Course Duration: 40 Days

Course Fees:


Installation and Deployment

1. Microsoft Dynamic CRM Over view

2. Different types of Deployment (Online , On- Premise and Partner Hosted)

3. Hardware and Software Requirements

4. Installation of Dynamics CRM

5. Installation and Configuration of Email Router

6. Deployment Manager

7. Reporting Configuration

8. Organization Import and database Restore

9. Upgrade lower version to Higher Version

10. Database Structure

11. Language pack Installation

12. Roll up Installations


Microsoft Dynamic CRM Applications

1. Overview

2. Navigation

3. Working with the Application

4. Working with Records

5. Quick Find and Multi-entity search

6. Marketing , Sales and Service Overview

7. Marketing , Sales and Service Life Cycle with different domains and real time examples



Customization and Configuration Topics Covered

1. Entity Creation and Meta Data

2. Field Creation (Includes all out-of-the-box Fields)

3. Form Customizations (Multiple Forms, Role based Forms, Quick View Form, Quick Create Form, Mobile Form and Tablet Form).

4. Relation Ships (1:N,N:N and N:N) and behaviors

5. Sub Grids

6. Lookup Filtration

7. Web Resource (HTML, Image etc.)

8. I Frames

9. View Customization (System Views, Personal Views)

 10. Dashboard and Charts

11. Field level Security

12. Calculated Fields

13. Rollup Fields

14. Hierarchy View

15. Data Management (Import, Export, Reimport, Bulk record deletion )

16. Auditing

17. Templates (Email Templates)

18. Goal Management

19. Queue Management

20. Security (Users,Teams,BusinessUnits,Roles,Hiararchy )

21. Timer Controls


Integration with Microsoft Dynamics CRM

1. MS CRM SDK (MS CRM Architecture, Assemblies, CRM Application Framework, WCF Web Service)

2. SSRS Integration with MS CRM

3. Asp. Net Integration with MS CRM

                a. CURD Operations

                b. Query Expressions

                c. Fetch Xml

                d. Query by Attribute

 4. SharePoint Integration with MS CRM

5. Outlook Offline Client Integration with MS CRM

6. SSIS Integration with MS CRM

7. 3 rd Party Integration with MS CRM

8. Data Migration with MS CRM


Advanced technical - Extending CRM

1. MS CRM Plugin Architecture

2. Development

3. Registration

4. Debugging

5. Shared Variables

 6. Images

7. Plugin Messages

8. Impersonation

9. Plugin Constructors

10.Offline Plugins

11.Plugin Execution Order

12.Handling Exceptions

13.Synchronous vs. Asynchronous



1. Understanding Workflows Basics 2. Understanding the trigger options with RT workflow 3. Workflow Actions 4. Real Time Workflows 5. Asynchronous Workflows 6. Child Workflows 7. On Demand Workflows 8. Custom Workflows 9. Recursive Workflows 10.Wait Conditions 11.Extending Workflows with Code



Business Process 3. Actions 4. JavaScript 5. Advance JavaScript 6. Business Rules 7. Ribbon Customizations 8. Site Map Customizations 9. Solution Management