Learn how to customize Dynamics 365 CRM system. Join to learn under a Dynamics 365 CRM technical consultant.
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30 Hrs.Live Project
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Speciality
500+
Professionals Trained
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Batches every month
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Countries & Counting
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Corporate Served- 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:
- Prerequisites:
- This course is for:
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
Basic computer knowledge
Fundamental knowledge about the MS Dynamics CRM platform.
Passion for learning
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
- This course is perfect for upcoming MS Dynamics 365 CRM technical consultants who wish to become proficient in working with this robust CRM platform.
- Our MS Dynamics 365 CRM trainer will help you:
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.
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:
- 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 technical consultant
Trainer
Mentor to a team, etc.
- 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:
- Advantages of getting certification:
100% placement support
Interview grooming sessions
Resume preparation
Access to our job portal
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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Course Duration
30 Hrs.Flexible Batches For You
21-Dec-2024*
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16-Dec-2024*
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18-Dec-2024*
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21-Dec-2024*
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16-Dec-2024*
- Weekday
- MON - FRI
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18-Dec-2024*
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Course Price :
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Trained Students
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Success Ratio
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Corporate Training
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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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Steps for creating plugins/workflow.
- Plugin registration process.
- Overview of Plug-ins
- The Event Execution Pipeline
- Deploying Plugins
- Debugging Plugins
- Discovery Services.
- Organization Services.
- Work Order Creation
- Service Task Creation
- Client-side scripting using Java Script
- Working with I-Frames
- Working with Web Resources
- Creating & Hiding Ribbon Elements
- Enabling & Disabling Ribbon Elements
- Working with Site Maps
- 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
- Email server creation
- Mailbox enable and tests.
- Queue creation
- Configuration
+ More Lessons
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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
- - Build an Impressive Resume
- - Get Tips from Trainer to Clear Interviews
- - Attend Mock-Up Interviews with Experts
- - Get Interviews & Get Hired
If yes, Register today and get impeccable Learning Solutions!
Training Features
Instructor-led Sessions
The most traditional way to learn with increased visibility,monitoring and control over learners with ease to learn at any time from internet-connected devices.
Real-life Case Studies
Case studies based on top industry frameworks help you to relate your learning with real-time based industry solutions.
Assignment
Adding the scope of improvement and fostering the analytical abilities and skills through the perfect piece of academic work.
Lifetime Access
Get Unlimited access of the course throughout the life providing the freedom to learn at your own pace.
24 x 7 Expert Support
With no limits to learn and in-depth vision from all-time available support to resolve all your queries related to the course.
Certification
Each certification associated with the program is affiliated with the top universities providing edge to gain epitome in the course.
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