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Dynamics CRM 365 Training

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Thergaon, Pune

Course ID: 41509

Thergaon, Pune

Students Interested 0 (Seats Left 0)

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About the Course

Through this class you will be able to learn Dynamics 365 modules Sales, Service, Marketing, customization. Good hands on experience on Dynamics CRM .Good analyzing skills while will help you to full fill customer experience.

Learn Dynamics



Dynamics CRM Coaching


Gayatri Powar

Dange chowk Pune


Ph: +919097177239


Dynamics CRM Learnings

Learn to Excel




Why Dynamics CRM

It gives a uniqueness to in leading the way of innovation. It provides a complete cycle from marketing , Sales to Service at one place and that without installing any kind of software if you are using CRM online

Customize in Almost No Time

You can customize the form and entities as per your business requirement in no time















‘It provides 360 degrees view ’


Focus on What You Do Best

I train people to excel Dynamics CRM functionalities


Key Offerings:                                 



Administration, Settings Configuration



System Setting


Workflows & Real Time Workflows 

Business Process Flows 

Business Rules 

Ribbon work Bench tool 



  • Introduction to concepts of CRM

Sales Module

  • Lead Management 

  • Opportunity Management 

  • Product Management 

  • Quotes, Orders and Invoices 

  • Goal Management 

Product Catalog 

  • Understanding the Product Catalog 

  • Unit Groups 

  • Adding Products 

  • Creating Price Lists 

  • Creating Discount Lists

Marketing Module

  • Marketing List

  • Campaigns Management

  • Sales literature

  • Quick Campaigns

  • Goal Management 





Service Module                                                                               

  • Services 

  • Service Calendar 

  • Case Management 

  • Knowledge Base 

  • Contracts


Administration & Security 

  • Creating and managing Business Units, Users and Teams 

  • Privileges, Access Levels and Security Roles 

  • Positions & Hierarchies 

  • Creating and managing Security Roles 

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 

  • Subjects 

  • Connections 

Data Management 

  • Duplication Detection Settings, Rules and Jobs 

  • Bulk Record Deletion 

  • Data Maps and Imports




MS CRM Entity Model 

  • Customization Concepts – Entity Types and Attributes 

  • Filtered Views 

  • Creating Custom Entities and Attributes 

Entity Customization 

  • Form Customizations 

  • UI Customization Capabilities 

  • Form Customization – Working with Tabs, Sections, Fields and Iframes 

Relationships, Views and Advanced Views 

  • Types of Relationships 

  • Relationship Behaviors 

  • Creating Entity Relationships 

  • Entity Mapping 

Views and Advanced Views 

  • Public, Personal and System Views 

  • View Customizations

  • Advanced Views Customizations 

Processes (Workflows & Dialogs) 

  • Overview of Workflow 

  • Creating Workflows steps through Workflow Designer 

  • Overview of Dialogs 

  • Creating Dialog Pages, Prompt and Response 

  • Working with Input Parameters in Dialogs 

Introduction to Solutions 

  • Managed & Unmanaged Solutions 

  • Importing & Exporting Solutions 


  • The Event Execution Pipeline 

  • Developing Plugins 

  • Plugin Registration Tool 

  • Deploying Plugins 

  • Debugging Plugins 

Custom Workflows 

  • Developing Custom Workflow Activities 

  • Deploying Custom Workflow Activities 

  • Debugging Custom Workflow Activities 

Microsoft CRM – Outlook Integration 

  • Settings 

  • Email Configuration 

  • Email Tracking in CRM








Date and Time

Not decided yet.

About the Trainer

Gayatri Powar picture

Avg Rating

0 Reviews

0 Students

2 Courses

Microsoft Dynamics CRM professional and Functional Consultant with 3.10 years of experience in CRM Application, Customization, Upgrades, Rollout & Support projects.
Involved in end to end implementation of various version of Microsoft Dynamics CRM (2011/2013/2015/2016/Potassium)
Well Experienced in gathering Business requirement(to be model, as model)
Well Experienced in Defining Business Process (Interactive and background)
Well Experienced On Reports (Fetch and Filter), and Personalization ( Dashboards & views)
Experienced in Configuring Security privileges and Roles
Customizing Relationships and Mappings.
Understand customer requirements and advise project team on highly specialized, complex solutions architecture and implementation
Participate as the technical expert in proposal development and presentations to prospective clients
Deliver presentations to all levels of management
Adapt to different end-user learning styles when training, gathering requirements, etc.
Create documentation for clients, including PowerPoint presentations and Visio workflows regarding functional and technical requirements, design, training, process engineering, etc.
Assist internal resources with support or pre-sales of Microsoft CRM and related integrations
Worked on new features of MS CRM 2013 & CRM 2015 like quick view form, action Process, Real Time Workflows, New Security Features, Enhanced Business Rules, Search Screen, Business Process Branches and Hierarchy Visualization
Good communication and interpersonal skills with clients.


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