MS Dynamics 365

Basic – Quick Overview of MS Dynamics 365

Building a strong foundation
  • Basic – Quick Overview of MS Dynamics 365
  • Introduction – Why CRM and why MS Dynamics 365
  • History – MS CRM versions
  • Features and modules in MS Dynamics 365
  • MS Dynamics 365 Functional overview
  • Configuration in MS Dynamics 365

    Entity and relationship behavior

    Entity and relationship behavior

    Attributes(fields), Constraints(keys) and its type

    Business Rules

    Type of Processes (E.g. Business process flow, Workflow and Actions, Dialog)

    Web resources and its type

    Security Model

    Business Units


    Solutions and Packages


    Sitemap design

    Use of ribbon workbench

    Report (Report wizard)
  • Customization in MS Dynamics 365

    Plugin and its uses

    Java-script and HTML
  • Data Import and Export

Advance – Master in MS Dynamics 365

The road to deep drive
  • Introduction and History
  • Detailed Overview of features and modules
  • Deep dive in Configurations

    Entity, Relationship and its behavior

    Attributes and its type

    Constraints (in detail)

    Rollup and Calculated Attribute
  • Packaging customization and configuration

    Solutions (in detail)

    Managed and Unmanaged Solutions

    Real-time situation based information
  • Hierarchy and Structure

    Organization and its use

    Business Unit
  • Overview of OOPS and C#




    Abstract Class

    Method Overloading and Overriding
  • Overview of SQL Server




  • Deep dive in Business Automation


    Custom Workflow

    Actions (Custom and system)
  • Web Resources

    HTML and CSS

    Java script


  • Deep dive in Integration

    Integration with Outlook

    Integration with SharePoint

    Integration with OneDrive

    Integration with .net System
  • Deep dive in Web Services

    Use of OData Web API

    Use of Discovery Services

    Use of SVC Services
  • Reports

    Report Wizard

    SSRS Report
  • Query Data in CRM – Use of Fetch XML
  • Security in MS Dynamics 365
  • Use of Access Team and Connections
  • Email Service Configurations
  • Data Import/Export and Data Migration