Customization & Configuration – Dynamics 365 CRM [ Video Course]

Course Intro

This course is for IT professionals who want to master customization and configuration for Microsoft Dynamics 365 Customer Engagement (CRM). The course starts with the configuration of Dynamics 365 Customer Engagement (CRM) application such as business management, administration settings, service settings etc.

This course also covers topics on Dynamics 365 Customer Engagement (CRM) security structure such as business units, security roles, users, teams, field level security etc. The course also gives focus on customizing Dynamics 365 Customer Engagement (CRM) using UI such as customizing Entities, Forms, fields, relationships etc. Also customizing components for analysis such as views, charts, and dashboards. Implementing automation in the application such as developing workflows, dialog business process flows.

Job Opportunities

The demand for certified Dynamics 365 Customer Engagement (CRM) consultants is higher in the market. 2-3 years experienced Dynamics 365 Customer Engagement (CRM) functional consultant can earn as much as $70k-90k on an average. This course on Dynamics 365 Customer Engagement (CRM) Sales will help you with the following job roles:

  • Sales and Marketing
  • Dynamics 365 Customer Engagement (CRM) Functional Consultant
  • Quality Analysts
  • Testing Professionals
  • Dynamics 365 Customer Engagement (CRM) Administrators

Course Duration

 Total duration: 10+ hours of Video.

Prerequisites for the training

  • Basic business knowledge
  • Basic knowledge of Sales and Customer Service operations
  • Access to Dynamics 365 account (cloud or on premise)

Expected Audience

  • IT business analysts
  • Pre-sales and Sales Consultants
  • System Architects and designers
  • Dynamics 365 Customer Engagement (CRM) admins
  • Fresh graduates


Course Contents

Module 1: Configuring Dynamics 365 Customer Engagement (CRM)

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


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


Product Catalog

  • Understanding the Product Catalog
  • Unit Groups
  • Adding Products
  • Creating Price Lists
  • Creating Discount Lists


Module 2: Customizing Dynamics 365 Customer Engagement (CRM) using UI

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
  • Introduction to Application Event Programming
  • Using Form and Field Events
  • Mobile Forms


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 – Common Tasks
  • Advanced Views Customizations

Report Wizard, Exporting Reports

Working with DashBoards

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


Trainer’s Profile 

  • This course is prepared by Firoz Muhammed who has 9+ years’ experience in the IT industry. He is a corporate trainer and certified Microsoft Dynamics 365 Consultant.
  • He carries experience in areas of business development, consulting, application development and corporate training.
  • He has worked for corporate MphasiS, Capgemini, Wipro and Accenture and presently working for Magnifez Technologies, an IT firm specified in Microsoft Dynamics technologies.
  • He can be connected on [email protected]
  • For training inquiries please mail to [email protected] or call +91 8008 048 446.
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