Dynamics 365 CRM Technical Corporate Training

Microsoft Dynamics 365 unifies essential business management solutions into one powerful platform, streamlining operations across departments. It integrates core features of customer relationship management (CRM) and enterprise resource planning (ERP), while also enhancing productivity with AI-powered tools and applications. For businesses aiming to simplify and optimize their technology landscape, adopting Microsoft Dynamics 365 CRM can be transformative—especially when implemented and managed by a certified expert.


  1. CRM Introduction
    • Overview of CRM: Understanding the fundamentals of Customer Relationship Management (CRM) systems.
    • Importance and Benefits: Exploring how CRM systems enhance business processes, customer interactions, and data management.
  2. Entities Creation
    • Creating Entities: Step-by-step guide to creating entities in Dynamic CRM.
    • Adding Fields: How to add and configure fields within entities.
    • Designing Forms: Techniques for designing user-friendly forms.
    • Configuring Views: Setting up views to display data effectively.
  3. Security Profiles and Roles
    • Setting Up Security Profiles: Creating and managing security profiles.
    • Assigning Security Roles: Understanding and assigning security roles to users.
  4. Business Rules
    • Creating Business Rules: How to create business rules to automate logic without coding.
    • Managing Business Rules: Best practices for managing and updating business rules.
  5. JavaScript and Plugins
    • Writing JavaScript: Introduction to writing JavaScript for Dynamic CRM.
    • Developing Plugins: How to develop and deploy plugins to extend CRM functionality.
  6. Workflows
    • Creating Workflows: Step-by-step guide to creating workflows in Dynamic CRM.
    • Automating Business Processes: Using workflows to automate repetitive tasks and business processes.

 

  1. Power Automate
    • Introduction to Power Automate: Overview of Power Automate and its capabilities.
    • Creating Automated Workflows: How to create workflows using Power Automate to integrate with Dynamic CRM.
  2. Model-Driven Apps and Canvas Apps (Basics)
    • Building Model-Driven Apps: Basics of building model-driven apps in Dynamic CRM.
    • Designing Canvas Apps: Introduction to designing canvas apps for various business needs.
  3. Azure Basics Related to Dynamic CRM
    • Overview of Azure Services: Understanding Azure services that integrate with Dynamic CRM.
    • Integrating Azure with Dynamic CRM: How to leverage Azure for enhancing CRM functionalities.
  4. Azure DevOps for Dynamic CRM Deployments
    • Using Azure DevOps: Introduction to Azure DevOps for managing CRM projects.
    • Managing Deployments: Best practices for deploying CRM solutions using Azure DevOps.
  5. Basics of Data Migration from SQL to CRM
    • Data Migration Strategies: Overview of strategies for migrating data from SQL to Dynamic CRM.
    • Tools and Techniques: Tools and techniques for efficient data migration.

Additional Modules

  1. Canvas Apps
    • Advanced Canvas App Development: Techniques for advanced development of canvas apps.
    • Best Practices and Tips: Tips for optimizing canvas apps.
  2. Model-Driven Apps
    • Advanced Model-Driven App Development: Customization and configuration of model-driven apps.
    • Best Practices: Best practices for developing model-driven apps.
  3. Power Pages Basics
    • Introduction to Power Pages: Basics of creating and managing web pages using Power Pages.
    • Creating Web Pages: Step-by-step guide to building web pages integrated with DynamicCRM.

 

 

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