Microsoft Dynamic CRM Online Training

Microsoft Dynamic CRM Online Training


Microsoft Dynamics CRM training course offered by IBM IT Solutions helps to learn about customizing and configuring CRM features. IBM IT Solutions provides industry best Microsoft Dynamics CRM Training for the aspiring students who want to utilize Dynamic CRM to meet several demands related to services, sales and digital marketing. We conduct classes by industry expert real time trainers. Learner can learn this course from their home at their convenient time.

Microsoft Dynamics CRM course is best suitable for system admins, system integrators, implementation consultants, technical staff and support professionals who plan to install and deploy Microsoft Dynamics CRM and understand technical aspects and administrative functionality of Microsoft Dynamics CRM. There are no such prerequisites to learn this course but anyone associated with CRM would be more beneficial from this Dynamics CRM Online Course.

Course Content

Introduction to Microsoft Dynamics CRM
  • Dynamics product Stack
  • History of Microsoft Dynamics CRM
  • Deployment types
  • Comparison with other CRM’s in the Market
  • XRM Framework
  • Out of Box Features (OOB Concepts)
Sales Module
  • Lead Management
  • Opportunity Management
  • Product Management
  • Quotes, Orders and Invoices
  • Goal Management
Marketing Module
  • Marketing Lists
  • Campaigns
  • Sales Literature
  • Quick Campaigns
Service Module
  • Services
  • Service Calendar
  • Case Management
  • Articles
  • Contracts
Project Services Module

New module in Dynamics CRM 2016 – Overview

Field Service Module

New module in Dynamics CRM 2016 – Overview

Administration, Settings & Configuration
  • Security
    • Users
    • Teams
    • Security Roles
    • Business Units
    • Field Security Profiles
    • Access Teams
  • Business Management
    • Fiscal Year Settings
    • Business Closures
    • Sales Territories
    • Sites
    • Currencies
    • Facility\Equipment
    • Resource Groups
    • Subjects
  • Templates
    • Article Templates
    • Email templates
    • Document Templates
    • Contract Templates
    • Mail Merge Templates
    • Email Signature
  • Product Catalog
    • Families & Product
    • Price List
    • Unit Group
    • Discount Lists
  • Service Management
    • Queues
    • Routing Rule Sets
    • Subjects
    • Parent and child case settings
    • Automatic Record Creation and Update Rules
    • Service Level Agreement
    • Entitlements
  • Customizations
    • Customize the system
    • Publishers
    • Developer Resources
    • Themes
    • Solutions
  • Administration
    • Announcements
    • System Settings
    • Privacy Settings
    • System Notifications
    • Auto Numbering
    • Languages
  • Data Management
    • Duplicate Detection Settings
    • Duplicate Detection Rules
    • Duplicate Detection Jobs
    • Data Maps
    • Templates for Data Import
    • Imports
  • Auditing
    • Global Audit Settings
    • Entity and Field Audit Settings
    • Audit Summary View
    • Audit Log Management
Working with Dash Boards
  • Creating and publishing Dashboards
Working with Reports
  • Creating reports using reporting wizard
  • Creating reports using SQL Server Data Tools
  • Understanding the difference between Online and On-Premise reports
CRM Automation Jobs
  • Business Process Flows
  • Workflows
  • Dialogs
  • Actions
  • Business Rules
Basic and Advanced Customizations
MS CRM Entity Model
  • Customization Concepts – Entity Types and Attributes
  • Filtered Views
  • Creating Custom Entities and Attributes
Entity Customization
  • Form Customizations
  • UI Customization Capabilities
  • Form Customization – Working with Tabs, Sections, Fields and Iframes
  • Introduction to Application Event Programming
  • Using Form and Field Events
Views and Advanced Views
  • Public, Personal and System Views
  • View Customizations – Common Tasks
  • Advanced Views Customizations
  • Types of Relationships
  • Relationship Behaviour’s
  • Creating Entity Relationships
  • Entity Mapping
Form Scripting
  • Client side scripting using Java Script
  • Web API (New in CRM 2016)
Working with Web Resources
Extending MS Dynamics CRM
Ribbion Customizations
Sitemap Customization
  • Event Execution Pipeline
  • Developing Plugins
  • Plugin Registration Tool
  • Deploying Plugins
  • Debugging Plugins
Custom Workflows
  • Developing Custom Workflow Activities
  • Deploying Custom Workflow Activities
  • Debugging Custom Workflow Activities
  • Ribbon work Bench tool
  • XRM Tool Box
Why Microsoft Dynamic CRM

Microsoft Dynamics CRM Course Objectives

After completion of Microsoft Dynamics CRM Course a participant will be able to

  • Understand Microsoft Dynamics CRM
  • Learn sales module
  • Understand marketing module
  • Learn service module
  • Understand voice of customers
  • Understand project services module
  • Understand field service module
  • Work with administration, settings & configurations
  • Work with dashboards
  • Work with reports, CRM automation jobs
  • Understand basic and advanced customizations
  • Working with web resources

Our course makes an aspirant to better understand the concepts right from basics to advanced. We provide Microsoft Dynamic CRM training delivered by certified working professionals. Whether a learner is a fresher or a working employee on Microsoft product, our training will turn you to be successful in using CRM functions. We help you to build a better career in Microsoft Dynamics CRM. The course is intended for software professionals, system integrators, technical staff, experienced system admins and implementation consultants.

  • 30 Hours Online Live classes
  • Real Time Case Studies
  • Every Class will be Followed by Practical Assignments
  • Lifetime Access to Class Presentations, Class Recordings & Installation Guides
  • 24x7 Online Support for Your Queries

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Thank you for providing an online training platform. I spoke with organizer Mr.Shrinivas from IBM IT Solutions team. He is awesome and provided answers in-detail to the queries asked.


Very helpful sessions all the time. I was impressed by the support team and the course material was dammn good.

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