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Microsoft Dynamics CRM Training

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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.

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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

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30 Hrs Instructor Led Training
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Self-paced Videos
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20 Hrs Project & Exercises
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Certification
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Job Assistance
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Flexible Schedule
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Lifetime Free Upgrade
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Microsoft Dynamics CRM Training Options

Self Paced Learning
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30 Hrs of Pre-recorded videos
e-learning content
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Life-time LMS Access
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100% Practical Approach
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Labs and Practicals included
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Watch & Learn at your own pace
Online Classroom
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30 Hrs of Instructor-Led Live Training
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Doubts solving with Trainers
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Upcoming Batches
27 Apr - 27 May
01:30 AM IST
Weekend
30 Apr - 30 May
02:30 AM IST
Weekday
04 May - 04 Jun
02:30 AM IST
Weekend
07 May - 07 Jun
02:30 AM IST
Weekday
+
Years EdTech experience
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Freelance expert trainers
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Career boosting courses

For Corporates

A customized learning experience for the global corporate workforce. A tailored approach to deliver a trending skillset.

Choose the learning mode that suits you:

  • Live online training
  • Self-paced training
  • On-premises offline training

Course customization to meet project needs.

Best in class trainers for latest and niche courses.

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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

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    Contact Us

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    Hands-on Projects

    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.
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    Microsoft Dynamics CRM On-Job Support (Remote Work Support)

    Tekslate
    Remote-Job Assist service

    The Tekslate On-Job Assist service is offered in partnership with Global Tech Community. The service provides Tech support for IT Professionals or Freshers to complete tasks.

    We understand that every IT project has tedious and time-consuming tasks within deadlines. Tekslate has 100+ SMEs on various technologies, and they assist newbies, Freshers, or experienced professionals in completing challenging project tasks. Users can choose any of the following plans to meet their custom needs:

    • Pay Per Hour

    • Pay Per Week

    • Monthly

    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

    Microsoft Dynamics CRM Online Training Objectives

    What are the Microsoft Dynamics CRM Training course 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

    Why should you learn Microsoft Dynamics CRM?

    • 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.

    Who should attend the Microsoft Dynamics CRM training?

    • Experienced system administrators

    • Software Release Managers

    • Novice

    • System integrators

    • Implementation consultants

    • Technical staff

    What are the prerequisites for learning Microsoft Dynamics CRM?

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

    What projects are included in this Microsoft Dynamics CRM course?

    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.

    S
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    Sampath

    4.1

    FAQs about Microsoft Dynamics CRM Course

    Who are the trainers?

    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. 

    What if I miss a class?

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

    How will I execute the practical?

    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.

    Is this live training or pre-recorded videos training?

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

    What is the difference between live online and pre-recorded videos training?

    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.

    Authorized Partners

    TekSlate is an authorized learning and training partner the following tech giants to deliver skills and gain excellence in respective courses. Get the best out of TekSlate as we provide authentic learning resources and training from expert mentors to help you explore and enhance update your skills from the partner network.

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