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Microsoft Dynamics CRM Technical training

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Kondapur, Hyderabad

Course ID: 32471

Kondapur, Hyderabad

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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

This course is basically for those who are starting on Dynamics CRM technology and want to become an expert. The course covers both functional, configuration, customization and extension part of Dynamics CRM which will help you work as a technical consultant/developer.


Module I - Functional


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 Module 



  • Lead Management 

  • Opportunity Management 

  • Product Management 

  • Quotes, Orders and Invoices 

  • Goal Management 


Marketing Module 



  • Marketing Lists 

  • Campaigns 

  • Sales Literature 

  • Quick Campaigns 


Service Module 



  • Services 

  • Service Calendar 

  • Case Management 

  • Knowledge Base 

  • Contracts 


Working with Dash Boards 


Working with Reports 


Process Driven UI 


Introduction to Social Listening 


 


Module 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 the Product Catalog 

  • Unit Groups 

  • Adding Products 

  • Creating Price Lists 

  • Creating Discount Lists 


 


Module III -  Basic and Advanced Customizations


Workflows & Real Time Workflows 


Business Process Flows 


Business Rules 


Dialogs 


 


Microsoft CRM Technical 2013/2015 


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 


Working with Dash Boards 


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 


 


Module IV -  Extending Dynamics CRM


Intro to Extending MS Dynamics CRM 


Working with Web Resources 


 


Form Scripting 



  • Client side scripting using Java Script 

  • Working with Iframes 


Ribbon Customizations 



  • Creating & Hiding Ribbon Elements 

  • Enabling & Disabling Ribbon Elements 


Introduction to Solutions 



  • Managed & Unmanaged Solutions 

  • Importing & Exporting Solutions 


Plugins 



  • 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 


 


Report Wizard, Exporting Reports 

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