Microsoft Dynamics 365 CRM Course for Beginners-Part 1

Name: Microsoft Dynamics 365 CRM Course for Beginners-Part 1
Rating: 1.6 (4 reviews)

Complete Dynamics 365 CRM training with real-world examples, customization, plugins & Power Platform

Created byKumar M

Last updated 2/2026

English

What you'll learn

Customize CRM entities, fields, forms, views, dashboards, and business rules to meet business requirements.
Build end-to-end CRM solutions including entities, relationships, forms, and model-driven apps
Configure CRM modules like Sales, Service, and Marketing for real-world business scenarios.
Implement real-time projects using Dataverse, Power Apps, Power Automate, and CRM customization techniques.

Course content

1 section • 4 lectures • 1h 23m total length

Environment, Solution, Entity, Field & Views Creation | Dynamics 365 CRM38:08
Microsoft Dynamics CRM – Lookup Field & Subgrid Creation | Step-by-Step8:48
Dynamics 365 CRM- Quick View Form & Duplicate Detection Rule Step by Step28:15
Manual Deployment & Power Apps Pipelines8:00
In this course, you will learn how to deploy Microsoft Dynamics 365 CRM solutions using both Manual Deployment and Power Apps Pipelines.
Deployment is one of the most critical stages in any CRM project. Moving customizations from Development to UAT and Production must be done carefully to avoid data loss, downtime, or broken functionality.
This course provides a complete step-by-step guide to implementing a structured Dev → UAT → PROD deployment strategy, following real-world best practices.
What You Will Learn
What is CRM Deployment in Dynamics 365
Environment strategy (Dev, UAT, Production)
Manual solution deployment process
Exporting Managed vs Unmanaged solutions
Importing solutions into target environments
Validating deployment
Introduction to Power Apps Pipelines
Setting up Pipeline Host Environment
Enabling Deployment Pipelines
Approvals and governance process
Automated deployment using Pipelines
Deployment best practices
? Deployment Scenarios Covered
? Manual Deployment
✔ Prepare solution in Development
✔ Export Managed/Unmanaged solution
✔ Import into UAT
✔ Validate functionality
✔ Deploy to Production
? Power Apps Pipeline Deployment
✔ Configure pipeline environment
✔ Connect Dev → UAT → PROD
✔ Use approval-based deployment
✔ Automate solution movement
✔ Track deployment history
? Why This Course Is Important
Proper deployment ensures:
Safe movement of customizations
Controlled production releases
Reduced deployment errors
Better governance and compliance
Scalable enterprise CRM management
This topic is frequently asked in:
Dynamics 365 Technical Consultant Interviews
CRM Architect Interviews
Power Platform DevOps Roles
Solution Architect Positions
Understanding deployment is essential for enterprise-level CRM implementations.

Requirements

No prior experience with Microsoft Dynamics 365 CRM is required — beginners are welcome.

Description

Microsoft Dynamics 365 CRM is one of the most powerful enterprise platforms used globally for customer relationship management, sales automation, service management, and business process automation.

This course is designed to take you from beginner to expert level in Dynamics 365 CRM, even if you have no prior CRM experience.

You will start with core CRM concepts, including environments, security roles, users, teams, entities (tables), fields, relationships, forms, views, dashboards, and business rules. Step by step, you will move into real-time practical implementation, not just theory.

In this course, you will learn how to:

Configure out-of-the-box and custom entities
Design forms, views, dashboards, and charts
Implement security roles, teams, and field-level security
Automate business logic using workflows and Power Automate
Work with Microsoft Dataverse
Perform Dynamics 365 customization and configuration
Understand plugin concepts and JavaScript customization
Integrate Power Apps and Power Automate with Dynamics 365
Work on real-time project scenarios used in companies

This course is taught by a Microsoft Award-winning trainer with 18+ years of IT experience, who has trained 20,000+ students globally and worked with top organizations using Microsoft technologies.

Whether you are a student, job seeker, developer, tester, functional consultant, or working professional, this course will help you build strong Dynamics 365 CRM skills and prepare you for real project work and interviews.

By the end of this course, you will have the confidence to work independently on Dynamics 365 CRM projects.

Who this course is for:

This course is designed for anyone who wants to build a strong career in Microsoft Dynamics 365 CRM, whether from a functional, technical, or administrative perspective. It is valuable for: Beginners who have no prior experience with Dynamics 365 CRM or Power Platform. Students and fresh graduates looking to start a career in CRM, IT, or software development. Working professionals who want to switch to high-demand CRM roles. Functional consultants who want to deepen their understanding of customization and automation. Technical consultants and developers who want to learn Plugins, JavaScript, and Power Automate integrations. Business analysts and project team members working on CRM or digital transformation projects. System administrators responsible for managing CRM environments, security, and configurations. Power Apps and Power Automate learners who want to understand Dataverse and CRM backend concepts. Anyone preparing for Microsoft Dynamics 365 interviews or certification exams.