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Microsoft Dynamics CRM Training and Certification

MS Dynamics CRM Training offers you the breadth of customer relationship management to achieve your career goals. You will learn everything you need to properly maintain, manage and prepare for Microsoft Dynamics CRM with hands on practice, training and Dynamics CRM certification. Start from the scratch or validate your Dynamics CRM knowledge and skills in Microsoft Technology. Microsoft Learning Partners will benefit students with updated learning material, demo classes, videos, books, and job placement.

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Key Highlights

  • Live or virtual instructor-led classes
  • Quality course material provided
  • Become a certified expert on the subject
  • Instant access to reference material
  • Get high-pay jobs offers post-training

Microsoft Dynamics CRM Training Classes Date & Time as on June 18, 2025

Jun 18 2025
Jul 18 2025
Teklabs provides collection of technology trainings where people can enhance their technology skills in-class or online to level up in tech.
Microsoft Power Platform + Dynamics ...
Online Training,
$0.0000
Teklabs USA
Jun 19 2025
Jul 19 2025
Teklabs provides collection of technology trainings where people can enhance their technology skills in-class or online to level up in tech.
Microsoft Power Platform + Dynamics ...
Online Training,
$0.0000
Teklabs USA
Jun 20 2025
Jul 20 2025
Teklabs provides collection of technology trainings where people can enhance their technology skills in-class or online to level up in tech.
Microsoft Power Platform + Dynamics ...
Online Training,
$0.0000
Teklabs USA

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MS Dynamics CRM

Microsoft training modules

Dynamics CRM Training Courses Educator in the United States

Dynamics CRM Learning Consultants in the US

About MS Dynamics CRM training

  • About Microsoft Dynamics CRM

    The Microsoft Dynamics CRM is a customer relationship software, primarily focusing on marketing, sales and service functions. This fantastic software helps businesses to achieve higher customer satisfaction.  The MS Dynamic CRM can be customized according to the client business requirements. The MS Dynamics CRM course helps you as a developer to get acquainted with Microsoft technologies to learn and customize and extend Microsoft Dynamics CRM. You will get introduced to Dynamics CRM to accelerate your career.

    Our training will impart the capabilities, CRM application modules, critical concepts, details of the platform, deployment types, and authentication. You will also explore administration, business management, collaboration, and data management settings, as well as teams, business units, and security. The course then goes into customization and creation of entities, solution management, and data modeling.

  • Microsoft Dynamic CRM Course overview

    Microsoft Dynamic CRM or Microsoft Dynamics 365 training is where you learn customer relationship management software to unify your organization from data to people to processes. Through this course you will become a professional to handle CRM systems which help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data.

    Training in Microsoft Dynamic CRM will help you to make better decisions to improve business outcomes using data-driven insights and recommendations to build relationships, and increase sales. Our course is designed by certified microsoft education training partners who have real-time industry experience and deliver updated curriculum on CRM software. You will learn the most demanded customer engagement solution to deliver exceptionally high customer satisfaction, growth opportunities and gain revenue to your organization.
  • Prerequisites

    You should have basic computer knowledge to take this course. You should have an understanding of web browsers like internet explorer, chrome, etc with internet access. If you aspire to step into the amazing world of CRM, then this the best course. The following may find the course useful:

    1. IT Professionals (Preferably IT Admin, Support, Consultants)
    2. Software Developers (Preferably .NET Developers)
    3. Network Administrators / Developers
    4. Technical Instructors are working on teaching certified Microsoft Dynamics Courses.

  • Microsoft Dynamics CRM Accelerators

    Configure and extend each accelerator to broaden marketing, sales and service capabilities.

    1. Enhance marketing, sales and service capabilities by configuring and accelerating CRM.
    2. Understand the integration of Portal
    3. Your customers can configure CRM to any external portal.
    4. Implement Portal Integration Accelerator which easily connects Microsoft Dynamics CRM to an organization's web experience.
    5. Configure and present any CRM entity to an external facing portal.
    6. Work on Partner Relationship Management (PRM) Portal which is a migration of partner relationship management accelerator.
    7. Learn to execute PRM to manage, distribute sales, leads, opportunities across channel partners.
    8. Use pre-built extensions for sales force automation functionality, including new data entities, workflow, and reports.
    9. Manage Sales processes with channel partners through a centralized web portal, extend PRM to automate additional business processes.
    10. Customer Care Accelerator (CCA)
    11. CCA is the CRM 2011 version of the Customer Care Accelerator
    12. Setup CCA for CRM 2013

  • MS Dynamics CRM Course Information

    Training Modes & Course Duration:

    • Online (Self-paced/Live): 3-6 months
    • Classroom: 6-9 months
    • Bootcamp (Intensive): 6-12 weeks

    Average Completion Time: 5 months
    Course Fee/Price: $800 (depending on modes and providers)

    MS Dynamics CRM Beginner Level Classes on Topics


    • Introduction to CRM & Microsoft Dynamics 365
    • Navigation & Core Functionalities
    • Customer Service Module

    MS Dynamics CRM Intermediate Level Classes on Topics


    • Customization and Configuration
    • Workflow Automation and Business Process Flows
    • PowerApps and Common Data Service

    MS Dynamics CRM Advanced Level Classes on Topics


    • MS Dynamics Integration with Azure
    • Advanced Security and Compliance
    • Dynamics CRM Development (C#, .NET, Power BI)

MS Dynamics CRM syllabus

  • Introduction to installation and deployment of CRM

    1. Introduction to dynamic CRM
    2. Microsoft Dynamics CRM Overview
    3. Define and describe different types of Deployment (Online, On-Premise and Partner Hosted)
    4. Understand the Hardware and Software Requirements for CRM deployment
    5. Understand the process of Installation of Dynamics CRM
    6. Understand Installation and Configuration of Email Router
    7. Understand Deployment Manager
    8. Learn the configuration of Reports
    9. Understand organization Import and database Restore
    10. How to upgrade lower version to Higher Version
    11. Create and understand the Database Structure
    12. Language Pack Installation
    13. Learn about Roll up Installations

  • Microsoft Dynamics CRM applications

    1. Overview of applications navigations
    2. Working with the Application
    3. Working with Records
    4. Learn Quick Find and Multi-entity search
    5. Overview of Marketing, Sales, and Service. Learn  about Lifecycle with multiple domains, real-time examples
    6. Understand the various deployments in Microsoft Dynamics  365
    7. Understand the sign-up process

  • Sales Module

    1. Define and describe Sales Process Management
    2. Define and describe Opportunity Management
    3. Create a Sales Pipeline
    4. Create Reports & Dashboards
    5. Define and describe the Escalation Mechanism

  • Marketing Module

    1. Learn Opportunity Management
    2. Learn to create a Sales Pipeline
    3. Learn to create Reports & Dashboards

  • Service Module

    1. Understand the Case management
    2. Learn about Service Scheduling
    3. Understand how to prepare Service Contracts
    4. Describe Automated Routing & Queuing
    5. What are the various Products
    6. How to Quote
    7. Understand all about Orders
    8. Understand the Invoices preparation and invoice raising.

  • Customization and solutions

    1. Customization of System Entity, Custom Entity
    2. Learn Entity Creation, Attribute Creations
    3. Form Creation, Section, Tabs, I frames,
    4. Understand the various Relationships (1:N, N:1, N:N) and behaviors
    5. Views creation
    6. Understand and learn Templates creation (Email, Contract, KB)
    7. Understanding Solutions
    8. Import & Export Customization
    9. Learn to use xRM concepts, and develop new customized modules on top of CRM 

     

  • Customization and configuration

    1. Learn to create Entity and Meta Data
    2. Learn Field Creation (Includes all out-of-the-box Fields)
    3. Form Customizations (Multiple Forms, Role-based Forms, Quick View Form, Quick Create Form, 4. Mobile Form and Tablet Form)
    5. Understand and work on Sub Grids
    6. Work with Lookup Filtration
    7. Describe and define Web Resource (HTML, Image, etc.)
    8. Understand iFrame
    9. Learn how to work with View Customization (System Views, Personal Views)
    10. Work with Dashboard and Charts
    11. Understand Field Level Security
    12. Understand the Calculated, Rollup Fields
    13. Learn the Hierarchy View
    14. Define and describe data management (Import, Export, Re-import, Bulk record deletion)
    15. Learn to audit CRM
    16. Understand Templates (Email Templates)
    17. Learn the concepts of Goal Management
    18. Learn the concepts of Queue Management
    19. Define and understand the various Security (Users, Teams, Business Units, Roles, Hierarchy)
    20. Understand Timer Controls

  • Integration with Microsoft Dynamics CRM

    1. MS CRM SDK (MS CRM Architecture, Assemblies, CRM Application Framework, WCF Web Service)
    2. Learn SSRS Integration
    3. Understand CRM Architecture
    4. Understand ASP.NET Integration
    5. Understand CURD Operations
    6. Understand Query Expressions
    7. Learn to Fetch XML
    8. Work on Query by Attribute
    9. Learn to integrate SharePoint with CRM
    10. Learn to work with Outlook Offline Client Integration
    11. Learn SSIS Integration with MS CRM
    12. Understand the Third Party Integration with MS CRM
    13. Learn to work with Data Migration in MS CRM

  • Advanced Technical extending CRM - Plugins

    1. MS CRM Plugin Architecture
    2. Understand the Development of plugin
    3. Understand the plugin Registration
    4. Understand the Debugging in CRM
    5. Learn and understand the Shared Variables
    6. Work with Images plugins
    7. Understand Plugin Messages
    8. Understand the Impersonation in CRM
    9. Learn to work with Plugin Constructors
    10. Learn to work with Offline Plugins
    11. Understand Plugin Execution Order
    12. Learn to handle Exceptions
    13. Understand the similarities and differences between Synchronous vs. Asynchronous plugins in CRM

  • Workflows

    1. Understand basics of  Workflows
    2. Understand the trigger options with RT workflow
    3. Describe Workflow Actions
    4. Understand Real-Time Workflows
    5. Learn Asynchronous Workflows
    6. Learn Child Workflows
    7. Learn On-Demand Workflows
    8. Learn Custom Workflows
    9. Learn Recursive Workflows
    10. What are Wait Conditions
    11. What is Extend Workflows with Code

  • Dialog

    1. Understand the Business Process
    2. Describe the various Actions
    3. Understand the JavaScript
    4. Learn Advanced JavaScript
    5. Define and understand Business Rules
    6. Understand Ribbon Customizations
    7. Understand Site Map Customizations
    8. Define and understand Solution Management

  • Administration

    1. Learn to Create and manage Business Units, Users and Teams
    2. Understand the administration of Privileges, Access Levels and Security Roles
    3. Learn to create and manage Security Roles
    4. Understand Auto Numbering and System Settings
    5. Learn the installation of  MUI Language Packs

  • Settings and configuration

    1. Learned the concepts of Business Management in CRM
    2. Learn the settings of Sites, Sales Territories, Facilities and Resource Groups
    3. Learn to Work with Multi-Currency
    4. Understand the settings of System Queues and Custom Queues
    5. Understand the Services and Business Closures settings and configurations
    6. Fiscal Year Settings and Quotas
    7. Learn to set Subjects
    8. Understand the settings and configurations of Connections

  • Data Management

    1. Learn the Quick find and filter
    2. Learn Advanced find and save views
    3. Understand the working on Data export
    4. Learn to create Reports
    5. Learn to create charts with the data
    6. Understand Dashboards and its interpretation
    7. Duplication Detection Settings, Rules, and Jobs
    8. Understand the Bulk Record Deletion
    9. Understand Data Maps and Imports
    10. Learn to create and work with Product Catalog
    11. Learn about Unit Groups
    12. Learn to add Products
    13. Creating Price Lists
    14. Creating Discount Lists
    15. Using the Deployment Manager
    16. Redeploying Dynamics CRM

  • Entity Customization

    1. Understand basic Form Customizations
    2. Define and describe Basic UI Customization Capabilities
    3. Understand form Customization – Working with Tabs, Sections, Fields and IFrames
    4. Overview and introduction to Application Event Programming
    5. Learn to use Form and Field Events

  • MS CRM Entity Model

    1. Learn and understand customization Concepts – Entity Types and Attributes
    2. Create Custom Entities and Attributes

  • Relationships, Views and Advanced Views

    1. Define and describe different types of Relationships
    2. Describe Relationship Behaviors
    3. Learn to create Entity Relationships
    4. Understand entity Mapping

  • Views and Advanced Views

    1. Understand Public, Personal and System Views
    2. Understand view Customizations – Common Tasks
    3. Understand advanced Views Customizations

  • Form Scripting

    1. Learn Client side scripting using JavaScript
    2. Learn to work with IFrames
    3. Learn to Work with Web Resources
    4. Understand Report Wizard, Learn Scheduling and Exporting Reports
    5. Learn to work with Dash Boards

     

  • Extending MS Dynamics CRM - Processes (Workflows & Dialogs)

    1. Overview of Workflow
    2. Create Workflows steps through Workflow Designer
    3. Overview of Dialogs
    4. Learn to create Dialog Pages, Prompt and Response
    5. Learn to work with Input Parameters in Dialogs     

  • Ribbon Customization

    1. Learn to create Hiding Ribbon Elements
    2. Understand Enable & Disable Ribbon Elements

  • Introduction to Solutions

    1. Understand Managed & Unmanaged Solutions
    2. Understand Importing & Exporting Solutions

  • Advanced Client Side Scripting

    1. Learn to work with ODATA
    2. Learn to work with working with REST
    3. Learn to work with SOAP

  • CRM Web Services

    1. Overview and introduction to Web Services
    2. Understand Query Expression & Query Attribute
    3. Understand Request & learn to respond to CRM web services

  • Plugins

    1. Learn to create the Event Execution Pipeline
    2. Learn to work with IPlugin Execution Context Interface
    3. Learn how to develop Plugins
    4. Learn to deploy Plugins
    5. Understand debugging Plugins

  • Custom Workflows

    1. Learn to Develop Custom Workflow Activities
    2. Learn to deploy Custom Workflow Activities
    3. Learn to debug Custom Workflow Activities

FAQ's on MS Dynamics CRM training & certification

  • 1. What is Microsoft Dynamics CRM?

    It is a powerful client relationship management software package developed by Microsoft that gives edge to the businesses. Microsoft Dynamics CRM is a fully integrated customer relationship management system (CRM system) designed to help organisations attract, keep and develop profitable, engaged relationships with customers and prospects.

  • 2. What are the top features of MS Dynamics CRM?

    • Quick Create form
    • Quick View form
    • Portable business logic/rules
    • Guided processes
    • Real time/Synchronous workflows
    • Auto Save
    • Mobile Client Application (MoCA)
  • 3. List the benefits of MS Dynamics CRM?

    • Runs on Microsoft Office software (Outlook, Word, Excel, SharePoint)
    • Is your mobile office, too, and can be consulted and accessed from any location
    • Is identifiable and, hence, tremendously user-friendly
    • Increases productivity at all levels
    • Can be easily adjusted to any business situation

Learn Dynamics 365 to become a Microsoft CRM professional

Whether you’re an individual or scheduling training for your business staffs/friends, we understand the challenges of fitting Dynamics CRM coursework into a busy schedule, so our training partners provide various training opportunities to help you get started quickly, whether you're enthusiastic in CRM product exploration or deep training and certification. Find list of certified educators offering many convenient course delivery options including self-paced, instructor-led online, in classroom, and private team training.

Microsoft Dynamics CRM Training Offerings

Live Microsoft Dynamics CRM Online Training

Live online training let you experience the same instructor-led training and certification preparation guides for Dynamics 365 as at education center from the convenience of your home, work or anywhere.

If you are choosing Microsoft Dynamics CRM online you can attend the course events in the US from home or office or anywhere while traveling.

You can communicate easily with the instructor and classmates to ask about customization, customer engagement, sales management, relationship management and crm solutions for answers and clarification from certified partners to deliver training on Dynamics CRM.

If you have missed to attend the training classes you can refer the Dynamics CRM classes through recorded videos.

eLearning will save your cost and eliminates the expenses. Also the instructor be connected online to see your class works, exercises and projects for discussions to offer best solutions.

Microsoft Dynamics CRM Classroom Training

In-Class training is a traditional concept where you walk into the education center and attend the course in classroom. There are many Microsoft recommended Microsoft education training partners across North America to provide face to face live instructor-led Dynamic CRM training courses, hands-on learning that helps you achieve your goals faster, also you can get your doubts clarified through step by step training experts in-person motivations.

Classroom dynamics crm developer training can leverage your confidence on the Dynamics 365 skills and to accelerate new knowledge through CRM tools and expertise by actively engaging in real-life business applications.

For in-class microsoft dynamics crm development training you need to save a seat to attend trainers live classes across US city locations.

Microsoft Dynamics CRM Training and Placement

Microsoft Dynamics CRM placement training experience takes care of building your sales, marketing, and service administrative skills in real-time solutions. You will engage with high-quality training materials and deep learning from On-Site Course.

Microsoft Dynamics CRM training and certification providers who have collaborated with their clients to train students for specific skills to meet their business intelligence requirements. Also some of the official training institutes will help the students to prepare resumes and market their skills to get hired soon in handling CRM system.

These training and placement companies in the United States provides students with practical, hands-on experience that can immediately be applied at their job. Also they will train the students with projects and collaboration workshops, real-world scenarios tailored to ensure they deliver solutions at challenges that are faced by their clients.

Microsoft Dynamics CRM Free Training

Microsoft Dynamics CRM free training is one of the options that are provided from the training institutes while joining the course. This is an on demand course delivered to the students under contract, it will help you hone your crm dynamics skills in a safe, hassle-free environment in MS CRM topic areas.

Free Microsoft Dynamics CRM training is not provided by all training providers, it is explained that a student who join the course should sign the contract that he/she will pay or compensate the course fee by working to their clients for a specified duration.

Job and Placements

Our training in MS Dynamic CRM will give you the requisite knowledge on the ERP and helps to connect customers, operations, products, and people. It is an end to end customer solution which allows the business to deliver exceptional customer satisfaction. Our training and certification will help you to get placed as Dynamics CRM System Administrator, Dynamics CRM support consultant, Business analyst, CRM Developer, Dynamics CRM Implementation specialist, Dynamics CRM functional consultant, Dynamics CRM solutions architect, etc. depending on your skills and experience. Some companies which may be interested in absorbing you are Sony interactive play station, Zayo group, Zonar systems, Deloitte, CUBE 84, Bose, General Electric, Mr. Cooper, Qualcomm, etc.

The average salary for Microsoft dynamic CRM is $1,00,000 per year. The salary range for MS Dynamic CRM is $60,000 – $170,000. A freelancer gets paid $51.28 per year.

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