MS Dynamics CRM Training

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Course type: Online Instructor led Course

Platform: Online

Course ID: 42027

Course type: Online Instructor led Course

Platform: Online

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Manish picture
Manish

M.Sc

5 Years of Experience

About Manish

I am working as a freelance MS Dynamic CRM trainer, with over 12.5 years of IT experience that includes over 4.5 years in MS dynamic CRM and from last 4 years I am also involved in on-line MS Dynamic CRM Training.
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About the Course

 


















































































































Day



Topics To Be Covered




Day 1



·         What is CRM? 


·         How to Access CRM?


·         How to Activate 30 days CRM online trial version


·         Three Modules in CRM - Sales, Marketing and Services


·         CRM Records: 



  •   Owner of the record 

  •   Status of the record 

  •    Sorting 


·         CRM Online and on-premise Version 


·         User Creation and assign security roles 




2



·         Assigning and sharing records 


·         Search and Advanced find view 


·         ad-hoc query using advanced find view and download fetchXML


·         Using other Language in CRM (Language Pack) 


·         Options 



3



·         CRM Architecture


·         MS CRM Entity Model



·         Customization Concepts â?? Entity Types and Attributes


·         Creating Custom Entities and Attributes



·         Option set & Global Option Set



4



·         Types of Form â??



·         Quick Create Form


·         Quick View Form


·         Mobile form



·         Creating Multiple Main Form


·         Role based Form



5



·         Types of Relationships


·         Relationship Behaviors


·         Creating Entity Relationships


·         Editable Grid 



6



·         Default Solution


·         Managed Solution 


·         Unmanaged Solution


·         Managed Properties



7



·         Sales Life Cycle



·         Lead, Opportunity


·         Quote, Order


·         Invoice


·         Sales Literature




8



·         Business Rules



9



·         Unit Group and configure Units


·         Price List and associate price list with Product 



10



·         Discount List 


·         Product Family,


·         Product and Product Bundle configuration



11



·         Marketing Life Cycle:



·         Campaign, Quick Campaign,


·         Marketing list,


·         Campaign Activity,


·         Campaign Responses.




12





  • Service Life Cycle

    • Overview of service module

    • Service Management & Service Scheduling 

    • Case Entity 

    • Routing Rules





 


13




  • Queue: Private Queue & Personal Queue 

  • Add case to a queue: based on routing rule 

  • Knowledge Base Article: (a) Directly create (b) Create from Template 

  • Creating Subject for knowledge based Article 



14



·         SLA (Service Level Agreements) 


·         Type OF SLA: Standard SLA & Enhanced SLA


·         Business Scenario: implement SLA 


·         Entitlement 


·         Create an entitlement: From Template & from scratch


·         Define Entitlement Terms


·         Associate entitlements to cases


·         Business Scenario: Implement Entitlement 


·         Crating Service Level Agreement (SLA) with Entitlement 


 



15




  • Business Unit 

  • Team 

  • User

  • Security Model in CRM â??




    • Role Based Security,

    • Access rights and Privileges 




16




  • Implemented Security Model in CRM â??


    • Record Level Security

    • Field Level Security





17



·         Data Management



·         Duplication Detection Settings and Rules


·         Bulk Record Deletion


·         Data Maps and Imports




18



·         View



·         Personal View & System View



·         Charts



·         Personal Chart & System Chart



·         Dashboard



·         Personal Dashboard & System Dashboard




19



·         Business Rule



20



·         Business Process Flow



21



·         Overview of Workflow


Creating Workflows through Workflow Designer



22



·         Overview of Dialogs


·         Creating Dialog Pages, Prompt and Response


 



23



·         Plugin



·         Developing Plugins


·         Deploying Plugins


·         Debugging Plugins




24



·         Web Resources


·         I Frames


·         Reports


 



25



·         Ribbon Customizations



·         Creating & Hiding Ribbon Elements


·         Enabling & Disabling Ribbon Elements




26



·         Data Management


â?¢    Duplication Detection Settings and Rules


â?¢    Bulk Record Deletion


â?¢    Data Maps and Imports


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