Microsoft Dynamics CRM Functional

Have Queries? Ask us +91 72592 22234

Course Overview

Xpertised Offers Advanced and Personalized Instructor Led Online Classroom training on Microsoft Dynamics CRM Functional which gives you the opportunity to interact with a Microsoft Dynamics CRM Functional instructor and help you enhance yourself to meet the demands of the industry.

Learn from our instructors from the convenience of your home or office. Interact and learn live with trainers and other participants.

Course Content

MSCRM Basics

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

Sales & Marketing Management

  • Lead Management
  • Opportunity Management
  • Product Management
  • Campaign Management
  • Marketing List Management
  • Quotes, Order, Invoice Management
  • Competitors and Goal Management
  • Sales Literature and Marketing Materials

Service Management

  • Case Management
  • Service Management
  • Contract Management
  • Knowledge Base Article Management

Business Management

  • Fiscal Year, Business Closures
  • Goal Metrics
  • Facilities and Equipment’s
  • Queue management (Configuring POP3, SMTP, Gmail)
  • Resource Group
  • Quota, Sales Territories, Site Management
  • Subjects, Connection & Relationship Roles.


  • System Settings, Server Settings
  • Business Unit, Security Roles creations.
  • Field Security Profiles
  • Team, User Creation
  • Access and Privileges
  • Auto Numbering, Languages Settings

Database Management

  • Data Imports
  • Data Maps
  • Templates of Data Imports
  • Duplicate Detection Settings, Rules, Jobs
  • Bulk Deletion

Customization& Solutions

  • Customization 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

Document Management

  • Document Management
  • Share point Document Locations
  • Components Management

Report Management

  • Dashboard Creations
  • Customizing Reports

Import and Exports of Reports
Customizing RDL files with Business Intelligence Studio (Basic)

Goal Management

  • Goal Audit Settings
  • Entity and Field Audit Settings
  • Audit Log Management
  • Audit Summary

Workflow Creations

  • Process Creations
  • Process Triggers, Loops, Branch, Chain
  • Process Export, Import and Publish
  • Workflow Rules

Customer Reviews

Thanks to Xpertised and the tutor who walked me through all the topics with Practical exposure which is helping me in my current project.

Course was quite helpful in terms of understanding of concepts and practicality. Its really a very friendly environment to learn. The timing were mutually chosen, as we both are working professional. I am quite satisfied with the course.


For Batch Details
Call us at: +91 7259222234

Not sure? Consult Our Experts

Looking for a Training for


My Team/Organization

I agree to be contacted over mail or phone

Call us at: +91 7259222234