At BOUN Academy, we prepare you for multiple opportunities so you can excel in today's competitive job market!

Certifications we will prepare you for:

• Salesforce Certified Administrator
• Microsoft Dynamics 365 Certified Administrator
• Microsoft Power Platform Administrator

*Each course may be taken individually or as a bundle*

Jobs you may apply for after this training:

• CRM Administrator
• Salesforce Administrator
• Salesforce Consultant
• Microsoft Dynamics 365 Administrator
• Microsoft Dynamics 365 Consultant
• Microsoft PowerApps Administrator
• Microsoft PowerApps Consultant

Average Salaries:   $80,000 - $120,000

Our course welcomes a diverse range of participants, including:

• Aspiring CRM administrators
• IT professionals seeking to transition into CRM administration
• Business analysts or system integrators working with CRMs
• Project managers overseeing CRM implementations
• IT professionals tasked with managing CRM environments
• Developers and power users who wish to administrate CRM solutions
• Business analysts interested in building and managing no-code applications

I. Introduction to Salesforce Administration

• Overview of Salesforce and the Cloud Computing Model
• Understanding the Salesforce Ecosystem and Products
• The Role and Responsibilities of a Salesforce Administrator

II. Navigating Salesforce

• Understanding the Salesforce User Interface
• Customizing the Home Page and Navigating Setup
• Managing Users and Understanding Salesforce Terminology

III. Data Management and Security

• Data Model and Navigation
• Importing, Exporting, and Backing Up Data
• Understanding Salesforce Security Model
• Managing User Security and Permissions
• Record Access and Sharing Settings

IV. Standard and Custom Objects

• Creating and Managing Standard and Custom Objects
• Understanding Object Relationships and Schema Builder
• Customizing Fields, Page Layouts, and Record Types

V. Automation Features

• Workflow Rules and Process Builder
• Introduction to Flow and Lightning App Builder
• Email Templates and Communication Management

VI. Reports and Dashboards

• Creating and Customizing Reports
• Building Dashboards and Visualizing Data
• Report and Dashboard Sharing

VII. Sales and Service Cloud Basics

• Overview of Sales Cloud and Service Cloud Features
• Managing Leads, Opportunities, and Cases
• Understanding Campaigns and Solutions

VIII. Salesforce Lightning Experience

• Transitioning to Lightning Experience
• Lightning Experience Features and Customizations
• Best Practices for Using Lightning Experience

IX. Data Quality and Data Migration

• Maintaining Data Quality
• Tools for Data Migration and Data Management
• Strategies for Clean Data Maintenance

X. Salesforce Updates and Release Management

• Keeping Up with Salesforce Releases
• Testing New Features in Sandbox Environments
• Preparing for and Managing Salesforce Updates

XI. Introduction to Dynamics 365 Administration

• Overview of Dynamics 365 and its Components
• Understanding the Dynamics 365 Ecosystem
• Role and Responsibilities of a Dynamics 365 Administrator

XII. Managing Dynamics 365 Instances and Deployments

• Dynamics 365 Deployment Options
• Setting Up and Managing Dynamics 365 Instances
• Understanding Licensing and Integration with Other Microsoft Products

XIII. Security Configuration

• Understanding the Security Model in Dynamics 365
• Configuring Business Units, Users, and Teams
• Managing Security Roles and Access Levels
• Implementing Field-Level Security and Record-Based Security
• IV. Data Management
• Data Import, Export, and Migration Strategies
• Utilizing Data Management Tools (Data Import/Export Framework)
• Managing Data Integrity and Duplication

XIV. Customization and Configuration

• Customizing Entities, Fields, and Relationships
• Form and View Customizations
• Implementing Business Rules and Workflows
• Introduction to Power Apps for Custom Application Development

XV. Automation and Business Process Flows

• Configuring Business Process Flows
• Automating Business Processes with Workflows and Microsoft Flow
• Understanding Power Automate and its Use Cases in Dynamics 365

XVI. Introduction to PowerApps Administration

• Overview of PowerApps and its Role in the Microsoft Power Platform
• Understanding the PowerApps Ecosystem and Components
• Role and Responsibilities of a PowerApps Administrator

XVII. Setting Up PowerApps Environment

• PowerApps Environments: Types, Setup, and Best Practices
• Configuring Data Policies and Data Integration Settings
• Managing Environment Security and Permissions

XVIII. Managing PowerApps Applications

• Overview of Creating and Managing Apps in PowerApps
• Monitoring App Usage and Performance
• App Lifecycle Management: Development, Testing, Production

XIX. Data Connectivity and Integration

• Configuring Data Connections, Gateways, and Data Sources
• Integrating PowerApps with Other Microsoft Services (e.g., Dynamics 365, Office 365)
• External Data Integration and Custom Connectors

XX. Security, Compliance, and Governance

• Understanding the PowerApps Security Model
• Implementing Role-Based Access Control and Sharing Policies
• Compliance and Governance Strategies for PowerApps

XXI. Customization and Advanced Configuration

• Customizing PowerApps Portals and User Interfaces
• Implementing Advanced Logic and Validation in Apps
• Utilizing PowerApps Components and Templates for Rapid Development

XXII. Automating Business Processes

• Integrating PowerApps with Microsoft Power Automate
• Building Automated Workflows Connected to PowerApps
• Scenario-Based Automation Use Cases
• VIII. Advanced Data Management and Analysis
• Leveraging Microsoft Dataverse for Complex Data Scenarios
• Advanced Data Modeling and Relationship Management
• Integrating PowerApps with Power BI for Advanced Reporting and Analytics

XXIII. Troubleshooting and Support

• Diagnosing and Resolving Common PowerApps Issues
• Providing Support and Training to PowerApps Users
• Best Practices for Maintaining Healthy PowerApps Environments

Tired of theoretical classes? We are too! 

Our course features an extensive practical component, which includes:

Structured Labs:   Engaging lab exercises using software and modern analytical tools.

Capstone Project:   Tackle a comprehensive live project that simulates the challenges faced by CRM Administrators and Application Consultants in various industries.

Case Study Analysis:   Analyze and present solutions for real-world business and technical scenarios, reinforcing learning through application.

Peer Review Sessions:  Engage in collaborative critiques to refine your approach to problem-solving and report presentation.

Objective

The objective of the internship program is to provide students with real world hands-on experience in Salesforce and Microsoft Dynamics 365 implementation within an Agile project environment, enhancing their skills in administering, customizing and implementing and leveraging CRM solutions to drive business value.

Duration

4 - 8 weeks (flexible based on project scope)

Participants

• Eligible graduates of the CRM Administrator bundle program.

Graduates of the course will be awarded a Certificate of Completion, v alidating their expertise as a CRM Administrator.

Gain access to over 3,000 on-demand courses led by industry experts and brands including  lab sessions and practice exams  (where applicable), all at no additional cost (if enrolled in a bundle program), on:  

• Agile
• Cybersecurity
• Azure
• AWS
• DevOps
• Data Science
• Power BI
• Tableau
• SQL
• CompTIA
• Web development
• Microsoft 365 and more...

*FREE to students enrolled in a bundle program*