Program

Microsoft Dynamics CRM

Technical - Online Training

MicrosoftDynamics CRMFrom Zero toJob-Ready

A structured 65-day technical program — Customization, Power Automate, C# Plug-ins, and interview prep built-in.

0+

Days Program

0 Days

System Access

0%

Placement Ready

Training Roadmap

65-Day Journey

Live
Day 1–10CRM Fundamentals
Day 11–25Customization
Day 26–38Security & Automation
Day 39–56Full-Stack Dev
Day 57–65Advanced + Project

65 Days

Duration

1 hr

Daily

30+

Access

Plug-in (C#) DevelopmentSecurity ModelWorkflows & AutomationCustomization & ConfigInterview Prep IncludedOnline Live Sessions

Dev Track

JS, Web API, C# Plug-ins & Solutions.

Interview Prep

Q&A covered with every module.

CRM FundamentalsEntity CustomizationBusiness Process FlowsPower AutomateC# Plug-in DevelopmentSolution ManagementRibbon WorkbenchWeb API IntegrationSecurity ModelInterview Preparation
CRM FundamentalsEntity CustomizationBusiness Process FlowsPower AutomateC# Plug-in DevelopmentSolution ManagementRibbon WorkbenchWeb API IntegrationSecurity ModelInterview Preparation
Preparation

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

01

Connectivity

Good internet connection

02

Software Environment

Visual Studio 2019 with .NET framework 4.7.1

03

Commitment

Should attend classes regularly

04

Coursework

Must complete assignments on time

05

Engagement

Feel free to Ask questions if any

06
Complete Learning Path

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.

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

Day 1 – 10

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.

10 Days of intensive, structured learning
7 Core modules covering A-Z basics
Hands-on practice & real-world scenarios
Day 1

Introduction to Microsoft Dynamics 365 CRM

Discover the core architecture, cloud ecosystem, and business value of Dynamics 365 to kickstart your CRM journey.

Overview
Day 2-3

CRM Navigation and Interface

Master the user interface, unified client interface (UCI), and personalize your workspace for maximum daily efficiency.

UI / UX
Day 4

Modules Overview

Deep dive into the primary functional areas, focusing heavily on the Sales and Service modules and their life cycles.

Business Logic
Day 5-6

Out-of-the-box Entities

Understand standard system entities (Accounts, Contacts, Leads, Opportunities) and how they relationally connect.

Architecture
Day 7

Introduction to Dataverse

Explore the underlying data platform. Learn about tables, columns, relationships, and highly secure data management.

Data Platform
Day 8-9

Forms, Views, Dashboards

Customize the user experience. Learn to design intuitive forms, build structured views, and create insightful dashboards.

Customization
Day 10

Basic Practice Sessions

Apply your knowledge with hands-on labs. Build, configure, and troubleshoot real-world CRM scenarios from scratch.

Hands-on Lab
Day 11 – 25

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

Day 26 – 30

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

Day 31 – 38

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.

EfficiencyEngine
Step 01Introduction to workflows
Step 02Background workflows
Step 03Real-time workflows
Step 04Business Process Flows
Step 05Power Automate overview
Step 06Triggers and actions
Step 07Automation practice
Day 39 – 48

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

Day 49 – 56

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.

Introduction to plugins

Plugin architecture

Plugin execution pipeline

Pre-validation
Pre-operation
Post-operation

Writing plugin code in C#

Plugin registration tool

Debugging plugins

Plugin practice

Day 57 – 63

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.

01

Ribbon customization

02

Ribbon Workbench overview

03

Solution management

04

Managed vs Unmanaged solutions

05

Data import and export

Day 64 – 65

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

Call to Action

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.

Hands-on Projects
Global Alumni Network
Real-time Support