MicroSoft Dynamics CRM

Course Overview :

Microsoft Dynamics CRM - Overview. Customer Relationship Management (CRM) is a system for managing a company's interactions with current and future customers. It often involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Course Content:

Introduction to Microsoft Dynamics CRM                                                                                                                                

Sales Process





Quotes, Orders, and Invoices



Marketing Lists


Sales Literature

Quick Campaigns



Service Calendar


Knowledge Base



Administration, Settings & Configuration



Creating and managing Business Units, Users and Teams

Privileges, Access Levels and Security Roles

Creating and managing Security Roles

Auto Numbering and System Settings

Installing MUI Language Packs


Settings & Configuration

Business Management

Sites, Sales Territories, Facilities and Resource Groups

Working with Multi-Currency

System Queues and Custom Queues

Services and Business Closures

Fiscal Year Settings and Quotas




Data Management

Duplication Detection Settings, Rules, and Jobs

Bulk Record Deletion

Data Maps and Imports

Product Catalog

Understanding the Product Catalog

Unit Groups

Adding Products

Creating Price Lists

Creating Discount Lists

Using the Deployment Manager

Redeploying Dynamics CRM


Basic and Advanced Customizations in MS Dynamics CRM


Entity Customization

Basic Form Customizations

Basic UI Customization Capabilities

Form Customization – Working with Tabs, Sections, Fields, and IFrames

Introduction to Application Event Programming

Using Form and Field Events


MS CRM Entity Model

Customization Concepts – Entity Types and Attributes

Creating Custom Entities and Attributes


Relationships, Views and Advanced Views

Types of Relationships

Relationship Behaviors

Creating Entity Relationships

Entity Mapping


Views and Advanced Views

Public, Personal and System Views

View Customizations – Common Tasks

Advanced Views Customizations


Form Scripting

Client-side scripting using JavaScript

Working with IFrames


      Working with Web Resources


      Report Wizard, Scheduling and Exporting Reports


      Working with Dash Boards


      Extending MS Dynamics CRM


      Processes (Workflows & Dialogs)

Overview of Workflow

Creating Workflows steps through Workflow Designer

Overview of Dialogs

Creating Dialog Pages, Prompt and Response

Working with Input Parameters in Dialogs


Ribbon Customizations

Creating & Hiding Ribbon Elements

Enabling & Disabling Ribbon Elements


Working with Site Maps


Introduction to Solutions

Managed & Unmanaged Solutions

Importing & Exporting Solutions


Advanced Client-Side Scripting

Working with OData

Working with REST

Working with SOAP


CRM Web Services

Introduction to Web Services

Query Expression & Query Attribute

Request & Response



The Event Execution Pipeline

IPluginExecutionContext Interface

Developing Plugins

Deploying Plugins

Debugging Plugins


 Custom Workflows

Developing Custom Workflow Activities

Deploying Custom Workflow Activities

Debugging Custom Workflow Activities.



Quick Enroll