Overview
Master Microsoft Dynamics 365 Customer Engagement with hands-on training covering configuration, customization, automation, plugins, integrations, and deployment.
CRM Fundamentals
Understand Dynamics 365 CE architecture, editions, and environments.
Customization
Entities, fields, forms, views, and business rules.
Automation
Workflows, plugins, and business process flows.
Integration
SDK, REST APIs, external system integrations.
Microsoft Dynamics CRM – Overview & Environment
Microsoft Dynamics CRM (Dynamics 365 Customer Engagement) is a cloud-based platform designed to manage customer relationships across sales, marketing, and service.
- Dynamics 365 CE overview & editions
- CRM Online vs On-Premise
- Environment setup & access
- CRM SDK & development tools
CRM Functional Modules & Navigation
- Sales, Marketing & Customer Service modules
- Work areas & sitemap navigation
- Activity management (Email, Tasks, Appointments)
- Cross-module collaboration
Entities, Records & Fields
- Standard & custom entities
- Entity relationships
- Field types (Text, Lookup, Option Set, Date)
- Create, update & delete operations
Forms, Searching & Views
- Form customization (tabs, sections, fields)
- Quick Find & Advanced Find
- System & personal views
- Saved queries & filters
Web Resources (JavaScript & HTML)
- JavaScript using Xrm object model
- Form events & validations
- HTML web resources
- Embedded custom UI components
Training Process
CRM Configuration
Entities, forms, views, security roles.
Customization
JavaScript, web resources, business rules.
Automation
Workflows, plugins, process automation.
Deployment
Solutions, integrations, best practices.