Microsoft MB2-712 Dynamics CRM 2016 Configuration and Customization Expert Course

Develop advanced skills to tailor CRM entities, forms, views, and automation to organizational requirements efficiently.

What you will learn from this course

• Configure Microsoft Dynamics CRM 2016 settings, including auditing, document management, collaboration tools, and system-wide preferences that ensure consistent organizational processes
• Manage users, teams, and business units to ensure proper access and security, including assigning security roles, creating hierarchical structures, and managing multiple levels of user permissions
• Implement and customize entities, fields, and relationships for efficient data management, allowing organizations to track information accurately, maintain data integrity, and optimize CRM performance
• Design and configure forms, views, charts, and dashboards for better data visualization, providing end-users with actionable insights, interactive reporting, and efficient data entry interfaces
• Automate business processes using workflows, dialogs, business rules, and custom actions, reducing manual effort, minimizing errors, and standardizing operational processes
• Implement business process flows to guide users through CRM operations, ensuring compliance with organizational procedures and improving user productivity and consistency in data handling
• Apply field-level security and role-based security to protect sensitive data, ensuring that confidential information is only accessible to authorized personnel while maintaining operational efficiency
• Customize the CRM environment to meet organizational requirements without programming, enabling administrators and consultants to create tailored solutions using built-in tools and configuration options
• Troubleshoot and optimize customization settings to improve system performance, identify bottlenecks, and resolve issues that may affect productivity or user adoption

This course provides learners with the ability to not only configure the system for current business needs but also anticipate future requirements and scalability. Participants gain practical skills to implement best practices for system maintenance, change management, and optimization of CRM workflows.

Learning Objectives

The primary objective of this course is to equip participants with the knowledge and skills required to customize and configure Microsoft Dynamics CRM 2016 to meet business needs effectively. By the end of the course, learners will be able to:

• Understand the architecture and components of Microsoft Dynamics CRM 2016, including entities, relationships, forms, views, dashboards, and business process flows, and how they interact to support enterprise operations
• Configure system settings, manage security roles, maintain user access, and implement audit policies to ensure compliance and accountability within the CRM system
• Customize entities, fields, forms, and views for effective data handling, improving efficiency and enabling tailored data tracking for sales, service, and marketing processes
• Implement automation using workflows, dialogs, and custom actions to standardize repetitive processes, reduce manual intervention, and ensure data accuracy across the organization
• Create dashboards, charts, and visualizations to support decision-making by providing real-time insights, performance metrics, and interactive reporting capabilities
• Apply best practices for system customization, data integrity, and security, ensuring long-term maintainability and reliability of CRM configurations
• Implement business process flows and logic to streamline organizational operations, guide users through standard procedures, and ensure that organizational policies are followed consistently

Additionally, participants will gain the ability to analyze business requirements, translate them into effective CRM configurations, and evaluate the impact of customizations on system performance and user adoption. The course emphasizes not only the technical aspects but also the strategic use of CRM to improve overall organizational efficiency and customer satisfaction.

Target Audience

This course is designed for professionals responsible for implementing, customizing, and managing Microsoft Dynamics CRM 2016 within an organization. Typical participants include:

• CRM system administrators who manage user access, security, workflows, and overall system settings, ensuring the CRM platform operates efficiently and meets organizational requirements
• Implementation consultants who deploy and customize CRM solutions for clients, mapping business processes into functional CRM configurations and designing automation to optimize operations
• Business analysts responsible for analyzing business processes and translating them into CRM configurations that improve data flow, reporting, and decision-making
• Technical support staff who need a deep understanding of CRM customization to troubleshoot issues, optimize system performance, and provide guidance to end-users
• IT professionals seeking to enhance their skills in Microsoft Dynamics CRM administration and configuration, aiming to improve efficiency, support business processes, and contribute to strategic CRM initiatives

The course is also beneficial for professionals aspiring to pursue certification in Microsoft Dynamics CRM, as it aligns closely with the objectives of the MB2-712 exam. Participants will leave the course with both practical skills and theoretical knowledge, enabling them to confidently implement and maintain CRM solutions across different organizational environments.

Overview

Microsoft Dynamics CRM 2016 is a comprehensive customer relationship management platform that allows organizations to streamline business processes, manage customer interactions, and gain insights through analytics, reporting, and visualization tools. This course focuses specifically on customization and configuration, equipping professionals with the skills to adapt the CRM system to meet unique organizational requirements without extensive programming knowledge.

The training emphasizes hands-on practice to ensure participants gain real-world experience in configuring settings, creating and managing custom entities, managing relationships, designing forms and views, implementing workflows, and developing dashboards. By practicing in a controlled environment, participants learn to anticipate and resolve potential challenges, ensuring efficient system adoption and use.

Understanding the architecture and interdependencies within the CRM system is essential for effective customization. Participants explore how entities, fields, forms, views, dashboards, and business process flows interact to manage data, support operational processes, and provide decision-making insights. The course also highlights best practices for maintaining system performance, ensuring data integrity, and managing ongoing updates and customizations.

Participants are trained to apply automation tools, including workflows, dialogs, and custom actions, to reduce repetitive tasks, enforce business rules, and standardize operations. Business process flows guide users through predefined stages of operations, ensuring compliance and improving productivity. The course also demonstrates how to create meaningful dashboards and reports that transform raw CRM data into actionable insights.

By the end of the course, participants will have the confidence and competence to configure Microsoft Dynamics CRM 2016, automate processes, customize entities and relationships, and implement solutions that meet their organization’s business goals efficiently. Learners will also be prepared to support ongoing system maintenance, troubleshoot issues, and adopt new CRM features as they become available.

Prerequisites

To gain the most from this course, participants should possess a solid foundation in basic computing and business process understanding. Recommended prerequisites include:

• A basic understanding of Microsoft Windows operating systems and networking concepts, enabling participants to navigate system settings and configure CRM effectively
• Familiarity with Microsoft Office applications, particularly Excel and Outlook, to facilitate data import/export, reporting, and email integration tasks within CRM
• Experience with customer relationship management processes in a business environment, including sales, service, and marketing operations, to understand the application of CRM features
• General knowledge of databases and data relationships, including how entities, records, and fields are structured and linked within CRM
• Basic understanding of business process management and workflow automation concepts to appreciate the value of implementing automation and business process flows

These prerequisites ensure that participants can focus on advanced customization and configuration features without needing to master fundamental system operations during the course. Participants are encouraged to explore the Microsoft Dynamics CRM interface and basic navigation before attending to maximize hands-on learning.

Additionally, participants should possess logical thinking, problem-solving skills, and the ability to analyze business requirements, as these competencies are critical for mapping organizational needs into CRM configurations that are both functional and scalable.

Course Modules / Sections

The MB2-712 training course is divided into carefully structured modules to ensure comprehensive coverage of all topics necessary for mastering Microsoft Dynamics CRM 2016 customization and configuration. Each module focuses on a specific area of CRM functionality, combining theoretical knowledge with practical exercises to reinforce learning.

Module 1: Introduction to Microsoft Dynamics CRM 2016

This module introduces participants to the CRM platform, its architecture, and core components. Learners gain an understanding of how entities, relationships, forms, and views interact within the system. The module also covers the purpose of CRM in managing customer interactions, streamlining processes, and supporting business decisions.

Module 2: Configuring System Settings and Security

Participants learn how to configure system-wide settings such as auditing, document management, and email integration. This module covers user and team management, business unit creation, and defining security roles. Security settings, including role-based access control, field-level security, and hierarchy management, are explained in detail.

Module 3: Customizing Entities and Fields

This module focuses on defining and managing entities, including creating custom entities, understanding system entities, and configuring entity properties. Participants learn how to configure fields, use global option sets, create calculated and rollup fields, and implement field-level security. Entity relationships and hierarchical structures are also covered.

Module 4: Designing Forms, Views, and Visualizations

Participants learn how to design and configure forms, including main forms, quick create forms, and card forms. The module explains how to create system and personal views and how to apply filters and sorting. Additionally, participants learn to design charts and dashboards to visualize data and support decision-making.

Module 5: Business Process Automation

This module introduces workflows, dialogs, and custom actions for automating business processes. Participants learn to design and implement business rules for form-level logic and to configure conditional logic for field visibility and required values. Business process flows are covered to guide users through standardized stages of operations.

Module 6: Advanced Customization and Best Practices

Participants explore advanced customization techniques, including the use of JavaScript and client-side scripting, integrating CRM with external systems, and applying best practices for maintaining data integrity. Performance optimization and troubleshooting of customization settings are also addressed.

Module 7: Hands-on Practice and Case Studies

This module allows learners to apply the concepts learned through practical exercises and real-world scenarios. Participants configure entities, fields, forms, workflows, and dashboards to solve business challenges, reinforcing the learning objectives of the course.

Key Topics Covered

The course includes an extensive range of topics, ensuring participants acquire the skills needed to customize and configure Microsoft Dynamics CRM 2016 effectively.

System Configuration

• Configuring CRM organization settings, email integration, and document management
  
  

• Managing users, teams, and business units
  
  

• Implementing security roles, field-level security, and access hierarchies
  
  

• Enabling auditing and tracking system activities
  
  

Entities and Fields

• Creating and configuring custom and system entities
  
  

• Defining entity ownership, properties, and relationships
  
  

• Configuring standard, calculated, and rollup fields
  
  

• Implementing option sets and global option sets
  
  

• Applying field-level security and managing status fields
  
  

Forms and Views

• Designing main forms, quick create forms, and card forms
  
  

• Customizing form layout, sections, and tabs
  
  

• Implementing business rules and conditional logic on forms
  
  

• Creating personal and system views with filters and sorting
  
  

• Configuring charts and dashboards for data visualization
  
  

Business Process Automation

• Creating workflows for automated tasks and notifications
  
  

• Designing dialogs for guided business processes
  
  

• Implementing custom actions for reusable business logic
  
  

• Configuring business process flows with multiple stages and branching.
  
  

• Applying rules to ensure consistent data entry and workflow execution
  
  

Reporting and Analytics

• Creating charts, dashboards, and visualizations for decision support
  
  

• Integrating CRM data with Excel and Power BI for advanced analytics
  
  

• Configuring interactive dashboards and drill-down reports
  
  

• Monitoring system performance and identifying areas for optimization
  
  

Advanced Customization

• Using JavaScript for client-side scripting and form enhancements
  
  

• Integrating CRM with external systems and applications
  
  

• Applying best practices for maintaining customization integrity
  
  

• Troubleshooting issues related to entities, fields, workflows, and dashboards
  
  

Hands-on Practice

• Simulating real-world business scenarios to apply learned concepts
  
  

• Configuring entities, fields, forms, workflows, and dashboards
  
  

• Testing customizations for functionality and performance
  
  

• Identifying potential system improvements and implementing solutions

Teaching Methodology

The MB2-712 course employs a comprehensive combination of teaching methodologies designed to address diverse learning styles and ensure participants develop practical competence in Microsoft Dynamics CRM 2016 customization and configuration. The methodology is structured to balance theory, demonstration, and hands-on practice, providing a well-rounded learning experience that prepares participants for real-world CRM implementation.

Instructor-led Training

The course is conducted by highly experienced instructors who bring both theoretical knowledge and practical expertise in CRM administration and customization. Participants benefit from detailed explanations of CRM concepts, system architecture, and configuration options. Live demonstrations showcase real-time examples of entity creation, workflow automation, form design, and dashboard development, allowing learners to see the practical application of each concept. Instructors also explain the rationale behind configuration decisions, helping learners understand both the technical “how” and strategic “why” of CRM customization.

Hands-on Exercises

Hands-on exercises are integrated throughout the course to reinforce theoretical knowledge. These exercises allow participants to perform tasks such as configuring entities, creating custom fields, designing forms, and implementing workflows in a controlled CRM environment. Each exercise is designed to simulate real-world scenarios, helping learners understand the practical implications of configuration choices. This experiential approach enhances retention of concepts and builds confidence in applying skills in actual work environments.

Case Studies

Case studies are used to contextualize learning and demonstrate how CRM customization and configuration can address complex organizational challenges. Participants are presented with real-world business scenarios, such as optimizing sales pipelines, managing customer service operations, or streamlining marketing processes. They analyze business requirements, design tailored CRM solutions, and implement configurations within the CRM system. This approach helps learners understand how to translate business needs into effective CRM solutions.

Collaborative Learning

Collaborative learning activities, including group discussions, problem-solving exercises, and team projects, are an integral part of the course. Participants work together to develop solutions, share knowledge, and exchange ideas, simulating professional collaboration in an organizational setting. This approach fosters teamwork, communication skills, and critical thinking, which are essential for CRM consultants, administrators, and analysts who must interact with stakeholders, technical teams, and end-users.

Step-by-Step Guidance

For complex tasks such as configuring entity relationships, implementing business process flows, or designing dashboards, instructors provide detailed step-by-step guidance. Participants are shown exactly how to perform each configuration while also understanding the underlying logic and principles. This ensures learners not only complete tasks successfully but also develop the ability to troubleshoot, adapt, and extend CRM configurations independently.

Real-time Feedback

Real-time feedback is a critical component of the learning process. Instructors monitor participants during exercises and provide immediate guidance to correct mistakes, refine configurations, and optimize system settings. This iterative feedback loop allows learners to understand the impact of their decisions, gain confidence, and improve performance in subsequent exercises.

Resource Support

Participants have access to comprehensive training resources, including manuals, reference guides, practice exercises, and digital learning tools. These resources allow for self-paced study, review, and practice beyond the classroom. Participants can revisit exercises, consult step-by-step guides, and explore advanced features at their own pace, ensuring mastery of CRM customization and configuration. The availability of structured resources also aids in preparing for certification exams and applying concepts in professional environments.

Blended Learning Options

The course methodology may also incorporate blended learning approaches, including virtual classrooms, online tutorials, and self-paced modules. This flexibility allows participants to balance professional commitments while still accessing high-quality instruction. Blended learning ensures consistent understanding across diverse learner groups and accommodates varying levels of prior experience with Microsoft Dynamics CRM.

Assessment & Evaluation

Assessment and evaluation in the MB2-712 course are designed to ensure participants acquire the knowledge, technical skills, and confidence required to configure and customize Microsoft Dynamics CRM 2016 effectively. A structured evaluation framework combines practical tasks, knowledge checks, and scenario-based assessments.

Practical Assignments

Participants complete hands-on assignments for each module, including tasks such as configuring entities, creating custom fields, designing forms, implementing workflows, and developing dashboards. Each assignment is evaluated for completeness, accuracy, adherence to best practices, and alignment with business requirements. Practical assignments allow learners to apply knowledge in real-world contexts and demonstrate competency in CRM configuration.

Quizzes and Knowledge Checks

Short quizzes and periodic knowledge checks are embedded throughout the course to reinforce learning and assess comprehension of key concepts. These assessments cover theoretical knowledge, configuration principles, and process automation techniques. Quizzes help instructors identify areas where participants may need additional support and encourage learners to consolidate understanding before advancing to more complex topics.

Case Study Evaluation

Participants work on comprehensive case studies simulating real-world business challenges. Evaluation focuses on their ability to analyze requirements, design effective solutions, implement configurations, and optimize processes within the CRM environment. Case studies provide a holistic view of CRM customization, requiring participants to integrate multiple concepts, including entity design, workflows, dashboards, business process flows, and security configuration.

Performance Feedback

Detailed feedback is provided on all practical exercises and assessments. Instructors highlight areas of strength, identify opportunities for improvement, and offer suggestions for optimizing configurations and enhancing overall system performance. Performance feedback allows learners to refine their skills, correct errors, and gain confidence in managing complex CRM tasks independently.

Final Assessment

A comprehensive final assessment evaluates participants’ mastery of Microsoft Dynamics CRM customization and configuration. This assessment includes scenario-based exercises, problem-solving tasks, and practical assignments covering the full spectrum of course modules. Successful completion demonstrates readiness to apply learned concepts in professional environments and prepares participants for the MB2-712 certification exam.

Continuous Improvement

The course promotes continuous improvement by encouraging participants to review feedback, revisit exercises, and practice additional configurations. Learners are motivated to experiment with advanced features, explore alternative solutions, and develop strategies for optimizing CRM performance. Continuous evaluation reinforces learning objectives, ensures sustained skill development, and equips participants to handle evolving business needs and new CRM updates confidently.

Professional Readiness

The combination of instructor-led guidance, hands-on exercises, collaborative learning, and rigorous assessment ensures that participants leave the course ready to manage real-world CRM implementations. Participants develop problem-solving skills, technical competence, and strategic insight, making them valuable contributors to organizational CRM initiatives. The structured evaluation framework ensures not only immediate knowledge retention but also long-term professional growth in CRM administration, consultancy, and system optimization.

Benefits of the Course

Enrolling in the Microsoft Dynamics CRM 2016 Customization and Configuration course provides participants with numerous professional and technical benefits. The skills and knowledge gained from this training empower individuals to maximize the efficiency, effectiveness, and usability of Microsoft Dynamics CRM within their organizations.

Enhanced Professional Competence

Participants gain a comprehensive understanding of CRM system customization, enabling them to perform tasks that improve business operations. The course equips learners with the ability to configure entities, fields, relationships, forms, views, workflows, and dashboards, ensuring the CRM environment aligns with organizational processes and requirements.

Increased Career Opportunities

Certification and practical skills in Dynamics CRM open doors to advanced roles in administration, consultancy, and technical support. Professionals with expertise in CRM customization are highly sought after by organizations seeking to optimize their customer relationship management processes. Completing this course demonstrates mastery of CRM configuration and customization, enhancing employability and career advancement potential.

Streamlined Business Processes

Participants learn to implement automation and business process flows that streamline day-to-day operations. Through workflows, dialogs, business rules, and custom actions, organizations can reduce manual intervention, minimize errors, and improve efficiency. The course empowers professionals to design solutions that save time, reduce costs, and improve operational effectiveness.

Improved Decision-Making Capabilities

The training emphasizes dashboards, charts, and visualizations that enable real-time insights into organizational data. Participants learn to create visual reports that support informed decision-making. By understanding how to configure and optimize data visualizations, professionals can provide actionable insights to stakeholders and support strategic planning.

Strengthened System Security

Course participants acquire knowledge of role-based security, field-level security, and access hierarchies, ensuring that sensitive data is protected and accessible only to authorized users. Proper security implementation reduces the risk of data breaches and compliance violations, giving organizations confidence in their CRM system’s integrity.

Practical Hands-On Experience

The course integrates practical exercises and case studies, allowing learners to gain real-world experience. Participants configure entities, forms, workflows, dashboards, and automation processes in a simulated environment. This hands-on approach reinforces theoretical concepts and prepares learners to handle similar tasks in professional settings.

Best Practices and Optimization

Participants learn to apply best practices for customization, configuration, and system optimization. This includes strategies for maintaining data integrity, ensuring system performance, and troubleshooting common issues. By following proven techniques, learners can create robust and sustainable CRM solutions that meet organizational needs effectively.

Confidence in Microsoft Dynamics CRM

Upon completing the course, participants develop confidence in navigating, configuring, and customizing CRM 2016. The combination of theoretical knowledge, practical exercises, and real-world scenarios ensures learners are capable of independently managing complex CRM environments and supporting business objectives.

Course Duration

The Microsoft Dynamics CRM 2016 Customization and Configuration course is structured to provide comprehensive coverage of all relevant topics within a manageable timeframe. The course duration is designed to balance theoretical understanding with hands-on practical exercises, ensuring participants develop both knowledge and skills.

Standard Course Duration

The standard course duration is typically four to five days of instructor-led training. Each day includes interactive sessions, demonstrations, and guided practical exercises that progressively build expertise in CRM customization and configuration.

Module-Based Learning

Each module is allocated a specific time to ensure thorough coverage of all topics. For example, initial modules covering system configuration and security may be delivered in the first one to two days, followed by entity and field customization, forms, views, and visualization modules. Business process automation, advanced customization, and hands-on practice sessions occupy the remaining days.

Flexible Learning Options

Organizations or participants with time constraints may opt for flexible learning schedules, including part-time or blended learning approaches. Online learning, self-paced study, and instructor-led virtual classrooms are often available, allowing participants to complete the course over several weeks without compromising content coverage.

Practice and Reinforcement Time

Ample time is allocated for hands-on exercises, case studies, and practical application of learned concepts. Participants are encouraged to practice configurations, workflows, dashboards, and business process flows multiple times to reinforce learning and ensure mastery.

Assessment Integration

Throughout the course, assessments and evaluations are integrated to gauge participants’ understanding and skills. This may include practical assignments, quizzes, and scenario-based exercises that align with module content. Evaluation ensures participants are ready to apply knowledge in real-world environments.

The overall course duration provides sufficient time for participants to understand concepts, gain practical experience, and build confidence in customizing and configuring Microsoft Dynamics CRM 2016 effectively.

Tools & Resources Required

Successful completion of the Microsoft Dynamics CRM 2016 Customization and Configuration course requires access to specific tools and resources. These tools support hands-on practice, configuration exercises, and understanding of system functionality.

Microsoft Dynamics CRM 2016 Environment

A properly configured Microsoft Dynamics CRM 2016 environment is essential for hands-on practice. Participants should have access to a sandbox or trial instance where they can create custom entities, configure fields, design forms and views, implement workflows, and develop dashboards without impacting live organizational data.

Microsoft Office Suite

Familiarity with Microsoft Office applications, particularly Excel and Outlook, is recommended. Participants may need to export and analyze CRM data, perform bulk data updates, and integrate CRM with Excel for reporting and analysis. Outlook integration exercises require a working knowledge of email management within CRM.

Training Materials

Participants should have access to course manuals, guides, and reference documents that provide detailed instructions and examples for each module. These materials include step-by-step procedures for system configuration, entity customization, workflow design, and dashboard creation.

Practice Datasets

Predefined datasets are used during hands-on exercises and case studies to simulate real-world scenarios. These datasets allow participants to practice configuring entities, fields, relationships, forms, workflows, and dashboards in a realistic CRM environment.

Internet Access

Reliable internet access is necessary for accessing online resources, CRM trial instances, reference materials, and supplementary learning content. Participants may also need internet access for research, updates, and troubleshooting during exercises.

Supported Web Browser

A compatible web browser is required to access the CRM 2016 web client interface. Modern browsers such as Microsoft Edge, Google Chrome, or Internet Explorer are recommended to ensure compatibility and full access to CRM functionality.

Additional Tools

Depending on the course delivery, participants may also require additional tools such as Power BI for advanced analytics, Visual Studio for development exercises (if applicable), and email clients for testing email integration with CRM.

Instructor Support and Access

Participants benefit from guidance provided by experienced instructors. Access to instructors for questions, demonstrations, and feedback is a critical resource that enhances the learning experience and ensures the correct application of CRM configurations.

Optional Reference Books

Reference books and online documentation on Microsoft Dynamics CRM 2016 can serve as supplementary resources. These materials provide in-depth explanations, troubleshooting guidance, and advanced tips for customization and configuration.

Career Opportunities

Completing the Microsoft Dynamics CRM 2016 Customization and Configuration course opens a wide range of career opportunities in IT, business analysis, consultancy, and system administration. Professionals with CRM expertise are highly valued by organizations because they can streamline processes, optimize customer interactions, and provide actionable insights that enhance decision-making.

CRM System Administrator

CRM system administrators play a critical role in maintaining and optimizing the CRM environment. They manage user accounts, security roles, and access permissions, ensuring that employees have the right level of access to perform their tasks efficiently. Administrators also monitor system performance, implement updates, and troubleshoot configuration issues, maintaining system reliability and ensuring minimal disruption to daily operations.

Implementation Consultant

Implementation consultants are responsible for deploying Microsoft Dynamics CRM solutions that are tailored to the specific needs of an organization. They analyze business requirements, design solutions, configure entities, fields, and workflows, and implement business process flows. Consultants work closely with stakeholders to ensure that CRM customizations align with strategic objectives and that the system delivers measurable value.

Business Analyst

Business analysts with CRM expertise bridge the gap between organizational processes and technical implementation. They assess workflow inefficiencies, gather requirements from business units, and translate them into functional CRM configurations. Their role is crucial for ensuring that the CRM system accurately represents business processes, enforces standards, and supports informed decision-making at all levels of the organization.

Technical Support Specialist

Technical support specialists with CRM skills assist end-users and resolve technical issues that arise during daily operations. They troubleshoot errors, optimize workflows, maintain data integrity, and provide guidance on system usage. Professionals trained in CRM customization and configuration are better equipped to address complex issues, implement corrective measures, and enhance overall user satisfaction.

CRM Developer

While this course primarily focuses on configuration rather than coding, professionals may transition into CRM development roles if they wish. Developers use advanced tools to create custom plugins, integrate external applications, implement client-side and server-side logic, and extend CRM functionality beyond standard configurations. Knowledge of entities, relationships, workflows, and automation from this course provides a strong foundation for development tasks.

Project Management and Consultancy

Experienced CRM professionals often move into project management and consultancy roles. They can oversee CRM implementation projects, coordinate teams, define timelines, ensure resource allocation, and monitor quality assurance. Consultants also advise organizations on best practices for customization, process automation, and adoption strategies. Their expertise is instrumental in helping businesses maximize the ROI of Microsoft Dynamics CRM investments.

Industry Opportunities

The skills gained from this course are applicable across numerous industries, including finance, healthcare, retail, manufacturing, telecommunications, and technology. Any organization that interacts with customers, manages complex sales pipelines, or tracks service delivery can benefit from professionals trained in Microsoft Dynamics CRM 2016. The versatility of CRM customization allows professionals to adapt their skills to different business models and industry-specific requirements, making them highly employable and in demand globally.

Freelance and Independent Opportunities

In addition to traditional employment roles, certified CRM professionals can explore freelance consulting and independent project opportunities. Many small to medium-sized organizations seek experts to implement, configure, or optimize their CRM systems on a contract basis. This creates opportunities for professionals to work independently, manage multiple projects, and gain exposure to diverse organizational environments.

Conclusion

The Microsoft Dynamics CRM 2016 Customization and Configuration course equips professionals with the knowledge and practical skills required to manage, configure, and optimize CRM environments effectively. Participants develop the ability to implement tailored solutions that align with organizational requirements, automate processes, and enhance productivity. The course emphasizes hands-on learning, real-world scenarios, and case studies to provide participants with practical experience that extends beyond theoretical understanding.

Participants gain confidence in customizing entities, fields, forms, workflows, business process flows, dashboards, and charts. They learn how to configure security roles, implement field-level security, manage user access, and maintain data integrity. These skills ensure that CRM systems are optimized, secure, and capable of supporting complex business operations efficiently.

By mastering automation tools such as workflows, dialogs, and custom actions, participants can streamline repetitive tasks, reduce manual intervention, and improve operational efficiency. Business process flows enable users to follow standardized procedures, ensuring consistent data entry, reducing errors, and supporting compliance with organizational policies. The ability to design interactive dashboards and visualizations empowers professionals to provide decision-makers with actionable insights, facilitating data-driven strategic planning.

The course also emphasizes best practices in system configuration, troubleshooting, and performance optimization. Participants learn to identify potential issues, implement preventive measures, and maintain a high level of system performance. These competencies make professionals valuable assets to their organizations, capable of ensuring the long-term sustainability and effectiveness of CRM implementations.

Completing this course also prepares participants for the MB2-712 certification, which serves as formal recognition of expertise in Microsoft Dynamics CRM 2016 customization and configuration. Certification enhances professional credibility, increases employability, and provides a competitive edge in a rapidly evolving job market. It also demonstrates to employers and clients that participants possess the skills necessary to manage and optimize CRM systems effectively.

Furthermore, the knowledge and skills gained from this training program are transferable to newer versions of Microsoft Dynamics CRM and Dynamics 365. Professionals can leverage the foundational concepts of customization, configuration, and automation to adapt to updated platforms, ensuring ongoing relevance and career growth in the field of CRM administration.

The combination of theoretical knowledge, practical exercises, hands-on experience, and certification readiness ensures that participants are fully prepared to handle real-world challenges. Professionals leave the course capable of implementing solutions that improve operational efficiency, enhance customer engagement, and support organizational growth. The course empowers participants to become leaders in CRM customization, providing value to their organizations and contributing to long-term business success.

Enroll Today

Enroll in the Microsoft Dynamics CRM 2016 Customization and Configuration course today to advance your career, gain in-demand skills, and achieve professional certification. Whether your goal is to become a system administrator, business analyst, implementation consultant, or technical support specialist, this course equips you with the tools, knowledge, and practical experience necessary to succeed.

By enrolling, you gain access to comprehensive training materials, hands-on exercises, case studies, and expert guidance from experienced instructors. You will learn how to configure entities, fields, forms, workflows, dashboards, and business process flows, enabling you to deliver customized CRM solutions that align with organizational objectives.

The course provides opportunities to practice real-world scenarios, allowing you to apply your knowledge in a controlled environment and build confidence in your skills. You will learn to implement security roles, manage user access, automate business processes, and design visualizations that support informed decision-making.

Completing this course not only prepares you for certification but also positions you as a valuable professional capable of optimizing CRM systems, streamlining operations, and driving business growth. Take the next step in your professional journey, expand your career opportunities, and master Microsoft Dynamics CRM 2016 customization and configuration by enrolling today.

The knowledge, practical experience, and professional recognition gained from this course will enable you to make a meaningful impact in your organization. Whether managing daily operations, supporting strategic decisions, or leading CRM projects, you will be equipped with the skills and confidence to excel. Secure your spot in the course and embark on a journey toward mastery of Microsoft Dynamics CRM 2016 customization and configuration.