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

Funding Validity

Funding for this course is valid from 4 Dec 2023 to 3 Dec 2027. Register and complete the course within this period to qualify for funding support.

Learning Outcomes

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

  • LO1: Develop strategies for implementing Microsoft Dynamics 365 CRM capabilities and utilizing  the tools to disseminate information.

  • LO2: Develop frameworks to define customer journeys for marketing on Microsoft Dynamics 365 CRM.
  • LO3: Manage strategies to optimize the deployment and performance of Microsoft Dynamics 365 CRM.
  • LO4: Draw actionable insights from Microsoft Dynamics 365 CRM to evaluate team’s performance .
  • LO5: Review research outcomes and recommend investments for Microsoft Dynamics 365 CRM.

Course Brochure

Certification

  • Certificate of Achievement from Tertiary Infotech Academy Pte Ltd - Upon meeting at least 75% attendance and passing the assessment(s), participants will receive a Certificate of Achievement from Tertiary Infotech Academy Pte Ltd.
  • 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.

Microsoft Learning Partner

We are an Authorised Microsoft Learning Partner (Org ID: 5238476). To get the official Microsoft certification, please register your certification exam at a Pearson VUE test center.

Certification Exam

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

Course Code: TGS-2023040481
  • WSQ
  • SFC
  • PSEA
  • UTAP
  • SFEC
  • Absentee Payroll
  • MCES
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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.

Bonus: Free Practice Exams

Get exam-ready on our Practice Exam Portal — train in realistic Practice Mode and timed Exam Mode, then retake them as many times as you like before the real exam.

Start Practising →

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 companies can use their $10,000 SFEC to cover up to 90% of out-of-pocket course fees for classes ending on or before 30 Nov 2026. A redesigned SFEC starts on 1 Dec 2026.

View on SkillsFuture for Business

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.

Direct Application on SkillsFuture Portal

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.

Submit UTAP Claim

PSEA

Eligible Singapore Citizens can use their PSEA funds to offset course fee payable after funding.

Check PSEA Eligibility

  • Scroll down to “Keyword Tags” to verify for PSEA eligibility.
  • If there is “PSEA” under keyword tags, the course is eligible for PSEA.

Once you are eligible for PSEA, please download and fill up the PSEA Withdrawal Form, then submit the completed form to us:

PSEA Withdrawal FormSubmit PSEA Form

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

Assessment

  • Written Exam
  • Practical Exam

Course Info

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 will need the following for this course:

Hardware: Windows PC or Mac laptop

Funding Eligibility Criteria

Self-sponsored learners (individuals)

  • Singapore Citizens and Singapore Permanent Residents aged 21 and above.
  • Up to 50% course fee funding. Singapore Citizens aged 40 and above receive up to 70% under the Mid-career Enhanced Subsidy (MCES).
  • Singapore Citizens aged 25 and above can pay the remaining fee with SkillsFuture Credit.

Company-sponsored learners

  • Singapore Citizens and Singapore Permanent Residents who are direct employees of the sponsoring company.
  • Up to 50% course fee funding, or up to 70% for employees of SMEs (Enhanced Training Support for SMEs) and for Singapore Citizens aged 40 and above. An SME has no more than 200 employees or an annual turnover of no more than $100 million.
  • Employers can also claim Absentee Payroll funding for employees who attend during working hours.
  • Eligible companies can offset their out-of-pocket fees with SkillsFuture Enterprise Credit (SFEC).

Conditions for all funded learners

  • Attendance is taken digitally with Singpass for every session, including the assessment.
  • You must complete the course and pass all assessments (assessed as Competent).
  • If these conditions are not met, the funding is clawed back and the learner or employer pays the full course fee.
  • 9% GST is charged on the full course fee before funding.
  • Promo and discount codes cannot be used on funded courses.
  • Any balance after funding can be paid in cash, with SkillsFuture Credit, with PSEA (Singapore Citizens with a PSEA), or partly reimbursed by UTAP for NTUC members.

How to Apply SkillsFuture Credit Claim for Individuals

Singapore Citizens aged 25 and above can use their SkillsFuture Credit (base tier) to pay the course fee after funding. The $4,000 mid-career top-up cannot be used for this course.

  1. Register for this course as self-sponsored and tell us you will use SkillsFuture Credit. Do not pay the amount you plan to claim.
  2. We email you an invoice showing the course fee after funding.
  3. From 60 days before the course starts, and no later than the course start date, log in to MySkillsFuture with Singpass and click Claim credits.
  4. Click Submit a Claim and search for this course by its course code, TGS-2023040481.
  5. Select your class start date, enter the course fee payable after funding and the amount of credit to claim, then upload the invoice (PDF, JPG or PNG, under 4MB).
  6. Review, accept the terms and click Agree and Submit. The credit is paid directly to us; processing can take up to 14 working days.

Changing or withdrawing: cancel the claim on MySkillsFuture at least one day before the course starts. If your class date changes, cancel the claim and submit a new one with the new date.

How to Apply SkillsFuture Enterprise Credit (SFEC)

SFEC helps companies pay for employee training. The current SFEC ends on 30 November 2026, and a redesigned SFEC starts on 1 December 2026.

Current SFEC: classes ending on or before 30 November 2026

  • Eligible companies received a one-off $10,000 credit, notified by letter to their Corppass administrator. Eligibility generally required at least 3 Singapore Citizen or PR employees and Skills Development Levy contributions.
  • SFEC covers up to 90% of the company's out-of-pocket course fee after other subsidies.
  1. Check your company's SFEC eligibility and balance on EnterpriseSG.
  2. Register your Singapore Citizen or PR employee for a class that ends by 30 November 2026, as company-sponsored, and pay the course fee after funding.
  3. Your employee attends and completes the course. We submit the attendance and assessment results to SWDA.
  4. No separate claim is needed. SFEC is calculated automatically once the course fee grant is approved and is paid quarterly to your company's IRAS GIRO or PayNow Corporate account.

Any unused balance of the current SFEC expires on 30 November 2026.

Redesigned SFEC from 1 December 2026

Companies with at least 3 resident employees receive a fresh $10,000 in an online SFEC wallet that offsets out-of-pocket fees upfront at enrolment, instead of reimbursing them afterwards. SWDA has not yet published the support rates and claim steps; see OurWorkforce or our SFEC guide.

How to Apply UTAP (NTUC Members)

NTUC members can claim 50% of the unfunded course fee under the Union Training Assistance Programme (UTAP), capped at $250 a year (aged below 40) or $500 a year (aged 40 and above). The cap is shared with UTAP claims for AI tool subscriptions.

Eligibility: you must be an NTUC member paying full membership fees, with your membership paid up before and during the course and when you claim. The course must not be fully paid for by your employer or another source.

  1. Make sure your NTUC membership is paid up before the course starts.
  2. Register for this course with us and pay the course fee after funding and SkillsFuture Credit.
  3. Attend at least 75% of the course and sit all assessments.
  4. Within 6 months after the course ends, go to the NTUC U Portal, open UTAP under E-services, log in with Singpass and choose Course Fee Claim.
  5. Enter the nett course fee you paid (after all subsidies and SkillsFuture Credit, including GST), and upload your invoice or receipt and your certificate or result slip (PDF, JPG or PNG, up to 5MB each).
  6. NTUC usually pays the claim within 4 weeks of submission.

Read more in our UTAP guide.

How to Apply PSEA

Singapore Citizens with a Post-Secondary Education Account (PSEA), which stays open until around the year you turn 31, can use it to pay the course fee after funding for PSEA-approved courses. You can also use a sibling's PSEA after your own has been used up.

  1. Check that this course shows the PSEA tag on its MySkillsFuture page.
  2. Check your PSEA balance on MOE's Student Finance System with Singpass.
  3. Download and complete the PSEA withdrawal form, then submit it to us.
  4. We submit the withdrawal request to MOE. You (and your sibling, if you are using their account) authorise it in the Student Finance System. Nothing is withdrawn without this authorisation.
  5. MOE pays us directly. If you have already paid, we refund the amount covered by PSEA.

More details: MOE PSEA overview.

Appeal Process

If you disagree with an assessment decision, you have the right to appeal.

  1. When the assessor gives you feedback, say whether you agree with the outcome. If you agree, you and the assessor sign the Assessment Summary Record; if you disagree, do not sign it.
  2. Discuss the decision with the assessor or the assessment manager first.
  3. If you are still not satisfied, tell the assessor you intend to appeal. The assessor records this in the feedback section of the Assessment Summary Record and informs the assessment manager.
  4. Lodge your appeal within 7 days, giving your reasons, using the Candidate Appeal Form. The assessor can help you write and lodge it.
  5. An Assessment Appeal Panel reviews the information from you and the assessor and makes a decision. A record of the appeal and its outcome is kept.
  6. You will be told the outcome within 2 weeks of lodging the appeal. The panel's decision is final.

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

Trainers

Trainers

Sanjiv i is an ACTA certified experienced leader with a proven track record in business / finance consulting and in developing i) business intelligence (BI) solutions ii) data analytics/analysis solutions and iii) IOT lead BI solutions. Sanjiv's goal through Prudentia Consulting, is to promote the simple joy and excitement of actively using the Microsoft Platform. He believes that the agility afforded by the Microsoft platform helps businesses get time back for deeper business thinking and to spend more time with their end customers Sanjiv has rich experiences in diverse/complex high-tech businesses, turn around environments and strategic transformations. His functional expertise is in sales analytics, financial planning and analysis, engineering and program management. He has worked across discrete manufacturing, professional services and higher education verticals. He also has a working knowledge of equities portfolio management within the financial services domain.Sanjiv is the CEO of Prudentia Consulting, an organization committed to promoting the active usage of the Microsoft Platform. Prior to this, he has worked at Microsoft (US & APAC: 9.2 years), Cognizant Tech Solutions (3.3 years), Yazaki North America (8 years) and until recently at Oracle. Here are a few of his BI/analytics projects driven at scale: Built APAC wide BI dashboard using the Power BI umbrella tool set (Power BI online, Power BI desktop and Power Pivot) and a KPI lake (SQL DB), Helped develop key KPIs – identified key KPIs and helped land this in the DB, Developed a budget audit tool that captured budget inputs from a host of countries across the globe, Developed a business unit P&L reporting tool (functional architecture) in Business Objects for the world-wide financial planning and analysis team.

Alec Tan is a dedicated IT professional with a background in pre-sales, solution delivery, and system implementation. Having worked in both local and regional IT industries since 2012, he brings hands-on knowledge of CRM systems, customer engagement solutions, and Microsoft technologies. His expertise spans from sales solutioning to technical deployment, making him well-positioned to train professionals in Microsoft Dynamics 365.
In the Dynamics 365 Fundamentals (CRM) training, Alec emphasizes practical applications of CRM in sales, marketing, and customer service processes. Learners benefit from his real-world scenarios and interactive labs, which help bridge theoretical knowledge with workplace use cases. Alec’s approachable style ensures that participants not only prepare for the MB-910 certification but also develop confidence in applying CRM tools effectively.

Kishan Raaj is an end-to-end training and project delivery specialist with expertise in ERP, CRM, and cloud technologies. With hands-on experience in SAP S4/HANA, Microsoft Dynamics 365, and system integration tools, Kishan has led projects and training sessions for both corporate and academic clients. As an ACTA-certified trainer, he has delivered programs to multi-disciplinary teams, combining technical depth with structured pedagogy.
For the Dynamics 365 Fundamentals (CRM) course, Kishan draws from his strong technical background to help learners master core CRM modules, data models, and customer engagement processes. His sessions focus on both conceptual clarity and exam preparation, ensuring learners gain the confidence to apply Dynamics 365 solutions in real-world business contexts.

CY Quah is an ACLP-certified trainer and data science professional with extensive experience in Python, NLP, and machine learning. He has led AI training programs for SAP, Temasek Polytechnic, and IMDA under the SGUnited Mid-Career Pathways initiative, and has delivered corporate workshops on text analytics, recommender systems, and chatbot development. His expertise includes applying NLP tools such as NLTK, spaCy, and Gensim for sentiment analysis, topic modeling, and text classification.
Peter Cheong is an IT and knowledge management professional with strong expertise in networking, cybersecurity, and information systems. He has completed the Cisco Networking Academy Introduction to Packet Tracer course and has participated in international ICT and knowledge management conferences such as the IFLA Knowledge Management Satellite Meeting. With professional experience in IT systems and infrastructure, Peter brings both technical knowledge and global exposure to his training. As an adult educator, Peter focuses on building learners’ foundational skills in cybersecurity, network defense, and risk management aligned to CompTIA Security+ objectives. His sessions emphasize real-world security scenarios, equipping participants to recognize vulnerabilities, manage threats, and implement effective security controls. His combination of practical training and industry exposure ensures learners are well-prepared for both the certification exam and workplace application.

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