Microsoft Dynamics 365
Microsoft Dynamics 365 makes use of cloud and comprises Enterprise Resource Planning and Customer Resource Management. Its uniqueness in market of CRM along with its lead in usability and innovation makes it special. Extensibility and maximum flexibility can be attained using this model built by Microsoft
Microsoft Dynamics Online Training
Training Mode: Live Instructor-led (online) | Corporate Training | Job Support
Course Duration: 35-40 hours
Trainer: Certified and expert instructors
Microsoft Dynamics Online Training is an in‑depth program designed to help learners master Microsoft’s powerful suite of CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) applications. The training covers key modules such as Sales, Marketing, Customer Service, Field Service, Finance, and Supply Chain Management, giving a complete understanding of how to automate business processes, manage customers, and improve efficiency.
Students learn how to configure, customize, and deploy Dynamics 365 solutions while exploring integration with Microsoft Power Platform, Outlook, and SharePoint. The course emphasizes practical learning through real‑world projects, covering topics like workflow automation, dashboards, reporting, and data security management.
Learners also gain exposure to cloud deployment, business rule creation, and custom entity configuration, building the skills necessary for supporting enterprise‑level digital transformation. With expert instructor guidance, live sessions, and certification support, the training prepares students for official Microsoft Dynamics 365 Certifications (MB‑910, MB‑920).
This course is ideal for IT professionals, developers, administrators, consultants, and business analysts who aim to gain functional and technical expertise in implementing and managing Dynamics 365 solutions in global enterprises.
- Basic understanding of business operations such as sales, marketing, or customer service.
- Familiarity with Core Microsoft technologies including Office 365, Excel, and Outlook.
- Fundamental knowledge of CRM and ERP concepts.
- Basic exposure to cloud computing and database management systems.
- Understanding of common business processes (finance, supply chain, HR, etc.).
- Comfort in using web applications and navigating user interfaces.
- Optional but valuable: experience with Power Platform, Power BI, or data visualization tools for analytics.
- No prior programming or development experience required—ideal for beginners and professionals transitioning into Dynamics 365 roles
Choosing our Microsoft Dynamics Online Training ensures a structured, hands-on learning experience that bridges business and technology mastery. Our expert-led sessions focus on both CRM and ERP functionality across Sales, Marketing, Finance, and Service modules while offering real-world projects for practical exposure.
Certified Trainers: Learn directly from Microsoft-certified professionals with real industry experience.
Practical Learning: Work on live business projects simulating real organizational challenges.
Flexible Online Access: Attend classes from anywhere with 24×7 access to study materials and recordings.
Certification-Focused: Tailored to help you clear Microsoft Dynamics 365 exams (MB‑910, MB‑920).
Career Support: Gain job-ready skills and connect with global recruiters in enterprise technology.
Business-Oriented Approach: Learn workflows, automation, and analytics that improve CRM/ERP outcomes.
This program combines expert instruction, hands-on practice, and career advancement guidance, helping you become proficient in Microsoft Dynamics 365’s business transformation tools.
Introduction to Microsoft Dynamics CRM 2016
- Deployment types & Licensing Option
- XRM Framework
Service Module
- Case Management
- Queue Management
- Contracts
- SLA
- Entitlements
- Automatic record creation and updating rules
Working with Dashboards
Accessing CRM from Outlook
CRM 2016 Online & On Premise Deployment
Adding Users
- Adding various Services
- License comparisons
- Office 365 Dashboard
- Deployment Manager
Administration & Security
- Creating and managing Business Units, Users and Teams
- Privileges, Access Levels and Security Roles
- Positions & Hierarchies
- Creating and managing Security Roles
- Auto Numbering, Languages
- System Settings
- Auditing
- Themes
Settings & Configuration
- Data Management
- Duplication Detection Settings, Rules and Jobs
- Bulk Record Deletion
- Data Maps and Imports
- Product Catalog
- Understanding the Product Catalog
- Unit Groups
- Adding Products
- Creating Price Lists
Creating Discount Lists
MS CRM Entity Model
- Customization Concepts – Entity Types and Attributes
- Creating Custom Entities and Attributes
Entity Customization
- Form Customizations
- UI Customization Capabilities
- Form Customization – Working with Tabs, Sections, Fields and Iframes
- Introduction to Application Event Programming
- Using Form and Field Events
Mobile Forms
Relationships
- Types of Relationships
- Relationship Behaviors
- Creating Entity Relationships
- Entity Mapping
Views and Advanced Views
- Public, Personal and System Views
- View Customizations – Common Tasks
- Advanced Views Customizations
Form Scripting
- Client side scripting using Java Script
Working with Web Resources
Business Process Flows
Business Rules
Mobile CRM
Processes(Workflows & Dialogs)
Overview of Workflow
- Creating Workflows steps through Workflow Designer
- Overview of Dialog
- Creating Dialog Pages, Prompt and Response
Introduction to Solutions
Managed & Unmanaged Solutions
- Importing & Exporting Solutions
- Clone a patch
- Clone Solution
- Upgrade Solution
SDK & Developer Resources
Plugins
- The Event Execution Pipeline
- Developing Plugins
- Plugin Registration Tool
- Deploying Plugins
Microsoft CRM – Outlook Integration
- Settings
- Email Configuration
- Email Tracking in CRM
Microsoft CRM – SharePoint Integration
- Settings
- List Component
- Server-Side Sync
- Document uploading from CRM to SharePoint
- SharePoint overview
Tools
- Ribbon work Bench tool
- XRM Tool Box/Site Map Editor
Server Troubleshooting Tips
- Event Viewer
- MS CRM services
- IIS Manager
- Recommended settings in server