Dynamics CRM 365 Customization & Configuration

Course Details

  • 12 weeks (60 hours) course
  • 36 hours of classroom hands-on training
  • 24 hours of off-classroom support
  • Classes held on Saturdays
  • Course Fee: $2,950 (USD)
  • Choose from two class sessions:
    • 9:00AM – 12:00 PM CST
    • 2:00 PM – 5:00 PM CST
  • Three months of internship and mentoring at Amarac Technologies Incorporated to hone your newly acquired skills and work on real projects
  • Guidance in career path, resume creation, and job searching as well as access to recruiters at premier placement firms with whom MidPoint has strategic relations
  • Certification prep to help you acquire certifications that will not only validate what you already know but enhance your worth in the marketplace as a professional
  • Ancilliary training in the Agile process and technologies (DevOps) to help you function effectively in the most popular project implementation methodologies (scrum).


This program requires familiarity with personal computers, access to a personal computer (preferably a laptop), and the ability to use a mouse and keyboard, as well as some experience with internet browsers.

Course Outline

CRM Customization & Configuration

Learn the purpose of entities and the basics of entity customization, naming, and area display.

Learn the basics of field naming, field requirements, data types, and more.

Learn the basics of forms, their properties, and their general presentation.

Learn the purpose of views and how to customize their columns to your liking.

Coming Soon!

Power up Power BI to pull data and filter information to colorful graphs, charts, and visual aids.

Work through the concepts of primary keys, secondary keys, and parent-child entity dynamics.

Learn the in's and out's of process like activities, appointments, tasks, and flows.

Test Content

Test Content

Walk through the basics of using and storing documents and the resources best suited for the job, like Sharepoint.

Work out the craft of email templates, mail merge templates, contract templates, and more.

Learn how to make use of administrative settings and abilities, such as creating users and managing security roles.

Learn how to manage users and other business units and teams.

Learn the purpose and levels of security roles and their use in controlling user access and field security.

Test Content

Get familiar with one of the most used activities in Dynamics CRM: emails!

Coming Soon!

Enroll in this course
Ratings & Reviews
Your Feedback
Gary N, Montgomery IL

My background is in logistics, and I was a manager for many years before I got laid off. I spent a couple of years looking for a job but couldn't find any. I bounced around quite a bit, subbing in high schools, which wasn't exactly a career one can depend on. Before enrolling in this course, I knew nothing about Microsoft Dynamics CRM, SQL Server, Power BI, or DevOps. Over the past few months, I have learned a lot, and I am ready and excited for a new career, one with great prospects to say the least.

The instructor is dedicated, patient, very experienced and knowledgeable and will teach you the skills you need for the actual job, through hands-on training inside and outside of classroom training, not PowerPoint slides. I can call him anytime, day or night and share my screen to demonstrate what I need, whether it is to answer a question or overcome a challenge - an error in my code or something I may be doing incorrectly.

I highly recommend this program to anyone who needs a career change or is beginning a professional career.

Tony I, Hamilton, Ontario Canada

This program has been transformative for me. Before embarking on it, I knew very little about IT and nothing about any of the platforms it teaches. Now, I can confidently customize the Microsoft Dynamics CRM, write SQL queries, create Power Bi report and visualization, and work effectively in an Agile team. The instructor is a good and patient teacher. He makes concepts easy to understand, using simple and effective illustrations to explain things.

Even though I live in Canada and took this course remotely, it was no less hands-on, and it felt like I was sitting right next to the instructor, who patiently explained each topic and steps during normal class sessions and whenever I called him with a question or problem. I rate this program very highly and highly recommend it to anyone one still in college or graduated but without clear direction for a career.

Sam O, Aurora, IL

As a college student, I found this course immensely beneficial. It is a flexible class that allows for different schedules while learning skills that can easily translate into work experience. The instructor is experienced with the subject material and the expectations of the work environment, preparing the trained for a CRM-centered career.

If there was anything I appreciated the most, it is how smoothly the skills I learned translated into plans and practices that can be actually applied in the workforce, albeit with workloads conducive for training simulations. Anyone looking to quickly learn skills that can help them acquire a promising profession, be it a fresh graduate or an experienced worker in transit between jobs, would definitely benefit from this course. I really can't recommend it enough!

Kaycee E, Plainfield IL

This is a great program and highly recommend it. What I like most about it is that you are not only taught the skills to be successful; you are actually prepared for the job market with internships and mentoring that gives you a chance to work on real-world projects and alongside people who have been doing the work for many years and are really good at it.