Microsoft Dynamics CRM Course Overview

Mindmajix Microsoft Dynamics CRM training helps to build your skills and knowledge for a career as a Microsoft Dynamics CRM developer. You will gain in-depth knowledge of CRM application modules, customization, configuration, integration, deployment types, etc., and hands-on experience in building and customizing Dynamics CRM through real-life projects.

Why Should you learn Microsoft Dynamics CRM ?

Choose the training that’s best for you

Self-Paced E-Learning
  • Learn at your convenient time and pace
  • Gain on-the-job kind of learning experience through high quality Microsoft Dynamics CRM videos built by industry experts.
  • Learn end to end course content that is similar to instructor led virtual/classroom training.
  • Explore sample Microsoft Dynamics CRM training videos before signing up.
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Live Online Training
  • Live demonstration of features and practicals.
  • Get LMS access of each Microsoft Dynamics CRM Online training session that you attend through GotoMeeting.
  • Gain guidance on certification.
  • Attend a Free Demo before signing up.

Next Demo Sessions

08 Jul, 2020 (Weekday)
11 Jul, 2020 (Weekend)
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Corporate Training
For Business
  • Self-Paced/Live Online/Classroom modes of training available.
  • Engage in Microsoft Dynamics CRM Classroom Training lecture by an industry expert at your facility.
  • Learn as per full day schedule with discussions,exercises and practical use cases.
  • Design your own course content based on your project requirements.
  • Gain complete guidance on certification.
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Microsoft Dynamics CRM Course Content

This section will give you a comprehensive knowledge of components used within a Microsoft Dynamics CRM deployment. Also, it details the software and hardware requirements to deploy MS Dynamics CRM successfully.

  • Microsoft Dynamic CRM Overview
  • Different types of Deployment (Online, On-Premise and Partner Hosted)
  • Hardware and Software Requirements
  • Installation of Dynamics CRM
  • Deployment Manager
  • Reporting Configuration
  • Organization Import and database Restore
  • Upgrade lower version to Higher Version
  • Database Structure
  • Language pack Installation
  • Roll up Installations

This section will get you to know the basic structure of Microsoft Dynamics CRM and how to navigate the system. You’ll understand the entire sales process in Dynamics 365 and learn how to create marketing lists, campaigns, and automate marketing processes. You’ll also master the Service life cycle with multiple domains and real-time examples.

  • Overview
  • Navigation
  • Working with the Application
  • Working with Records
  • Quick Find and Multi-entity search
  • Marketing, Sales and Service Overview
  • Marketing, Sales and Service Life Cycle with different domains and real-time examples

This module will help you learn to customize and config MS Dynamics CRM through the best practices. You’ll create and configure fields, forms, relationships, views, charts, and more. Also, you’ll learn how to audit, add users, security settings, timer controls, and more through practical examples.

  • Entity Creation and Meta Data
  • Field Creation (Includes all out-of-the-box Fields)
  • Form Customizations (Multiple Forms, Role based Forms, Quick View Form, Quick Create Form, Mobile Form, and Tablet Form).
  • Relation Ships (1:N,N:N and N:N) and behaviors
  • Sub Grids
  • Lookup Filtration
  • Web Resource (HTML, Image etc.)
  • I Frames
  • View Customization (System Views, Personal Views)
  • Dashboard and Charts
  • Field level Security
  • Calculated Fields
  • Rollup Fields
  • Hierarchy View
  • Data Management (Import, Export, Reimport, Bulk record deletion )
  • Auditing
  • Templates (Email Templates)
  • Goal Management
  • Queue Management
  • Security (Users, Teams, BusinessUnits, Roles, Hierarchy )
  • Timer Controls

This section addresses the integration capabilities of Microsoft Dynamics CRM. You’ll work on SSRS integration, ASP.NET integration, SharePoint integration, SSIS integration, and 3rd party integration with MS Dynamics CRM through hands-on exercises. Also, you’ll comprehend the data migration with MS CRM.

  • MS CRM SDK (MS CRM Architecture, Assemblies, CRM Application Framework, WCF Web Service)
  • SSRS Integration with MS CRM
  • Asp. Net Integration with MS CRM
  1. CURD Operations
  2. Query Expressions
  3. Fetch Xml
  4. Query by Attribute
  • SharePoint Integration with MS CRM
  • Outlook Offline Client Integration with MS CRM
  • SSIS Integration with MS CRM
  • 3rd Party Integration with MS CRM
  • Data Migration with MS CRM

Service management is one of the most powerful features of Microsoft Dynamics CRM, which allows for tracking and managing customer activities. This module will go through the complicated concepts of plugins, workflows, business processes, sitemap customizations, and more in a step by step manner with real-time examples.

  • Plugins
  • MS CRM Plugin Architecture
  • Development
  • Registration
  • Debugging
  • Shared Variables
  • Images
  • Plugin Messages
  • Impersonation
  • Plugin Constructors
  • Offline Plugins
  • Plugin Execution Order
  • Handling Exceptions
  • Synchronous vs. Asynchronous
  • Workflows


  • Understanding Workflows Basics
  • Understanding the trigger options with RT workflow
  • Workflow Actions
  • Real-Time Workflows
  • Asynchronous Workflows
  • Child Workflows
  • On Demand Workflows
  • Custom Workflows
  • Recursive Workflows
  • Wait Conditions
  • Extending Workflows with Code
  • Dialog
  • Business Process
  • Actions
  • JavaScript
  • Advance JavaScript
  • Business Rules
  • Ribbon Customizations
  • Site Map Customizations
  • Solution Management
+ 1 more lessons

Mock Interviews

  • Mock interviews by Mindmajix gives you the platform to prepare, practice and experience the real-life job interview. Familiarizing yourself with the interview environment beforehand in a relaxed and stress-free environment gives you an edge over your peers.
  • Our mock interviews will be conducted by industry experts with an average experience of 5+ years. So you’re sure to improve your chances of getting hired!

How Mindmajix's Mock Interview Works?


  • To put your knowledge on into action, you will be required to work on two industry-based projects that discuss significant real-time use cases.
  • These projects are completely in-line with the modules mentioned in the curriculum and help you to clear the certification exam.

Our Course in Comparison


  • Demos at Convenient Time?
  • 1-1 Training
  • Batch Start Dates
  • Customize Course Content
  • EMI Option
  • Mock Interviews after Training
  • Group Discounts


  • At your Convenience


  • Fixed

Microsoft Dynamics CRM Online Training Objectives

Upon completion of this course, you will be able to:

  • Understand Entities Forms, Records and Fields
  • Define Privileges and Permissions
  • Execute Deployment methods
  • Manage Security Hierarchy
  • Work on Functionalities of Microsoft Dynamics CRM
  • Configuring Emails and Managing Teams
  • Many companies are adopting MS Dynamics CRM to ease their user management.
  • Due to the increased demand, these professionals are getting high salaries compared to professionals working on other technologies.
  • The average salary of a skilled MS Dynamics CRM professional is around $97,156 per annum.

The following job roles will get benefited from this training:

  • Customer Relationship Management (CRM) Consultant
  • Information Technology (IT) Consultant
  • Software Consultant
  • Data Analyst
  • Senior Technical Consultant

Knowledge of Customer Relationship Management (CRM) basics is enough to learn MS Dynamics CRM.

In this course, you will learn about:

  • Navigating and Working with Microsoft Dynamics CRM
  • Primary functionalities of Dynamics CRM components
  • Creating and managing CRM exercises and records
  • Using CRM cases to track client benefit issues

Microsoft Dynamics CRM Training Online - Upcoming Events

  • Weekday

    08 Jul, 2020 - 07 Aug, 2020

    08:30 PM EST
  • Weekend

    11 Jul, 2020 - 10 Aug, 2020

    08:30 AM EST
  • Weekday

    13 Jul, 2020 - 12 Aug, 2020

    08:30 PM EST
  • Fast Track

    15 Jul, 2020 - 14 Aug, 2020

    08:30 PM EST
  • Weekend

    18 Jul, 2020 - 17 Aug, 2020

    08:30 AM EST
  • Fast Track

    22 Jul, 2020 - 21 Aug, 2020

    08:30 PM EST
  • Timings Doesn't Suit You ?

    We can set up a batch at your convinient time.

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    Microsoft Dynamics CRM Certification Training Course - FAQ's

    Yes, you get two kinds of discounts. They are group discount and referral discount. Group discount is offered when you join as a group, and referral discount is offered when you are referred from someone who has already enrolled in our training.

    The trainer will give Server Access to the course seekers, and we make sure you acquire practical hands-on training by providing you with every utility that is needed for your understanding of the course.

    The trainer is a certified consultant and has significant amount of experience in working with the technology.

    Yes, we accept payments in two installments.

    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 first 2 sessions of the training. Please make a note that refunds will be processed within 30 days of prior request.

    User Reviews on popular courses

    Merlin Jose

    Microsoft Dynamics CRM course was absolutely great. Instructor taught all the concepts thoroughly and he is very knowledgeable, clarified and answered all the questions. Started the course with the little knowledge and ended up with the expertise level. Overall it was a good experience with Mindmajix.

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