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This Application is used by most of the customers in the world and now the marketing value ishigh and much cheaper than when comparing to other CRM Application. Microsoft Dynamics CRM training for individuals to build professional career in Microsoft dynamics CRM. You will learn everything you need to properly maintain, manage and prepare for Microsoft Dynamics CRM with hands on practice, training and Dynamics CRM certification. Start from the scratch or validate your Dynamics CRM knowledge and skills in Microsoft Technology. Microsoft Learning Partners will benefit students with updated learning material, demo classes, videos, books, and job placement.

Our training will impart the capabilities, CRM application modules, critical concepts, details of the platform, deployment types, and authentication. You will also explore administration, business management, collaboration, and data management settings, as well as teams, business units, and security. The course then goes into customization and creation of entities, solution management, and data modeling.

Module List

  • Introduction to Microsoft Dynamics CRM
  • Installation and Deployment
  • Microsoft Dynamics CRM Applications
  • Integration with Microsoft Dynamics CRM
  • Advanced technical-Extending CRM
  • Microsoft Dynamics CRM Accelerators


    1. Introduction to dynamic CRM
    2. Microsoft Dynamics CRM Overview
    3. Define and describe different types of Deployment (Online, On-Premise and Partner Hosted)
    4. Understand the Hardware and Software Requirements for CRM deployment
    5. Understand the process of Installation of Dynamics CRM
    6. Understand Installation and Configuration of Email Router
    7. Understand Deployment Manager
    8. Learn the configuration of Reports
    9. Understand organization Import and database Restore
    10. How to upgrade lower version to Higher Version
    11. Create and understand the Database Structure
    12. Language Pack Installation
    13. Learn about Roll up Installations

    1. Overview of applications navigations
    2. Working with the Application
    3. Working with Records
    4. Learn Quick Find and Multi-entity search
    5. Overview of Marketing, Sales, and Service. Learn  about Lifecycle with multiple domains, real-time examples
    6. Understand the various deployments in Microsoft Dynamics  365
    7. Understand the sign-up process

    1. Define and describe Sales Process Management
    2. Define and describe Opportunity Management
    3. Create a Sales Pipeline
    4. Create Reports & Dashboards
    5. Define and describe the Escalation Mechanism

    1. Learn Opportunity Management
    2. Learn to create a Sales Pipeline
    3. Learn to create Reports & Dashboards

    1. Understand the Case management
    2. Learn about Service Scheduling
    3. Understand how to prepare Service Contracts
    4. Describe Automated Routing & Queuing
    5. What are the various Products
    6. How to Quote
    7. Understand all about Orders
    8. Understand the Invoices preparation and invoice raising.

    1. Customization of System Entity, Custom Entity
    2. Learn Entity Creation, Attribute Creations
    3. Form Creation, Section, Tabs, I frames,
    4. Understand the various Relationships (1:N, N:1, N:N) and behaviors
    5. Views creation
    6. Understand and learn Templates creation (Email, Contract, KB)
    7. Understanding Solutions
    8. Import & Export Customization
    9. Learn to use xRM concepts, and develop new customized modules on top of CRM 


    1. Learn to create Entity and Meta Data
    2. Learn Field Creation (Includes all out-of-the-box Fields)
    3. Form Customizations (Multiple Forms, Role-based Forms, Quick View Form, Quick Create Form, 4. Mobile Form and Tablet Form)
    5. Understand and work on Sub Grids
    6. Work with Lookup Filtration
    7. Describe and define Web Resource (HTML, Image, etc.)
    8. Understand iFrame
    9. Learn how to work with View Customization (System Views, Personal Views)
    10. Work with Dashboard and Charts
    11. Understand Field Level Security
    12. Understand the Calculated, Rollup Fields
    13. Learn the Hierarchy View
    14. Define and describe data management (Import, Export, Re-import, Bulk record deletion)
    15. Learn to audit CRM
    16. Understand Templates (Email Templates)
    17. Learn the concepts of Goal Management
    18. Learn the concepts of Queue Management
    19. Define and understand the various Security (Users, Teams, Business Units, Roles, Hierarchy)
    20. Understand Timer Controls

    1. MS CRM SDK (MS CRM Architecture, Assemblies, CRM Application Framework, WCF Web Service)
    2. Learn SSRS Integration
    3. Understand CRM Architecture
    4. Understand ASP.NET Integration
    5. Understand CURD Operations
    6. Understand Query Expressions
    7. Learn to Fetch XML
    8. Work on Query by Attribute
    9. Learn to integrate SharePoint with CRM
    10. Learn to work with Outlook Offline Client Integration
    11. Learn SSIS Integration with MS CRM
    12. Understand the Third Party Integration with MS CRM
    13. Learn to work with Data Migration in MS CRM

    1. MS CRM Plugin Architecture
    2. Understand the Development of plugin
    3. Understand the plugin Registration
    4. Understand the Debugging in CRM
    5. Learn and understand the Shared Variables
    6. Work with Images plugins
    7. Understand Plugin Messages
    8. Understand the Impersonation in CRM
    9. Learn to work with Plugin Constructors
    10. Learn to work with Offline Plugins
    11. Understand Plugin Execution Order
    12. Learn to handle Exceptions
    13. Understand the similarities and differences between Synchronous vs. Asynchronous plugins in CRM

    1. Understand basics of  Workflows
    2. Understand the trigger options with RT workflow
    3. Describe Workflow Actions
    4. Understand Real-Time Workflows
    5. Learn Asynchronous Workflows
    6. Learn Child Workflows
    7. Learn On-Demand Workflows
    8. Learn Custom Workflows
    9. Learn Recursive Workflows
    10. What are Wait Conditions
    11. What is Extend Workflows with Code

    1. Understand the Business Process
    2. Describe the various Actions
    3. Understand the JavaScript
    4. Learn Advanced JavaScript
    5. Define and understand Business Rules
    6. Understand Ribbon Customizations
    7. Understand Site Map Customizations
    8. Define and understand Solution Management

    1. Learn to Create and manage Business Units, Users and Teams
    2. Understand the administration of Privileges, Access Levels and Security Roles
    3. Learn to create and manage Security Roles
    4. Understand Auto Numbering and System Settings
    5. Learn the installation of  MUI Language Packs

    1. Learned the concepts of Business Management in CRM
    2. Learn the settings of Sites, Sales Territories, Facilities and Resource Groups
    3. Learn to Work with Multi-Currency
    4. Understand the settings of System Queues and Custom Queues
    5. Understand the Services and Business Closures settings and configurations
    6. Fiscal Year Settings and Quotas
    7. Learn to set Subjects
    8. Understand the settings and configurations of Connections

    1. Learn the Quick find and filter
    2. Learn Advanced find and save views
    3. Understand the working on Data export
    4. Learn to create Reports
    5. Learn to create charts with the data
    6. Understand Dashboards and its interpretation
    7. Duplication Detection Settings, Rules, and Jobs
    8. Understand the Bulk Record Deletion
    9. Understand Data Maps and Imports
    10. Learn to create and work with Product Catalog
    11. Learn about Unit Groups
    12. Learn to add Products
    13. Creating Price Lists
    14. Creating Discount Lists
    15. Using the Deployment Manager
    16. Redeploying Dynamics CRM

    1. Understand basic Form Customizations
    2. Define and describe Basic UI Customization Capabilities
    3. Understand form Customization – Working with Tabs, Sections, Fields and IFrames
    4. Overview and introduction to Application Event Programming
    5. Learn to use Form and Field Events

    1. Learn and understand customization Concepts – Entity Types and Attributes
    2. Create Custom Entities and Attributes

    1. Define and describe different types of Relationships
    2. Describe Relationship Behaviors
    3. Learn to create Entity Relationships
    4. Understand entity Mapping

    1. Understand Public, Personal and System Views
    2. Understand view Customizations – Common Tasks
    3. Understand advanced Views Customizations

    1. Learn Client side scripting using JavaScript
    2. Learn to work with IFrames
    3. Learn to Work with Web Resources
    4. Understand Report Wizard, Learn Scheduling and Exporting Reports
    5. Learn to work with Dash Boards


    1. Overview of Workflow
    2. Create Workflows steps through Workflow Designer
    3. Overview of Dialogs
    4. Learn to create Dialog Pages, Prompt and Response
    5. Learn to work with Input Parameters in Dialogs     

    1. Learn to create Hiding Ribbon Elements
    2. Understand Enable & Disable Ribbon Elements

    1. Understand Managed & Unmanaged Solutions
    2. Understand Importing & Exporting Solutions

    1. Learn to work with ODATA
    2. Learn to work with working with REST
    3. Learn to work with SOAP

    1. Overview and introduction to Web Services
    2. Understand Query Expression & Query Attribute
    3. Understand Request & learn to respond to CRM web services

    1. Learn to create the Event Execution Pipeline
    2. Learn to work with IPlugin Execution Context Interface
    3. Learn how to develop Plugins
    4. Learn to deploy Plugins
    5. Understand debugging Plugins

    1. Learn to Develop Custom Workflow Activities
    2. Learn to deploy Custom Workflow Activities
    3. Learn to debug Custom Workflow Activities

Training Advantages
35 contact hours
Industry Case Studies
Industry case studies
Real time training


    It is a powerful client relationship management software package developed by Microsoft that gives edge to the businesses. Microsoft Dynamics CRM is a fully integrated customer relationship management system (CRM system) designed to help organisations attract, keep and develop profitable, engaged relationships with customers and prospects.

    • Quick Create form
    • Quick View form
    • Portable business logic/rules
    • Guided processes
    • Real time/Synchronous workflows
    • Auto Save
    • Mobile Client Application (MoCA)

    • Runs on Microsoft Office software (Outlook, Word, Excel, SharePoint)
    • Is your mobile office, too, and can be consulted and accessed from any location
    • Is identifiable and, hence, tremendously user-friendly
    • Increases productivity at all levels
    • Can be easily adjusted to any business situation