Course Details
Course Details
What You'll Learn
Topic 1 Foundations of Dynamics 365 customer engagement apps
Customer relationship management
Microsoft Power Platform and Dynamics 365 customer engagement apps
Microsoft Dataverse and Dynamics 365 customer engagement app
Use cases for Dynamics 365 customer engagement apps
Navigate to and within Dynamics 365 customer engagement apps
Topic 2 Shared activities and integration options in Dynamics 365 customer engagement apps
Customers and activities
Exercise: Manage customers and activities
Search criteria and filters
Reporting capabilities including charts, dashboards, and views
Excel integrations
Microsoft Teams integration
Outlook integration
Topic 3 Explore Dynamics 365 Customer Insights – Journeys
Use cases for Dynamics 365 Customer Insights - Journeys
Dynamics 365 Customer Insights - Journeys business scenario
Email marketing
How to target customers by using marketing lists and segments
Describe customer journeys
Describe lead generation and qualification
Describe use cases for marketing forms
Describe event management features and capabilities
Topic 4 Describe Dynamics 365 Customer Insights - Data and Dynamics 365 Customer Voice
Explore a Dynamics 365 Customer Insights - Data business scenario
Use cases for and capabilities of Dynamics 365 Customer Insights - Data
Use cases for and capabilities of Dynamics 365 Customer Voice
Topic 5 Explore Dynamics 365 Sales
Describe use cases for Dynamics 365 Sales
Review the sales lifecycle
Explore a Dynamics 365 Sales business scenario
Describe leads and the process for qualifying leads
Describe the opportunity management process
Exercise: Lab: Work with leads and opportunities
Describe Dynamics 365 Sales business process flows
Describe sales order processing
Topic 6 Describe Dynamics 365 Sales capabilities and related apps
Identify additional Dynamics 365 Sales capabilities and related apps
Explore a Dynamics 365 Sales related apps business scenario
Describe sales pipeline and forecasting concepts
Describe use cases for and capabilities of Sales Insights
Describe use cases for and capabilities of LinkedIn Sales Navigator
Describe the Dynamics 365 Sales mobile app
Describe Microsoft Sales Copilot
Topic 7 Explore Dynamics 365 Customer Service
Use cases for Dynamics 365 Customer Service
Explore a Dynamics 365 Customer Service business scenario
Case lifecycle including service-level agreements (SLAs) and entitlements
Functionality for workload management
Dynamics 365 Customer Service business process flows
Knowledge management in Dynamics 365 Customer Service
Topic 8 Describe Dynamics 365 Customer Service capabilities and related apps
Dynamics 365 Customer Service-related apps business scenario8 min
Omnichannel for Customer Service12 min
Reporting and data visualization options in Dynamics 365 Customer Service5 min
Dynamics Customer Voice use cases for customer service
Topic 9 Explore Dynamics 365 Field Service
Describe use cases for Dynamics 365 Field Service
Explore a Dynamics 365 Field Service business scenario
Describe the work order lifecycle
Describe inspections in Dynamics 365 Field Service
Describe the Dynamics 365 Field Service mobile app
Topic 10 Describe Dynamics 365 Field Service scheduling capabilities and related apps
Describe resource and scheduling processes
Explore a Dynamics 365 Field Service-related apps business scenario
Describe asset management and customer assets
Describe Connected Field Service for Dynamics 365
Course Info
Promotion Code
Your will get 10% discount voucher for 2nd course onwards if you write us a Google review.
Minimum Entry Requirement
Knowledge and Skills
- Able to operate using computer functions
- Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)
Attitude
- Positive Learning Attitude
- Enthusiastic Learner
Experience
- Minimum of 1 year of working experience.
Target Age Group: 18-65 years old
Minimum Software/Hardware Requirement
Software:
TBD
Hardware: Window or Mac Laptops
Job Roles
Job Roles
- Data Scientists
- Data Analysts
- Engineers
Trainers
Trainers
is an accomplished IT and data specialist with over 20 years of experience in academia, ICT leadership, and professional training, with a strong focus on data analytics and Excel-based solutions. He has developed and delivered specialized training programs on Statistical Data Analysis with Excel and Visual Basic for Applications (VBA) for Excel, equipping learners with advanced data manipulation, automation, and reporting skills. His expertise extends to automating institutional reporting systems, where he successfully streamlined academic records management through Excel-based tools, integrating macros and automation to improve efficiency and accuracy. As a trainer and consultant, Dr. Siraj has taught Excel to diverse audiences, including university staff, administrative teams, and professionals in banking, security, and education, ensuring they can apply Excel for decision-making, statistical modeling, and process automation. His practical mastery of Excel is complemented by his deep knowledge of office automation and ICT project management, making him a highly sought-after trainer in data analysis and productivity tools. With his blend of hands-on technical expertise and instructional experience, Dr. Siraj stands out as a credible authority in leveraging Excel to drive organizational efficiency and data-driven strategies
Review
Customer Reviews (6)
- Great learning experience Review by Course Participant/Trainee
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Great course materials and well-paced lessons. The exercises really helped me understand the topic. (Posted on 2/21/2026)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - Great learning experience Review by Course Participant/Trainee
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I found the course extremely useful and relevant to my job. Highly recommend it to others. (Posted on 1/18/2026)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - Good course materials Review by Course Participant/Trainee
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Good hands-on training with plenty of examples. I feel much more confident applying these skills now. (Posted on 8/10/2025)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - Superb training Review by Course Participant/Trainee
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Great course materials and well-paced lessons. The exercises really helped me understand the topic. (Posted on 3/8/2025)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - Well structured course Review by Course Participant/Trainee
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The trainer was knowledgeable and explained the concepts clearly with real-world examples. (Posted on 12/14/2024)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment
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