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Microsoft Dynamics CRM Technical Training

Microsoft Dynamics CRM Technical Training

Online Instructor led Course

Platform: Skype/gotomeeting/Teamviewer


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About the Course

Microsoft Dynamics CRM basics and some technical concepts

Topics Covered

PART I – Applications in CRM

Introduction to Microsoft Dynamics CRM

Sales Process

• Leads

• Opportunities

• Competitors

• Products

• Quotes, Orders and Invoices

• Goals



• Marketing Lists

• Campaigns

• Sales Literature

• Quick Campaigns

• Services

• Service Calendar

• Cases

• Knowledge Base

• Contracts

PART II – Administration, Settings & Configuration


• Creating and managing Business Units, Users and Teams

• Privileges, Access Levels and Security Roles

• Creating and managing Security Roles

• Auto Numbering and System Settings

• Installing MUI Language Packs

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

• Using Deployment Manager

• Redeploying Dynamics CRM

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

MS CRM Entity Model

• Customization Concepts – Entity Types and Attributes

• Creating Custom Entities and Attributes

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, Scheduling and 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

Ribbon Customizations

• Creating & Hiding Ribbon Elements

• Enabling & Disabling Ribbon Elements

Working with Site Maps

Introduction to Solutions

• Managed & Unmanaged Solutions

• Importing & Exporting Solutions


• Developing Plugins

• Deploying Plugins

• Debugging Plugins

• Custom Workflows

Who should attend

Anyone who are interested to do this course


Basic knowledge of c# and Java script

What you need to bring


Key Takeaways

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About the Trainer



I am software engineer with 6+ years of experience.The subjects I teach is Microsoft Dynamics CRM and coding languages like C .

I assure complete understanding of the subject along with the practicals related to subject
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Course Id: 27032