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Microsoft Dynamics CRM Training

5 ( 1027 Learners)

Get Your Dream Job With Our Microsoft Dynamics CRM Training

30+ Hrs

Hands On Training

Lifetime Access

Updated Content


Learning Paths

Industry Expert



Advanced Interactive

Microsoft Dynamics CRM Course Overview

Microsoft Dynamics CRM-Customer Relationship Management ( CRM) is a framework for handling business relationships with current and potential customers. It also requires the use of technology to coordinate, automate and synchronise distribution, marketing , customer service and technical support.

HKR delivers the best industry-oriented microsoft dynamics CRM training course that is in line to clear the certification exams. Our course covers all the key concepts such as key fundamentals of microsoft dynamics CRM, microsoft dynamics CRM concepts, installation, deployment, microsoft dynamic CRM applications, customization, integration, service management, etc. During the training period, you can get full support and real-time project assistance from experienced professionals. Enroll today at HKR for accepting the new challenges to make the best out of our microsoft dynamics CRM online training.

Microsoft Dynamics CRM Training Prerequisites

To apply for the Microsoft Dynamics CRM Training, you need to either:

  • Basic understanding of project management terms like project scope, budget, schedule, stakeholder, risk management
  • Basic understanding on business analysis techniques like requirement gathering, process mapping and data analysis
  • Good communication skills, active listening skills and collaboration skills.

Microsoft Dynamics CRM Course Content

The Microsoft Dynamics CRM course curriculum is structured to streamline the learning process by a team of experts. You can find the complete course details in below-mentioned modules

In this module, you will learn about the components used within a Microsoft Dynamics CRM deployment and also the software and hardware requirements which are required to deploy MS Dynamics CRM.

1.1 Microsoft Dynamic CRM Overview

1.2 Different types of Deployment (Online, On-Premise and Partner Hosted)

1.3 Hardware and Software Requirements

1.4 Installation of Dynamics CRM

1.5 Deployment Manager

1.6 Reporting Configuration

1.7 Organization Import and database Restore

1.8 Upgrade lower version to Higher Version

1.9 Database Structure

1.10 Language pack Installation

1.11 Roll up Installations

In this module, you will learn about the basic structure of Microsoft Dynamics CRM and how to navigate the system. You will gain a clear understanding of the entire sales process in Dynamics 365 and learn how to create marketing lists, campaigns, and automate marketing processes. You will master the Service life cycle with multiple domains and real-time examples.

2.1 Overview

2.2 Navigation

2.3 Working with the Application

2.4 Working with Records

2.5 Quick Find and Multi-entity search

2.6 Marketing, Sales and Service Overview

2.7 Marketing, Sales and Service Life Cycle with different domains and real-time examples

In this module, you will learn to customize and config MS Dynamics CRM through the best practices. You are going to 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.

3.1 Entity Creation and Metadata

3.2 Field Creation (Includes all out-of-the-box Fields)

3.3 Form Customizations (Multiple Forms, Role-based Forms, Quick View Form, Quick Create Form, Mobile Form, and Tablet Form).

3.4 Relationships (1:N,N:N and N:N) and behaviours

3.5 Sub Grids

3.6 Lookup Filtration

3.7 Web Resource (HTML, Image etc.)

3.8 I Frames

3.9 View Customization (System Views, Personal Views)

3.10 Dashboard and Charts

3.11 Field-level Security

3.12 Calculated Fields

3.13 Rollup Fields

3.14 Hierarchy View

3.15 Data Management (Import, Export, Reimport, Bulk record deletion )

3.16 Auditing

3.17 Templates (Email Templates)

3.18 Goal Management

3.19 Queue Management

3.20 Security (Users, Teams, BusinessUnits, Roles, Hierarchy )

3.21 Timer Controls

In this module, you will learn about the integration capabilities of Microsoft Dynamics CRM. You will be integrating the components of SSRS, ASP.NET, SharePoint and third party integration with MS Dynamics CRM through hands-on exercises. You will also learn to migrate data with MS CRM.

4.1 MS CRM SDK (MS CRM Architecture, Assemblies, CRM Application Framework, WCF Web Service)

4.2 SSRS Integration

4.3 ASP .NET Integration

  • CRUD Operations
  • Query Expressions
  • Fetch XMLQuery by Attribute

4.4 SharePoint Integration

4.5 Outlook Offline Client Integration

4.6 SSIS Integration

4.7 Third-Party Integration

4.8 Data Migration

In this module, you will learn about tracking and managing customer activities. You will go through the concepts of plugins, workflows, business processes, sitemap customizations, and more in a step by step manner with real-time examples.

5.1 Plugins

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

5.2 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

5.3 Dialog

  • Business Process
  • Actions
  • JavaScript
  • Advanced JavaScript
  • Business Rules
  • Ribbon Customizations
  • Site Map Customizations
  • Solution Management

6.1 Portal Integration

6.2 Partner Relationship Management (PRM) Portal

6.3 Customer Care Accelerator (CCA)

Microsoft Dynamics CRM Projects

Project 1
Sales Productivity Management Project

This project is all about maximizing time spent on the most critical sales rep activities and minimizing the resources needed to a.....ccomplish them. Read more

Project 2
MS-CRM Quote Customisation Project

This Project customization designates a process of adding new or altering existing CRM features in order to make it a better fit f.....or the needs of the business. Read more

Microsoft Dynamics CRM Training Options

  • Interactive sessions
  • Learn by doing
  • Instant doubt resolution
  • Expert's Guidance
  • Industry-ready skills
Batch Start Date Time
Weekend 21-Jul - 20-Aug 09:30 AM IST
Weekday 25-Jul - 24-Aug 11:30 AM IST
Weekday 29-Jul - 28-Aug 01:30 PM IST


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Harshad Gaikwad

Harshad Gaikwad

Practice Head

I had an insightful experience with HKR Trainings while participating in the ServiceNow ITOM (IT Operations Management) Training online. Engaging in instructor-led sessions, the trainer offered detailed insights into various ServiceNow ITOM modules and practices. Throughout the course, the support team was consistently available, and the trainer adeptly clarified all my inquiries, ensuring a comprehensive understanding of ServiceNow ITOM concepts.
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Balaji Gnanasekar

IT Analyst

I had a comprehensive learning journey with HKR Trainings while undertaking the PostgreSQL Training online. Engaging in instructor-led sessions, the trainer delved deep into various PostgreSQL functionalities and best practices. Throughout the training, the support team remained attentive, and the trainer skillfully addressed all my questions, facilitating a solid grasp of PostgreSQL concepts.
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Amit Singh

Technical Lead - Service Now

I had a rewarding experience with HKR Trainings while delving into the ServiceNow ITOM (IT Operations Management) Training online. Engaging in instructor-led sessions, the trainer provided comprehensive insights into various ServiceNow ITOM modules and best practices. Throughout the course, the support team was consistently available, and the trainer adeptly addressed all my queries, ensuring a robust understanding of ServiceNow ITOM concepts.
Microsoft Dynamics CRM Online Training Objectives

The Microsoft Dynamics CRM training course benefits for the following list of professionals.

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

Basic knowledge of Customer Relationship Management (CRM) is necessary.

To start with the Microsoft Dynamics CRM training course, you need to check with the best institute that delivers knowledge. Before proceeding to join any training, take suggestions from the experts who had already learned the course. We at HKR, with a team of industry experts, are ready to fulfil your dream career to achieve a job in desired companies.

Once you complete the entire course along with real-time projects and assignments, HKR delivers the course completion certification. This certification helps to get a job in any company very quickly.

Our trainers are highly qualified and certified with many years of industry experience with a technical background in Microsoft Dynamics CRM.

Certification differentiates you from the non-certified peers, and you can demand the best salary in the leading companies.

We, at HKR, provide complete guidance to reach your dream job. But your job will be based on your performance in the interview panel and the recruiter requirements.


Each and every class is recorded so if you missed any class you can review the recordings and clarify any doubts with the trainer in next class.

Yes, we don’t assure 100% placement assistance. We are tied up with some corporate companies so when they have a requirement we send your profiles to them.

Yes, we provide demo before starting any training in which you can clear all your doubts before starting training.

Our trainers are real-time experts who are presently working on a particular platform on which they are providing training.

You can call our customer care 24/7

Max of the students gets satisfied with our training if you are not then we provide specialised training in return.

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