Microsoft Dynamics CRM Certification Training
Introduction to Microsoft Dynamics CRM
Gain a comprehensive overview of Microsoft Dynamics CRM. Learn about its architecture, core features, and how it can be used to manage customer relationships and business processes effectively.
Getting Started with Dynamics CRM
Learn the basics of Dynamics CRM, including installation, setup, and initial configuration. Understand how to navigate the CRM interface and use essential features.
Customization and Configuration
Explore how to customize and configure Dynamics CRM to meet specific business needs. Learn about customizing entities, forms, views, and dashboards to tailor the CRM system.
Building and Managing Workflows
Discover how to create and manage workflows in Dynamics CRM. Learn to automate processes and improve efficiency by designing workflows that handle routine tasks and business logic.
Data Management and Integration
Understand how to manage data within Dynamics CRM, including data import, export, and cleansing. Learn about integrating Dynamics CRM with other systems and data sources.
Advanced Customization and Development
Delve into advanced customization techniques, including the use of JavaScript, plugins, and custom code. Learn how to extend Dynamics CRM functionality to address complex business requirements.
Reporting and Analytics
Learn how to create and manage reports and dashboards in Dynamics CRM. Understand how to use built-in reporting tools to gain insights and make data-driven decisions.
Best Practices and Troubleshooting
Explore best practices for managing and customizing Dynamics CRM. Learn troubleshooting techniques to address common issues and ensure a smooth user experience.
Certification Preparation and Exam
Prepare for the Microsoft Dynamics CRM Certification exam. Review key concepts, practice exam questions, and understand the certification requirements and process.
Microsoft Dynamics CRM Certification: Learn to Build and Customize Dynamics CRM syllabus
1. Introduction to Dynamics CRM
- Overview of Dynamics CRM (now Dynamics 365)
- Understanding CRM Concepts and Terminology
- Exploring the Dynamics CRM Interface
2. Data Management
- Managing Entities, Records, and Fields
- Creating and Customizing Forms and Views
- Data Import and Export Techniques
3. Customization Tools and Techniques
- Customizing Business Processes with Business Process Flows
- Configuring Workflows and Dialogs for Automation
- Introduction to Power Automate (formerly Microsoft Flow)
4. Business Rules and Logic
- Implementing Business Rules for Simple Logic
- Utilizing JavaScript for Advanced Client-Side Customization
- Server-Side Plugin Development for Complex Business Logic
5. Security and Access Control
- Configuring Security Roles and Permissions
- Setting Up Field-Level Security
- Implementing Record Sharing and Teams
6. Integration and Extensibility
- Integrating Dynamics CRM with Other Microsoft Products (e.g., Outlook, SharePoint)
- Utilizing Power Platform (Power Apps, Power BI, Power Automate) for Extending CRM Functionality
- Introduction to Azure Integration and Custom Development with Dynamics 365 SDK
7. Reporting and Analytics
- Creating and Customizing Reports Using FetchXML and SQL Reporting Services
- Building Interactive Dashboards
- Leveraging Power BI for Advanced Analytics and Visualization
8. Customer Service Management
- Implementing Case Management Processes
- Setting Up Service Level Agreements (SLAs)
- Knowledge Base Management and Self-Service Portals
9. Sales Management
- Managing Leads, Opportunities, and Accounts
- Customizing Sales Processes and Pipelines
- Forecasting and Goal Management
10. Marketing Automation
- Creating and Managing Marketing Campaigns
- Lead Management and Scoring
- Email Marketing and Customer Journey Automation
Training
Basic Level Training
Duration : 1 Month
Advanced Level Training
Duration : 1 Month
Project Level Training
Duration : 1 Month
Total Training Period
Duration : 3 Months
Course Mode :
Available Online / Offline
Course Fees :
Please contact the office for details