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MICROSOFT CRM TRAINING

Learn MS CRM: Microsoft Dynamics 365 CRM

Learn Microsoft CRM from foundations to functional configuration and technical development. Build practical skills in Dynamics 365 Sales, Customer Service, Dataverse, automation, JavaScript, plugins, APIs, security, and solutions.

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LEARNING PATH

What You Will Learn

CRM Foundations

  • Dynamics 365 and Power Platform architecture
  • Sales and customer-service processes
  • Tables, columns, relationships, forms, and views
  • Model-driven app navigation and configuration

Functional Configuration

  • Leads, opportunities, accounts, and contacts
  • Cases, queues, routing, and knowledge
  • Business rules and business process flows
  • Security roles, teams, and access

Technical Customization

  • Client scripting with JavaScript
  • C# plugins and custom APIs
  • Dataverse Web API and integrations
  • Power Automate with Dynamics 365

Delivery & ALM

  • Managed and unmanaged solutions
  • Environment variables and connection references
  • Testing, deployment, and troubleshooting
  • Project structure and documentation
WHO IT IS FOR

Choose the Right Starting Point

Beginners

Learn CRM concepts, business processes, configuration, Dataverse, and model-driven applications from the foundation.

Developers

Build JavaScript, C# plugin, Web API, integration, debugging, solution, and deployment skills.

Business Teams

Understand sales, service, security, reporting, automation, governance, and implementation decisions.

FREE CRM LEARNING RESOURCES

Start Learning Microsoft CRM

Dynamics 365 CRM Beginner's Guide

Understand CRM terminology, core sales records, Dataverse, security, and a practical first learning path.

Read the CRM beginner's guide

CRM Implementation Guide

Learn how requirements, data, security, testing, adoption, and release planning shape a CRM implementation.

Explore CRM implementation

Build or Buy a CRM?

Compare packaged CRM platforms with custom development using business fit, ownership, risk, and cost.

Compare CRM approaches
FAQ

Microsoft CRM Training Questions

Is MS CRM the same as Dynamics 365?

“MS CRM” commonly refers to Microsoft Dynamics CRM. The current cloud applications are part of Dynamics 365 and use Microsoft Dataverse and the Power Platform.

Can I learn the functional track without coding?

Yes. Functional learning focuses on business processes, configuration, forms, views, security, and application behavior. Coding is required for the deeper technical track.

Does the course cover plugins and JavaScript?

Yes. The technical learning path includes client scripting, C# plugins, Dataverse Web API, integrations, automation, solutions, testing, and deployment.

Start Learning Microsoft Dynamics 365 CRM

Share your experience level and whether you need functional, technical, or team training.

Enquire About CRM Training