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CorptechIT provides Online Training by experienced IT professionals. Our faculties dedicated to complete your course as per the schedule given. We record the classes from your end to refer the classes once again whenever is required. Microsoft Dynamics CRM Online Training being a really important module, we have taken precise steps in teaching a full-fledged Microsoft Dynamics CRM Online Training course curriculum that covers all the concepts. Our customer support team and trainers will solve all your queries as and when required. Microsoft Dynamics CRM Online Training has got the right training that can fulfill a candidate’s training expectations. We see to that the value and quality of our Microsoft Dynamics CRM Online Training will not be compromised at all. We will market your resume in USA, UK, SINGAPORE, NEWZELAND, CANADA, AUSTRALIA, JAPAN, SWEDEN, SOUTH AFRICA. We clarify your questions during the training even after the course completion. After completion of training we will help you to assist you to get certified on Microsoft Dynamics CRM . We will give you 100% Satisfaction.

Microsoft Dynamics CRM Online Training Course Content

PART I – Overview

Introduction to Microsoft Dynamics CRM

Sales Process

  • Leads
  • Opportunities
  • Competitors
  • Products
  • Quotes, Orders and Invoices


  • Marketing Lists
  • Campaigns
  • Sales Literature
  • Quick Campaigns


  • Services
  • Service Calendar
  • Cases
  • Knowledge Base
  • Contracts

Settings & Configuration


  • Creating and managing Business Units, Users and Teams
  • Privileges, Access Levels and Security Roles
  • Creating and managing Security Roles
  • Auto Numbering and System Settings
  • Installing MUI Language Packs

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 and Quotas
  • Subjects

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
  • Entity Customization

Basic Form Customizations

  • Basic UI Customization Capabilities
  • Form Customization – Working with Tabs, Sections, Fields and IFrames
  • Introduction to Application Event Programming
  • Using Form and Field Events

MS CRM Entity Model

  • Customization Concepts – Entity Types and Attributes
  • Creating Custom Entities and Attributes
  • 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, Scheduling and Exporting Reports

PART II – Extending MS Dynamics CRM


  • Overview of Workflow
  • The Workflow Designer
  • Creating Workflows through Workflow Designer
  • Creating Custom Workflow Activities
  • Debugging Custom Workflow Activities

Working with Site Map
Working with ISV. Config

Using the CRM Web Services

  • CRM Service
  • Discovery Service
  • Metadata Service

Advanced Platform Operations

  • Querying Data
  • Query Expression
  • Query by Attribute
  • Filtered Views
  • Dynamic Entities
  • Execute Method
  • Working with Request and Response

Form Scripting and Extensions (Java Script)

  • Calling Web Services from java script
  • Advanced topics, including from type considerations, cross-site scripting, using script for validation, and loading external script files
  • Script examples


  • The event execution pipeline
  • Details of the “IPluginExecutionContext” Interface
  • Developing and Deploying plug-ins
  • Debugging plug-ins