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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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Course Duration

30 Hrs.

Live Project

2 Project

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Guaranteed

Training Format

Live Online /Self-Paced/Classroom

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Dynamics

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4+

Batches every month
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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.

MS Dynamics 365 CRM Technical Training

About-Us-Course

  • 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?

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Plenary for MS Dynamics 365 CRM Technical Training

TrackWeek DaysWeekendsFast Track
Course Duration 40-45 Days 7 Weekends 8 Days
Hours 1 Hrs. Per Day 2 Hrs. Per Day 6+ Hrs. Per Day
Training ModeClassroom/OnlineClassroom/OnlineClassroom/Online
Course Price at :
30,150 33,500
10% OFF Expires in01D 08H 53M 23S

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Program Core Credentials

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Trainer Profiles

Industry Experts

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Trained Students

10000+

industry

Success Ratio

100%

Corporate Training

For India & Abroad

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Job Assistance

100%

BATCH TIMINGS

MS Dynamics 365 CRM Technical Training Upcoming Batches

WEEKDAY

05-Dec-2022*

Take class during weekdays and utilize your weekend for practice.

Get regular training by Industry Experts.

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FASTRACK

03-Jan-2023*

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WEEKDAY

07-Dec-2022*

Take class during weekdays and utilize your weekend for practice.

Get regular training by Industry Experts.

Get Proper guidance on certifications.

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WEEKDAY

05-Jan-2023

Take class during weekdays and utilize your weekend for practice.

Get regular training by Industry Experts.

Get Proper guidance on certifications.

Register for FREE demo before signing up.

10% OFF

WEEKEND

03-Dec-2022

More Suitable for working professionals who cannot join in weekdays

Get Intensive coaching in less time

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WEEKEND

10-Dec-2022*

More Suitable for working professionals who cannot join in weekdays

Get Intensive coaching in less time

Get Proper guidance on certifications.

Register for FREE demo before signing up.

10% OFF

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CURRICULUM & PROJECTS

MS Dynamics 365 CRM Technical Training

  • Integrate the digital intelligence of Microsoft Dynamics 365 with your sales and customer service management processes to discover efficiencies and revenue growth like never before. This course from Croma Campus on customization of MS dynamics 365 for Sales and CRM is designed to impart core understanding of various tools available for personalizing and recreating the Dynamics 365 experience for your specific Sales and Service requirements.
  • In this program you will learn:
    • Manage Solutions

      Manage Security

      Customize Entities

      Customize fields

      Manage Relationships

      Customize Forms

      Customize Views

      Customize Charts and Dashboards

      Configure Business Process Flows and Business Rules

      Plugin and Custom Workflow Development

      Overview of MSCRM Web Services

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  • Plan for customization
    • Define CRM; differentiate configuration, customization, extending and 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 views

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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, IF…ELSE, IF…THEN logic in business rules; identify business rule actions; enable business rules for forms

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  • Plugin and custom workflow development
    • Steps for creating plugins/workflow.

      Plugin registration process.

      Debug plugin.

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  • Overview of MSCRM Web Services
    • Discovery Services.

      Organization Services.

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Validate your skills and knowledge by working on industry-based projects that includes significant real-time use cases.Gain hands-on expertize in Top IT skills and become industry-ready after completing our project works and assessments.Our projects are perfectly aligned with the modules given in the curriculum and they are picked up based on latest industry standards. Add some meaningful project works in your resume, get noticed by top industries and start earning huge salary lumps right away.
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FAQ's

  • Basic computer knowledge
  • Fundamental knowledge about the Dynamics CRM platform
  • Passion for learning

You can complete the MS Dynamics 365 CRM technical training program in 35-45 days

You will learn under the mentorship of a highly skilled and experienced Microsoft Dynamics 365 CRM technical consultant

You can make around ₹3,00,000 PA as a Dynamics CRM technical consultant

We give video recordings of the lectures to the students. If you miss your class due to some reason, then you can watch the recorded lecture and clear any doubt that you may have in the next class with the trainer

  • ISO certified training institute
  • Learn under an expert Dynamics CRM technical consultant
  • 100% placement support
  • Project-based training

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  • - Build an Impressive Resume
  • - Get Tips from Trainer to Clear Interviews
  • - Attend Mock-Up Interviews with Experts
  • - Get Interviews & Get Hired
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