Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. The product focuses mainly on sales, marketing, and service (help desk) sectors, but Microsoft has been marketing Dynamics CRM as a CRM platform and has been encouraging partners to use its once proprietary, now Open Source (.NET based) framework to customize it. It is part of the Microsoft Dynamics family of business applications. To Know more about Microsoft Dynamics CRM Visit Wikipedia.

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No Prerequisites required. Freshers can also learn.

As on 14th Nov, 2019, 948 Microsoft Dynamics CRM related jobs are available on naukri.com

Microsoft Dynamics CRM Training Course Content

  • Introduction
  • Online v/s On – premise
  • User Interface

How to Navigate

  • Recently viewed items
  • Saving your data

Common Functions

  • Advanced Find
  • Other Common Functions

Accounts

  • Required Fields for Accounts
  • Additional Fields for Account Records
  • Top Menu Options for Accounts
  • Contacts Associated with Accounts

Contacts

  • Required Fields for Contacts
  • Additional Fields for Contact Records

Activities

  • Quick Create
  • Adding a New Activity Directly to a record
  • Working with Activities
  • Properties to consider
  • Fax Activities
  • Phone Call Activities
  • Email activities
  • Letter Activities
  • Appointment Activities
  • Scheduling Recurring AppointmentsService Activities
  • Campaign Response Activity
  • Custom Activities
  • Flow interfaces for sales.
  •  Lead to Opportunity flow example

Leads

  • Working with New Leads
  • Converting Leads
    Opportunities
  • Creating a New Opportunity
  • Add products to an Opportunity
  • Closing Opportunities

Quotes, orders, and Invoices

  • Working with Quotes
  • Draft status
  • Order
  • Invoices
  • Sales Literature

Goals, Goal Metrics, and Roll up Queries

  • Define Goal Metrics
  • Create New Goal
  • Set Goal Criteria

Marketing Lists

  • Use Lookup to Add Members
  • Use Advanced Find to Add Members
  • Use Advanced Find to Remove Members
  • Use advanced Find to Evaluate Members
  • Other Marketing List Features

Campaigns

  • Working with New Campaigns and Campaigns Templates
  • Adding Campaign Activities
  • Campaign Responses

Quick Campaigns

  • Creating Quick Campaigns
  • Status of Quick Campaigns

Understanding Service and Service Activities
Services

  • Service Calendar
  • Service Activity
  • Managing User’s Working Time
  • Appointments
  • Customers
  • Social Profiles

Cases

  • Add Related Activities
  • Delete Case
  • Resolve Case
  • Cancel Case
  • Reports

Articles

  • Subjects
  • Submitting an Article
  • Approving an Article
  • Rejecting an Article
  • Reports
  • Articles security

Part 1: MS dynamics CRM Administration & Customization – Technical

  • Fiscal Year Settings
  • Goal Metrics
  • Business Closures
  • Facilities / Equipment
  • Queues
  • Resource Groups
  • Sales Territories
  • Services
  • Sites
  • Subjects
  • Currencies
  • Connection Roles
  • Relationship Roles
  • Automatic record creation and Update Rules
  • Article Templates
  • Contract Templates
  • Email Templates
  • Mail Merge Templates
  • Document Templates
  • Email Signatures
  • Families & Products
  • Price Lists
  • Discount Lists
  • Unit Groups
  • Case Settings with Record Creation and Update Rule
  • Service Terms
  • Service Scheduling
  • SLA
  • Entitlements
  • Customize the System
  • Publishers
  • Solutions
  • Developer Resources
  • Themes
  • Announcements
  • Auto-Numbering
  • System Settings
  • Languages
  • Privacy Preferences
  • Subscription Management
  • System Notifications
  • Resources in Use
  • Users
  • Teams
  • Security Roles
  • Business Units
  • Field Security Profiles
  • Hierarchy Security
  • Positions
  • Access Team Templates
  • Duplicate Detection Settings
  • Duplicate Detection Rules
  • Duplicate Detection Jobs
  • Bulk Record Deletion
  • Data Maps
  • Imports
  • Templates for Data Import
  • Sample Data
  • Add Ready-to-use Business Processes
  • Data Encryption
  • Global Audit Settings
  • Entity and Field Audit Settings
  • Audit Summary View
  • Audit Log Management
  • Email Sever Profiles
  • Mailboxes
  • Migrate Email Router Data
  • Email Configuration Settings
  • Server-Side Synchronization Monitoring
  • Business Process Flow
  • Workflow
  • Dialog
  • Actions

Part 2: Technical

  • Overview of Web Resources
  • Web Resource Management
  • Using Jscript Libraries
  • Form and Field Events
  • Pass Parameters
  • Debugging Client-Side Code
  • Customizing the Site Map
  • Customizing the Ribbon
  • Overview of Plug-ins
  • Developing Plug-ins
  • Entity Classes and Plug-ins
  • Register and Deploy Plug-ins
  • Debugging Plug-ins.
  • Querying in Microsoft Dynamics CRM
  • Query Expression
  • Query By Attitude
  • Fetch XML
  • Setting up Custom Workflow Activity Assemblies
  • Creating Custom Workflow Activities
  • Debugging Custom Workflow Activities
Microsoft Dynamics CRM Online Training

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