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Dynamics 365 CRM Technical Training

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Kothaguda, Hyderabad

Course ID: 32474

Kothaguda, Hyderabad

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₹ 15,000

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Firoz Muhammed picture
Firoz Muhammed

BTech In Information Technology

6 Years of Experience

About Firoz Muhammed

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.
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About the Course

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

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