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Microsoft Dynamics CRM 2016 Technical Training

Microsoft Dynamics CRM 2016 Technical Training

Online Instructor led Course

Platform: Skype/webmeeting

15,000

9 Reviews
6 Interested

About the Course


Microsoft Dynamics CRM basics and some technical concepts

Topics Covered

Microsoft Dynamics CRM 2016 –Technical Course Content

PART I – Applications in CRM
Course Snapshot
• MSCRM Basics
• MSCRM Introduction
• MSCRM Architecture, Layers and Technology
• MSCRM Basic Navigations
• Accounts, Contacts , Activities
Introduction to Microsoft Dynamics CRM
• MS CRM Basic Navigations
• Accounts, Contacts and Activities
• Sales Process

• Leads
• Opportunities
• Competitors
• Products
• Quotes, Orders and Invoices
• Goals

? Marketing

• Marketing Lists
• Campaigns
• Sales Literature
• Quick Campaigns

? Service
• Services
• Service Calendar
• Cases
• Knowledge Base
• Contracts

PART II – Administration, Settings & Configuration

? Administration

• Creating and managing Business Units, Users and Teams
• Privileges, Access Levels and Security Roles
• Creating and managing Security Roles
• Auto Numbering and System Settings

? 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 and Quotas
• 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

PART III – Basic and Advanced Customizations in MS Dynamics CRM

? Entity Customization

• Basic Form Customizations
• Basic UI Customization Capabilities
• Form Customization – Working with Tabs, Sections, Fields and IFrames
• Introduction to Application Event Programming
• Using Form and Field Events
• Customization Methodology
• Who can Customize Microsoft Dynamics CRM?
• Types of Customizations
• Customization Concepts
• Field Data Types
• Field Properties
• Creating Fields
• Creating Option Sets
• Entity Concepts
• Modifying Custom Entities
? Configuring Auditing
• Enabling Auditing
• Viewing Audit Data
• Managing Audit Partitions
• Lab : Configure Auditing

? Configuring Field Security
• Field Security Scope
• Field Security and Other Security Methods
• Lab : Creating and Testing a Field Security Profile
• Lab : Modify Field Security

? MS CRM Entity Model

• Customization Concepts – Entity Types and Attributes
• Creating Custom Entities and Attributes
• Form Creation , Section , Tabs and I Frames

? 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
• Charts
? Form Scripting

• Client side scripting using Java Script
• Using Jscript Libraries
• Form and Field Events
• Form Types
• Form Event Handler Execution Context
• Working with I Frames


? Report Wizard, Scheduling and Exporting Reports
Report Management
• Dashboard Creations
• Customizing Reports
• Import and Exports of Reports
Working with Dash Boards
• Dashboard creations
• Customizing Report s
• Import and Export Reports

PART IV – Extending MS Dynamics CRM

? Processes(Workflows, Dialogs & Actions)
• Overview of Workflow
• Creating Workflows steps through Workflow Designer
• Overview of Dialogs
• Creating Dialog Pages, Prompt and Response
• Overview of Actions

? Introduction to Solutions
• Managed & Unmanaged Solutions
• Importing & Exporting Solutions
• Import and Export Customisations

? Ribbon Customisations
• Adding Button to the Ribbon
• Removing the Button
• Customising the Button

? Web services
• Plugin Registration Tools
• Writing and Registering Plugins
• Deregistration of Plugins

? ISV/Plugins
• Plugin Registration Tools
• Writing and Registering Plugins
• Deregistration of Plugins
• Components Management
? Custom Workflows
• Developing Custom Workflow Activities
• Deploying Custom Workflow Activities
• Deregistration of Custom Workflows

? Site Map Editing
• Hiding the main navigation modules
• Adding custom modules to the main navigation tab
• Working on real time scenarios
? SSRS Report Generation

Who should attend

Anyone who are interested to do this course

Pre-requisites

Basic knowledge of c# and Java script

What you need to bring

Nothing"

Key Takeaways

Knowledge
Reviews

Sumanth B

"Prashila had extensive knowledge on MS CRM, expertise in training others. The assignments provided by her during the training session will give you hands-on experience on the CRM system. By the end of the session, you will get grip on the dynamics CRM system and you will be confident to face interviews also. Thank you Prashila. "

attended Microsoft Dynamics CRM 2016 Technical Training


Rakesh

"Had wonderful learning experience. I found this trainer via UrbanPro for MS CRM, I am satisfied with the teaching, effort she puts in for making the concepts understand clearly. I would definitely suggest her training for anyone who are looking for a MS CRM trainer. "

attended Microsoft Dynamics CRM 2016 Technical Training


Sandhya

"Hi prashi thanks for wonderful training with real time scenarios.. I got job in first interview .. ThanQ so much for your support even after completing the course. "

attended Microsoft Dynamics CRM 2016 Technical Training


Questions and Comments

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Divya 17/04/2015

Hi i have found your name in urbanpro (thinkvidya) and one of the friend referred your name your good teacher and realtime working trainer thanks for giving such information thinkvidya and prashila garu

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Recommendations & reviews from previous Customers:

Sumanth B

"Prashila had extensive knowledge on MS CRM, expertise in training others. The assignments provided by her during the training session will give you hands-on experience on the CRM system. By the end of the session, you will get grip on the dynamics CRM system and you will be confident to face interviews also. Thank you Prashila. "

attended Microsoft Dynamics CRM 2016 Technical Training


Rakesh

"Had wonderful learning experience. I found this trainer via UrbanPro for MS CRM, I am satisfied with the teaching, effort she puts in for making the concepts understand clearly. I would definitely suggest her training for anyone who are looking for a MS CRM trainer. "

attended Microsoft Dynamics CRM 2016 Technical Training


Sandhya

"Hi prashi thanks for wonderful training with real time scenarios.. I got job in first interview .. ThanQ so much for your support even after completing the course. "

attended Microsoft Dynamics CRM 2016 Technical Training


Sandhya

"I am quite impressed with prashila technical expertise..She had given real time scenarios with nice explanation step by step..I can take what I learned and start applying it directly to my project..prashila provided great depth on the topics that were covered and was able to discuss off-topic areas as well.. You want some technical expert ... Prashi is an excellent choice "

attended Microsoft Dynamics CRM 2016 Technical Training


Radhikka

"I had completed Microsoft dynamics CRM course here. Thanks to N Prashila. She have 7+ year experience in Dynamics CRM and also she is currently working in MNC company and also I also got job through Training and she helped me in preparing for interviews also. I feel so comfortable to discuss doubts she explains clearly. "

attended Microsoft Dynamics CRM 2016 Technical Training


Smrithi

"Thanks to Prashi for giving such a wonderful training , I learned lots of real time scenarios and just in a week after completing course I got placed in a job. I recommend this teacher. "

attended Microsoft Dynamics CRM 2016 Technical Training


Phanindra Atmakuri

"Had wonderful learning experience. Course work is mostly practical which helps to easily move in to a job. Nice clarification of doubts during the course. Would give a five star if rating is available. "

attended Microsoft Dynamics CRM 2016 Technical Training


Sury

"Thanks for giving good real time knowledge on MSD CRM Technical Training and now I am working on MSD CRM from March onwards. Thanks again Prashila "

attended Microsoft Dynamics CRM 2016 Technical Training


Sury

"I found very good online Teacher from UrbanPro , she is teaching excellent with real time scenarios and giving practical knowledge on MS Dynamic CRM. "

attended Microsoft Dynamics CRM 2016 Technical Training


Date and Time

Not decided yet.

About the Trainer

Prashila picture

Prashila

B.Tech


I have 8 years of IT experience in Microsoft Dynamics CRM and giving corporate training
Seats Left-

Students Interested 6

Course Id: 22768