Dynamics 365 CRM Technical Training
Gain practical CRM development expertise with Dynamics 365 CRM Technical Training covering customization, plugins, workflows, JavaScript, Power Platform integration, APIs, data management, security and solution deployment. Develop hands-on skills to extend Dynamics 365 functionality, integrate business systems and build scalable CRM solutions aligned with enterprise technical requirements.
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Instructor-Led Training Parameters
Course Highlights
- Instructor-led Online Training
- Project Based Learning
- Certified & Experienced Trainers
- Course Completion Certificate
- Customized Learning Schedule
- Doubt-Clearing Sessions
Dynamics 365 CRM Technical Training Course Overview
Join Multisoft Systems for an in-depth Dynamics 365 CRM technical training. Gain hands-on expertise from industry experts, comprehensive course materials, and achieve certification to advance your technical career in CRM solutions.
Dynamics 365 CRM Technical Training by Multisoft Systems offers an immersive learning experience designed to empower professionals with the advanced skills required to effectively implement and manage Microsoft's Dynamics 365 CRM. This training program is tailored for IT professionals, system administrators, and CRM consultants who are eager to deepen their technical expertise and enhance their strategic capabilities within the platform.
Participants will gain hands-on experience through expert-led sessions that cover Dynamics 365 integrations, customizations, and data management. The curriculum is structured to ensure participants understand the core functionalities, from automation and advanced analytics to sales and customer service modules. Multisoft Systems provides extensive resources, including up-to-date study materials, practical assignments, and real-world case studies, to facilitate comprehensive understanding and application of knowledge.
This training also prepares attendees for the official Microsoft certification exams, enhancing their professional credibility and marketability. By the end of the course, participants will be well-equipped to optimize CRM processes, drive business growth, and deliver enhanced customer experiences using Dynamics 365 CRM. The course is ideal for those looking to stay competitive in the fast-evolving digital landscape and leverage CRM technology to its fullest potential.
Instructor-led Training Live Online Classes
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Dynamics 365 CRM Technical Training Course curriculum
Curriculum Designed by Experts
Join Multisoft Systems for an in-depth Dynamics 365 CRM technical training. Gain hands-on expertise from industry experts, comprehensive course materials, and achieve certification to advance your technical career in CRM solutions.
Dynamics 365 CRM Technical Training by Multisoft Systems offers an immersive learning experience designed to empower professionals with the advanced skills required to effectively implement and manage Microsoft's Dynamics 365 CRM. This training program is tailored for IT professionals, system administrators, and CRM consultants who are eager to deepen their technical expertise and enhance their strategic capabilities within the platform.
Participants will gain hands-on experience through expert-led sessions that cover Dynamics 365 integrations, customizations, and data management. The curriculum is structured to ensure participants understand the core functionalities, from automation and advanced analytics to sales and customer service modules. Multisoft Systems provides extensive resources, including up-to-date study materials, practical assignments, and real-world case studies, to facilitate comprehensive understanding and application of knowledge.
This training also prepares attendees for the official Microsoft certification exams, enhancing their professional credibility and marketability. By the end of the course, participants will be well-equipped to optimize CRM processes, drive business growth, and deliver enhanced customer experiences using Dynamics 365 CRM. The course is ideal for those looking to stay competitive in the fast-evolving digital landscape and leverage CRM technology to its fullest potential.
Here are the key objectives for the Dynamics 365 CRM Technical Training:
- Learn about the core components and infrastructure of Dynamics 365 CRM to ensure effective system management.
- Acquire skills in managing and analyzing customer data to enhance business decisions and CRM strategies.
- Gain expertise in customizing and configuring the system to meet specific business requirements and enhance user experience.
- Learn to integrate Dynamics 365 with other Microsoft products and third-party applications to streamline business processes and improve productivity.
- Understand how to automate workflows and tasks within Dynamics 365 to increase operational efficiency and reduce manual errors.
- Develop advanced skills in areas such as advanced analytics, artificial intelligence integration, and security management within the CRM system.
Course Prerequisite
- Familiarity with the core concepts and functionalities of Customer Relationship Management systems.
- Proficiency in using Microsoft Office and a general understanding of Microsoft cloud services like Azure.
- Fundamental knowledge of IT principles and database management is beneficial.
Course Target Audience
- IT Professionals
- System Administrators
- CRM Consultants
- Technical Support Staff
- Project Managers
- Business Analysts
Course Content
- Understand security concepts
- Manage access
- Work with field-level security
- Manage auditing
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- Understand form customizations
- Create and edit forms
- Manage multiple forms
- Manage mobile forms
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- Understand chart concepts
- Create and configure charts
- Reuse charts
- Create, configure and manage dashboards
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- Understand business process flow concepts
- Create and manage business process flows
- Create and manage business rules
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- Overview of FetchXML
- Overview of Odata query
- Use FetchXML to fetch data from CRM
- Update data in CRM
- Use Odata query to fetch data from CRM
- Push data into CRM
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- Steps for creating plugins/workflow.
- Plugin registration process.
- Overview of Plug-ins
- The Event Execution Pipeline
- Deploying Plugins
- Debugging Plugins
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- Discovery Services
- Organization Services
- Work Order Creation
- Service Task Creation
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- Client-side scripting using Java Script
- Working with I-Frames
- Working with Web Resources
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- Creating & Hiding Ribbon Elements
- Enabling & Disabling Ribbon Elements
- Working with Site Maps
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- Overview
- How to use plugins
- How to connect with CRM
- Use 5 common plugins
- Update data in CRM
- Use data query to fetch data from CRM
- Push data into CRM
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Explore Course Resources
Strengthen your learning with useful resources designed to help you prepare, practice, and evaluate your understanding.
Dynamics 365 CRM Technical Training (MCQ) Assessment
This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :
- User-friendly interface for easy navigation
- Secure login and authentication measures to protect data
- Automated scoring and grading to save time
- Time limits and countdown timers to manage duration.
Dynamics 365 CRM Technical Corporate Training
Employee training and development programs are essential to the success of businesses worldwide. With our best-in-class corporate trainings you can enhance employee productivity and increase efficiency of your organization. Created by global subject matter experts, we offer highest quality content that are tailored to match your company’s learning goals and budget.
Global Clients
Customized Training
Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements
Expert
Mentors
Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements
360º Learning Solution
Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements
Learning Assessment
Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements
Why Dynamics 365 CRM Technical Training for Your Professional Growth
Strengthen your professional capabilities with practical learning, industry-relevant knowledge, and skills applicable to real-world business and technology environments.
Industry-Relevant Skills
Gain knowledge aligned with current industry practices, technologies, processes, and professional requirements.
Practical Learning
Understand concepts through practical scenarios, instructor-led discussions, exercises, and use cases.
Enhanced Professional Capability
Strengthen your ability to work confidently with relevant tools, workflows, platforms, and business processes.
Broader Career Opportunities
Add valuable capabilities to your profile and explore opportunities across relevant roles, projects, and industries.
Adapt to Changing Technologies
Stay familiar with evolving technologies, methodologies, and practices shaping modern enterprise environments.
Professional Recognition
Demonstrate your training achievement with a course completion certificate from Multisoft Systems.
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Certification Training Achievements: Recognizing Professional Expertise
Multisoft Systems is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some Multisoft Training Certificate Features :
- Globally recognized certificate
- Course ID & Course Name
- Certificate with Date of Issuance
- Name and Digital Signature of the Awardee
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Training Features That Matter
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Instructor-Led Learning
Structured sessions guided by experienced trainers.
Practical Learning
Hands-on exposure that supports concept understanding.
Flexible Learning Options
Learning formats designed around different schedules.
Learner Support
Assistance throughout the training journey.
Learning Resources
Resources that support revision and continued learning.
Training Certificate
Recognition after successful course completion.
Choose Training That Goes Beyond Theory
Multisoft Systems combines guided learning, practical exposure, flexible delivery, learner support, and structured resources to create a more complete training experience.
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19+ Years Experienced
Our Dynamics 365 CRM Technical Corporate & Certification Program trainers bring 13+ years of proven industry expertise, delivering practical insights aligned with real project environments.
Trained 3950+ Professionals
Our expert trainers have successfully trained 3350+ professionals through structured, real-time training programs designed for industry readiness and career growth.
Certified Experts & Real-Time Project Learning
Build strong practical skills through live project-based training sessions led by certified industry experts with real-world experience.
Hands-on Learning Approach
Gain practical exposure through real-time scenarios, industry case studies, and hands-on assignments that simulate actual project challenges.
Certification Training Guidance
Receive expert support to prepare effectively, practice strategically, and confidently achieve globally recognized certification success.
Customized Training Delivery
Flexible training approach tailored to individual learning goals, skill levels, and evolving industry requirements for maximum effectiveness.
Dynamics 365 CRM Technical Training FAQ's
- Dynamics 365 CRM is a customer relationship management software solution by Microsoft that helps businesses manage their interactions with customers and prospects.
- This training is suitable for IT professionals, system administrators, CRM consultants, project managers, and anyone involved in implementing or managing Dynamics 365 CRM.
- Participants will learn about Dynamics 365 architecture, data management, customization, integration, automation, advanced analytics, and more.
- Some basic understanding of CRM systems, experience with Microsoft products, IT literacy, business process awareness, and a technical background are beneficial.
- To contact Multisoft Systems you can mail us on info@multisoftsystems.com or can call for course enquiry on this number +91 9810306956
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