Classroom & live online 24 Hours Verifiable certificate Syllabus ↓

Microsoft Dynamics 365 Fundamentals Course

Learn Dynamics 365 CRM and ERP apps: Sales, Customer Service, Finance, Supply Chain, Business Central and Power Platform.

Your roadmap — from admission to certificate

  1. Free counselling

    Talk to our counsellor — choose the right course, batch time and mode.

  2. Admission

    Join at a CADD centre near you or online. You get your student login and ID card.

  3. Learn step by step

    24 Hours of hands-on Microsoft Dynamics 365 Fundamentals classes — in the classroom or live online.

    Introduction to Dynamics 365 and Business AppsDynamics 365 SalesCustomer Service and Field ServiceCustomer Insights - Data and JourneysFinance and Supply Chain ManagementBusiness Central and Other AppsShared Features, Reporting and Review
  4. Practice & project

    Exercises in every class and a final project, checked by your trainer.

  5. Course completion certificate + completion badge

    Finish the course and get your course-completion certificate and a digital completion badge with your name.

    Course-completion badge — Microsoft Technical Certificate in Microsoft Dynamic 365 Fundamentals
    Course-completion badge
    Course
    Microsoft Technical Certificate in Microsoft Dynamic 365 Fundamentals
    Issued by
    CADD Training Cetre
    Training
    Classroom or live online
    How to earn
    Complete the course and its project
    With your name and year · its own verify link · “Add to profile” on LinkedIn
  6. Certification exam

    Take the certification exam: a theory test and a practical task — at the centre or online.

  7. Certified certificate + marksheet

    Pass the exam and get the certified certificate with your marksheet. Anyone can check it online with its QR code.

  8. Certified badge

    Your certified badge — add it to LinkedIn and share it anywhere; it opens its own verify page.

    Certified badge — Microsoft Technical Certificate in Microsoft Dynamic 365 Fundamentals
    Certified badge
    Course
    Microsoft Technical Certificate in Microsoft Dynamic 365 Fundamentals
    Issued by
    CADD Training Cetre
    Training
    Classroom or live online
    How to earn
    Pass the certification exam
    You also get
    Certified certificate + marksheet
    With your name and year · its own verify link · “Add to profile” on LinkedIn
  9. Make your CV & apply for jobs

    Make your CV in your student panel (Career → My CV) — your course, certificates and projects are added for you. Send it as a link with a preview picture, and apply to jobs and Hire Me requests from companies.

About the Microsoft Dynamics 365 Fundamentals course

Microsoft Dynamics 365 is Microsoft's family of cloud business applications. Its customer engagement (CRM) apps such as Sales, Customer Service, Field Service and Customer Insights help companies manage leads, customers and service cases, while its ERP apps such as Finance, Supply Chain Management and Business Central run accounts, purchasing, inventory and production. All of them sit on Microsoft Dataverse and connect with the Power Platform and Microsoft 365.

This 24-hour fundamentals course gives a clear overview of both sides. You learn the purpose and main records of each app, follow a lead-to-cash and a procure-to-pay process, see how Power Apps, Power Automate and Power BI extend Dynamics 365, and practise navigating the apps in a trial environment. Classes are held in the classroom at CADD centres and as live online sessions, with business case studies and review questions.

The course is a good start for careers as a Dynamics 365 functional consultant, CRM or ERP support executive or business analyst. The counsellor can tell you which Microsoft Dynamics 365 exam currently matches the course if you want to certify.

You will be able to

  • Explain the difference between CRM and ERP and where each Dynamics 365 app fits
  • Describe the lead-to-opportunity-to-order process in Dynamics 365 Sales
  • Explain cases, queues, SLAs and knowledge articles in Customer Service
  • Describe general ledger, payables, receivables, procurement and inventory in the ERP apps
  • Explain when a company would choose Business Central instead of Finance and Supply Chain
  • Describe how Dataverse, Power Apps, Power Automate and Power BI extend Dynamics 365
  • Navigate model-driven apps: views, forms, dashboards and security roles

Who it is for

  • Commerce, MBA and BBA students interested in ERP and CRM careers
  • Accounts, sales, purchase and service staff whose company uses Dynamics 365
  • IT freshers planning to become Dynamics 365 functional or technical consultants
  • Business analysts and project coordinators working on business software

What you need

  • Basic computer skills and a general idea of how a business works
  • Knowledge of sales, accounts or inventory processes is helpful
  • A Windows PC or laptop with at least 4 GB RAM and a stable internet connection for live online classes

Courses that include Microsoft Dynamics 365 Fundamentals

Microsoft Technical Certificate in Microsoft Dynamic 365 FundamentalsMicrosoft Technical Certifications (MTC) · 24 Hours
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Microsoft Dynamics 365 Fundamentals Syllabus

7 chapters · 33 topics
01 Introduction to Dynamics 365 and Business Apps 5 topics
  1. What are business applications
  2. CRM vs ERP
  3. Dynamics 365 app family overview
  4. Microsoft Dataverse and the Power Platform
  5. Copilot in Dynamics 365 overview
02 Dynamics 365 Sales 5 topics
  1. Accounts, contacts and leads
  2. Qualifying leads to opportunities
  3. Products, price lists, quotes and orders
  4. Sales pipeline and forecasting views
  5. Sales activities and Outlook integration
03 Customer Service and Field Service 5 topics
  1. Cases, queues and routing
  2. Service level agreements and entitlements
  3. Knowledge articles
  4. Omnichannel customer engagement overview
  5. Work orders, scheduling and resources in Field Service
04 Customer Insights - Data and Journeys 4 topics
  1. Unified customer profiles
  2. Segments and customer data sources
  3. Real-time journeys and emails
  4. Event management and lead scoring overview
05 Finance and Supply Chain Management 5 topics
  1. General ledger and financial dimensions
  2. Accounts payable and accounts receivable
  3. Budgeting and fixed assets
  4. Procurement and sourcing
  5. Inventory, warehouse and production overview
06 Business Central and Other Apps 4 topics
  1. Business Central for small and medium businesses
  2. Project Operations overview
  3. Commerce and retail overview
  4. Human resources capabilities
07 Shared Features, Reporting and Review 5 topics
  1. Model-driven app navigation, views and forms
  2. Security roles and business units
  3. Integration with Teams, Outlook and Excel
  4. Reporting with Power BI dashboards
  5. Case study and review questions

Ratings & reviews

Students rate the course after they finish it — their ratings appear here.

Microsoft Dynamics 365 Fundamentals course — FAQ

What is Microsoft Dynamics 365 used for?

Dynamics 365 is used to run business processes in the cloud: sales, customer service, marketing and field service on the CRM side, and finance, supply chain, inventory and projects on the ERP side.

Is Dynamics 365 CRM or ERP?

It is both. Dynamics 365 is a family of apps: Sales, Customer Service, Field Service and Customer Insights are CRM apps, while Finance, Supply Chain Management and Business Central are ERP apps.

Who can join the Dynamics 365 Fundamentals course?

Commerce, management and IT students, and working staff from sales, accounts, purchase or customer service. Basic computer skills and some idea of business processes are enough.

How long is the Dynamics 365 Fundamentals course?

The course is 24 hours long. The counsellor will share the class schedule for your centre or the live online batch.

Is Dynamics 365 training available online?

Yes. You can join live online classes or attend classroom sessions at a CADD centre. Practice is done in a browser-based Dynamics 365 trial environment.

Will I get a certificate for Dynamics 365 Fundamentals?

Yes. A CADD Training Centre certificate for Dynamics 365 Fundamentals is issued on completion and can be validated online with its QR code or code number. Any Microsoft exam is optional and booked separately.

What jobs can I get with Dynamics 365 skills?

The course is a first step towards roles such as Dynamics 365 functional consultant, CRM executive, ERP support executive and business analyst, usually after further app-specific training.

More questions? Ask our counsellor or read the general FAQ.

Microsoft Dynamics 365 Fundamentals24 Hours
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