Course Details

Microsoft Dynamics CRM Overview

Microsoft Dynamics CRM is a competent and experienced Customer Relationship Management(CRM) package. As demonstrated by Microsoft, Customer Relationship Management passes on a widely inclusive point of view of each customer that enables client standing up to delegates to settle on accelerated and compromise about indispensable attempts in the business, publicizing, and customer organization fields. Microsoft Dynamics CRM training makes an aspirant to better understand the concepts right from basics to advanced levels.

Why to attend TekSlate online training?

In Tekslate, Microsoft Dynamics CRM training is delivered by certified Microsoft Dynamics CRM working professionals. Whether a participant is an end-user, partner or an employee working on Microsoft products, our training and assessments will turn you to be successful in using CRM functions while using Microsoft Dynamics CRM tool. Tekslate online training offers you a comprehensive way of learning Microsoft Dynamics CRM and equips you in building a better career in this application platform.

Who should attend Microsoft Dynamics CRM training course?

This course is intended to

  • Novice
  • Experienced system administrators
  • Software Release Managers
  • Implementation consultants
  • System integrators
  • Technical staff

or support professionals who plan to install and deploy Microsoft Dynamics CRM 4.0 and understand the technical aspects and administrative functionality of Microsoft Dynamics CRM.


There are no such specific requirements for a participants to learn this course, but anyone associated with CRM or customer relations management would be more benefited with Microsoft Dynamics CRM training.

Microsoft Dynamics CRM Training Objectives

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

  • Work on Functionalities of Microsoft Dynamics CRM
  • Execute Deployment methods
  • Understand Entities Forms, Fields and Records
  • Configuring Emails and Managing Teams
  • Defining Permissions and Privileges
  • Managing Security Hierarchy
  • Entity Relationship Model
  • Activities, contacts, accounts, navigation
  • Build charts or dashboards that can be utilized to analyze data

Microsoft Dynamics CRM Training Curriculum

Introduction to Microsoft Dynamics CRM

Gaining a competitive advantage through CRM, Microsoft Dynamics CRM Modules, Microsoft Dynamics CRM User Interface

CRM 2011 Basics

Microsoft Dynamics CRM in Your Organization, Customer Records, Record Ownership and Assignment, Using Activities to track Customer Interactions, Finding and Maintaining Your Data, Using Duplicate Detection, Subject Tree

Microsoft Dynamics CRM for Microsoft Office Outlook

Integration between Microsoft Dynamics CRM 2011 and Outlook, Record management in the Outlook client, E-mail management in CRM 2011 for Outlook, Multiple Views and Conditional Formatting, Creating Mail Merge Documents, Using CRM 2011 for Outlook with Offline Access

Introduction to Sales Management

Overview of the Sales Process in Microsoft Dynamics CRM, Core Records in the Sales Process, Tracking Competitors and Managing Sales Literature, Working with Leads, Working with Opportunities, Sales Processes, Workflows and Dialogs

Sales Order Processing

The Microsoft Dynamics CRM Sales Order Process, Opportunities, Quotes, and the Sales Process, Working with Orders, Working with Invoices

Introduction to Marketing Automation

Benefits of Closed Loop Marketing, Creating and Using Marketing Lists, Marketing Campaigns and Quick Campaigns, Quick Campaigns, Introduction to Marketing Campaigns, Creating a Marketing Campaign, Creating and Using Campaign Templates, Importing Leads

Other Popular Microsoft Dynamics CRM Trainings

  • Microsoft Dynamics Ax Training

Microsoft Dynamics CRM Certification

After the completion of Microsoft Dynamics CRM training, it would be a priority point for a trainee to acquire Microsoft Dynamics CRM Certification as the corporate world accepts profile that is arrayed with Microsoft Dynamics CRM certification. Benefits of being certified in Microsoft Dynamics CRM technology would be:

  • Distinguished as an expert in the IT market.
  • Racing in low competition area in the  Microsoft Dynamics CRM applications
  • Remunerated with an uncommon package.

To achieve Certification in Microsoft Dynamics CRM technology, you need to visit the following site:

Benefits to our Global Learners

  • Tekslate is trainee-focused
  • Quality training delivered with comparatively low fee structure across the globe
  • Lifetime Access to recorded video sessions of the training classes
  • Exposure on real-time scenarios in varied domains by industry experts

What Are The Modes Of Training?

Tekslate basically offers the online instructor-led training. Apart from that we also provide corporate training for enterprises.

Who Are The Trainers?

Our trainers have relevant experience in implementing real-time solutions on different queries related to different topics. Tekslate also verifies their technical background and expertise.

What If I Miss A Class?

We record each LIVE class session you undergo through and we will share the recordings of each session/class.

Can I Request For A Support Session If I Find Difficulty In Grasping Topics?

If you have any queries you can contact our 24/7 dedicated support to raise a ticket. We provide you email support and solution to your queries. If the query is not resolved by email we can arrange for a one-on-one session with our trainers.

What Kind Of Projects Will I Be Working On As Part Of The Training?

You will work on real world projects wherein you can apply your knowledge and skills that you acquired through our training. We have multiple projects that thoroughly test your skills and knowledge of various aspect and components making you perfectly industry-ready.

How Will I Execute The Practical?

Our Trainers will provide the Environment/Server Access to the students and we ensure practical real-time experience and training by providing all the utilities required for the in-depth understanding of the course.

If I Cancel My Enrollment, Will I Get The Refund?

If you are enrolled in classes and/or have paid fees, but want to cancel the registration for certain reason, it can be attained within 48 hours of initial registration. Please make a note that refunds will be processed within 30 days of prior request.

Will I Be Working On A Project?

The Training itself is Real-time Project Oriented.

Are These Classes Conducted Via Live Online Streaming?

Yes. All the training sessions are LIVE Online Streaming using either through WebEx or GoToMeeting, thus promoting one-on-one trainer student Interaction.

Is There Any Offer / Discount I Can Avail?

There are some Group discounts available if the participants are more than 2.

Who Are Our Customers & Our Location ?

As we are one of the leading providers of Online training, We have customers from USA, UK, Canada, Australia, India and other parts of the world.

Course Reviews


2958 ratings
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        Katelyn Thomas
      • After a great research on available online courses, I have decided to opt Tableau Training from Tekslate, am quiet satisfied with that. Coursework is well calibrated to make student more comfortable w ...
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      • I have enrolled last month, and finished the course... As a working professional, they given me an exposure to the domain, but also helped to learn the cross technologies and develop an inclination to ...
        Alison Benhar
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