Microsoft D365 CRM and F&O Technical Training

Hands-On Microsoft D365 CRM & F&O Technical Training for Better Operations

Gain practical expertise in customizations, integrations, workflows, and end-to-end D365 technical implementation. Strengthen your technical skills and accelerate your Dynamics 365 career with real-world project experience today.

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Key Program Highlights:

  • Delivering top-notch education to equip you with essential skills.
  • Learn from industry experts with real-world experience.
  • A thorough curriculum covering all necessary topics.
  • Dedicated support to help you secure job placements.
  • High ratings reflecting our commitment to quality.
  • Hands-on experience through real-world projects.
  • Personalized, engaging learning for better outcomes.
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About Program

The Microsoft Dynamics 365 CRM and Finance & Operations (F&O) Technical Training offered by myTectra provides an end-to-end learning experience for professionals aiming to build technical expertise in the Microsoft Dynamics 365 ecosystem.
This course covers both major application suites:

✔ Dynamics 365 CE/CRM (Customer Engagement)

  • Customer Service
  • Sales
  • Marketing
  • Field Service
  • Power Apps & Dataverse
  • CRM Customization, Extensions, Plugins, Workflows, PCF Controls, Integrations

✔ Dynamics 365 Finance & Operations (F&O)

  • Technical Architecture
  • X++ Programming
  • AOT Objects
  • Extensions Framework
  • Integrations (OData, Custom Services)
  • Batch Jobs
  • Reporting (SSRS, Power BI Integration)

You will learn to configure, customize, develop, and extend both CE and F&O applications using Microsoft's latest best practices, development tools, and real-world scenarios.

Basic Prerequisites

  • Basic understanding of ERP/CRM concepts
  • Logical & analytical skills
  • Familiarity with databases (SQL preferred)

Technical Prerequisites (Recommended)

  • Working knowledge of C# for CRM
  • Working knowledge of OOP concepts
  • Basic knowledge of web technologies (HTML, CSS, JS)
  • For F&O: understanding of object-oriented programming

After completing this training, participants will be able to:

CRM Technical Outcomes

  • Customize and extend Microsoft Dynamics 365 CE using best practices
  • Develop plugins, workflows, PCF components, and JavaScript customizations
  • Build integrations using Web API, Azure, and Dataverse
  • Configure security, automation, and business processes
  • Build dashboards, reports, and Power BI visualizations

F&O Technical Outcomes

  • Develop using X++ and F&O technical frameworks
  • Configure and extend AOT objects
  • Build integrations using OData and Custom Services
  • Develop & deploy SSRS reports
  • Work with Data Entities, DMF, and D365 extensibility
  • Implement workflows and batch jobs
  • Debug, optimize, and follow best practices
  • Technical Developers
  • ERP/CRM Consultants
  • Software Engineers working in enterprise systems
  • Freshers aiming to become Dynamics 365 developers
  • Professionals migrating from AX 2012 / CRM on-premise

Curriculum:

Part A: Dynamics 365 CRM Technical (40 Hours)

Module 1: Introduction to Microsoft Dynamics 365 CRM

  • Overview of Dynamics 365 Apps
  • CRM Architecture
  • Key Terms: Entities, Attributes, Relationships
  • Deployment Models: Cloud, On-Premise, Hybrid
  • Understanding Dataverse

Module 2: Dynamics 365 Customizations

  • Custom Entities
  • Custom Fields
  • Relationships
  • Business Rules & Logic
  • Forms, Views, Dashboards
  • SiteMap & App Designer
  • Solutions: Managed vs Unmanaged

Module 3: Security Model in CRM

  • Business Units
  • Security Roles
  • Teams
  • Hierarchy Security
  • Field Security Profiles
  • Access Control Scenarios

Module 4: Automation — Processes & Power Automate

  • Workflows
  • Business Process Flows
  • Actions
  • Power Automate Flows for CRM

Module 5: Plugin Development (C#)

  • Introduction to Plugins
  • Registration using Plugin Registration Tool
  • Plugin Pipeline Stages
  • Writing CRUD operations in Plugins
  • Secure/Unsecure Configuration
  • Real-world plugin scenarios

Module 6: Custom Workflow Activities

  • Creating custom WF assemblies
  • Input/Output parameters
  • Exception handling
  • Best practices

Module 7: Web Resources & UI Customization

  • HTML/JS Web Resources
  • Using CRM Web API from JS
  • Form scripting events (OnLoad, OnSave)
  • Ribbon & Command Bar customizations

Module 8: CRM Integrations

  • Web API (OData)
  • Azure Integrations
  • PowerApps Portals
  • Virtual Entities
  • Best practices in integration development

Module 9: PCF (PowerApps Component Framework)

  • Introduction to PCF
  • Control Types
  • Building and deploying custom UI components
  • Using React-based PCF

Module 10: Reporting & Analytics

  • FetchXML
  • SSRS Reports
  • Power BI Integration with CRM

Part B: Dynamics 365 F&O Technical (40 Hours)

Module 1: Introduction to D365 Finance & Operations

  • D365 F&O Architecture
  • LCS (Lifecycle Services) Overview
  • Development Environment Setup
  • Packages, Models & Projects

Module 2: X++ Programming

  • X++ Basics
  • Variables, Data Types, Classes
  • OOP Concepts in X++
  • Collections
  • Exception handling

Module 3: AOT (Application Object Tree)

  • Tables
  • Indexes
  • Views
  • Extended Data Types
  • Enums
  • Forms
  • Menu Items

Module 4: Extensions Framework

  • Table Extensions
  • Form Extensions
  • Class Extensions
  • Event Handlers: Pre/Post events
  • Best practices (No Overlayering)

Module 5: Data Management Framework (DMF)

  • Data Entities
  • Import and Export projects
  • Staging tables
  • Recurring jobs

Module 6: Integrations in D365 F&O

  • OData
  • Custom Services
  • Batch processing
  • Third-party integration scenarios
  • REST & SOAP
  • Azure-based integrations

Module 7: Business Logic Development

  • Event-driven development
  • Custom classes
  • Number sequence development
  • Business logic patterns

Module 8: Workflow Development

  • Workflow infrastructure
  • Creating custom workflow types
  • Workflow events & approvals

Module 9: SSRS Reporting

  • Report Data Providers (RDP)
  • Temporary tables
  • Binding datasets
  • Designing reports in VS
  • Deploying & validating reports

Module 10: Performance & Best Practices

  • Caching
  • Optimization
  • Debugging tools
  • SysTrace, LCS Monitoring
  • Coding standards
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Path to Success

Learning Path

Master new skills to achieve your career goals.

Demo Session

Participate in a demo session for an overview of the course content. You will meet instructors and fellow learners, ask questions, and understand the teaching approach, helping you gauge the course’s relevance to your goals.

Enrollment

Complete your registration to join the course. You will gain access to the Learning Management System (LMS), where all materials, schedules, and resources are available, ensuring you’re ready to embark on your learning journey smoothly.

Live Classes

Engage in live classes led by experienced instructors covering core topics in depth. Interactive discussions and Q&A sessions encourage active participation, enhancing your understanding and retention of the material taught.

Hands-On Project

Complete a hands-on project that applies your learned skills in practical scenarios. This project simulates real-world challenges, allowing you to build a portfolio piece that showcases your competencies to potential employers.

Certification

After completing the course and project, you will receive a recognized certification that validates your expertise and enhances your professional credentials in your chosen field.

Career Support

Access career support services after certification, including resume workshops, interview preparation, and job placement assistance. These resources equip you with the tools needed to transition successfully into the workforce.

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Course Features

Expert Trainers

Courses are delivered by experienced working professionals and subject matter experts with real-world experience.

Hands-On Training

We provide learners with practical experience through real-world scenarios, projects, and interactive exercises.

Customizable Corporate Training

Tailored training solutions designed to meet the specific needs of organizations and teams.

Certifications & Assistance

Certifications offered by myTectra align with international standards and we also help you to prepare for globally recognized certifications.

Global Recognition

Trusted by individuals and enterprises worldwide, with a track record of successful alumni and partnerships.

24 x 7 Expert Support

We have a 24x7 online support team to resolve all your technical queries, through a ticket-based tracking system, for a lifetime.

Gain prestigious credentials and recognition

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Start Learning Today. Access Your Resources for a Lifetime!

Enjoy lifetime access to myTectra’s Learning Management System (LMS), including session recordings, study materials, and resources. This ensures continuous learning and easy reference to course content even after completion.

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Resume Preparation Made Professional and Impactful

Get expert guidance in crafting a professional and impactful resume. myTectra’s resume-building support helps highlight your strengths, certifications, and skills effectively, increasing your chances of landing your dream job.

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Prepare for Success with Expert Mock Interviews

Prepare for real-world interviews with personalized mock interview sessions conducted by industry experts. Receive feedback on your performance, learn key interview techniques, and gain the confidence to succeed in job interviews.

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FAQs

How do I contact myTectra for Corporate Training?

Would you like to reach us for the training for your team? Please fill the below form. We will get back to as soon as possible.

Will I get placement assistance?

myTectra is providing 100% placement assistance on our key courses. We help you with the career counselling, Exams on Key courses, Mock Interviews and Technical Interviews Tips.

Landing an interview proves that you have the job-specific skills for the position, but how do your interview skills stack up? Also, Soft skills are often the most important factor in showing you're the best candidate for the job.

Hence we are conducting FREE TRAINING on Soft-Skills worth Rs-25, 000 to all myTectra students which will help you to attend the interviews with more confidence. 

What if I miss a class?

You will never miss a lecture at myTectra. You can choose either of the two options:

Classroom Training:

  • If you miss one or few classes we can give a backup class based on trainer and your convenient time. 
  • In case if you miss many classes, we can reschedule your class with upcoming batches or other running batches based on how many courses topics you have completed so far.

Live-Online Training:

  • View the recorded session of the class available in your LMS.
  • You can attend the missed session, in any other live batch.
Can I attend a demo session before enrollment?

Yes. We arrange a free demo for all the courses either in the Classroom or Live-Online demo. Please fill the demo request form below to schedule a free demo.

What if I have more queries?

Just give us a CALL at +918047112411 OR email at support@mytectra.com

What are the payment options?
Payments can be made using any of the following options and a receipt of the same will be issued to you automatically via email for both classroom training and Online training.
 
  • Visa Debit/Credit Card
  • American Express and Diners Club Card
  • Master Card
  • PayPal
  • Net Banking/Wire Transfer
  • UPI Payment such as Google Pay, PhonePe, Paytm
  • Cash/Cheque/DD ( Not for Online Training )
Where do the classes take place?

For Individual: 

Classroom Training - Bangalore

Live-Online Training - Globally 

For Corporates: 

Classroom Training - We deliver classroom training for corporate in more than 20 countries. Send us an Enquiry Now!

Online Training - Globally

* All of the classes are conducted live online. They are interactive sessions that enable you to ask questions and participate in discussions during class time. We do, however, provide recordings of each session you attend for your future reference.

Who are the Trainers?

Our Trainer’s are chosen not only for their knowledge and expertise but also for their real-time experience in the respective courses.

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