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Microsoft Dynamics CRM 365 Training

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Reviews 4.9 (4.6k+)

Rated 4.7 out of 5

Learners : 1080

Duration : 25 Days

About Course

🌐 What Is Microsoft Dynamics CRM 365?

Microsoft Dynamics 365 CRM is an intelligent, cloud-based Customer Relationship Management (CRM) solution that combines sales, marketing, and customer service automation into a unified platform. This Microsoft Dynamics CRM 365 Online Training provides hands-on knowledge of managing leads, opportunities, workflows, and integrations within Dynamics 365 to enhance business productivity and customer engagement.

Through this training, learners will master the functional and technical aspects of Dynamics CRM — including customization, entity management, Power Apps integration, and Power Automate workflows. The course also covers security models, dashboards, and reporting, enabling professionals to configure CRM systems that align with business goals.

This program is ideal for CRM Consultants, Business Analysts, Administrators, Developers, and IT Professionals looking to build or advance their careers in the Microsoft ecosystem.

💻 Core Capabilities Include:

Overview of Microsoft Dynamics 365 Modules
CRM Architecture, Deployment, and Navigation
Entities, Relationships, and Data Modeling
Customization with Forms, Views, and Fields
Workflow Automation & Power Automate Integration
Role-based Security and Access Control
Dashboards, Charts, and Advanced Reporting
Integration with Office 365 and Power BI
CRM Administration, Maintenance, and Troubleshooting

🎓 Bonus: Certification Tracks

Microsoft Azure Certified: Dynamics 365 Fundamentals (CRM)
Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate
Microsoft Certified: Power Platform Functional Consultant Associate
Dynamics CRM Professional Certification (Viswa Online Trainings)

Microsoft Dynamics CRM 365 Training Course Syllabus

Microsoft Dynamics CRM

Product Offerings
Accessing CRM
Product Competitors
Product Versions

ENVIRONMENT

Setting Up Microsoft Dynamics CRM Online Account
Downloading CRM SDK

FUNCTIONAL MODULES

Understanding CRM Functional Modules
Navigating CRM Work Areas
Sales Module
Marketing Module
Service Management Module
Activity Management
Microsoft Dynamics CRM

ENTITIES &RECORDS

What is an Entity?
Creating a New Entity
Creating Records
Accessing Records
Updating Records
Deleting Records

FIELDS

Field Types

FORMS

Adding Fields on Form

SEARCHING

Quick Search
Advanced Search
Saving Custom View

BASIC WEB RESOURCES

Uses of Web Resources
Types of Web Resources
Accessing Web Resources for Any Entity

JSCRIPT WEB RESOURCES

Applications of JavaScript in CRM
Xrm.Page Object Model
Collections .
Supported Events in Form Programming
Form Programming Example

HTML WEB RESOURCES

Applications of HTML Web Resources
HTML Web Resource Example
• Reports
System Reports, Fetch XML,SSRS.

WORKFLOW PROCESSES

Synchronous/Asynchronous Workflow
Workflow Messages
Workflow Scope
Workflow Steps
Workflow Example
Workflow vs Plugin

PLUGINS

Event Framework
Plugin Pipeline Stages
Plugin Messages
Writing Plugin
Signing the Plugin Assembly
Exception Handling in Plugins

PLUGIN REGISTRATION

Connecting to the Server
Registering the Assembly
Registering the Plugin Plugin
Microsoft Dynamics CRM

WEB SERVICES

IDiscoveryService Web Service
IOrganizationService Web Service
IOrganizationService Web Service Methods
Web Service Example
WebAPI

SOLUTIONS

Types of Solutions
Solution Components
Creating a Solution
Exporting a Solution
Importing a Solution
Conflict Resolution

INTEGRATIONS

SSIS/SSRS
SharePoint
WebAPI,WCF
PowerBI
Third Party integrations.

PORTALS

Customer Portal,
Self serviec Portal.

ADVANCEDE MODULES

Project Services (Module)
Field Services(Module)

MICROSOFT DYNAMICS CRM DIFFERENT VERSIONS AND ITS FEATURES

Microsoft Dynamics CRM 365 Course Key Features

Live Instructor based training with software
Certification Oriented content
Hands-on complete Realtime training
Flexible schedule demo's & classes
Live recorded videos access
Study material provided
JOB Assistance

Course completion certificate

Microsoft Dynamics CRM 365 Training - Upcoming Batches

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CHOOSE YOUR OWN COMFORTABLE LEARNING EXPERIENCE

Live Virtual Training

PREFERRED

Self-Paced Learning

Corporate Training

FOR BUSINESS

Microsoft Dynamics CRM 365 Online Training FAQ'S

What is Microsoft Dynamics CRM 365?

It’s a cloud-based CRM system from Microsoft that manages customer interactions across sales, service, and marketing through automation and analytics.

What are Entities in Dynamics CRM?

Entities are database objects (like tables) that store data records — examples include Accounts, Contacts, and Opportunities.

Watch Free Training Videos on YouTube

What is the difference between Workflow and Business Process Flow?

Workflow automates background processes, while Business Process Flow guides users through specific stages in record handling.

What is the purpose of Power Automate in CRM?

Power Automate integrates with Dynamics 365 to create automated flows between CRM and other applications, enhancing productivity.

How do you control access and security in Dynamics CRM?

By using Security Roles, Business Units, and Field-level Security to restrict data visibility and user permissions.

Reviews

    
 
 
         
   Tharak 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent Experience. I would Recommend others to Join this course Oracle OTM & GTM.
  
 
        
   S I V A ROCK 
 
 
 
 Trustindex verifies that the original source of the review is Google. I recently completed the Oracle 19c DBA course at VISWA Online Trainings, and it was an excellent learning experience. The trainer explained every topic clearly with real-time examples and practical sessions. The hands-on labs helped me gain confidence in database administration. I highly recommend this course to anyone who wants to build a career as an Oracle DBA.
  
 
        
   Nikil 
 
 
 
 Trustindex verifies that the original source of the review is Google. The course was very well structured. I have taken Weblogic Admin Training. My learning journey was excellent at VISWA Online Trainings!
  
 
        
   Monica Benny 
 
 
 
 Trustindex verifies that the original source of the review is Google. I recently completed the Oracle Analytics Cloud (OAC) and Fusion Data Intelligence (FDI) training program with Viswa Training, and it has been an exceptional learning experience from start to finish.

The entire journey was well-supported. Chaithanya was extremely responsive, ensuring seamless coordination and assistance throughout the learning process.

The instructor brought a high level of expertise and depth to the classroom. Their extensive knowledge of the subject matter made complex analytical concepts easy to grasp and highly applicable to real-world scenarios.

Thanks to this structured curriculum and expert instruction, I now have a robust, comprehensive understanding of Oracle Analytics Cloud technology. Highly recommended for anyone looking to upskill in enterprise analytics!
  
 
        
   Manoj 
 
 
 
 Trustindex verifies that the original source of the review is Google. Oracle FDI Training....
Very good instructor. The instructor is well experienced and has clarity about the topics. He is very welcoming about new topics and suggestions. Also, Chaitanya/Viswa trainings is very accommodating about our availability. I would recommend Mahesh as FDI instructor and Viswa institute for professional trainings.
  
 
        
   A Ravi 
 
 
 
 Trustindex verifies that the original source of the review is Google. Good training with knowledgeable instructors and well-organized content. I would appreciate more practical sessions and assignments. Overall, a great learning experience.
  
 
        
   Venkat Nune 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent teaching here, Administrative also very Good
  
 
        
   Nandini Pillipaka 
 
 
 
 Trustindex verifies that the original source of the review is Google. I got a job, just wanted to take a moment to thank you for the great training sessions you've provided. Your expertise and knowledge of the subject matter has been invaluable in helping me to understand and apply what I've learned. I got a good package.☺️
Thank you very much for a great training session. The program was enjoyable, and I learned a lot from it. You're the best trainer that I've ever worked with. Thank you Thank you so much aditya sir 🙏☺️☺️ I cleared my certification . Thank you so much from your wonderful supporting.
  
 
        
   krishna reddy 
 
 
 
 Trustindex verifies that the original source of the review is Google. Thanks to the knowledgable & approachable trainers of Viswa Technologies, the course helped me get promoted to Data Analyst from Quality Analyst with a 50% hike in salary!

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