MS Dynamics 365 Training in New York

MS Dynamics 365 Training in New York, USA

The training covers modules such as sales, customer service, finance, supply chain, and marketing, helping organizations streamline operations.

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MS Dynamics 365 Training is a professional training program delivered by ProgNXT in New York, USA. ProgNXT, a globally recognized corporate training provider in 55+ countries, offers this MS Dynamics 365 Training course with hands-on, instructor-led sessions. Microsoft Dynamics 365 training equips learners with the knowledge and skills to effectively use the platform for business applications like CRM and...

Expert Panel

Designed and delivered by the ProgNXT CRM Expert Panel — a vetted team of industry professionals with 15+ years of hands-on experience in Salesforce, HubSpot, Zoho CRM, and business process automation

ProgNXT CRM Expert Panel

Course Code: PRP30
14 Hrs
Last Updated: April 2026

Course Rating5/5

Microsoft Dynamics 365 training equips learners with the knowledge and skills to effectively use the platform for business applications like CRM and ERP. The training covers modules such as sales, customer service, finance, supply chain, and marketing, helping organizations streamline operations. Participants learn to customize and integrate Dynamics 365 with other tools to meet specific business needs. Hands-on sessions and real-world case studies enhance practical understanding and problem-solving capabilities. This training is ideal for professionals aiming to improve operational efficiency, enhance customer experiences, and drive digital transformation.

Welcome to the official MS Dynamics 365 Training certification program in New York, USA. This comprehensive training is designed to elevate your professional skills and provide you with practical, industry-relevant knowledge locally. As a globally recognized corporate training provider operating in 55+ countries, ProgNXT ensures that our curriculum meets the highest standards of excellence.

Whether you are looking to upskill your team or advance your personal career, our expert-led sessions will guide you through the core concepts of this domain. Upon successful completion of the 14 Hrs program, participants will receive a globally accepted certification, demonstrating their proficiency and readiness to tackle complex challenges in the field.

Basic understanding of business processes (Sales, Customer Service, Marketing, etc.).
Familiarity with CRM and ERP systems is beneficial but not mandatory.

Upon completing this training, participants will:

Understand the core features and functionalities of Microsoft Dynamics 365.
Gain the ability to set up and configure Microsoft Dynamics 365 for different business processes.
Learn to manage customer data, automate workflows, and create dashboards.
Understand how to integrate Microsoft Dynamics 365 with other applications and services.

Dynamics 365 Configuration: Proficiency in setting up and configuring Dynamics 365 modules.
Customer Relationship Management (CRM): Skills in managing customer interactions, data, and sales processes.
Business Process Automation: Ability to automate key business workflows, such as lead nurturing and order processing.
Reporting and Analytics: Knowledge of creating and analyzing reports and dashboards for business insights.
Integration: Understanding how to integrate Microsoft Dynamics 365 with other business tools.

Participants will be assessed on:

Module Configuration: Ability to configure and customize Dynamics 365 for various business needs.
Customer Data Management: Proficiency in managing customer information and interactions.
Business Process Automation: Understanding and implementation of automation workflows within Dynamics 365.
Report Creation: Skills in creating and analyzing dashboards and reports.
System Integration: Knowledge of integrating Dynamics 365 with other applications like Office 365 and Power BI.

Certificate of Completion: Participants who attend all sessions and successfully complete the assessments will receive a ProgNXT Certificate of Completion for Microsoft Dynamics 365 Training.

Course Outline

Introduction to Microsoft Dynamics 365 and Core Modules

Overview of Microsoft Dynamics 365

Introduction to Dynamics 365 and its key modules (Sales, Customer Service, Marketing, etc.).
Core architecture and navigation within the platform.
Hands-on exercise

Customer Relationship Management (CRM) Module

Overview of the CRM module for managing customer relationships and sales pipelines.
Configuring leads, opportunities, and accounts.
Hands-on exercise

Sales and Marketing Automation

Configuring and managing sales processes, campaigns, and marketing automation.
Creating and managing leads, campaigns, and marketing lists.
Hands-on exercise

Advanced Modules, Automation, and Reporting

Customer Service and Case Management

Introduction to the Customer Service module for managing service requests and case resolutions.
Creating and managing cases, SLAs, and knowledge base articles.
Hands-on exercise

Business Process Automation

Automating business workflows with Power Automate and Dynamics 365.
Setting up approval processes, notifications, and triggers.
Hands-on exercise

Reporting, Dashboards, and Analytics

Using Dynamics 365’s built-in reporting tools for business insights.
Creating custom reports and dashboards for different user roles.
Hands-on exercise

Integration with Other Microsoft Tools

Integrating Microsoft Dynamics 365 with Office 365, Power BI, and other tools.
Using Outlook for Dynamics 365, Power BI for reporting, and Teams for collaboration.
Hands-on exercise

Comprehensive training slides and user guides for each module.
Sample data for exercises and case studies.
Resources for additional learning and reference materials.

Assessment through practical configuration and real-world task completion.
ProgNXT Certification awarded based on participation and successful task completion.

This training provides participants with the knowledge and skills to configure and manage Microsoft Dynamics 365 to streamline business operations and improve customer engagement.

MS Dynamics 365 Training Events in new-york

Online Events

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More Upcoming Session Dates

October 2026

📍 New York, USA

22nd Oct 2026→23rd Oct 2026

🌐 Online Instructor-Led

22nd Oct 2026→23rd Oct 2026

November 2026

📍 New York, USA

6th Nov 2026→7th Nov 2026

🌐 Online Instructor-Led

12th Nov 2026→13th Nov 2026

📍 New York, USA

23rd Nov 2026→24th Nov 2026

🌐 Online Instructor-Led

27th Nov 2026→28th Nov 2026

December 2026

📍 New York, USA

3rd Dec 2026→4th Dec 2026

🌐 Online Instructor-Led

9th Dec 2026→10th Dec 2026

📍 New York, USA

28th Dec 2026→29th Dec 2026

🌐 Online Instructor-Led

28th Dec 2026→29th Dec 2026

Events for other courses in New York, USA

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MS Dynamics 365 Training in New York