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Dynamics 365 CRM Technical Training

LIVE
13 reviews
30 Hours

Course offered by Firoz Corporate Trainer

14 reviews

Microsoft Dynamics CRM 2016 Technical Consultant Training

Course Intro

This course is designed for developers and programmers who want to get into Microsoft Dynamics CRM technical consultant role. This course will walk you through the basics of Dynamics CRM from the functionality to customizing vanilla CRM platform to extending using writing code.

Course Duration: 30 hours
Course Fee: Call for Pricing.

Course Contents

This course covers the syllabus for following Dynamics CRM certifications and exams:

Exam MB2-713 – Microsoft Dynamics CRM 2016 Sales
Exam MB2-714 – Microsoft Dynamics CRM 2016 Customer Service
Exam MB2-712 – Microsoft Dynamics CRM 2016 Customisation and Configuration
Exam MB2-704 – Microsoft Dynamics CRM Application
Exam MB2-707 – Microsoft Dynamics CRM Customisation and Configuration

PART I – Introduction to Microsoft Dynamics CRM 2016

  • Dynamics product Stack
  • History of Microsoft Dynamics CRM
  • Editions in Microsoft Dynamics CRM
  • Deployment types & Licensing Options
  • Comparison with other CRM’s in the Market
  • XRM Framework
  • Out of Box Features (OOB Concepts)

Sales Management in Dynamics CRM

  • Lead Management
  • Opportunity Management
  • Product Management
  • Quotes, Orders and Invoices
  • Goal Management

Marketing Management

  • Marketing Lists
  • Campaigns
  • Sales Literature
  • Quick Campaigns

Service Management

  • Services
  • Service Calendar
  • Case Management
  • Knowledge Base
  • Contracts

Activity Feeds 

Working with Dash Boards 

Working with Reports 

Process Driven UI 

Introduction to Social Listening 

 

PART II – Administration, Settings Configuration

Administration & Security

  • Creating and managing Business Units, Users and Teams
  • Privileges, Access Levels and Security Roles
  • Positions & Hierarchies
  • Creating and managing Security Roles
  • Auto Numbering, Languages
  • System Settings
  • Auditing

Settings & Configuration

Business Management

  • Sites, Sales Territories, Facilities and Resource Groups
  • Working with Multi Currency
  • System Queues and Custom Queues
  • Services and Business Closures
  • Fiscal Year Settings
  • Subjects
  • Connections

Data Management

  • Duplication Detection Settings, Rules and Jobs
  • Bulk Record Deletion
  • Data Maps and Imports

Product Catalog

  • Understanding Product Catalog
  • Unit Groups
  • Adding Products
  • Creating Price Lists
  • Creating Discount Lists

Workflows & Real Time Workflows

Business Process Flows

Business Rules

Dialogs

 

PART III – Basic and Advanced Customizations in MS Dynamics CRM

MS CRM Entity Model

  • Customization Concepts – Entity Types and Attributes
  • Filtered Views
  • Creating Custom Entities and Attributes

Entity Customization

  • Form Customizations
  • UI Customization Capabilities
  • Form Customization – Working with Tabs, Sections, Fields and Iframes
  • Introduction to Application Event Programming
  • Using Form and Field Events
  • Mobile Forms

Relationships, Views and Advanced Views

  • Types of Relationships
  • Relationship Behaviors
  • Creating Entity Relationships
  • Entity Mapping

Views and Advanced Views

  • Public, Personal and System Views
  • View Customizations – Common Tasks
  • Advanced Views Customizations

Form Scripting

  • Client side scripting using Java Script
  • Working with Iframes

Working with Web Resources

Report Wizard, Exporting Reports

Working with Dash Boards

 

PART IV – Extending MS Dynamics CRM

Processes (Workflows & Dialogs)

  • Overview of Workflow
  • Creating Workflows steps through Workflow Designer
  • Overview of Dialogs
  • Creating Dialog Pages, Prompt and Response
  • Working with Input Parameters in Dialogs

Ribbon Customizations

  • Creating & Hiding Ribbon Elements
  • Enabling & Disabling Ribbon Elements

Introduction to Solutions

  • Managed & Unmanaged Solutions
  • Importing & Exporting Solutions

Plugins Development

  • The Event Execution Pipeline
  • Developing Plugins
  • Plugin Registration Tool
  • Deploying Plugins
  • Debugging Plugins

Custom Workflows

  • Developing Custom Workflow Activities
  • Deploying Custom Workflow Activities
  • Debugging Custom Workflow Activities

Gallery (7)

Intro Video

About the Trainer

Firoz Muhammed picture

4.9 Avg Rating

14 Reviews

17 Students

3 Courses

Firoz Corporate Trainer

BTech In Information Technology

8 Years of Experience

Having around 9 years of experience into IT industry in business, application development and consulting roles. Currently working a independent MS CRM trainer and corporate trainer. Handles both online and classroom training.

Reviews (13)

4 out of 5 13 reviews

Firoz Corporate Trainer https://p.urbanpro.com/tv-prod/member/photo/880905-small.jpg HSR Layout
4.80513
Firoz Corporate Trainer
V

MS Dynamics CRM

"I have taken MS CRM Advanced Training. He has very good command on whole CRM. I am very much satisfied with his training. He will complete the course in on time. I would like recommend him. "

Firoz Corporate Trainer
A

MS Dynamics CRM

"Magnifez's training was excellent and was highly flexible with timings which is really an advantage for working professionals. Trainer was technically very good. I highly recommend this institute. "

Firoz Corporate Trainer
A

MS Dynamics CRM

"Training was really good, and felt comfortable throughout the training. Instructor was flexible in terms of doubts and timings even. "

Firoz Corporate Trainer
S

MS Dynamics CRM

"If I need to explain him in one word, then I will say, he is a GURU in dynamics. Undoubtedly he is really a good teacher. But the most impressive things are, his punctuality, responsibility awareness and dedication to each student. Even after completion of the classes, I am getting help from him using his recorded videos, blogs, Q&A in the site and job support. Thanks a lot Firoz. "

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4 out of 5 13 reviews

Firoz Corporate Trainer https://p.urbanpro.com/tv-prod/member/photo/880905-small.jpg HSR Layout
4.80513
Firoz Corporate Trainer
V

MS Dynamics CRM

"I have taken MS CRM Advanced Training. He has very good command on whole CRM. I am very much satisfied with his training. He will complete the course in on time. I would like recommend him. "

Firoz Corporate Trainer
A

MS Dynamics CRM

"Magnifez's training was excellent and was highly flexible with timings which is really an advantage for working professionals. Trainer was technically very good. I highly recommend this institute. "

Firoz Corporate Trainer
A

MS Dynamics CRM

"Training was really good, and felt comfortable throughout the training. Instructor was flexible in terms of doubts and timings even. "

Firoz Corporate Trainer
S

MS Dynamics CRM

"If I need to explain him in one word, then I will say, he is a GURU in dynamics. Undoubtedly he is really a good teacher. But the most impressive things are, his punctuality, responsibility awareness and dedication to each student. Even after completion of the classes, I am getting help from him using his recorded videos, blogs, Q&A in the site and job support. Thanks a lot Firoz. "

Firoz Corporate Trainer
R

MS Dynamics CRM

"Really good with his materials. Very well planned course. Will definitely recommend him for MS Dynamic CRM Training. "

Firoz Corporate Trainer
R

MS Dynamics CRM

"The training was good but could be better with some assignments and a small real time project for people without experience. Excellent in explaining the concepts and the quality of the content was good as well. "

Firoz Corporate Trainer
H

MS Dynamics CRM

"Well explained with different methodology. Can provide all sorts of information related to ms dynamics CRM. Available all the time to clear doubts. "

Firoz Corporate Trainer
S

MS Dynamics CRM

"The course was really interesting and informative. Very friendly, good teaching skills. "

Firoz Corporate Trainer
M

MS Dynamics CRM

"He has an clear idea about teaching crm dynamics and always ready to clear doubts. Gives you projects to practice which are equal to real time experience. "

Firoz Corporate Trainer
V

MS Dynamics CRM

"Firoz is a very good instructor and would highly recommend to anyone. He is very knowledgeable about the subject area and in his classes shown mastery of CRM. He is also very patient and he helped me learn not only the basics of CRM but also helped me with advanced skills. He is very punctual and rarely missed any classes. He is also accommodating to my schedule as well. He also cares about his students and has taken extra classes when needed. Overall it was s great learning experience for me. I Would like to thank Firoz and Magnifez for providing a thorough training. If I need further to learn further skills you will be my first choice. Thanks and best regards "

Firoz Corporate Trainer
A

MS Dynamics CRM

"I took crm training from Firoz. basically my criteria was to crack interviews. He taught me so well that I have cracked 3 interviews. He has in depth knowledge and also he knows about new features which helped me a lot. Thanks Firoz for your guidance. "

Firoz Corporate Trainer
B

MS Dynamics CRM

"Firoz is very detailed oriented, he will touch-base on all the topics and will ensure that the trainee understands the topic well before he proceeds to the next one. The training given by Firoz has really helped me in understanding the complete MS dynamics CRM structure, "

Firoz Corporate Trainer
J

MS Dynamics CRM

"Magnifez is very good institute. We took training for MS CRM and the instructor Firoz is very technically very sound. "

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