflow Activities
34Chapter 34 – Customizing Customer Engagement Ribbons and Sitemap
35Chapter 35 – Developing Reporting using SSRS

Trainer Profile:

Our Dynamics Customer Engagement trainer, Firoz Muhammed is a Corporate trainer and has more than 8 years of experience in the industry. He worked with organizations like Wipro, MphasiS, and Accenture. He has been conducting training for corporates and individuals for years.

For more details on the course content please visit our website. You can also check out the reviews from our students on the review section of UrbanPro.

We conduct demo classes every weekend. For demo please drop us a mail to [email protected] or call us on +91 8008 048 446.

How to buy the training toolkit?

Email on [email protected] or WhatsApp +91 8008 048 446 .

Firoz Muhammed who has 10 years of experience in the IT industry. A Certified Microsoft Dynamics 365 Customer Engagement Consultant and Corporate Trainer. He has been teaching and consultant for more than 9 years. He carries experience in areas of business development, consulting, application development and corporate training. He has worked for corporates-like MphasiS, Capgemini, Wipro and Accenture and presently working for Magnifez Technologies, an IT firm specified in Microsoft Dynamics technologies. He can be connected on [email protected] For training inquiries please mail to [email protected] or call +91 8008 048 446

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