KITS Online Training Institute is one of the best training institute in leading IT online training. We provide best Microsoft Dynamic CRM Online training with our highly professional and real time trainers.  KITS also do corporate training and help them to train their employees. We have been offering courses to consultants, companies so that they can meet all the challenges in their respective technologies and also we are offering other courses like AppV Online Training.


Microsoft Dynamic CRM Course Content

Functional & Administration

Introduction to Microsoft Dynamics CRM

  • Dynamics product Stack
  • History of Microsoft Dynamics CRM
  • Editions in Microsoft Dynamics CRM
  • Deployment types & Licensing Options
  • Comparison with other CRM’s in the Market
  • XRM Framework
  • Out of Box Features (OOB Concepts)

Sales Module 

  • Lead Management
  • Opportunity Management
  • Product Management
  • Quotes, Orders and Invoices
  • Goal Management

Marketing Module

  • Marketing Lists
  • Campaigns
  • Sales Literature
  • Quick Campaigns

Service Module 

  • Services
  • Service Calendar
  • Case Management
  • Knowledge Base
  • Contracts

Activity Feeds 

Working with Dash Boards 

Working with Reports 

Process Driven UI 

Accessing CRM from Outlook 

Introduction to Social Listening 

Administration, Settings Configuration

Administration & Security 

  • Creating and managing Business Units, Users and Teams
  • Privileges, Access Levels and Security Roles
  • Positions & Hierarchies
  • Creating and managing Security Roles
  • Auto Numbering, Languages
  • System Settings
  • Auditing

Settings & Configuration 

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
  • Subjects
  • Connections

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

Workflows & Real Time Workflows 

Business Process Flows 

Business Rules 


Microsoft CRM Technical 2013/2015 

Basic and Advanced Customizations in MS Dynamics CRM 

MS CRM Entity Model 

  • Customization Concepts – Entity Types and Attributes
  • Filtered Views
  • Creating Custom Entities and Attributes

Entity Customization 

  • Form Customizations
  • UI Customization Capabilities
  • Form Customization – Working with Tabs, Sections, Fields and Iframes
  • Introduction to Application Event Programming
  • Using Form and Field Events
  • Mobile Forms

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

Form Scripting 

  • Client side scripting using Java Script
  • Working with Iframes

Working with Web Resources 

Report Wizard, Exporting Reports 

Working with Dash Boards 

Extending MS Dynamics CRM 

Processes (Workflows & Dialogs) 

  • Overview of Workflow
  • Creating Workflows steps through Workflow Designer
  • Overview of Dialogs
  • Creating Dialog Pages, Prompt and Response
  • Working with Input Parameters in Dialogs

Ribbon Customizations 

  • Creating & Hiding Ribbon Elements
  • Enabling & Disabling Ribbon Elements

Introduction to Solutions 

  • Managed & Unmanaged Solutions
  • Importing & Exporting Solutions


  • The Event Execution Pipeline
  • Developing Plugins
  • Plugin Registration Tool
  • Deploying Plugins
  • Debugging Plugins

Custom Workflows 

  • Developing Custom Workflow Activities
  • Deploying Custom Workflow Activities
  • Debugging Custom Workflow Activities

Microsoft CRM – Outlook Integration 

  • Settings
  • Email Configuration
  • Email Tracking in CRM

Microsoft CRM – SharePoint Integration 

  • Settings
  • List Component
  • Server-Side Sync
  • Document uploading from CRM to SharePoint

Microsoft Dynamics CRM / 365 Course Overview


  • Ribbon work Bench tool
  • XRM Tool Box
  • Role Based Views
  • Introduction to ADX Studio

Highlights of Microsoft Dynamic CRM Online training:-

*  Very in depth course material with Real Time Scenarios for each topic with its Solutions for Microsoft Dynamic CRM Online Trainings.

*  We Also provide Case studies  for Microsoft Dynamic CRM Training.

*  We do Schedule the sessions based upon your comfort by our Highly Qualified Trainers and Real time Experts.

*  We provide you with your recorded session for further Reference.

* We also provide Normal Track, Fast Track and Weekend Batches also for Microsoft Dynamic CRM Online Training.

* We also provide Cost Effective and Flexible Payment Schemes.

Microsoft Dynamic CRM Enquiry

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