Course Information

  • Sessions 2 days
  • Duration 16 hrs
  • Level Beginner
  • Assessment 2 hrs

Venue

12 Woodlands Square #07-85/86/87 Woods Square Tower 1, Singapore 737715. 5 mins walk from Woodlands (NS9) MRT station.

The venue is disabled-friendly.

Skills Framework

TSC Title
Customer Relationship Management
TSC Code
RET-RAN-4001-1.1

Learning Outcomes

By end of the course, learners should be able to:

  • Develop strategies for implementing Microsoft Dynamics 365 CRM capabilities and utilizing  the tools to disseminate information.

  • Develop frameworks to define customer journeys for marketing on Microsoft Dynamics 365 CRM.
  • Manage strategies to optimize the deployment and performance of Microsoft Dynamics 365 CRM.
  • Draw actionable insights from Microsoft Dynamics 365 CRM to evaluate team’s performance .
  • Review research outcomes and recommend investments for Microsoft Dynamics 365 CRM.
Download Course Brochure

Certification

  • Certificate of Completion from Tertiary Infotech - Upon meeting at least 75% attendance and passing the assessment(s), participants will receive a Certificate of Completion from Tertiary Infotech.
  • OpenCerts from SkillsFuture Singapore - After passing the assessment(s) and achieving at least 75% attendance, participants will receive a OpenCert (aka Statement of Achievement) from SkillsFuture Singapore, certifying that they have achieved the Competency Standard(s) in the above Skills Framework.

WSQ - Microsoft Dynamics 365 Fundamentals (CRM) (MB-910)

Course Code: TGS-2023040481
  • WSQ
  • SkillsFuture Credit
  • PSEA
  • UTAP
  • SFEC
  • Absentee Payroll
  • MCES

What's This Course About

Dynamics 365 Fundamentals (CRM) Certification Prep Course. This meticulously designed course aims at equipping learners with the necessary knowledge and skills to develop effective strategies for implementing Microsoft Dynamics 365 CRM capabilities. The course goes beyond mere theoretical concepts, enabling learners to utilize the tools proficiently to disseminate information. Furthermore, it introduces frameworks to define customer journeys for marketing on Microsoft Dynamics 365 CRM, aiding in crafting personalized customer interactions that drive engagement and conversions.

Transitioning to a more advanced understanding, the course delves into managing strategies to optimize the deployment and performance of Microsoft Dynamics 365 CRM, ensuring an efficient and responsive CRM environment. Learners will also gain the expertise to draw actionable insights from Microsoft Dynamics 365 CRM to evaluate team’s performance, fostering a culture of continuous improvement. Additionally, reviewing research outcomes and recommending investments for Microsoft Dynamics 365 CRM will be covered, empowering learners to make informed decisions that contribute to the CRM system's continuous enhancement. The knowledge acquired from this course will not only prepare learners for the certification exam but also set a solid foundation for a rewarding career in managing customer relations and marketing strategies using Microsoft Dynamics 365 CRM.

Microsoft Learning Partner

We are Authorised Microsoft Learning Partner (Org ID:  5238476). To get the official Microsoft certification, please register your certification exam at Pearson Vue Test Center.

Certification Exam at Pearson Vue

We are Authorised Pearson Vue Testing Center. Once you have prepared for the exam, you can register for the certification here. The course fee does not include the certification exam fee.

You can purchase the exam voucher (one of the lowest prices in Singapore) at Microsoft Fundamental Certification Exam Voucher.

WSQ Funding

Full Fee $1,000.00 Before GST
GST $90.00 9% of fee
Baseline Nett $590.00 SG/PR age 21+ · 50% funded
MCES / SME Nett $390.00 SG age 40+ · 70% funded
SkillsFuture Enterprise Credit (SFEC)

Eligible Singapore-registered companies can tap on $10000 SFEC to cover out-of-pocket expenses.Click here to submit SkillsFuture Enterprise Credit

SkillsFuture Credit (SFC)

Eligible Singapore Citizens can use their SFC to offset course fee payable after funding but the $4,000 Additional SFC (Mid-Career Support) cannot be used. Click here for SkillsFuture Credit submission

UTAP

Eligible NTUC members can apply for 50% of the unfunded fee from UTAP, capped up to $250/year and for members aged 40 and above, capped up to $500/year. Click here to submit UTAP

Once you are eligible for PSEA, please download and fill up the PSEA Withdrawal Form and email to us. 

Course FeeBefore Funding

$1,000.00 (GST-exclusive)
$1,090.00 (GST-inclusive)

Course Date

* Required Fields

Additional Note

Please bring your own laptop for hands-on training. If you don't have laptop, we can provide spare laptop for training use.

Post-Course Support

  • We provide free consultation related to the subject matter after the course.
  • Please email your queries to enquiry@tertiaryinfotech.com and we will forward your queries to the subject matter experts.

Cancellation & Reschedule Policy

  • You can register your interest without upfront payment. There is no penalty for withdrawal of the course before the class commences.
  • We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% for any paid amount.
  • Note the venue of the training is subject to changes due to availability of the classroom.

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

Final Assessment

  • Written Assessment (WA-SAQ)
  • Practical Performance (PP)

Assessment

  • Written Exam
  • Practical Exam

Course Info

Promotion Code

Promo or discount cannot be applied to WSQ courses

Minimum Entry Requirement

Knowledge and Skills

  • Able to operate using computer functions with minimum Computer Literacy Level 2 based on ICAS Computer Skills Assessment Framework
  • 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 Year Group : 21-65 years old

Minimum Software/Hardware Requirement

Software:

You can download and install the following software:

Hardware: Windows and Mac Laptops

About Progressive Wage Model (PWM)

The Progressive Wage Model (PWM) helps to increase wages of workers through upgrading skills and improving productivity. 

Employers must ensure that their Singapore citizen and PR workers meet the PWM training requirements of attaining at least 1 Workforce Skills Qualification (WSQ) Statement of Attainment, out of the list of approved WSQ training modules.

For more information on PWM, please visit MOM site.

Funding Eligility Criteria

Individual Sponsored Trainee Employer Sponsored Trainee
  • Singapore Citizens or Singapore Permanent Residents
  • From 1 October 2023, attendance-taking for SkillsFuture Singapore's (SSG) funded courses must be done digitally via the Singpass App. This applies to both physical and synchronous e-learning courses.​
  • Trainee must pass all prescribed tests / assessments and attain 100% competency.
  • We reserves the right to claw back the funded amount from trainee if he/she did not meet the eligibility criteria.
  • Singapore Citizens or Singapore Permanent Residents who are DIRECT EMPLOYEE of the sponsoring company.
  • From 1 October 2023, attendance-taking for SkillsFuture Singapore's (SSG) funded courses must be done digitally via the Singpass App. This applies to both physical and synchronous e-learning courses.​
  • Trainee must pass all prescribed tests / assessments and attain 100% competency.
  • We reserves the right to claw back the funded amount from the employer if trainee did not meet the eligibility criteria.

 SkillsFuture Credit: 

  • Eligible Singapore Citizens can use their SkillsFuture Credit to offset course fee payable after funding.

 PSEA:

  • To check for Post-Secondary Education Account (PSEA) eligibility, goto mySkillsFuture portal and search for this course code.
  • Scroll down to "Keyword Tags" to verify for PSEA eligibility.
  • If there is “PSEA” under keyword tags, the course is eligible for PSEA.  
  • And if there is no “PSEA” under keyword tags, the course is ineligible for PSEA. 
  • Not all courses are eligible for PSEA funding.

 Absentee Payroll (AP) Funding: 

  • $4.50 per hour, capped at $100,000 per enterprise per calendar year.
  • AP funding will be computed based on the actual number of training hours attended by the trainee. 

 SFEC:

  • If the Training Provider has submitted an enrolment for course fee grant claim in Training Partners Gateway (TPGateway), SSG would be able to derive SFEC funding based on this record. There is no need for enterprise to submit any claim request and the SFEC claim will be automatically generated and disbursed.
  • Where there is no such record, eligible employers are required to submit an SFEC claim after course completion via the SFEC microsite.
  • SkillsFuture Enterprise Credit (SFEC) Microsite 

Steps to Apply Skills Future Claim

  • The staff will send you an invoice with the fee breakdown.
  • Login to the MySkillsFuture portal, select the course you’re enrolling on and enter the course date and schedule.
  • Enter the course fee payable by you (including GST) and enter the amount of credit to claim.
  • Upload your invoice and click ‘Submit’

SkillsFuture Level-Up Program

The  SkillsFuture Level-Up Programme provides greater structural support for mid-career Singaporeans aged 40 years and above to pursue a substantive skills reboot and stay relevant in a changing economy. For more information, visit SkillsFuture Level-Up Programme

Get Additional Course Fee Support Up to $500 under UTAP

The Union Training Assistance Programme (UTAP) is a training benefit provided to NTUC Union Members with an objective of encouraging them to upgrade with skills training. It is provided to minimize the training cost. If you are a NTUC Union Member then you can get 50% funding (capped at $500 per year) under Union Training Assistance Programme (UTAP).

For more information visit NTUC U Portal – Union Training Assistance Program (UTAP)

Steps to Apply UTAP

  • Log in to your U Portal account to submit your UTAP application upon completion of the course.

Note

  • SSG subsidy is available for Singapore Citizens, Permanent Residents, and Corporates.
  • All Singaporeans aged 25 and above can use their SkillsFuture Credit to pay. For more details, visit www.skillsfuture.gov.sg/credit
  • An unfunded course fee can be claimed via SkillsFuture Credit or paid in cash.
  • UTAP funding for NTUC Union Members is capped at $250 for 39 years and below and at $500 for 40 years and above.
  • UTAP support amount will be paid to training provider first and claimed after end of class by learner.

Appeal Process

  1. The candidate has the right to disagree with the assessment decision made by the assessor.
  2. When giving feedback to the candidate, the assessor must check with the candidate if he agrees with the assessment outcome.
  3. If the candidate agrees with the assessment outcome, the assessor & the candidate must sign the Assessment Summary Record.
  4. If the candidate disagrees with the assessment outcome, he/she should not sign in the Assessment Summary Record.
  5. If the candidate intends to appeal the decision, he/she should first discuss the matter with the assessor/assessment manager.
  6. If the candidate is still not satisfied with the decision, the candidate must notify the assessor of the decision to appeal. The assessor will reflect the candidate’s intention in the Feedback Section of the Assessment Summary Record.
  7. The assessor will notify the assessor manager about the candidate’s intention to lodge an appeal.
  8. The candidate must lodge the appeal within 7 days, giving reasons for appeal 
  9. The assessor can help the candidate with writing and lodging the appeal.
  10. he assessment manager will collect information from the candidate & assessor and give a final decision.
  11. A record of the appeal and any subsequent actions and findings will be made.
  12. An Assessment Appeal Panel will be formed to review and give a decision.
  13. The outcome of the appeal will be made known to the candidate within 2 weeks from the date the appeal was lodged.
  14. The decision of the Assessment Appeal Panel is final and no further appeal will be entertained.
  15. Please click the link below to fill up the Candidates Appeal Form.

Job Roles

Job Roles

  • Dynamics 365 Administrator
  • CRM Analyst
  • Customer Service Manager
  • Sales Operations Analyst
  • Marketing Automation Specialist
  • CRM Project Manager
  • Business Analyst
  • Data Analyst
  • Customer Engagement Manager
  • Dynamics 365 Developer
  • Customer Success Specialist
  • Sales Manager
  • Marketing Coordinator
  • CRM Consultant
  • Technical Support Specialist
  • Account Manager
  • Business Development Manager
  • IT Manager
  • Solution Architect
  • System Administrator

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