“The Microsoft Fabric implementation program gave our data engineering team a structured path from legacy pipelines to a modern lakehouse architecture.”
Enterprise Program Brief
Dynamics 365 CRM Functional Consultant
This functional track prepares participants to configure and operate Dynamics 365 CRM in real business environments. The program covers core application setup, process automation, and configuration standards for customer-facing operations.
VNode ITeSBeginner to Intermediate
Download Program Brief (PDF)Program Snapshot
Engagement scoped to cohort
Duration3-5 Days
FormatVirtual / Onsite
LevelBeginner to Intermediate
- MCT-led delivery
- Private cohort / virtual ILT
- Typical response: 1 business day
Scoping call typically scheduled within one business day
VNode ITeS delivers Dynamics 365 CRM Functional Consultant as an MCT-led VNode ITeS program for Business Analysts, Functional Consultants, CRM Users. Typical duration is 3-5 Days (Virtual / Onsite). Labs follow production-shaped scenarios rather than slide-only walkthroughs. Private cohorts can shift emphasis by role mix, workspace or repo constraints, and rollout timing.
Audience Profile
Built for these roles
Business Analysts, Functional Consultants, CRM Users
- Tailored Team Delivery
- Implementation-Focused
Overview
Executive overview
Learn how to configure and manage Dynamics 365 CRM, including entities, forms, views, business rules, workflows, and customer engagement processes.
Prerequisites
- Basic familiarity with CRM concepts
- No coding background required
Program Outcomes
Capabilities your teams will gain
- Configure Dynamics 365 CRM entities, forms, and views
- Implement business rules and process workflows
- Align CRM configurations with business process requirements
- Manage customer engagement processes in production scenarios
Enterprise Delivery
Private cohort delivery
VNode-designed, vendor-aligned instructor-led program. Scope role mix, delivery format, and rollout goals for your cohort.
Curriculum
Curriculum roadmap
- Dynamics 365 CRM configuration and environment setup
- Entities, forms, and views customization
- Business rules and automated workflow implementation
- Customer engagement process management
1Module 1
Dynamics 365 CRM Configuration
+
Module 1
Dynamics 365 CRM Configuration
Set up the Dynamics 365 CRM environment, configure organizational settings, security roles, and understand the core data model.
- Set up the Dynamics 365 CRM environment
- configure organizational settings
- security roles
- and understand the core data model
2Module 2
Entities, Forms, and Views
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Module 2
Entities, Forms, and Views
Customize entities, create and configure forms, manage views, and design the CRM interface for business user workflows.
- Customize entities
- configure forms
- manage views
- and design the CRM interface for business user workflows
3Module 3
Business Rules and Workflow Automation
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Module 3
Business Rules and Workflow Automation
Implement business rules, automated workflows, and process flows aligned to customer engagement and operational requirements.
- Implement business rules
- automated workflows
- and process flows aligned to customer engagement
- operational requirements
4Module 4
Customer Engagement Processes
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Module 4
Customer Engagement Processes
Configure sales, service, and customer journey processes within Dynamics 365 for consistent, production-ready operation.
- Configure sales
- and customer journey processes within Dynamics 365 for consistent
- production-ready operation
Delivery Models
Delivery models
Virtual ILTOnsiteHybridExecutive WorkshopBootcampWeekend
Engagement Fit
Engagement fit
- Implementation-focused labs
- Private cohort delivery
- Beginner to Intermediate practitioner depth
- Business outcome alignment
Enterprise Customization
Enterprise customization
Tailor this program to your organization's priorities: Enables business teams to implement and manage customer engagement solutions using Dynamics 365 aligned to enterprise processes.
- Industry-specific CRM process flows
- Role-based feature enablement (Sales/Service/Operations)
- Workshop modules aligned to existing CRM implementation gaps
Resources
Program resources
Yes. Most enterprise clients prefer private delivery scoped to role mix, timezone, and rollout timeline. We align lab environments and scenarios to your tenant context where applicable.
Enterprise Proof
Trusted delivery outcomes
“We needed a partner who understood both the technical depth of Azure OpenAI and the governance requirements of an enterprise.”
Delivery Capability
Enterprise-grade instruction
MCT-led delivery
Programs led by Microsoft Certified Trainer practitioners
Enterprise program oversight
Founder-led specialist delivery with structured rollout planning
Global delivery
APAC · EMEA · Americas · Virtual & Onsite
Implementation-focused
Hands-on labs aligned to production scenarios
