Courses

Microsoft Dynamics CRM Training

Build your career in digital transformation with TekSlate’s expert-led Microsoft Dynamics CRM training. Gain expertise in developing CRM solutions with hands-on labs and real-time projects. Become a competent CRM professional and unlock high-demand job roles.

Schedule and complete work orders using Dynamics 365 field service
Manage sales, marketing, and customer service modules
Create, assign, and manage case records, and work with case lists and views
Manage leads, opportunities, custom entities, knowledge base, and SLAs

4.3

3,168 enrolled30 hrs liveHands-on projects

Course Overview

Build practical Microsoft Dynamics CRM expertise

TekSlate’s Microsoft Dynamics CRM training provides you with an in-depth understanding of the Microsoft Dynamics CRM architecture, layers, and basic navigation. You will gain expertise in configuring CRM, business units, security roles, and business rules. The CRM hands-on training will teach you about the Dynamics 365 extensibility platform, business entities, data access components, and business models. You will learn about querying in Microsoft CRM, including query expressions, LINQ queries, and filtered views. The certification course equips you with the skills necessary to develop, register, deploy, and debug Dynamics 365 plug-ins.

By completing the Microsoft Dynamics 365 CRM course, you will gain the competency to clear the Microsoft Certified Dynamics 365 Fundamentals (CRM) certification exam.

Prerequisites

Fundamental understanding of CRM and ERP systems.

Learning Modes

Instructor-led live online classroom training – 30 hours
Self-paced learning with pre-recorded videos – 20 hours

Lab Environment

We will guide you through the installation of the Microsoft Dynamics 365 lab environment on your system using the 30-day free trial version.

Post-Training Support

Beyond the technical training, TekSlate offers exclusive programs, including interview preparation support and a job search assistance program.
The programs help learners hone their interview skills and secure their job roles in the CRM domain quickly.

Benefits of Microsoft Dynamics CRM Training

For Individuals
- More Career Opportunities
  - HG Insights states that industries such as technology, business services, manufacturing, and media and internet use Microsoft Dynamics CRM for their ERP and CRM solutions.
  - TheirStack reports that KPMG, Infosys, Capgemini, Hitachi, EPAM and many other companies leverage Microsoft Dynamics for their CRM solutions.
  - These insights show that Microsoft Dynamics professionals have abundant global career opportunities.
- Dynamics CRM Salary Insights: According to Glassdoor, the salary of a Microsoft Dynamics CRM consultant in India ranges from ₹7 LPA to ₹15 LPA. According to ZipRecruiter, the annual salary of a Microsoft Dynamics CRM consultant in the United States ranges from $22,000 to $156,000.
- Showcase your expertise: The Microsoft Dynamics CRM course fosters practical knowledge in automation, integration, analytics, and more. The certification shows your expertise in the Microsoft Dynamics platform and fuels your career forward.
For organisations that offer Microsoft Dynamics CRM training to their IT teams
- Improved decision-making: Microsoft Dynamics training prepares your IT teams to centralize business applications on a single platform. It enables organizations to gain a consolidated view of their customers, derive actionable insights, and make informed decisions.
- Enhanced data security: The Dynamics 365 training empowers your IT teams to implement advanced security features such as multifactor authentication and identity and access management (IAM). It helps protect your sensitive data and ensures smooth, uninterrupted business processes.
- Improved customer experience: Microsoft CRM training equips your IT professionals to connect various teams, processes, and data across your organisation. It helps provide an exceptional experience to your customers.

Career outcomes

See the destination before the syllabus.

After completing the Microsoft Dynamics CRM course, you can apply for roles, such as:

Role 01

MS Dynamics Developer

Build, customize, test, and maintain Microsoft Dynamics CRM solutions for real business requirements.

Role 02

Microsoft Dynamics CRM Solution Architect

Design scalable Microsoft Dynamics CRM solutions, integrations, standards, and implementation roadmaps.

Role 03

Microsoft Dynamics CRM Functional Consultant

Translate business requirements into practical Microsoft Dynamics CRM workflows, configurations, and delivery plans.

Role 04

Microsoft Dynamics CRM Specialist

Apply practical Microsoft Dynamics CRM skills across real-world projects, teams, and business scenarios.

Role 05

Microsoft Dynamics CRM Technical Consultant

Translate business requirements into practical Microsoft Dynamics CRM workflows, configurations, and delivery plans.

Included

Everything included

Live expert training, hands-on practice, and ongoing support—all included with your course.

30 hours live

Learn live with an expert instructor and revisit the session recordings later.

Hands-on projects

20 hours of guided practical work to turn concepts into job-ready skills.

Microsoft Dynamics CRM certification

Follow a focused learning path aligned with the skills assessed in certification exams.

20 hours self-paced

Use supporting learning material and recordings around your weekday or weekend schedule.

Mentor support

Get your questions answered and receive individual guidance throughout the course.

Lifetime upgrades

Keep access to refreshed course material as the tools and curriculum evolve.

Course journey

Six states, one workflow to job-ready

Your path through the program moves through six clear stages — each one building toward practical, job-ready skills.

Modes of Training

Pick how you learn

Self-Paced Learning

learn_at_your_own_pace

20 hrs of pre-recorded videos & e-learning
Lifetime LMS access
100% practical approach
20 hrs of labs and practicals included
Watch and learn on your schedule

Online Classroom

instructor_led_live

30 hrs of instructor-led live training
Live doubt-solving with trainers
Real-time projects & use cases
Interview prep & job assistance
Everything in self-paced, included

Microsoft Dynamics CRM Course Upcoming Batches

WeekdaysSeats availableOct 06 – Oct 213:00 AM (ET)

WeekendFilling fastOct 10 – Oct 254:00 AM (ET)

WeekdaysSeats availableOct 13 – Oct 283:00 AM (ET)

WeekendSeats availableOct 17 – Nov 013:30 AM (ET)

For teams and enterprises

Training aligned to your tools, workflows, and business goals

Customize the curriculum, delivery plan, labs, and assessments for your workforce.

Custom curriculumLive online or onsiteProgress reporting

Course curriculum

Microsoft Dynamics CRM Course Content

A structured sequence of 14 modules moves from foundations to practical implementation.

14Modules

220+Topics

20hPractice

01Course Snapshot

MSCRM Basics

MSCRM Introduction
MSCRM Architecture, Layers and Technology
MSCRM Basic Navigations
Accounts, Contacts, Activities

Customization & Solutions

Customisation of System Entity, Custom Entity
Entity Creation, Attribute Creations
Form Creation, Section, Tabs, I frames,
Relationship (1: N, N:1, N: N)
Views creation
Templates creation (Email, Contract, KB)
Understanding Solutions
Import & Export Customization

Report Management

Dashboard Creations
Customising Reports
Import and Exports of Reports
Customising RDL files with Business Intelligence Studio (Basic)

Web Services

Plugin Registration Tools
Writing and Registering Plugins
Deregistration of Plugins

ISV/Plugins

Plugin Registration Tools
Writing and Registering Plugins
Deregistration of Plugins
Components Management

02Microsoft CRM 2016 Customization and configuration

Introduction to Customization and Configuration in MS CRM

Customisation or Development & Introduction or Entity Customisation.
Learn: How to Create a Solution and publisher
Configuring CRM, Business Units, Customizing Entities, Teams and Users

Entity Customization Concepts.

Create a Custom Entity.
Additional Entity Properties.
Modifying the Configuration of an Entity.

Create Custom Entities

Create a Custom Activity Entity
Building a Security Model in Microsoft Dynamics CRM 2016

Introduction to Business Units.

Overview of Security Roles.
User Management Overview.
Team Management Overview, Teams and Sharing.
Manage Security Roles for Users and Teams.
Field Security. Access Team Templates. Auditing Overview

How to Configure Security Roles

How to Configure User Access
Configure Field Security
Create and Configure an Access Team Template
Introduction to CRM Solutions
CRM Entity/Field Customization
Additional Field Customization

Customizing Charts and Dashboards

Create and Modify Charts.
Export and Import Charts.
Create and Modify Dashboards.
Learn: How to Create a Custom Chart & how to Create Create a Dashboard

Relationships

Types of Entity RelationshipsCreate
Entity Relationships1: N Relationship
BehaviorField Mappings in 1: N
RelationshipsConnections and Connection Roles.

Customising Forms

Form Customisation Overview.
Create and Modify Forms.
Quick Create and Quick View Forms.
Manage Multiple Forms — mobile Clients.
Learn: How to Modify Form Layout and Add Fields Lab: Create a Role-Based Form for the Competitor entity.

Business Rules Configuring

Views and Visualizations
View Customisation Concepts. System Views. Create Custom Views. Remove Unwanted Views. Learn how to Modify a Quick Find View & Create Custom Views
Introduction to Business Processes
Business Process Flows and how to create a Multi-Entity Business Process Flow

NEW IN CRM 2016 CUSTOMISATION!

Next generation search to make Search simpler, and faster!
Document management improvements.
Solution enhancements.
Interactive Service Hub including Multi-stream and Single-stream Dashboards.
External Party Access enhancements to the CRM API and SDK.
App-to-app deep linking.
Web Resources and IFRAME enhancements.
Data Performance Dashboard optimization recommendations.
Bulk Data Loader for CRM Online including recurring data import/export.
Modern web API enhancements including open industry standard OData v4.

03Microsoft Dynamics CRM 2016 Installation and Deployment

04Extending Microsoft Dynamics CRM 2016

05Module 2: Common Platform Operations

06Lab : 2.1: Creating Leads

07Lab :2.1: Account Management Application

08Module 3: Querying Data And Executing Operations

09Module 4: Implementing Business Processes

10Module 5: Plug-Ins

11Module 6: Application Event Programming

12Module 7: Client Extensions

13Module 8: Web Resource

14Microsoft Dynamics CRM 2016 - Service Management Details

Certification

Earn a credential that carries weight

Tekslate helps you with proper guidance, required training material, and will make you work on real-time industry based projects to clear your Microsoft Dynamics CRM Certification Exam in your first submit itself. Click here to get Certified in Microsoft Dynamics CRM.

Certification assistance throughout the course
Certification sample questions and practice
Guidance for Microsoft Dynamics CRM certification preparation

Prepares you for

Microsoft Dynamics CRM certificationMicrosoft Dynamics CRM course completion certificate

Skills and tools

What capabilities will you build?

Explore the practical Microsoft Dynamics CRM capabilities connected to curriculum modules, projects, and real-world role requirements.

Course Snapshot
Microsoft CRM 2016 Customization and configuration
Microsoft Dynamics CRM 2016 Installation and Deployment
Extending Microsoft Dynamics CRM 2016
Module 2: Common Platform Operations
Lab : 2.1: Creating Leads
Lab :2.1: Account Management Application
Module 3: Querying Data And Executing Operations
Module 4: Implementing Business Processes
Module 5: Plug-Ins
Module 6: Application Event Programming
Module 7: Client Extensions

Course Reviews

What learners say

4,344

Total reviews

4.7

Aggregate score

98%

Completion rate

4.1

“Recently completed MS Dynamics CRM certification training from Tekslate. Thank you Tekslate for an excellent course delivered by trainer and execution of real-time projects.”

4.9

“I’m delighted by taking Microsoft Dynamics CRM course at Tekslate.it really helped me to gain more knowledge on executions of projects which are according to real-time scenarios.”

3.9

“Thank you support system for executing sessions without server issues and sending the course videos after training.”

FAQ

Questions, answered

Yes, beginners can easily learn Microsoft Dynamics CRM. However, you can accelerate your learning process by gaining some exposure to CRM and ERP systems, as well as concepts related to automation.

By completing the MS Dynamics CRM training, you will be able to:

Schedule and complete work orders using Dynamics 365 field service
Manage sales, marketing, and customer service modules
Create, assign, and manage case records, and work with case lists and views
Manage leads, opportunities, custom entities, knowledge base, and SLAs
Manage web services and Microsoft Dataverse, and customize ribbons and site maps
Enable sales and marketing, and project service automation
Develop workflows and business process flows, and use FetchXML for querying
Integrate MS Dynamics CRM with Microsoft Power Platform, Microsoft Azure, and Power BI

Remote Work Support

Microsoft Dynamics CRM On-Job Support (Remote Work Support)

Expert guidance for difficult project tasks, deadlines, and real-world implementation challenges.

TekSlate Assist

Remote job support, when the work gets difficult.

The TekSlate On-Job Assist service is offered in partnership with Global Tech Community. It provides technical support for IT professionals and freshers completing real project tasks.

Flexible Engagement

Choose support around your workload

Every IT project includes demanding, time-sensitive work. TekSlate has 100+ subject-matter experts across technologies who help freshers and experienced professionals complete challenging project tasks.

Select the plan that fits your needs:

Pay per hour
Pay per week
Monthly support

Contact

Get in touch

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Phone
+1 930 200 4823 +91 90529 43388
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