Microsoft Dynamics CRM Introduction Course

Learn the basics to become an Expert
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  • Lectures 18
  • Length 1.5 hours
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 12/2015 English

Course Description

Microsoft Dynamics CRM is a Customer Relationship Management Business Solution by Microsoft. For any business, Dynamics CRM can be utilized for Sales Force Automation, Marketing Campaigns and complete Customer Service Management as out of the box functionalities.

Microsoft Dynamics CRM is one of the hottest technology in market. A CRM Consultant earns up to $75,000 - $100,000 Per Annum.

In this course, you will learn the basics of Microsoft Dynamics CRM with lot of practical examples and practical application demo.

In this course, you will learn:

  1. Microsoft Dynamics CRM introduction from every aspect.
  2. Dynamics CRM Deployment Types
  3. Dynamics CRM Application Navigation
  4. Dynamics CRM Important Terminologies
  5. Dynamics CRM Sales Module Overview
  6. Dynamics CRM Marketing Module Overview
  7. Dynamics CRM Service Module Overview
  8. Dynamics CRM Records and Activities Creation
  9. Dynamics CRM Security Model
  10. Dynamics CRM Reporting Overview
  11. Dynamics CRM Settings and Administration Overview
  12. Course Conclusion & Next Steps

If you are a Programmer or want to be a CRM Consultant, this is the best introduction course to start your learning journey to earn more.

What are the requirements?

  • Students should have basic computer skills.
  • Students should be able to use Web Browsers like Internet Explorer, Google Chrome or any other Web Browser to access internet.

What am I going to get from this course?

  • Students will have basic understanding of Microsoft Dynamics CRM.
  • Students will have basic overview of Microsoft Dynamics CRM Functional Modules.
  • Students will have basic overview of Microsoft Dynamics CRM Administration and Customizations.

Who is the target audience?

  • This Microsoft Dynamics CRM course is for newbies who are not familiar with Dynamics CRM Technology.
  • This course is probably not for you if you are looking for advanced topics of Microsoft Dynamics CRM.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Course Overview
Welcome to the course.

In this video tutorial, I am explaining how this complete training course is structured.


In this video, you will learn to register for CRM Online. Have fun!


If you are a MAC User or don't have Windows Server 2012 R2 installed on your system, then this tutorial will explain you step by step process of installing Microsoft Dynamics CRM 2016 Server on Microsoft Azure.

Don't worry, you don't need to pay anything to set this up. Microsoft provides 30-day free trial and $200 credit to use. So, watch this video and install Microsoft Dynamics CRM 2016 on Microsoft Azure.

Section 2: Microsoft Dynamics CRM Basic Overview

In this video, you will learn various deployment types of Microsoft Dynamics CRM.


In this video, I will walk you through Microsoft Dynamics CRM application. You will learn how to navigate through the application.


It's very important to use product terminologies for any consultant. In this video, you will learn some important terms of Microsoft Dynamics CRM.

What is an Account entity in MS Dynamics CRM?
1 question
Section 3: Microsoft Dynamics CRM Functional Modules Overview

In this video, you will get an overview of Microsoft Dynamics CRM Sales Module. I will teach you the Sales Process Flow and different features.


In this video, you will get an overview of Microsoft Dynamics CRM Marketing Module. I will teach you the Marketing Process Flow and different features.


In this video, you will get an overview of Microsoft Dynamics CRM Service Module. I will teach you the Customer Service Process Flow and different features.

Well Done on Reaching This Far
Which one of the following is not a functional module of Microsoft Dynamics CRM?
1 question
Section 4: Microsoft Dynamics CRM Administration & Records Creation

In this video, you will learn how to control Microsoft Dynamics CRM application areas and data access. I will teach you security model for CRM On-premises and CRM Online.


In this video, you will learn how to create records and activities in Microsoft Dynamics CRM.


In this video, you will learn different reporting types available for Microsoft Dynamics CRM and the tools you need to create custom reports.


In this video, you will learn detailed overview of Microsoft Dynamics CRM Administration.

Section 5: Course Conclusion & Next Steps.

In this video, I will do a course recap and explain you the next steps to become an expert Microsoft Dynamics CRM Consultant.

Thank You for taking my Course
Section 6: Bonus
Effectively Qualify Your Leads With Microsoft Dynamics CRM

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Instructor Biography

Abhay Sharma, Author, Entrepreneur, Trainer & Consultant

Abhay Sharma is an Author, Entrepreneur, result oriented Trainer and a Marketing Consultant. He has an excellent project management experience (PMP Certified) and he is a Microsoft Dynamics Certified Professional. Abhay has rich experience in projects implementation, consulting and training delivery.

He has expertise in Microsoft Dynamics NAV, Microsoft Dynamics AX and Microsoft Dynamics CRM products.

Abhay has successfully implemented many mid and large-size projects in various industries like Trading, Automobiles, Pharmaceuticals, Manufacturing, Judiciary, Business Registration, Tourism, Call Centers, NGOs, Government Sector and many more.

He has been training students offline and online and have trained thousands of students in many countries.

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