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Microsoft Dynamics 365

3 Reviews

Course type: Online Instructor led Course

Platform: goto meeting

Course ID: 23823

Course type: Online Instructor led Course

Platform: goto meeting

Students Interested 4 (Seats Left 0)

3 Reviews

About the Course

Microsoft Dynamics 365 Training

Topics Covered

Category : Technical
Duration : 30 Days
Timing : Week Days: 1 Hrs per day (OR) Weekends: 1-2 hrs per day
Method : Online Training Study
Extras : Interview Questions & Answers will be covered along with course and SSRS Report Generation .
Version : 2016

Microsoft Dynamics 365 Technical Course Content

PART I Applications in CRM
Course Snapshot
MSCRM Basics
MSCRM Introduction
MSCRM Architecture, Layers and Technology
MSCRM Basic Navigations
Accounts, Contacts , Activities
Introduction to Microsoft Dynamics CRM
MS CRM Basic Navigations
Accounts, Contacts and Activities
Sales Process

Quotes, Orders and Invoices


Marketing Lists
Sales Literature
Quick Campaigns

Service Calendar
Knowledge Base

Service Level Agreements

PART II Administration, Settings & Configuration


Creating and managing Business Units, Users and Team
Privileges, Access Levels and Security Roles
Creating and managing Security Roles
Auto Numbering and System Settings
Quick Find and Multi-entity search (Advanced Find)

Settings & Configuration

Business Management
Sites, Sales Territories, Facilities and Resource Groups
Working with Multi Currency
System Queues and Custom Queues
Services and Business Closures
Fiscal Year Settings and Quotas
Data Management
Duplication Detection Settings, Rules and Jobs
Bulk Record Deletion
Data importing
Data Maps and Imports
Product Catalog
Understanding the Product Catalog
Unit Groups
Adding Products
Creating Price Lists
Creating Discount Lists

PART III Basic and Advanced Customizations in MS Dynamics CRM

Entity Customization

Entity Creation
Basic Form Customizations
Field Creation (all datatypes)
Calculated Fields
Rollup Fields
Basic UI Customization Capabilities
Form Customization �¢?? Working with Tabs, Sections, Fields and IFrames
Introduction to Application Event Programming
Using Form and Field Events
Customization Methodology
Who can Customize Microsoft Dynamics CRM?
Types of Customizations
Customization Concepts
Field Data Types
Field Properties
Creating Fields
Creating Option Sets
Entity Concepts
Modifying Custom Entities
Configuring Auditing
Enabling Auditing
Viewing Audit Data
Managing Audit Partitions
Lab : Configure Auditing

Configuring Field Security
Field Security Scope
Field Security and Other Security Methods

Lab : Creating and Testing a Field Security Profile
Lab : Modify Field Security

MS CRM Entity Model

Customization Concepts �¢?? Entity Types and Attributes
Creating Custom Entities and Attributes
Form Creation , Section , Tabs and I Frames
Rollup fields
Calculated fields

Relationships, Views and Advanced Views

Types of Relationships
Relation Ships (1:N,N:1 and N:N) and behaviors
Relationship Behaviors
Creating Entity Relationships
Entity Mapping
Sub Grids

Views and Advanced Views

Public, Personal and System Views
View Customizations �¢?? Common Tasks
Advanced Views Customizations

Form Scripting

Web Resource
Client side scripting using Java Script
Using Jscript Libraries
Form and Field Events
Form Types
Form Event Handler Execution Context
Working with I Frames
Business Rules
Web Services using JSCRIPT
Rest Services
Odata query designer
CRUD operations
Report Wizard, Scheduling and Exporting Reports
Report Management
Report Creations
Customizing Reports
Import and Exports of Reports
SSRS Report
Working with Dash Boards
Dashboard creations
Customizing Dashboards
Import and Export Dashboards

PART IV Extending MS Dynamics CRM

Processes(Workflows, Dialogs & Business Process Flow)
Overview of Workflow
Creating Workflows steps through Workflow Designer
Overview of Dialogs
Creating Dialog Pages, Prompt and Response

Introduction to Solutions
Managed & Unmanaged Solutions
Importing & Exporting Solutions
Import and Export Customisations

Ribbon Customisations
Adding Button to the Ribbon
Removing the Button
Customising the Button
Ribbon Workbench

Web services
Plugin Registration Tools
Writing and Registering Plugins
Deregistration of Plugins
Plugin Registration Tools
Writing and Registering Plugins
Deregistration of Plugins
Components Management
Pre Image Plugin
Post Image Plugin
Debugging the plugin
Custom Workflows
Developing Custom Workflow Activities
Deploying Custom Workflow Activities
Deregistration of Custom Workflows

Site Map Editing
Hiding the main navigation modules
Adding custom modules to the main navigation tab
Working on real time scenarios

Who should attend



Basic programming experience

What you need to bring


Key Takeaways


Date and Time

Not decided yet.

About the Trainer

Prashila picture

5 Avg Rating

21 Reviews

25 Students

3 Courses



6 Years of Experience

I have 8 years of IT experience in Microsoft Dynamics CRM and giving corporate training

Student Feedback


Average Rating





Prashila is extremely knowledgeable and knows how to transfer that knowledge to her students. She is very helpful and explains every topic in great detail. I am so happy that she was my instructor, I learnt a lot from her.



Prashi is having very good experience in teaching and educating the resource in MS CRM. She goes in details on all topics. She will respond to all queries of attendees within the class. She is having very strong in depth knowledge in CRM.


Sathish Babu

I have around 6 years of experience in IT and I was in a thought to change technology as Techno Functional Consultant, as we know there are many online website are available in market but luckily I found the best tutor Prashila Madam and I got career counseling as well. There after attended Microsoft Dynamics CRM Techno Functional Consultant training and which help me to get into the job as Techno Functional Consultant, currently I am working in reputed MNC at overseas. Thank you so much for your real time examples and really that helps me to resolve Support issues as quick as possible. Thanks


Students Interested 4 (Seats Left 0)

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