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Microsoft Dynamics CRM Training
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Drive Team Excellence with Microsoft Dynamics CRM Corporate Training

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.

Get Customized Expert-led Training for Your Teams
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Scale Your Training: Small to Large Teams
In-person Onsite, Live Virtual or Hybrid Training Modes
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Experience Hands-On Learning from Industry Experts
Delivery Capability Across 100+ Countries & 10+ Languages
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Skills Your Employees Will Gain

These are the core, hands-on capabilities your team builds during the program.

  • Customization
    Customization is the ability to tailor products or services to meet specific customer needs. this skill is important for roles in marketing and customer service, enhancing client satisfaction and loyalty.
  • Configuration
    Configuration is the process of setting up systems or software to meet specific requirements. This Skill is important for IT roles, ensuring optimal performance and functionality.
  • Workflow Automation
    Workflow Automation is the use of technology to streamline and automate repetitive tasks, enhancing efficiency. This skill is important for roles in project management and operations, as it reduces errors and saves time.
  • Data Management
    Data Management is the process of collecting, storing, and analyzing data effectively. This skill is important for roles like data analysts and IT professionals, ensuring informed decision-making and operational efficiency.
  • Reporting
    Reporting is the ability to compile, analyze, and present data clearly and accurately. This skill is important for roles in data analysis, journalism, and management, as it ensures informed decision-making and effective communication.
  • Integration
    Integration is the ability to combine various systems, processes, or data sources into a cohesive whole. This skill is important for roles in IT, project management, and data analysis, as it ensures seamless collaboration and efficiency across teams and technologies.

What Your Team Will Achieve After This Training

  • 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

Topics & Program Outline

The curriculum is organized into focused modules built by industry experts and delivered virtually or on-premise. Interactive sessions reflect the evolving demands of the workplace, keeping the learning both 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

Who Should Attend?

This program suits professionals at many levels across the organization, including:

  • Sales Representatives
  • Customer Service Representatives
  • Sales Executives
  • Sales Operations Specialists
  • Marketing Specialists
  • IT Support Specialists
  • CRM Administrators
  • Solution Architects
  • Sales Coordinators
  • Technical Support Representatives
  • Account Executives
  • Managers

What are the Prerequisites?

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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We design training your teams actually engage with, and deliver it the way that suits you best. Through a vetted global trainer network, Edstellar runs sessions in 10+ languages with consistent quality anywhere.

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Face to Face Instructor-led Training
Virtual Microsoft Dynamics CRM Training

Virtual / online: expert-led live sessions delivered anywhere, with consistency and easy scheduling.

We deliver anywhere worldwide
Standardized content for consistent outcomes
Join from own workspace, no travel
We scale to large groups across sites
Interactive tools keep remote learners engaged
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On-site Microsoft Dynamics CRM Training

On-site (in-house): immersive, instructor-led learning at your office.

Our trainers run face-to-face at your office
We tailor setup/content to your workplace and tools
Group exercises drive collaboration
Live demos +  hands-on practice
Direct trainer access to clarify doubts
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Off-site Microsoft Dynamics CRM Training

Off-site: focused, instructor-led group learning away from everyday workplace distractions.

We host your teams at a venue of your preferred choice
Built-in group activities for bonding
Full uninterrupted schedule for focus/retention
Boosts morale and signals commitment
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        What Sets Edstellar Apart

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        Our trainers are drawn from a vetted global network and bring years of industry expertise, keeping every session practical and impactful.

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        With a strong global track record, Edstellar is known for quality and engaging delivery.

        Industry-Relevant Curriculum

        Our programs are built by experts to match the demands of today's industry.

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        Global Multi-Location & Multilingual Training Delivery

        We deliver in multiple languages to support diverse global teams.

        Hear from Organizations We've Trained

        "The Microsoft Dynamics CRM training exceeded my expectations in every way. As a Senior Software Engineer, I gained comprehensive knowledge of strategic frameworks that transformed my approach to operational and immediately applicable. These specialized skills have positioned me for significant advancement opportunities within my organization. The instructor's expertise in expert-led workshops made complex concepts crystal clear and actionable.”

        Scotty Marshall

        Senior Software Engineer,

        Customer Data Platform Company

        "This Microsoft Dynamics CRM course was precisely what I needed to design robust operational excellence architectures. The hands-on approach to real-world case studies and seamless integration with hands-on exercises projects using advanced techniques from this training. We delivered a high-visibility enterprise project two months ahead of schedule. The comprehensive curriculum has elevated my solution delivery capabilities significantly.”

        Tan Qiang

        Senior Software Engineer,

        Sales Management Software Firm

        "As a Senior Software Engineer leading professional expertise operations, the Microsoft Dynamics CRM training provided our team with essential advanced methodologies expertise at scale. The comprehensive modules on complete operational footprint. We completed our comprehensive digital transformation initiative significantly ahead of schedule. This course has proven invaluable for driving our organizational transformation and sustained excellence.”

        Raj Patel

        Senior Software Engineer,

        CRM Solutions Provider

        “Edstellar’s IT & Technical training programs have been instrumental in strengthening our engineering teams and building future-ready capabilities. The hands-on approach, practical cloud scenarios, and expert guidance helped our teams improve technical depth, problem-solving skills, and execution across multiple projects. We’re excited to extend more of these impactful programs to other business units.”

        Aditi Rao

        L&D Head,

        A Global Technology Company

        Recognition That Motivates Your Team

        Upon successful completion of the 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.

        Recognition That Motivates Your Team

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