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About Course:

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. Out of the box, the product focuses mainly on Sales, Marketing, and Service (help desk) sectors. Designed for server client application, this package supports web service interfaces extensively. For a sales professional or a business manager, it is quite precious to get a trained with Microsoft Dynamics CRM training.

Duration : 30 hours

Fee: 319

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  • 24 hours on-demand video
  • Articles
  • Coding Exercises
  • Full lifetime access
  • Certificate of Completion

Module of Training


Live presentation of theory, demonstration of tool, features & tasks

We are connecting Online via Goto Meeting

You will get recordings of each training session that you attended

Get practice environment for practical & hands-on Training curriculum has been designed by real-time industry professionals & real-time scenarios training pattern


Learn as per day-wise & customized schedule with discussions & lab exercises included

One to one or Batch-wise interactive demonstration of a tool, features and 100% practical classes

World-class learning material & case studies for the course

Completely customizable course content & schedule as per convenience

Certification guidance provided if necessary


MS Dynamics CRM Technical Download  

Microsoft Dynamics CRM Technical

Course Outline

Module 1: Microsoft Dynamics CRM Concepts

  • Microsoft Dynamics CRM functionality
  • Microsoft Dynamics CRM clients
  • Microsoft Dynamics CRM records
  • Application navigation

Module 2: Introduction to Customizing Microsoft Dynamics CRM 2016

  • Customer records
  • Addresses
  • Personal options
  • Customization or Development?
  • Introduction or Entity Customization.

Lab: Create a Solution and publisher

Module 3: 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.

Lab: Configure Security Roles


Lab: Configure User Access


Module 4: Customizing Entities

  • Entity Customization Concepts.
  • Create a Custom Entity.
  • Additional Entity Properties.
  • Modifying the Configuration of an Entity.

Lab : Create Custom Entities


Lab : Create a Custom Activity Entity


Module 5: Customizing Fields

  • Field Data Types.
  • Field Display Formats.
  • Field Properties.
  • Customize Existing Fields.
  • Configure Option Sets.
  • Status and Status Reason Fields.
  • Delete Fields.

Lab: Create and Modify a Global Option Set


Module 6: Introduction to Sales Management

  • Customer Scenarios
  • Basic Record Types

Module 7: Lead Management

  • Lead to Opportunity Process Form and Process Ribbon
  • Convert Activity Records to Leads
  • Qualifying and Disqualifying Leads
  • Create, Maintain, and Use Sales Literature
  • Create, Maintain, and Use Competitors

Lab: Create and Disqualify a Lead

Module 8: Working with Opportunity Records

  • Create Opportunities and Work with Opportunity Form
  • Changing Opportunity Status

Lab: Managing Sales Opportunities

  • Create, work with, close, and reopen Opportunity records.
  • Describe the different statuses of an opportunity.
  • Use the assign functionality in Microsoft Dynamics to assign opportunities to other users.
  • Manage opportunities from system views.

Module 9: Working with the Product Catalog

  • The Microsoft Dynamics CRM Product Catalog
  • Unit Groups
  • Adding and Maintaining Products
  • Creating, Maintaining and Using Price Lists
  • Currency Management
  • Creating a Price List

Lab: Managing the Product Catalog

  • Create Currency
  • Create a Unit Group associated with the Currency
  • Create a Product
  • Create a Price List and Price List Item Tied to the Currency

Module 10: Sales Order Processing

  • Adding Line Items (Opportunity Products) to Opportunities
  • Quote Management
  • Working with Orders
  • Working with Invoices

Lab: Sales Order Process

Module 11: Metrics and Goals

  • Configuring Goal Metrics
  • Configuring Fiscal Periods
  • Creating and Assigning Goal Records
  • Creating and Recalculating Parent and Child Goal Records
  • Creating a Roll-up Query

Lab : Goal Management for Individuals

  • Implement a Goal Metric

Module 12: Managing Relationships

  • Types of Entity Relationships
  • Create Entity Relationships1:N
  • Relationship Behavior
  • Field Mappings in 1:N Relationships
  • Connections and Connection Roles.

Lab : Create New Relationships Lab

  • Customize Relationship Mappings

Module 13: Customizing Forms

  • Form Customization Overview.
  • Create and Modify Forms.
  • Quick Create and Quick View Forms.
  • Manage Multiple Forms. Mobile Clients.

Lab : Modify Form Layout and Add Fields Lab

  • Create a Role-Based Form for the Competitor entity.

Module 14: Customizing Views

  • View Customization Concepts.
  • System Views.
  • Create Custom Views.
  • Remove Unwanted Views.

Lab : Modify a Quick Find View

Lab : Create Custom Views

Module 15: Configuring Business Rules

  • Configure Business Rules

Lab : Create a Business Rule

Module 16: Service Scheduling

  • Service Scheduling Scenarios
  • Service Scheduling Terminology
  • Service Scheduling Process
  • Resources, Services and Selection Rules
  • Include Customer Preferences
  • Understand Sites and Same-Site Requirements
  • Manage Business Closures
  • Explain the Service Activity Scheduling Engine
  • Working with Service Activities and the Service Calendar
  • Close, Cancel, or Reschedule a Service Activity

Lab: Schedule a Service by Using a Same-Site Requirement

  • Create a Service Activity based on a Same-Site Requirement Service.

Module 17: Sales Analysis

  • Running Built-in Reports
  • Exporting Sales Information to Excel
  • Working with Charts and Dashboards
  • Working with System Charts from the Opportunity List
  • Working with Dashboards
  • Create a New Dashboard in the Workplace
  • Sharing DASHBOARDS, Charts and Advanced Find Queries

Lab: Create a New Personal, Sales Dashboard

  • Create an advanced find query
  • Create a chart.
  • Create a dashboard, and add the advanced find query and chart to it.
  • Share the dashboard.

Module 18: Additional Security Options

  • Field Security.
  • Access Team Templates.
  • Auditing Overview

Lab : Configure Field Security

Lab : Create and Configure an Access Team Template

Module 19: Implementing Business Processes

  • Overview of Work-flow
  • Overview of Dialogues
  • Setting up Custom Work-flow Activity Assemblies
  • Demonstration: Configuring a Custom Work-flow Activity
  • Creating Custom Work-flow Activities
  • Debugging Custom Work-flow Activities

Module 20: Plugins

  • Objectives
  • Introduction
  • Overview of Plug-ins
  • Developing Plug-ins
  • Register and Deploy Plug-ins

Lab : Creating a Plug-in

Module 21: Application Event Programming

  • Objectives
  • Introduction
  • Using Jscript Libraries
  • Form and Field Events
  • Form Types
  • Form Event Handler Execution Context
  • Setting Event Dependencies
  • Pass Parameters
  • Using Best Practices in Writing Client-Side Code
  • Debugging Client-Side Code
  • Summary
  • Test Your Knowledge
  • Quick Interaction: Lessons Learned
  • Solutions

Who should Learn MS Dynamics CRM Technical

Any Graduate, Software Professionals

Prerequisit for MS Dynamics CRM Technical

Microsoft Dynamics CRM is a product that runs completely on the Microsoft technology. Hence, basic knowledge of ASP.NET and C# (or VB.NET) is needed.

Delivery Meghodology used to deliver MS Dynamics CRM Technical

We are using an experiential delivering methodology that blends theoretical concepts with hands-on practical learning to ensure a holistic understanding of the subject or course.

Class delivery

Live Interactive classes with expert

MS Dynamics CRM Technical FAQ

Question: Can I attend the Demo session before enrollment?

Answer: Yes, you may attend the Demo class before enrollment for training Quality Evaluation. You can also Interact with a trainer as one to one session for a specific requirement or discussion

Question: Can you schedule the training based upon my availability?

Answer: Yes, we need to discuss it with a trainer, accordingly, we can schedule training at a convenient time.

Question: How I can pay for the course?

Answer: You can pay the fee or enroll yourself via payment gateway through the course page, make an online payment using various options.

Question: What if I missed any class?

Answer: BISP has a missing class policy. If you missed any session, we will be sharing a recorded session. However, you may retake whole training multiple times within 6 month period but the trainer is the same.

Question: Is there any live project training along with regular training?

Answer: Our training curriculum includes real-time scenarios and lives project working module & the trainer explains every topic with examples. If you have any issue or you are stuck in any scenario the trainer will explain end-to-end.

Question: What about certification preparation and guidance?

Answer: BISP technical faculty assist & guide you completely for certification and preparation. We ensure you will get certified easily after our training.

Question: Who is the trainer & about his experience?

Answer: All our trainers are working professionals and industry experts with at least 10-12 years of relevant teaching experience. Each of them has gone through a rigorous selection process which includes profile screening, technical evaluation, and a training demo We also ensure that only those trainers with a high alumni rating continue to train for us.

Question: Do you provide Job support?

Answer: Yes, we provide Job support services, but the cost structure is different and fixed. For more details: Just give us a call at: +91 769-409-5404 & +1 786-629-6893 You can also write to us: support@bisptrainings.com

Question: What if I have more queries and doubts?

Answer: Just give us call at : +91 769-409-5404 & +1 786-629-6893 You can also write to us: support@bisptrainings.com

Question: How Fee Refund Policy works?

Answer: Please refer the link for refund policy: https://www.bisptrainings.com/Refund-Policy

Case Study and Learning Pdf's


Benefits of Certificate

Certification demonstrates your dedication, motivation and technical knowledge on a specific platform. Having a certification shows that you not only possess comprehensive knowledge of that technology but you also care enough about your own career to spend the time and money to get the certification.

We are welcoming our Students or professionals to participate in our professional online courses. We are offering great variety of online training programs and professional courses that you can always find as desired. After the completion of training program they will receive a certificate from BISP. As a Certified professional you can apply that knowledge in your future profession and enjoy with better salaries & career prospects.

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