MS Dynamics CRM Functional Online Trainings - BISP Trainings

Course overview

About the MS Dynamics CRM Functional 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.

Why learn with BISP

Trusted by professionals across 30+ countries.

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

Download curriculum (PDF)

37 modules 161 topics

01 MSCRM Basics 4 topics

MSCRM Introduction
MSCRM Architecture, Layers and Technology
MSCRM Basic Navigations
Accounts, Contacts, Activities

02 Sales & Marketing Management 8 topics

Lead Management
Opportunity Management
Product Management
Campaign Management
Marketing List Management
Quotes, Order, Invoice Management
Competitors and Goal Management
Sales Literature and Marketing Materials

03 Service Management 4 topics

Case Management
Service Management
Contract Management
Knowledge Base Article Management

04 Business Management 7 topics

Fiscal Year, Business Closures
Goal Metrics
Facilities and Equipment's
Queue management (Configuring POP3, SMTP, Gmail)
Resource Group
Quota, Sales Territories, Site Management
Subjects, Connection & Relationship Roles

05 Administration 6 topics

System Settings, Server Settings
Business Unit, Security Roles creations
Field Security Profiles
Team, User Creation
Access and Privileges
Auto Numbering, Languages Settings

06 Database Management 5 topics

Data Imports
Data Maps
Templates of Data Imports
Duplicate Detection Settings, Rules, Jobs
Bulk Deletion

07 Customization & Solutions 8 topics

Customization 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

08 Document Management 3 topics

Document Management
Share point Document Locations
Components Management

09 Report Management 2 topics

Dashboard Creations
Customizing Reports

10 Goal Management 4 topics

Goal Audit Settings
Entity and Field Audit Settings
Audit Log Management
Audit Summary

11 Workflow Creations 4 topics

Process Creations
Process Triggers, Loops, Branch, Chain
Process Export, Import and Publish
Workflow Rules

12 Introduction 8 topics

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

13 Implementing and Managing Marketing Campaigns 6 topics

Campaigns, Campaign Activities and Marketing Lists
Creating and Using Email Templates
Sales Literature, Products and Price Lists
Distributing Campaign Activities
Capturing and Viewing Campaign Responses
Working with Campaign Responses

14 Analysis, Reporting and Goals 5 topics

Analyzing Marketing Information with Lists, Views and Charts
Working with Reports
Creating and Managing Marketing Goals
Creating Charts
Customizing and Working with Dashboards

15 Introduction 6 topics

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

16 Working with the Product Catalog 4 topics

The Product Catalog and the Sales Process
Unit Groups
Adding and Maintaining Products
Creating, Maintaining and Using Price Lists

17 Sales Order Processing 4 topics

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

18 Analysis, Reporting and Goals 6 topics

Analyzing Sales Information with Lists, Views and Charts
Working with Reports
Exporting Sales Information to Microsoft Office Excel
Creating and Managing Sales Goals
Creating Charts
Dashboards

19 Introduction 4 topics

Getting Started with Service Management
Cases and the Service Management Process
Queues and Contracts in Service Management
Working with Cases in the Case Grid

20 Working with Cases and Contracts 5 topics

Creating Case Records
Working with Cases
Contracts and Contract Templates
Creating and Working with Contracts
Using Contracts with Cases

21 Using the Knowledge Base 4 topics

Article Templates
Creating, Approving and Publishing Articles
Using and Searching the Knowledge Base
Cases and Knowledge Base Articles

22 Working with Teams and Queues 5 topics

Introduction to Teams
Introduction to Queues
Creating and Managing Queues
Working with Queues and Queue Items
Using Workflows with Queues

23 Analysis, Reporting and Goals 3 topics

Service Management Reports
Service Management Charts and Dashboards
Goal Management for Service

24 Introduction 6 topics

Service Scheduling Overview
Service Scheduling Scenarios
Service Scheduling Process
Working with Service Activities and the Service Calendar
Closing, Cancelling, or Rescheduling a Service Activity
Using Charts and Reports to Analyze Service Activities

25 Advanced Topics 5 topics

Understanding the Service Activity Scheduling Engine
Resources, Services and Selection Rules
Incorporating Customer Preferences
Resource and Service Capacity Requirements
Understanding Sites and Same-Site Requirements

26 Business Units and Security Roles 3 topics

Business Units
Managing Business Units
Security Features

27 Configuring Users and Teams 3 topics

User Management Overview
Adding and Maintaining User Accounts
Team Configuration

28 Customizing Microsoft Dynamics CRM Overview 4 topics

Customization Methodology
Who can Customize Microsoft Dynamics CRM?
Types of Customizations
Types of Customizations - Solutions

29 Customizing Fields 5 topics

Customization Concepts
Field Data Types
Field Properties
Creating Fields
Creating Option Sets

30 Customizing Entities 2 topics

Entity Concepts
Modifying Custom Entities

31 â–º Customizing Relationships and Mappings 3 topics

Types of Entity Relationships
Creating Entity Relationships
Entity Mapping

32 Basic UI Customization Capabilities 5 topics

View Customization Overview
Charts
Form Customization Overview
Other Form Objects
Creating New Forms

33 Configuring Field Security 2 topics

Field Security Scope
Field Security and Other Security Methods

34 Configuring Auditing 3 topics

Enabling Auditing
Viewing Audit Data
Managing Audit Partitions

35 Configuring Solutions 3 topics

Solutions Review
Exporting and Importing Unmanaged Solutions
Exporting and Importing Managed Solutions

36 Delivery Methodology 1 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

37 Class Delivery 1 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 Functional?

Any Graduate, CRM Professionals

Prerequisites

Functional knowledge of the CRM Process.

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.

Case studies & learning PDFs

Free Microsoft resources to explore.

PDFDynamic CRM Reporting Extensions Installation PDFDynamic CRM-2013_Server Installation PDFMSBI Beginners Guide

Relevant courses

Learners who took this also explored these.

Not sure if this course is right for you?

Book a free 1-on-1 counselling call and get a personalised learning roadmap.

Book free trial →

MS Dynamics CRM Functional

AI practice, included with this course

AI mock interview

AI MCQ assessment

Scores and reports