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,…
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Duration
30 Hours
Mode
Live + Recorded
Level
Beginner → Pro
Language
English / Hindi
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Course overview
About the MS Dynamics CRM Technical program.
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.
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Industry trainers
Certified consultants with 12+ years of real project experience.
Hands-on practice
Real-time scenarios & live project modules, not just slides.
Placement support
Resume building, mock interviews & job referrals.
Certification
BISP certificate + full guidance for official exams.
Course curriculum
Designed by real-time industry professionals around current job roles.
02Introduction to Customizing Microsoft Dynamics CRM 20165 topics
Customer records
Addresses
Personal options
Customization or Development
Introduction or Entity Customization
Lab: Create a Solution and publisher
03Building a Security Model in Microsoft Dynamics CRM 20165 topics
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
04Customizing Entities13 topics
Entity Customization Concepts
Create a Custom Entity
Additional Entity Properties
Modifying the Configuration of an Entity
Field Data Types
Field Display Formats
Field Properties
Customize Existing Fields
Configure Option Sets
Status and Status Reason Fields
Delete Fields
Customer Scenarios
Basic Record Types
Lab: Create Custom Entities Lab: Create a Custom Activity Entity
Customizing Fields
Lab: Create and Modify a Global Option Set
Introduction to Sales Management
05Lead Management5 topics
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
06Working with Opportunity Records2 topics
Create Opportunities and Work with Opportunity Form
Changing Opportunity Status
07Lab:5 topics
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
08Working with the Product Catalog6 topics
The Microsoft Dynamics CRM Product Catalog
Unit Groups
Adding and Maintaining Products
Creating, Maintaining and Using Price Lists
Currency Management
Creating a Price List
09Lab:5 topics
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
10Sales Order Processing4 topics
Adding Line Items (Opportunity Products) to Opportunities
Quote Management
Working with Orders
Working with Invoices
Lab: Sales Order Process
11Metrics and Goals5 topics
Configuring Goal Metrics
Configuring Fiscal Periods
Creating and Assigning Goal Records
Creating and Recalculating Parent and Child Goal Records
Creating a Roll-up Query
12Lab:2 topics
Goal Management for Individuals
Implement a Goal Metric
13Managing Relationships6 topics
Types of Entity Relationships
Create Entity Relationships1: N
Relationship Behaviour
Field Mappings in 1: N Relationships
Connections and Connection Roles
Customize Relationship Mappings
Lab: Create New Relationships Lab
14Customizing Forms5 topics
Form Customization Overview
Create and Modify Forms
Quick Create and Quick View Forms
Manage Multiple Forms and Mobile Clients
Create a Role-Based Form for the Competitor entity.
Lab: Modify Form Layout and Add Fields Lab
15Customizing Views4 topics
View Customization Concepts
System Views
Create Custom Views
Remove Unwanted Views
Lab: Modify a Quick Find View Lab: Create Custom Views
16Configuring Business Rules1 topics
Configure Business Rules
Lab: Create a Business Rule
17Service Scheduling10 topics
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
18Lab:2 topics
Schedule a Service by Using a Same-Site Requirement
Create a Service Activity based on a Same-Site Requirement Service
19Sales Analysis7 topics
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
20Lab:5 topics
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
21Additional Security Options3 topics
Field Security
Access Team Templates
Auditing Overview
Lab: Configure Field Security Lab: Create and Configure an Access Team Template
22Implementing Business Processes6 topics
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
23Plug-in5 topics
Objectives
Introduction
Overview of Plug-ins
Developing Plug-ins
Register and Deploy Plug-ins
Lab: Creating a Plug-in
24Application Event Programming14 topics
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
25Delivery Methodology1 topics
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
26Class Delivery1 topics
Live Interactive classes with expert
Course details
Who it is for, what you need, and how it is delivered.
Who should learn MS Dynamics CRM Technical?
Any Graduate, Software Professionals
Prerequisites
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 methodology
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
Certificate of completion
Earn an industry-recognised BISP Trainings certificate when you finish the course.
Verifiable certificate with a unique ID
Shareable on LinkedIn & your resume
Recognised by our hiring partners
Frequently asked questions
Everything you need before you enroll.
Can I attend a demo session before enrollment?
Yes. You may attend a demo class before enrollment for training quality evaluation, and interact one-to-one with the trainer for any specific requirement.
Can you schedule training as per my availability?
Yes. We discuss it with the trainer and schedule the training at a convenient time for you.
What if I miss a class?
You get the recorded session. You may also retake the whole training multiple times within a 6-month period with the same trainer.
Is there live project training?
Yes. The curriculum includes real-time scenarios and live project modules, with the trainer explaining every topic end-to-end.
How can I pay for the course?
Enroll securely via the payment gateway on this page using card, UPI or net-banking. EMI options are available.
More queries?
Call us at +91 769-409-5404 & +1 678-701-4914, or write to support@bisptrainings.com.
Call Us: +91 769-409-5404
