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Learn how to customize Dynamics 365 CRM system. Join to learn under a Dynamics 365 CRM technical consultant.

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MS Dynamics 365 CRM is a magnificent CRM solution from Microsoft. CRM platform, through its unique features and functions, has completely changed the way businesses nowadays interact with their prospects and customers. Using Dynamics 365 CRM, a company or an organization can manage its sales efforts, technical support efforts, and marketing efforts more efficiently. This is one of the primary reasons why this robust CRM solution has gained a lot of popularity in a very short amount of time.
The Microsoft Dynamics 365 CRM Technical training program will help you master the fundamental concepts of Dynamics 365 CRM. Moreover, you will get to know about the various features and functional modules of the CRM solution. You will also learn to configure and implement the functional modules of MS Dynamics CRM.
Things you will learn:

Fundamentals of Dynamics 365 CRM

How to configure and implement the functional modules of the CRM platform

Advantages of using the CRM platform

How to customize MS Dynamics CRM as per your requirements

MS Dynamics 365 CRM best practices

Various features of the CRM platform

Prerequisites:

Basic computer knowledge

Fundamental knowledge about the MS Dynamics CRM platform.

Passion for learning

This course is for:

Students that have limited knowledge about the CRM platform

Upcoming MS Dynamics 365 technical consultants

IT consultants

IT administrators

Engineering graduates, etc.

This course is perfect for upcoming MS Dynamics 365 CRM technical consultants who wish to become proficient in working with this robust CRM platform.

Provide aspiring Dynamics 365 CRM technical consultants with quality knowledge about the CRM platform.

Teach students the fundamental concepts of the CRM platform.

Make students familiar with the various features of the platform.

Make students familiar with the functional modules of the platform.

Help students become comfortable in configuring/implementing the functional modules of the platform.

Prepare students to clear the MS Dynamics certification exam.

Our MS Dynamics 365 CRM trainer will help you:

Master the fundamental concepts of the CRM platform

Understand the benefits of using the CRM platform.

Become comfortable in configuring and implementing the functional modules of the platform.

Become an expert in using the different features and functions of the platform.

Understand the duties and responsibilities of a Microsoft Dynamics 365 CRM technical consultant.

Become a competent Microsoft Dynamics 365 CRM technical consultant

There is a significant increase in the demand for expert Microsoft Dynamics 365 CRM technical consultants all over the world. This is mainly due to the rise in the number of organizations adopting this fabulous CRM solution for managing their customer relationships and marketing efforts. According to the survey conducted by leading job portals, a competent Dynamics 365 CRM technical consultant can get a big paycheck for his services.
As per a survey, a Dynamics 365 CRM technical consultant can earn approximately 3,00,000 PA as a fresher. On the other hand, an experience Dynamics 365 CRM technical consultant can earn approximately 11,00,000 -28,00,000 PA depending upon experience and proficiency in working the CRM platform.

You will get a wide variety of career options once you complete this training program. Moreover, there are various roles within the Dynamics industry that are perfect for all kinds of MS Dynamics 365 CRM experts. In short, you will get plenty of career options once you complete the Dynamics 365 technical training program. For example, you can work as a:

MS Dynamics 365 CRM technical consultant

Trainer

Mentor to a team, etc.

An ample of career options are available for professionals within the Microsoft Dynamics industry. Thus, joining this course and pursuing your career in the Dynamics industry can be very beneficial for you.

MS Dynamics 365 CRM is a stupendous CRM solution from Microsoft. CRM platform, through its features and functions, has completely changed the way businesses nowadays interact with their customers and manage their marketing efforts. Additionally, the CRM platform enables a firm to automate its key processes like sales, marketing, and technical support seamlessly. Here’s why the CRM platform is so popular among businesses:

Easy to use

The CRM platform can be effortlessly integrated with various Microsoft product

Highly customizable

Enhances a firm’s productivity

Highly scalable

MS Dynamics 365 CRM technical consultant work as an administrator for the CRM system of an organization. In addition to that, he is responsible for customizing the system, creating dashboards, and configuring the functional modules of the CRM platform. Here are some of the key responsibilities of an MS Dynamics 365 CRM technical consultant:

Participate in meeting with important business users

Create reporting dashboards

Install 3rd party products such as LinkedIn and Inside View on the platform

Develop SSRS reports

Write technical specifications

Build and configure CRM forms

Mentor team members

Perform maintenance tasks, etc.

There is a significant increase in the demand for expert Microsoft Dynamics 365 CRM technical consultants all over the world. This is why many top IT companies and firms are constantly looking to hire skilled Dynamics 365 CRM technical consultants for their organizations. Here are some top IT companies and firms who continuously look to hire proficient Dynamics 365 CRM technical consultants for their organizations:

Accenture

Deloitte

DXC

CCS Technologies

Hitachi Solutions Ltd

Inspirisys Solutions

CodersBrain

After completing the Dynamics CRM technical training program, you will have acquired all the key skills that are essential for becoming a confident and competent Dynamics CRM technical consultant. Furthermore, you will get an industry-recognized certificate from Croma Campus to showcase your expertise in working on the MS Dynamics CRM platform. Plus, you get services such as:

100% placement support

Interview grooming sessions

Resume preparation

Access to our job portal

Advantages of getting certification:

Industry-recognized certification

Hike in salary

Lots of job opportunities

Boost your job profile

Showcase your expertise in working on the MS Dynamics CRM platform

Why Should You Do MS Dynamics 365 CRM Technical Training?

Lots of job opportunities for MS Dynamics 365 CRM Technical Consultant.

The CRM platform has a customer base of 40,000+ customers.

The demand for Dynamics CRM technical consultants is very big in the market.

A Dynamics 365 CRM technical consultant can earn ₹3 LPA as a fresher.

A Dynamics 365 CRM technical consultant can earn $144,280 PA in the US.

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CURRICULUM & PROJECTS

MS Dynamics 365 CRM Technical Training

Plan for customization

Define CRM; differentiate configuration, customization, extendingand development; design appropriate customizations; identify documents in the Microsoft Dynamics CRM implementation guide

Solutions Management

Understand business requirements, understand the benefits of solutions, create solutions, export managed and unmanaged solutions, import solutions, describe default solution, specify a publisher, work with multiple solutions, describe solution components

Manage customizations

Describe component dependencies; describe customization concepts for entities, fields, forms, views and charts; publish customizations

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Understand security concepts

Describe business units, describe Microsoft Dynamics CRM security features, identify privileges and access levels for security roles, describe security role interaction with business units

Manage access

Create and maintain users, create owner teams, describe owner teams and sharing, manage security roles for users and teams, differentiate owner teams and access teams, create access team templates, add access team sub-grids to forms

Work with field-level security

Identify entities for which field-level security is available, create field security profiles, define field permissions, add field permissions, assign field security profiles to users and teams

Manage auditing

Enable entity-level auditing, enable field-level auditing

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Create custom entities

Describe entity customization concepts; create custom entities; configure display names, plural names and schema names; configure entity ownership; create custom activity entities; set primary fields

Manage custom entities

Configure entity properties including display areas, communication and collaboration options, fixed properties, data services options, Microsoft Outlook options, mobile options; modify custom entities; delete custom entities; identify dependencies

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Create and maintain fields

Describe field customization concepts, create fields, describe ways new fields can be created, delete custom fields

Configure field properties

Identify field data types; identify field display formats; configure the requirement level field property; configure searchable, audit and field security field properties; identify properties that can be changed for existing fields

Manage special fields

Configure local and global option sets, configure status and status reason fields, describe dependencies, create calculated fields, describe the purpose of rollup fields, create rollup fields

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Describe entity relationships

Identify different relationship types; describe one-to-many, many-to-many and manual many-to-many relationships; describe special many-to-many relationships such as marketing list members, queue items and follows; identify supported and unsupported relationships; identify cascading behaviors such as Assign, Share, Unshared, Re-Parent, Delete

Manage entity relationships

Create entity relationships, map fields, manage connections and connection roles, work with relationship hierarchy visualization

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Understand form customizations

Describe tab and section structure; add form fields; add sub-grids; add social, activity and notes controls; add other components and controls; preview form customizations

Create and edit forms

Copy existing forms or create new forms, configure quick create forms, create nested quick create forms, create quick view forms

Manage multiple forms

Identify scenarios where multiple forms are useful, specify form order, assign roles to forms

Manage mobile forms

Describe mobile forms for Microsoft Dynamics CRM for tablets, describe how forms are displayed to the user in the Microsoft Dynamics CRM for tablets app, describe when designing mobile forms

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Work with system views

Differentiate between system, public and personal views; describe view columns and view filtering; configure multi-entity search; differentiate between multi- entity, advanced find and quick find search; identify associated views; configure lookup views; configure quick find views

Create and configure custom views

Copy existing views, create custom views, build queries, add fields to views, arrange fields, configure field properties, sort fields, set the default public view, share views, disable views, delete views

Manage custom views

Set the default public view, share views, identify entities for which hierarchical views are available, create hierarchical viewse

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Understand chart concepts

Identify design considerations for charts, differentiate between personal and system charts, identify limitations of the chart designer tools in the user interface

Create and configure charts

Create system charts and personal charts, describe chart types and options, add series and categories, choose chart views for chart preview, identify fields available for use in charts, include fields from parent entities in charts

Reuse charts

Export and import charts, identify steps to update chart XML, convert personal charts to system charts, convert system charts to personal charts

Create, configure and manage dashboards

Differentiate between personal and system dashboards, configure dashboard components, create lists (views), display charts on dashboards, manage security roles for dashboards

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Understand business process flow concepts

Describe the purpose of business process flows; differentiate between different types of processes; identify business process flow components including steps and stages, built-in business processes, custom business processes, entities that participate in business processes and spanning entities

Create and manage business process flows

Create business process flows, define stages and steps, describe role-based business processes, describe branching logic for guided processes, describe use cases for the client API for business process flows

Create and manage business rules

Identify use cases for business rules; differentiate between client-side and server- side logic; create business rules; configure business rule conditions; apply AND/OR, IFELSE, IFTHEN logic in business rules; identify business rule actions; enable business rules for forms

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Overview of Business Process Flow

Creating Business Process Flow with condition

Overview of Workflow

Creating Workflows through Workflow Designer

Overview of Dialogs

Creating Dialog Pages, Prompt and Response

Working with Input Parameters in Dialogs

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Overview of FetchXML

Overview of Odata query

Use FetchXML to fetch data from CRM

Update data in CRM

Use Odata query to fetch data from CRM

Push data into CRM

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Steps for creating plugins/workflow.

Plugin registration process.

Overview of Plug-ins

The Event Execution Pipeline

Deploying Plugins

Debugging Plugins

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Discovery Services.

Organization Services.

Work Order Creation

Service Task Creation

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Client-side scripting using Java Script

Working with I-Frames

Working with Web Resources

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Creating & Hiding Ribbon Elements

Enabling & Disabling Ribbon Elements

Working with Site Maps

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Overview

How to use plugins

How to connect with CRM

Use 5 common plugins

Update data in CRM

Use Odata query to fetch data from CRM

Push data into CRM

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Email server creation

Mailbox enable and tests.

Queue creation

Configuration

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Course Duration

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