Microsoft Dynamics CRM Training

Rating(4.3) -
Enrolled -
3168

Gain essential skills taught by industry experts with our custom tailored curriculum. Work on projects that add weightage to your resume and get job ready.

banner

Course Overview

Tekslate’s Microsoft Dynamics CRM training will make you an expert in creating business applications with customer-resource management (CRM) capabilities. Our training covers all the key requirements and aspects for a CRM process and existing systems. It will enable you to gain in-depth knowledge on concepts of Configuring, Implementing and Managing Marketing Campaigns, Sales Management in Microsoft Dynamics.

Highlights

Key Highlights tekslate courses
30 Hrs Instructor Led Training
Key Highlights tekslate courses
Self-paced Videos
Key Highlights tekslate courses
20 Hrs Project & Exercises
Key Highlights tekslate courses
Certification
Key Highlights tekslate courses
Job Assistance
Key Highlights tekslate courses
Flexible Schedule
Key Highlights tekslate courses
Lifetime Free Upgrade
Key Highlights tekslate courses
Mentor Support
4.6
switch
4.5
trust
4.6
courserating
4.7
googlerating

Microsoft Dynamics CRM Course Content

Course Snapshot

  • MSCRM Basics

    • MSCRM Introduction

    • MSCRM Architecture, Layers and Technology

    • MSCRM Basic Navigations

    • Accounts, Contacts, Activities

  • Customization & Solutions

    • Customisation of System Entity, Custom Entity

    • Entity Creation, Attribute Creations

    • Form Creation, Section, Tabs, I frames,

    • Relationship (1: N, N:1, N: N)

    • Views creation

    • Templates creation (Email, Contract, KB)

    • Understanding Solutions

    • Import & Export Customization

  • Report Management

    • Dashboard Creations

    • Customising Reports

    • Import and Exports of Reports

    • Customising RDL files with Business Intelligence Studio (Basic)

  • Web Services

    • Plugin Registration Tools

    • Writing and Registering Plugins

    • Deregistration of Plugins

  • ISV/Plugins

    • Plugin Registration Tools

    • Writing and Registering Plugins

    • Deregistration of Plugins

    • Components Management

  • Introduction to Customization and Configuration in MS CRM

    • Customisation or Development & Introduction or Entity Customisation.

    • Learn: How to Create a Solution and publisher

    • Configuring CRM, Business Units, Customizing Entities, Teams and Users

  • Entity Customization Concepts.

    • Create a Custom Entity.

    • Additional Entity Properties.

    • Modifying the Configuration of an Entity.

  • Create Custom Entities

    • Create a Custom Activity Entity

    • Building a Security Model in Microsoft Dynamics CRM 2016

  • Introduction to Business Units.

    • Overview of Security Roles.

    • User Management Overview.

    • Team Management Overview, Teams and Sharing.

    • Manage Security Roles for Users and Teams.

    • Field Security. Access Team Templates. Auditing Overview  

  • How to Configure Security Roles

    • How to Configure User Access

    • Configure Field Security

    • Create and Configure an Access Team Template

    • Introduction to CRM Solutions

    • CRM Entity/Field Customization

    • Additional Field Customization

  • Customizing Charts and Dashboards

    • Create and Modify Charts.

    • Export and Import Charts.

    • Create and Modify Dashboards.

    • Learn: How to Create a Custom Chart & how to Create Create a Dashboard

  • Relationships

    • Types of Entity RelationshipsCreate

    • Entity Relationships1: N Relationship

    • BehaviorField Mappings in 1: N

    • RelationshipsConnections and Connection Roles.

  • Customising Forms

    • Form Customisation Overview.

    • Create and Modify Forms.

    • Quick Create and Quick View Forms.

    • Manage Multiple Forms — mobile Clients.

    • Learn: How to Modify Form Layout and Add Fields Lab: Create a Role-Based Form for the Competitor entity.

  • Business Rules Configuring

    • Views and Visualizations

    • View Customisation Concepts. System Views. Create Custom Views. Remove Unwanted Views. Learn how to Modify a Quick Find View & Create Custom Views

    • Introduction to Business Processes

    • Business Process Flows  and how to create a Multi-Entity Business Process Flow

  • NEW IN CRM 2016 CUSTOMISATION!

    • Next generation search to make Search simpler, and faster!

    • Document management improvements.

    • Solution enhancements.

    • Interactive Service Hub including Multi-stream and Single-stream Dashboards.

    • External Party Access enhancements to the CRM API and SDK.

    • App-to-app deep linking.

    • Web Resources and IFRAME enhancements.

    • Data Performance Dashboard optimization recommendations.

    • Bulk Data Loader for CRM Online including recurring data import/export.

    • Modern web API enhancements including open industry standard OData v4.

    Prepare to install Microsoft Dynamics CRM

  • Install Microsoft Dynamics CRM Server

    • Learn to Load Sample Data
    • Installation of Reporting Extension
  • Deployment Manager

    • Manage Microsoft Dynamics CRM with the Deployment Manager and learn to Duplicate the Adventure Works Cycles Organization.

    • Upgrade methods of Microsoft Dynamics CRM 2016

  • Email Management

    • How to Install the Email Router

    • Install and Configure Server-Side Synchronization

    • Install and Configure Microsoft Dynamics CRM for Outlook

  • How to Install Microsoft Dynamics CRM for Outlook & Learn Offline Capability

    • Maintain and Troubleshoot a Deployment and Configuring Tracing

    Module 1: Extensibility Overview

    • Objectives

    • Introduction

    • Extensibility Platform and Features

    • Security Model

    • Business Model

    • Business Logic

    • Business Entity Components

    • Data Access Components and Platform

    • Helpful Skills

    • Resources

    • Summary

    • Test Your Knowledge

    • Quick Interaction: Lessons Learned

    • Solutions

    • Objectives

    • Introduction

    • WCF Web Services

    • Discovery Service

    • Early versus Late-Binding

    • Early-Bound Entity Class

    • Late-Bound Entity Class

    • Organisation Service

    • Authentication and Authorization

    • Entity Information

    • Working with Data Types

    • Using the Create Method

    • Using the Retrieve Method

    • Using the Update Method

    • Using the Delete Method

    • Using the RetrieveMultipleMethod

    • Summary

    • Test Your Knowledge

    • Solutions

    Show More

    Contact Us

    By providing us with your details, We wont spam your inbox.

    Hands-on Projects

    projectlogo
    Complete
    Microsoft Dynamics CRM Projects
    Practical oriented projects and use-cases will help you experience how the skills learned will solve real-time problems.
    At least two projects.
    Assisted lab setup to practice skills.

    Microsoft Dynamics CRM Training Options

    Self Paced Learning
    greentick
    30 Hrs of Pre-recorded videos
    e-learning content
    greentick
    Life-time LMS Access
    greentick
    100% Practical Approach
    greentick
    Labs and Practicals included
    greentick
    Watch & Learn at your own pace
    Online Classroom
    greentick
    30 Hrs of Instructor-Led Live Training
    greentick
    Doubts solving with Trainers
    View More
    Weekday Batches
    29 Nov - 29 Dec
    01:30 AM IST
    06 Jan - 06 Feb
    02:30 AM IST
    Weekend Batches
    03 Dec - 03 Jan
    01:30 AM IST
    10 Jan - 10 Feb
    02:30 AM IST
    +
    Years EdTech experience
    +
    Freelance expert trainers
    +
    Career boosting courses

    For Corporates

    A glimpse of our successful stories we built for corporates. Your workforce skill transition is one click away.

    Custom curriculum for different projects with different needs.

    100% Project-based learning.

    We got trainer for future technologies. Dot.

    Any global firm is within our reach.

    zealousys
    consagous
    codiant
    appscrip

    Microsoft Dynamics CRM Online Training Objectives

    After the completion of the Microsoft Dynamics CRM Training, a participant will be able to

    • Understand Entities Forms, Fields and Records

    • Defining Permissions and Privileges

    • Execute Deployment methods

    • Entity-Relationship Model

    • Activities, contacts, accounts, navigation

    • Managing Security Hierarchy

    • Work on Functionalities of Microsoft Dynamics CRM

    • Configuring Emails and Managing Teams

    • Build charts or dashboards that can be utilised to analyse data

    • On average, a Microsoft Dynamics CRM  professional earns USD 143,500 per year.

    • Due to an increase in market demand, Microsoft Dynamics CRM professionals are getting high salaries compared to professionals working on other technologies.

    • Many top multinational companies are hiring Microsoft Dynamics CRM Professionals.

    • They are numerous job opportunities available for Microsoft Dynamics CRM professionals around the world.

    • Experienced system administrators

    • Software Release Managers

    • Novice

    • System integrators

    • Implementation consultants

    • Technical staff

    Having basic knowledge of customer relationship management (CRM) is enough to learn MS Dynamics CRM.

    The tutor will take care of handling the projects. You will also get an opportunity to work on two real-time projects during this training which will help you in clearing the Microsoft Dynamics CRM Certification Exam.

    Microsoft Dynamics CRM Training Course Reviews

    Recently completed MS Dynamics CRM certification training from Tekslate. Thank you Tekslate for an excellent course delivered by trainer and execution of real-time projects.

    link

    Sampath

    arrow

    Look who
    has us open

    Earn a Tekslate Microsoft Dynamics CRM Certification & Exam

    Upon completion of the training you’ll be provided a course completion certificate which adds weightage to your resume and increases your chances of getting hired.

    Benefits:

  • Certification Assistance
  • Certification Sample Questions
  • course completion certificate

    FAQs about Microsoft Dynamics CRM Course

    We have a strong team of professions who are experts in their fields. Our trainers are highly supportive and render a friendly working environment to the students positively stimulating their growth. 

    We will share you the missed session from our recordings. We at Tekslate maintains a recorded copy of each live course you undergo.

    Our Trainers will provide the student with the Server Access ensuring practical real-time experience and training with all the utilities required for the in-depth understanding of the course.

    We provide all the training sessions LIVE using either GoToMeeting or WebEx, thus promoting one-on-one trainer student Interaction.

    Live training uncovers distinct benefits as they are mighty to reach your desired audience converting your prospects into customers in less time. Pre-recorded videos offer plenty of advantages for entrepreneurs to educate entertain and inspire your audience as long as you want.

    Related Courses

    1/12