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