KBS Training Institute is passionate about offering responsive support to Microsoft Dynamics CRM users. Our awesome support staffs provide on-demand technical assistance with routine maintenance, technical issues and small CRM additions and changes. They are experienced, dedicated, and ready to respond quickly to customers’ needs.

 The training sessions may be delivered online or in-person at your office or at the KBS Training Institute in USA, UK, France, Japan, Germany, Italy, UAE, Newzeland, Australia, Singapore and etc. You may opt to have the training delivered as it was designed or select individual courses to build training. With classes no larger than 20 students, group learning provides the unique opportunity to compare notes with other organizations. Laptops and course material are provided for students.

With a focus on the business use of Microsoft Dynamics CRM, this covers the entire application in detail. Using hands-on labs in training environment with fictional data, participants gain a broad overview of everything Microsoft Dynamics CRM can do out-of-the-box. This includes the sales, marketing, and service processes, as well as the reports and dashboards, system administrator functions, and system customizing functions.

Intermediate technical recommended. Understanding of data and relational databases helpful. Since the CRM course is focused on the application and not on processes, this training is not recommended for end-users, but rather is more appropriate for those who will be customizing or supporting the application.

Topics Covered

CRM Overview and Navigation

Sales, Marketing, Service, and Service Scheduling

Advanced Find, Charts, Dashboards, and Report Wizard

Users, Teams, Security Roles, and Security Structure

Data Management and Duplication Detection

Processes: Workflows, Dialogs, and Process Flows

Configuration: Forms, Fields, System Views and Charts

CRM Foundation Course 


This CRM Dynamics course provides the essentials skills for all users of Microsoft Dynamics CRM; all of the content is relevant throughout the system. 


Navigating the system 

Key Data Entities 

Searching for Records 

Working with Records 

Personal Views 

Introduction to Charts 

Activity Management 

Outlook Integration 


CRM Sales Course:


Designed specifically for sales staff this course covers the areas of: 


Working with Leads 

Telesales / Lead Qualification 

Working with Opportunities 

Creating Quotes / Adding Products 

Goals & Metrics 

Contact Us:

Bangalore office
KBS Training Institute,
Novel Business Center,Bengaluru, Karnataka 560068.
Mail to: info@kbstraining.com

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