Microsoft Dynamics CRM
MicrosoftDynamics CRMFrom Zero toJob-Ready
Training Roadmap
65-Day Journey
65 Days
Duration
1 hr/day
Daily
30 Days+
Access
JavaScript, Web API, C# Plug-ins, Ribbon Workbench & Solutions.
MS Dynamics CRM Q&A covered alongside every module.
MicrosoftDynamics CRMFrom Zero toJob-Ready
0+
Days Program
0 Days
System Access
0%
Placement Ready
Training Roadmap
65-Day Journey
65 Days
Duration
1 hr
Daily
30+
Access
Dev Track
JS, Web API, C# Plug-ins & Solutions.
Interview Prep
Q&A covered with every module.
Course Pre-Requisites
To ensure a seamless and highly productive learning experience, please make sure you have the following requirements met before we begin.
Hardware Equipment
A dedicated working Desktop/Laptop for practice
Connectivity
Good internet connection
Software Environment
Visual Studio 2019 with .NET framework 4.7.1
Commitment
Should attend classes regularly
Coursework
Must complete assignments on time
Engagement
Feel free to Ask questions if any
Microsoft Dynamics 365 CRM
Course Curriculum
A comprehensive, step-by-step curriculum designed to take you from foundational concepts to advanced C# plug-in development and automation.
Modules in MS Dynamics CRM
Customization & Configuration
Entity Customization
Relationships
Security Model
Workflows & Automation
Dynamics 365 Development
Plug-in (C#)
Ribbon Customization
Solution Management
Integration with Power Platform
Introduction to MS Dynamics CRM
Modules in MS Dynamics CRM
Customization & Configuration
Entity Customization
Relationships
Security Model
Workflows & Automation
Dynamics 365 Development
Plug-in (C#)
Ribbon Customization
Solution Management
Integration with Power Platform
CRM Fundamentals
A meticulously structured 10-day journey designed to build your rock-solid foundation in Microsoft Dynamics 365. Follow the path to transform from a beginner into a confident CRM administrator.
Introduction to Microsoft Dynamics 365 CRM
Discover the core architecture, cloud ecosystem, and business value of Dynamics 365 to kickstart your CRM journey.
CRM Navigation and Interface
Master the user interface, unified client interface (UCI), and personalize your workspace for maximum daily efficiency.
Modules Overview
Deep dive into the primary functional areas, focusing heavily on the Sales and Service modules and their life cycles.
Out-of-the-box Entities
Understand standard system entities (Accounts, Contacts, Leads, Opportunities) and how they relationally connect.
Introduction to Dataverse
Explore the underlying data platform. Learn about tables, columns, relationships, and highly secure data management.
Forms, Views, Dashboards
Customize the user experience. Learn to design intuitive forms, build structured views, and create insightful dashboards.
Basic Practice Sessions
Apply your knowledge with hands-on labs. Build, configure, and troubleshoot real-world CRM scenarios from scratch.
Customization
A structured, 15-day deep-dive into Microsoft Dynamics 365 customization—from entity architecture to real-world project delivery. Build solutions that truly fit your business.
Customization vs Configuration
Entity creation
Field customization
Form customization
View customization
Business rules
Calculated and Rollup fields
Relationships (1:N, N:1, N:N)
Subgrids and related records
Mini customization project
Security Model
Understand the core principles of the Microsoft Dynamics 365 Security Model and discover how business units, security roles, teams, and record sharing work together to protect data and manage access effectively.
Security model overview
Business Units
Security Roles
Teams and record sharing
Workflows & Automation
Explore the powerful automation capabilities of Microsoft Dynamics 365, including workflows, business process flows, and Power Automate, to streamline processes, enhance productivity, and drive efficiency across your CRM system.
Client-Side Development
Learn how to customize Microsoft Dynamics 365 at the client side using JavaScript, form events, Web API, and form context to build interactive and efficient CRM solutions.
Introduction to Dynamics development
JavaScript basics for CRM
Form events (OnLoad, OnSave, OnChange)
Working with formContext
Web API calls
Retrieve and update records
Subgrid scripting
HTML web resources
Practice session
Introduction to Dynamics development
JavaScript basics for CRM
Form events (OnLoad, OnSave, OnChange)
Working with formContext
Web API calls
Retrieve and update records
Subgrid scripting
HTML web resources
Practice session
Server-Side Development
This module introduces the core concepts of Microsoft server-side development, with a focus on plugin architecture, execution pipeline stages, C# implementation, registration, debugging, and real-world practice to strengthen backend customization skills.
Plugin architecture
Writing plugin code in C#
Debugging plugins
Introduction to plugins
Plugin execution pipeline
Plugin registration tool
Plugin practice
Introduction to plugins
Plugin architecture
Plugin execution pipeline
Writing plugin code in C#
Plugin registration tool
Debugging plugins
Plugin practice
Microsoft Advanced Topics
This module covers advanced Microsoft Dynamics 365 and Power Platform concepts, including enterprise customization, application lifecycle management, deployment governance, and secure data mobility across environments.
Ribbon customization
Ribbon Workbench overview
Solution management
Managed vs Unmanaged solutions
Data import and export
The
Final Project
Put your expertise into action. Build a production-ready CRM system from the ground up, undergo rigorous expert code reviews, and master the exact interview strategies needed to secure your target role.
End-to-end CRM implementation project
Review and feedback
Interview preparation and best practices
Ready to scale with
Microsoft Dynamics CRM?
Microsoft Dynamics CRM with DIGIT Innovations. Our curriculum bridges the gap between foundational basics and high-level C# plug-in development.
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