Drive Team Excellence with Microsoft Dynamics CRM Corporate Training

Empower your teams with expert-led on-site/in-house or virtual/online Microsoft Dynamics CRM Training through Edstellar, a premier corporate training company for organizations globally. Our tailored Microsoft Dynamics CRM corporate training course equips your employees with the skills, knowledge, and cutting-edge tools needed for success. Designed to meet your specific needs, this Microsoft Dynamics CRM group training program ensures your team is primed to drive your business goals. Transform your workforce into a beacon of productivity and efficiency.

Microsoft Dynamics CRM (Customer Relationship Management) is a software platform developed by Microsoft that provides tools and functionalities for managing customer relationships, marketing campaigns, and customer service interactions. It helps organizations streamline sales, marketing, and service operations by centralizing customer data, and automating processes. The Microsoft Dynamics CRM training will equip the team with essential techniques to effectively utilize the platform, automating workflows, and optimizing operational efficiency.

Edstellar's virtual/onsite Microsoft Dynamics CRM training course is crafted to address the needs of business, offering customizable curriculums tailored to each team's unique requirements. Microsoft Dynamics CRM instructor-led training course equips professionals to harness the power of Dynamics CRM, streamline customer relationship management, and enhance operational efficiency, leading to tangible business outcomes.

Key Skills Employees Gain from Microsoft Dynamics CRM Training

Microsoft Dynamics CRM Training skills corporate training will enable teams to effectively apply their learnings at work.

  • Customization
  • Configuration
  • Workflow Automation
  • Data Management
  • Reporting
  • Integration

Key Learning Outcomes of Microsoft Dynamics CRM Training

Edstellar’s Microsoft Dynamics CRM training for employees will not only help your teams to acquire fundamental skills but also attain invaluable learning outcomes, enhancing their proficiency and enabling application of knowledge in a professional environment. By completing our Microsoft Dynamics CRM workshop, teams will to master essential Microsoft Dynamics CRM and also focus on introducing key concepts and principles related to Microsoft Dynamics CRM at work.


Employees who complete Microsoft Dynamics CRM training will be able to:

  • Develop and deploy plugins for extended functionalities
  • Design business rules for automating decision-making processes
  • Implement JavaScript for enhanced user experience and functionality
  • Implement automation processes using Power Automate and workflows
  • Customize ribbon and site map for optimized navigation and user interface
  • Create and maintain solutions for seamless integration within the organization
  • Apply customization techniques to tailor Dynamics CRM according to organizational needs

Key Benefits of the Microsoft Dynamics CRM Corporate Training

Attending our Microsoft Dynamics CRM classes tailored for corporations offers numerous advantages. Through our on-site/in-house or virtual/online Microsoft Dynamics CRM training classes, participants will gain confidence and comprehensive insights, enhance their skills, and gain a deeper understanding of Microsoft Dynamics CRM.

  • Develops professionals' skills to centralize customer data, ensuring seamless team collaboration effectively
  • Equips professionals with techniques to streamline customer relationship management for enhanced team productivity
  • Provides valuable insights to professionals on optimizing sales, marketing, and service processes, fostering team success
  • Empowers teams with skills to automate workflows and boost operational efficiency, empowering professionals to work smarter
  • Enhances professionals' proficiency in configuring visualizations and creating custom apps, enabling teams to deliver tailored solutions
  • Instills innovative ideas among professionals on leveraging Dynamics CRM to drive revenue growth and achieve organizational objectives

Topics and Outline of Microsoft Dynamics CRM Training

Our virtual and on-premise Microsoft Dynamics CRM training curriculum is divided into multiple modules designed by industry experts. This Microsoft Dynamics CRM training for organizations provides an interactive learning experience focused on the dynamic demands of the field, making it relevant and practical.

  1. Installation prerequisites
    • Operating system requirements
    • Software dependencies
    • Hardware specifications
  2. Deployment strategies
    • On-premises deployment
    • Cloud deployment (e.g., Microsoft Azure)
    • Hybrid deployment options
  3. Environment setup
    • Server configuration
    • Database setup
    • Initial configuration steps
  1. Overview of Dynamics CRM functionalities
    • Overview of core modules and features
    • Introduction to the Dynamics CRM interface
  2. Sales module
    • Lead management
    • Opportunity management
    • Account and contact management
  3. Marketing module
    • Campaign management
    • Email marketing
    • Lead scoring
  4. Service module
    • Case management
    • Service level agreements (SLAs)
    • Knowledge base management
  1. Entity customization
    • Creating custom entities
    • Modifying entity attributes
  2. Form customization
    • Customizing form layouts
    • Adding custom fields and controls
  3. View customization
    • Creating custom views
    • Filtering and sorting data in views
  1. Configuring charts and dashboards
    • Creating and customizing charts
    • Designing dashboards for data visualization
  2. Creating canvas apps for custom functionalities
    • Introduction to Canvas Apps
    • Building custom applications using Power Apps
  1. Service module functionalities
    • Incident management
    • Service request management
  2. Case management
    • Creating and managing cases
    • Resolving and closing cases
  3. Knowledge base
    • Creating and maintaining a knowledge base
    • Searching and accessing knowledge articles
  1. Entity management
    • Managing system and custom entities
    • Entity relationships and mappings
  2. Data import/export
    • Importing data from external sources
    • Exporting data for backup or analysis
  3. Data migration strategies
    • Planning and executing data migration projects
    • Data cleansing and validation techniques
  1. Import data from external sources
    • Importing data using out-of-the-box (OOB) tools
    • Mapping fields during data import
  2. Export data for analysis
    • Exporting data to Excel or other formats
    • Data export best practices and considerations
  1. User roles and permissions
    • Managing user roles and access levels
    • Assigning security roles to users
  2. Field-level security
    • Restricting access to specific fields on forms
    • Configuring field-level security profiles
  3. Data encryption
    • Encrypting sensitive data in Dynamics CRM
    • Configuring encryption settings
  1. Integration with other Microsoft Products
    • Integrating with Microsoft Outlook
    • Integration with Microsoft SharePoint
  2. Third-party integrations
    • Integrating with popular third-party applications (e.g., Mailchimp, DocuSign)
    • Using connectors and APIs for integration
  3. API integration
    • Overview of Dynamics CRM APIs
    • Authentication methods and API usage guidelines
  1. Plugin development
    • Writing custom plugins using C# or JavaScript
    • Registering and deploying plugins in Dynamics CRM
  2. Plugin deployment
    • Testing and debugging plugins
    • Managing plugin deployment in different environments
  1. Workflow automation
    • Creating and managing workflows in Dynamics CRM
    • Automating business processes using workflow actions
  2. Process automation
    • Introduction to power automate
    • Designing automated processes using power automate
  1. Workflow creation
    • Building workflows using the Dynamics CRM workflow designer
    • Defining trigger conditions and actions
  2. Workflow customization
    • Modifying existing workflows
    • Enhancing workflow functionality with custom actions and conditions
  1. Business process flows
    • Designing and configuring business process flows
    • Guiding users through predefined processes in Dynamics CRM
  2. Process automation strategies
    • Analyzing business processes for automation opportunities
    • Implementing process automation solutions in Dynamics CRM
  1. JavaScript customization
    • Writing and embedding JavaScript code in Dynamics CRM forms
    • Interacting with form elements and data using JavaScript
  2. Client-side Scripting
    • Implementing client-side validation and business logic using JavaScript
    • Enhancing user experience with custom client-side scripts
  1. Business rule creation
    • Defining business rules for data validation and automation
    • Configuring rule conditions and actions
  2. Rule deployment
    • Activating and testing business rules in Dynamics CRM
    • Managing business rules across different environments
  1. Ribbon customization techniques
    • Customizing the Dynamics CRM ribbon interface
    • Adding custom buttons, tabs, and commands
  2. Ribbon deployment
    • Deploying ribbon customizations across different Dynamics CRM environments
    • Testing and troubleshooting ribbon customizations
  1. Customizing site maps
    • Modifying the Dynamics CRM site map navigation structure
    • Adding and organizing entities, dashboards, and links
  2. Site map deployment
    • Deploying site map customizations to Dynamics CRM instances
    • Validating site map changes and user access permissions
  1. Solution creation
    • Creating solution packages to bundle customizations
    • Organizing components and dependencies in solutions
  2. Solution deployment and management
    • Importing and exporting solution packages in Dynamics CRM
    • Versioning, updating, and managing solutions in different environments

Target Audience for Microsoft Dynamics CRM Training Course

The Microsoft Dynamics CRM  training course is ideal for sales representatives, IT administrators, business analysts, and CRM administrators.

The Microsoft Dynamics CRM training program can also be taken by professionals at various levels in the organization.

  • Microsoft Dynamics CRM training for managers
  • Microsoft Dynamics CRM training for staff
  • Microsoft Dynamics CRM training for leaders
  • Microsoft Dynamics CRM training for executives
  • Microsoft Dynamics CRM training for workers
  • Microsoft Dynamics CRM training for businesses
  • Microsoft Dynamics CRM training for beginners
  • Microsoft Dynamics CRM group training
  • Microsoft Dynamics CRM training for teams
  • Microsoft Dynamics CRM short course

Prerequisites for Microsoft Dynamics CRM Training

Professionals with a basic understanding of CRM concepts and Microsoft Office Suite can take up the Microsoft Dynamics CRM training course.

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Corporate Training Delivery Modes
for Microsoft Dynamics CRM Training

At Edstellar, we understand the importance of impactful and engaging training for employees. To ensure the training is more interactive, we offer Face-to-Face onsite/in-house or virtual/online for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.

 Virtual trainig

Our virtual training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.

With global reach, your employees can get trained from various locations
The consistent training quality ensures uniform learning outcomes
Participants can attend training in their own space without the need for traveling
Organizations can scale learning by accommodating large groups of participants
Interactive tools can be used to enhance learning engagement
 On-site trainig

Edstellar's onsite training delivers immersive and insightful learning experiences right in the comfort of your office.

Higher engagement and better learning experience through face-to-face interaction
Workplace environment can be tailored to learning requirements
Team collaboration and knowledge sharing improves training effectiveness
Demonstration of processes for hands-on learning and better understanding
Participants can get their doubts clarified and gain valuable insights through direct interaction
 Off-site trainig

Edstellar's off-site training programs offer a unique opportunity for teams to immerse themselves in focused and dynamic learning environments away from their usual workplace distractions.

Distraction-free environment improves learning engagement
Team bonding can be improved through activities
Dedicated schedule for training away from office set up can improve learning effectiveness
Boosts employee morale and reflects organization's commitment to employee development

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Microsoft Dynamics CRM Corporate Training

Elevate your team's performance with our customized Microsoft Dynamics CRM training. Find transparent pricing options to match your training needs. Start maximizing your team's potential now.

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        Course Completion Certificate

        Upon successful completion of the Microsoft Dynamics CRM training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

        This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

        Course Completion Certificate

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        The instructor-led training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Access practices.

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