Microsoft Dynamics CRM Training

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Course Overview

Mindmajix Microsoft Dynamics CRM 2016 (8.x) Training - Become Job Ready in Microsoft Dynamics CRM with Customer engagement solutions that help in enhancing and delivering exceptional customer satisfaction, creating long-term relationships based on knowledge and trust. In this course we cover all the modules Functional, Technical, Administrative required for implementing successful customer relationship management program. Our learning pack covers all the aspects and key requirements for a CRM process and integration with existing systems. You will learn Introduction,Implementing and Managing Marketing Campaigns, Sales Management in Microsoft Dynamics.
30 hours of Instructor Led Microsoft Dynamics CRM Training
Lifetime Access to Recorded Sessions
Real World use cases and Scenarios
Practical Approach
24/7 Support
Expert & Certified Trainers

Immersive Learning

When you learn at Mindmajix, you can always rely on team of experts to provide guidance and support, whenever you need it.

30 Hrs

Lecture

Instructor-Guided Lessons and Activities

Learn key objectives through expert-led lectures, discussions, and exercises.

20 Sessions

Labs & Exercises

Hands-on practice on Tools

Practice new skills and dive deeper into the day’s key topics

15 Mins After Each Session

Doubts Clarifications

Q & A Session.

Wrap up the session with clarification on concepts and labs, if needed.

See What You'll Learn

Course Snapshot

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

Customization & Solutions

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

Report Management

Dashboard Creations
Customizing Reports
Import and Exports of Reports
Customizing RDL files with Business Intelligence Studio (Basic)

Web Services

Plugin Registration Tools
Writing and Registering Plugins
Deregistration of Plugins
Sy

ISV/Plugins

Plugin Registration Tools
Writing and Registering Plugins
Deregistration of Plugins
Sy
Components Management

Introduction to Customization and Configuration in MS CRM

  • Customisation or Development & Introduction or Entity Customisation.
  • Learn: How to Create a Solution and publisher

Configuring CRM, Business Units, Customizing Entities, Teams and Users

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

Learn:

  • Create Custom Entities 
  • Create a Custom Activity Entity

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.
  • Field Security. Access Team Templates. Auditing Overview  

Learn:

  • How to Configure Security Roles 
  • How to Configure User Access
  • Configure Field Security
  •  Create and Configure an Access Team Template

Introduction to CRM Solutions
CRM Entity/Field Customization
Additional Field Customization

Customising Charts and Dashboards 

  • Create and Modify Charts.
  • Export and Import Charts.
  • Create and Modify Dashboards. 

Learn: How to Create a Custom Chart & how to Create Create a Dashboard

Relationships

  • Types of Entity RelationshipsCreate
  • Entity Relationships1:N Relationship
  • BehaviorField Mappings in 1:N
  • RelationshipsConnections and Connection Roles. 

Learn how to Create New Relationships Lab : Customize Relationship Mappings

Customizing Forms

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

Learn: How to Modify Form Layout and Add Fields Lab : Create a Role-Based Form for the Competitor entity.

Business Rules Configuring
Views and Visualizations

View Customisation Concepts. System Views. Create Custom Views. Remove Unwanted Views. Learn how to Modify a Quick Find View & Create Custom Views

Introduction to Business Processes

Business Process Flows  and how to create a Multi-Entity Business Process Flow

NEW IN CRM 2016 CUSTOMISATION! 

  • Next generation search to make Search simpler, and faster! 
  • Document management improvements. 
  • Solution enhancements. 
  • Interactive Service Hub including Multi-stream and Single-stream Dashboards. 
  • External Party Access enhancements to the CRM API and SDK. 
  • App-to-app deep linking. 
  • Web Resources and IFRAME enhancements. 
  • Data Performance Dashboard optimization recommendations. 
  • Bulk Data Loader for CRM Online including recurring data import/export. 
  • Modern web API enhancements including open industry standard OData v4.

Prepare to install Microsoft Dynamics CRM

  • Install Microsoft Dynamics CRM Server
  • Learn to Load Sample Data

Installation of Reporting Extension

Deployment Manager

Manage Microsoft Dynamics CRM with the Deployment Manager and learn to Duplicate the Adventure Works Cycles Organization.

Upgrade methods of Microsoft Dynamics CRM 2016

Email Management

  • How to Install the Email Router 
  • Install and Configure Server Side Synchronization

Install and Configure Microsoft Dynamics CRM for Outlook

How to Install Microsoft Dynamics CRM for Outlook & Learn Offline Capability

Maintain and Troubleshoot a Deployment and Configuring Tracing

Module 1: Extensibility Overview

Objectives
Introduction
Extensibility Platform and Features
Security Model
Business Model
Business Logic
Business Entity Components
Data Access Components and Platform
Helpful Skills
Resources
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions

Module 2: Common Platform Operations

Objectives
Introduction
WCF Web Services
Discovery Service
Early versus Late-Binding
Early-Bound Entity Class
Late-Bound Entity Class
Organization Service
Authentication and Authorization
Entity Information
Working with Data Types
Using the Create Method
Using the Retrieve Method
Using the Update Method
Using the Delete Method
Using the RetrieveMultipleMethod
Summary
Test Your Knowledge
Solutions

Lab : 2.1: Creating Leads

Goal Description
Need a Little Help?
Step by Step
Step by Step

Lab :2.1: Account Management Application

Goal Description
Need a Little Help?
Step by Step
Step by Step

Module 3: Querying Data And Executing Operations

  • Objectives
  • Introduction Querying in Microsoft Dynamics CRM 2016
  • Query Expression, QueryByAttitude, LINQ Queries
  • FetchXML
  • Filtered Views
  • OData
  • Execute Method
  • Requests and Responses
  • Using the MetadataService Web Service

Module 4: Implementing Business Processes

  • Objectives
  • Overview of Workflow
  • Overview of Dialogues
  • Setting up Custom Workflow Activity Assemblies
  • Demonstration: Configuring a Custom Workflow Activity
  • Creating Custom Workflow Activities
  • Debugging Custom Workflow Activities
  • Creating and Modifying Windows Workflow Foundation (XAML Workflows)
  • Demonstration: Modifying an Existing Workflow in Visual Studio 2010

Module 5: Plug-Ins

  • Objectives
  • Introduction
  • Overview of Plug-ins
  • Event Framework
  • Plug-in Isolation, Trusts and Statistics
  • Developing Plug-ins
  • Impersonation in Plug-ins
  • Entity Classes and Plug-ins
  • Register and Deploy Plug-ins
  • Debugging Plug-ins
  • Windows Azure Integration with Microsoft Dynamics CRM 2016

Module 6: Application Event Programming

  • Objectives
  • Introduction for 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

Module 7: Client Extensions

  • Objectives
  • Introduction
  • Customizing the Site Map
  • Customizing the Ribbon
  • URL Addressable Forms and Views

Module 8: Web Resources

  • Objectives
  • Introduction
  • Overview of Web Resources
  • Web Resource Management
  • Referencing Web Resources

Customer Service in Microsoft Dynamics CRM 2016

  • Introduction to Service Management
  • Customer Scenarios 
  • Customer Service Entities and Record Types

Case Management

  • Creating Case Records 
  • Understanding the Process Ribbon and Menu Options 
  • Case Resolution, Canceling and Deleting 
  • Assigning Case Records 
  • Other Actions on Cases From Forms and Views 
  • Working with the Subject Tree 
  • Working with the Case List and Views 
  • Learn: Case Resolution Processing, Creating a case, Associate a phone call with the case and Resolve the case

Knowledge Base

  • Article Templates 
  • Creating, Approving and Publishing Articles 
  • Using and Searching the Knowledge Base 
  • Cases and Knowledge Base Articles 
  • Sending Knowledge Base Articles 
  • Learn: Managing Knowledge Base Articles & Create, Submit, and Publish a Knowledge Base Article.

Queue Management

  • Learn to Create a New Public Queue for Incoming Questions

Customer Service Analysis

  • Customer Service Reports 
  • Customer Service Charts and Dashboards 
  • Customer Service Goals and Metrics 
  • Learn : Goals and Goal Metrics & Modify a Goal Metric to Include in-Progress Cases

Schedule a Service by Using a Same-Site Requirement 

Field Services

New in CRM 2016

  • New interactive service hub dashboards and forms help you prioritize workloads 
  • Use of pre-formatted Excel templates to quickly create Excel documents directly from CRM. 
  • One click easy generation of documents from CRM using role based pre-defined Word templates. 
  • Next generation Cortana integration for service teams. 
  • Interactive generation of HTML in emails.

Mindmajix offers advanced Microsoft Dynamics CRM interview questions and answers along with Microsoft Dynamics CRM resume samples. Take a free sample practice test before appearing in the certification to improve your chances of scoring high.

Have any queries regarding course curriculum, speak to our course advisor

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Modes of Training

For Individuals
For Corporates

Our Course in Comparison

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  • 1-1 Training
  • Batch Start Dates
  • Customize Course Content
  • LifeLong Access to LMS
  • 24*7 Support
  • EMI Option
  • Group Discounts
  • Mindmajix
  • At your Convenience
  • Other Virtual Live Classes
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Microsoft Dynamics CRM Certification Pass Guranteed!

Upon successful completion of the program, you will be awarded a Certificate from Mindmajix for Microsoft Dynamics CRM Training.

Complete Your Course

Successfully complete your course and let the community know about your achievement.

Become Certified

Trainer will cover all the topics related to Certification.

Impress Your Employer

Don’t just show off your achievement to the community, use it to advance in your career.

FAQ's!

Have questions? We’ve got the answers. Get the details on how you can grow in this course.

Our trainers have relevant experience in implementing real-time solutions on different queries related to different topics. Mindmajix verifies their technical background and expertise.

We record each LIVE class session you undergo through and we will share the recordings of each session/class.

Trainer will provide the Environment/Server Access to the students and we ensure practical real-time experience and training by providing all the utilities required for the in-depth understanding of the course.

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 48 hours of initial registration. Please make a note that refunds will be processed within 30 days of prior request.

The Training itself is Real-time Project Oriented.

There are some Group discounts available if the participants are more than 2.

As we are one of the leading providers of Live Instructor LED training, We have customers from USA, UK, Canada, Australia, UAE, Qatar, NZ, Singapore, Malaysia, India and other parts of the world. We are located in USA. Offering Online Training in Cities like

New York, New jersey, Dallas, Seattle, Baltimore, Houston, Minneapolis, Los Angeles, San Francisco, San Jose, San Diego, Washington DC, Chicago, Philadelphia, St. Louis, Edison, Jacksonville, Towson, Salt Lake City, Davidson, Murfreesboro, Atlanta, Alexandria, Sunnyvale, Santa clara, Carlsbad, San Marcos, Franklin, Tacoma, California, Bellevue, Austin, Charlotte, Garland, Raleigh-Cary, Boston, Orlando, Fort Lauderdale, Miami, Gilbert, Tempe, Chandler, Scottsdale, Peoria, Honolulu, Columbus, Raleigh, Nashville, Plano, Toronto, Montreal, Calgary, Edmonton, Saint John, Vancouver, Richmond, Mississauga, Saskatoon, Kingston, Kelowna, Hyderabad, Bangalore, Pune, Mumbai, Delhi, Dubbai, Doha, Melbourne, Brisbane, Perth, Wellington, Auckland etc…

Microsoft Dynamics CRM course deals with Customer engagement solutions that aid enterprises to deliver exceptional customer satisfaction, creating long-term relationships based on knowledge and trust. The course curricula include:

CRM Customization and Configuration
Installation and Deployment
Web services
ISV/Plugins
Extending Microsoft Dynamics
Report Management

This Course enhance the skills of the students with the installation, configuration and administration concepts of Microsoft Dynamics CRM 2016 with real-world example applications. You will learn about CRM 2016 applications and their customization while opting for Microsoft Dynamics 2016, will master in many advanced aspects of Microsoft Dynamics CRM. 

As such there are no prerequisites for learning Microsoft Dynamics CRM. However, with a number of opportunities in the field, the following job roles will get benefited from this course:

IT Professionals
Software Developers
Microsoft users
End user
Aspirants aiming for a career in the prospective field.

An in-depth knowledge of an Microsoft Dynamics CRM project ensures all the critical components are well-covered. With this knowledge, you can increase your visibility and enhance your efficiency in drawing real connections among different components of Microsoft Dynamics CRM. We will also provide the complete material covering all the aspects of this project.

List of Other Microsoft Dynamics Courses:

 Microsoft Dynamics 365  Microsoft Dynamics AX
 Microsoft Dynamics GP  Microsoft Dynamics SL
 Microsoft Dynamics NAV  Other MCSA Courses

The Dynamics CRM Certification demonstrates proficiency in a specific module of a Microsoft Dynamics product by passing a Microsoft Specialist exam. The some of many exams are mentioned below:

Functional Application in Microsoft Dynamics Marketing
Microsoft Dynamics CRM Application
Microsoft Dynamics CRM Customization and Configuration
Microsoft Dynamics CRM Online Deployment

These certificates authenticate the overall understanding of the solution by the candidate. By opting for our well-structured training at Mindmajix, candidates can gain knowledge to enter the lucrative domain of Microsoft Dynamics CRM and earn the certification.

For more information regarding various types of certification available, please go through the Microsoft Dynamics CRM Certification and register through it.

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