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.
- Register for this course as self-sponsored and tell us you will use SkillsFuture Credit. Do not pay the amount you plan to claim.
- We email you an invoice showing the course fee after funding.
- 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.
- Click Submit a Claim and search for this course by its course code, TGS-2023040481.
- 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).
- 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.
- Check your company's SFEC eligibility and balance on EnterpriseSG.
- 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.
- Your employee attends and completes the course. We submit the attendance and assessment results to SWDA.
- 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.
- Make sure your NTUC membership is paid up before the course starts.
- Register for this course with us and pay the course fee after funding and SkillsFuture Credit.
- Attend at least 75% of the course and sit all assessments.
- 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.
- 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).
- 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.
- Check that this course shows the PSEA tag on its MySkillsFuture page.
- Check your PSEA balance on MOE's Student Finance System with Singpass.
- Download and complete the PSEA withdrawal form, then submit it to us.
- 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.
- 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.
- 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.
- Discuss the decision with the assessor or the assessment manager first.
- 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.
- Lodge your appeal within 7 days, giving your reasons, using the Candidate Appeal Form. The assessor can help you write and lodge it.
- 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.
- 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
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.
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