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Microsoft Dynamics CRM 365 Training
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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 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
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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
- Schedule your sessions at your comfortable with timings
- Instructor-Led training real time projects
- Certification Guidance
PREFERRED
Self-Paced Learning
- Complete set of live-online training session recorded videos.
- Learn technology at your own pace.
- Get access for lifetime.
Corporate Training
- Learn as a full day schedule with discussions, exercises.
- Practical use cases.
- Design your own syllabus based
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.
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.
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