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Microsoft Dynamics CRM Training in Bangalore

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  • Date Posted

    January 30, 2017

Microsoft Dynamics CRM Training in Bangalore

TIB Academy offers best Microsoft Dynamics CRM Training in Bangalore with most experienced professionals. Our Instructors are working in Microsoft Dynamics CRM and related technologies for more years in MNC’s. We aware of industry needs and we are offering Microsoft Dynamics CRM Training in Bangalore in more practical way. Our team of Microsoft Dynamics CRM trainers offers Microsoft Dynamics CRM in Classroom training, Microsoft Dynamics CRM Online Training and Microsoft Dynamics CRM Corporate Training services. We framed our syllabus to match with the real world requirements for both beginner level to advanced level. Our training will be handled in either weekday or weekends programme depends on participants requirement.

We do offer Fast-Track Microsoft Dynamics CRM Training in Bangalore and One-to-One Microsoft Dynamics CRM Training in Bangalore. Here are the major topics we cover under this Microsoft Dynamics CRM course Syllabus Introduction, Implementing and Managing Marketing Campaigns, Analysis, Reporting and Goals, Sales Management in Microsoft Dynamics, Working with the Product Catalog, Sales Order Processing, Analysis, Reporting and Goals, Service Management in Microsoft Dynamics, Working with Cases and Contracts, Using the Knowledge Base, Working with Teams and Queues, Analysis, Reporting and Goals.Every topic will be covered in mostly practical way with examples.

TIB Academy located in various places in Bangalore. We are the best Training Institute offers certification oriented Microsoft Dynamics CRM Training in Bangalore. Our participants will be eligible to clear all type of interviews at end of our sessions. We are building a team of Microsoft Dynamics CRM trainers and participants for their future help and assistance in subject. Our training will be focused on assisting in placements as well. We have separate HR team professionals who will take care of all your interview needs. Our Microsoft Dynamics CRM Training Course Fees is very moderate compared to others. We are the only Microsoft Dynamics CRM training institute who can share video reviews of all our students. We mentioned the course timings and start date as well in below.

Microsoft Dynamics CRM Training Syllabus:


• Benefits of Closed Loop Marketing
• Creating and Using Marketing Lists
• Marketing Campaigns and Quick Campaigns
• Quick Campaigns
• Introduction to Marketing Campaigns
• Creating a Marketing Campaign
• Creating and Using Campaign Templates
• Importing Leads

Implementing and Managing Marketing Campaigns

• Campaigns, Campaign Activities and Marketing Lists
• Creating and Using Email Templates
• Sales Literature, Products and Price Lists
• Distributing Campaign Activities
• Capturing and Viewing Campaign Responses
• Working with Campaign Responses

Analysis, Reporting and Goals

• Analyzing Marketing Information with Lists, Views and Charts
• Working with Reports
• Creating and Managing Marketing Goals
• Creating Charts
• Customizing and Working with Dashboards

Sales Management in Microsoft Dynamics

• Introduction
• Overview of the Sales Process in Microsoft Dynamics CRM
• Core Records in the Sales Process
• Tracking Competitors and Managing Sales Literature
• Working with Leads
• Working with Opportunities
• Sales Processes, Workflows and Dialogs

Working with the Product Catalog

• The Product Catalog and the Sales Process
• Unit Groups
• Adding and Maintaining Products
• Creating, Maintaining and Using Price Lists

Sales Order Processing

• The Microsoft Dynamics CRM Sales Order Process
• Opportunities, Quotes, and the Sales Process
• Working with Orders
• Working with Invoices

Analysis, Reporting and Goals

• Analyzing Sales Information with Lists, Views and Charts
• Working with Reports
• Exporting Sales Information to Microsoft Office Excel
• Creating and Managing Sales Goals
• Creating Charts
• Dashboards

Service Management in Microsoft Dynamics

• Introduction
• Getting Started with Service Management
• Cases and the Service Management Process
• Queues and Contracts in Service Management
• Working with Cases in the Case Grid

Working with Cases and Contracts

• Creating Case Records
• Working with Cases
• Contracts and Contract Templates
• Creating and Working with Contracts
• Using Contracts with Cases

Using the Knowledge Base

• Article Templates
• Creating, Approving and Publishing Articles
• Using and Searching the Knowledge Base
• Cases and Knowledge Base Articles

Working with Teams and Queues

• Introduction to Teams
• Introduction to Queues
• Creating and Managing Queues
• Working with Queues and Queue Items
• Using Workflows with Queues

Analysis, Reporting and Goals

• Service Management Reports
• Service Management Charts and Dashboards
• Goal Management for Service

Service Scheduling in Microsoft Dynamics


• Service Scheduling Overview
• Service Scheduling Scenarios
• Service Scheduling Process
• Working with Service Activities and the Service Calendar
• Closing, Canceling, or Rescheduling a Service Activity
• Using Charts and Reports to Analyze Service Activities

Advanced Topics

• Understanding the Service Activity Scheduling Engine
• Resources, Services and Selection Rules
• Incorporating Customer Preferences
• Resource and Service Capacity Requirements
• Understanding Sites and Same-Site Requirements

Microsoft Dynamics Customization and Configuration

• Business Units and Security Roles
• Business Units
• Managing Business Units
• Security Features

Configuring Users and Teams

• User Management Overview
• Adding and Maintaining User Accounts
• Team Configuration

Customizing Microsoft Dynamics CRM Overview

• Customization Methodology
• Who can Customize Microsoft Dynamics CRM?
• Types of Customizations
• Types of Customizations – Solutions

Customizing Fields

• Customization Concepts
• Field Data Types
• Field Properties
• Creating Fields
• Creating Option Sets

Customizing Entities

• Entity Concepts
• Modifying Custom Entities

Customizing Relationships and Mappings

• Types of Entity Relationships
• Creating Entity Relationships
• Entity Mapping

Customizing Forms, Views and Charts

• Basic UI Customization Capabilities
• View Customization Overview
• Charts
• Form Customization Overview
• Other Form Objects
• Creating New Forms

Configuring Field Security

• Field Security Scope
• Field Security and Other Security Methods

Configuring Auditing

• Enabling Auditing
• Viewing Audit Data
• Managing Audit Partitions

Configuring Solutions

• Solutions Review
• Exporting and Importing Unmanaged Solutions
• Exporting and Importing Managed Solutions

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