Microsoft Dynamics CRM

RIAS
RIAS used Ask the Experts™
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Hello,
Any suggestions on how to learn Microsoft Dynamics CRM  from scratch.
Regards
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Chief Technology Ninja
Distinguished Expert 2018
Commented:
Hi RIAS,

Welcome to the club :)

Couple of things, Dynamics CRM is no more. It is called  Dynamics 365 Customer Engagement. It evolved into five or six Apps(depends on how you want to count it).

1. Sales
2. Service
3. Marketing (The new Marketing app is not your standard Dynamics CRM Marketing module)
4. Field Service (& Connected Field Service)
5. Project Service Automation

First, I would suggest you get an overview of what skill sets are needed to be a Dynamics 365 Technical expert(It has a very well known functional side since it is a business app, but trust me you want to be on technical side + learn functional).

Here are my articles on EE that will explain you various roles (BTW, Microsoft certifications are going towards role based categorization so the below mentioned articles are now much more aligned to what you will see in real world)

1. https://www.experts-exchange.com/articles/29356/Desired-Skill-Set-for-Microsoft-Dynamics-CRM-Technical-Resources-Part-I.html
2. https://www.experts-exchange.com/articles/29576/Desired-Skill-Set-for-Microsoft-Dynamics-CRM-Technical-Resources-Part-II.html
3. https://www.experts-exchange.com/articles/30906/Desired-Skill-Set-for-Microsoft-Dynamics-CRM-Technical-Resources-Part-III.html
4. https://www.experts-exchange.com/articles/32046/Desired-Skill-Set-for-Microsoft-Dynamics-CRM-Technical-Resources-Part-IV.html

Now as long as learning is concerned, please do not be misguided by false advertising. There is only one universal & absolute truth: https://docs.microsoft.com/en-us/dynamics365/#pivot=business-apps&panel=customer-engagement

You can get started from there. You can also go to https://docs.microsoft.com/en-us/learn/ but it is still early to use. Please, if you decide to use, Dynamics Learning Portal, https://mbspartner.microsoft.com/, double check the date of the course update and triple check the content, as they are 2 or 3 years old and focused towards certification i.e. might not be a resource that can help you succeed in the job.

Regards,
Chinmay.

Author

Commented:
Hi Chinmay!
Thanks! I have a programming background on VB.Net desktop, any suggestions on which of the domain I should choose in Dynamics 365 Customer Engagement?
I really appreciate your help and will follow your advise.
Thanks
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
That's a trick question. I think you should have a look at Customer Service or Sales first. First understand the  functionality and then move towards the technical part of it. Also, if you can start switching towards C# now. You will find that in Dynamics World, lot of code samples and examples are not targeting VB. Net.
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Author

Commented:
Thanks, I am well versed with C# , so was looking from programming(Developer) side of it.
Do you agree?
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
If you are good with C#, you will have no issues with Dynamics 365 extensions(Plugins, Custom Workflow Assemblies).
I must tell you, approaching Dynamics 365 only from programming side will do you no good. I am a .Net Dev at heart - it took me some time to realize that to succeed in D365, you MUST understand the business domain + D365 functionality. If you don't then it is no different than .Net.

Author

Commented:
Thanks a ton. Will treasure your advise and start rolling towards certification.
I am currently going through your articles and will post questions as I go through them.
Hope it is fine.

Thanks

Author

Commented:
Chinmay,
Which exam certification you reckon?
Please find my question posted.

https://www.experts-exchange.com/questions/29128847/Exam-for-Microsoft-Dynamics-CRM-365.html?headerLink=workspace_open_questions

Thanks

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