Signup as a Tutor

As a tutor you can connect with more than a million students and grow your network.

Dynamics CRM 365 Training

No Reviews Yet

Thergaon, Pune

Course ID: 41509

Thergaon, Pune

Students Interested 0 (Seats Left 0)

No Reviews Yet

About the Course

Through this class you will be able to learn Dynamics 365 modules Sales, Service, Marketing, customization. Good hands on experience on Dynamics CRM .Good analyzing skills while will help you to full fill customer experience.












Learn Dynamics


CRM


 



Dynamics CRM Coaching


Pune



Gayatri Powar


Dange chowk Pune


411033,


Ph: +919097177239


Email: Gayatri.shevde@gmail.com



Dynamics CRM Learnings


Learn to Excel



 


 


 











Why Dynamics CRM


It gives a uniqueness to in leading the way of innovation. It provides a complete cycle from marketing , Sales to Service at one place and that without installing any kind of software if you are using CRM online


Customize in Almost No Time


You can customize the form and entities as per your business requirement in no time


 


 


 


                                     


 


 


 


 


 


 


 


 


 


 



‘It provides 360 degrees view ’


 


Focus on What You Do Best


I train people to excel Dynamics CRM functionalities



 



Key Offerings:                                 







































Activities



Dashboards



Administration, Settings Configuration



Audit



Languages



System Setting



Tracking



Workflows & Real Time Workflows 



Business Process Flows 



Business Rules 



Ribbon work Bench tool 


 



Introduction                                                                              



  • Introduction to concepts of CRM


Sales Module



  • Lead Management 

  • Opportunity Management 

  • Product Management 

  • Quotes, Orders and Invoices 

  • Goal Management 


Product Catalog 



  • Understanding the Product Catalog 

  • Unit Groups 

  • Adding Products 

  • Creating Price Lists 

  • Creating Discount Lists


Marketing Module



  • Marketing List

  • Campaigns Management

  • Sales literature

  • Quick Campaigns

  • Goal Management 


 


 


 


 


Service Module                                                                               



  • Services 

  • Service Calendar 

  • Case Management 

  • Knowledge Base 

  • Contracts


 


Administration & Security 



  • Creating and managing Business Units, Users and Teams 

  • Privileges, Access Levels and Security Roles 

  • Positions & Hierarchies 

  • Creating and managing Security Roles 


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


 


 


 


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 


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

  • Advanced Views Customizations 


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 


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 


Microsoft CRM – Outlook Integration 



  • Settings 

  • Email Configuration 

  • Email Tracking in CRM


 


 


 


 


 


 


 

Date and Time

Not decided yet.

About the Trainer

Gayatri Powar picture

Avg Rating

0 Reviews

0 Students

2 Courses

Microsoft Dynamics CRM professional and Functional Consultant with 3.10 years of experience in CRM Application, Customization, Upgrades, Rollout & Support projects.
Involved in end to end implementation of various version of Microsoft Dynamics CRM (2011/2013/2015/2016/Potassium)
Well Experienced in gathering Business requirement(to be model, as model)
Well Experienced in Defining Business Process (Interactive and background)
Well Experienced On Reports (Fetch and Filter), and Personalization ( Dashboards & views)
Experienced in Configuring Security privileges and Roles
Customizing Relationships and Mappings.
Understand customer requirements and advise project team on highly specialized, complex solutions architecture and implementation
Participate as the technical expert in proposal development and presentations to prospective clients
Deliver presentations to all levels of management
Adapt to different end-user learning styles when training, gathering requirements, etc.
Create documentation for clients, including PowerPoint presentations and Visio workflows regarding functional and technical requirements, design, training, process engineering, etc.
Assist internal resources with support or pre-sales of Microsoft CRM and related integrations
Worked on new features of MS CRM 2013 & CRM 2015 like quick view form, action Process, Real Time Workflows, New Security Features, Enhanced Business Rules, Search Screen, Business Process Branches and Hierarchy Visualization
Good communication and interpersonal skills with clients.

Reviews

No reviews currently Be the First to Review

Discussions

Students Interested 0 (Seats Left 0)

Post your requirement and let us connect you with best possible matches for MS Dynamics CRM Training Post your requirement now

Enquire

Submit your enquiry for Dynamics CRM 365 Training

Please enter valid question or comment

Please enter your name.

Please enter valid Phone Number

Please enter the Pin Code.

By submitting, you agree to our Terms of use and Privacy Policy

Connect With Gayatri

You have reached a limit!

We only allow 20 Tutor contacts under a category. Please send us an email at support@urbanpro.com for contacting more Tutors.

You Already have an UrbanPro Account

Please Login to continue

Please Enter valid Email or Phone Number

Please Enter your Password

Please enter the OTP sent to your registered mobile number.

Please Enter valid Password or OTP

Forgot Password? Resend OTP OTP Sent

Sorry, we were not able to find a user with that username and password.

We have sent you an OTP to your register email address and registered number. Please enter OTP as Password to continue

Further Information Received

Thank you for providing more information about your requirement. You will hear back soon from the trainer

UrbanPro.com is India's largest network of most trusted tutors and institutes. Over 25 lakh students rely on UrbanPro.com, to fulfill their learning requirements across 1,000+ categories. Using UrbanPro.com, parents, and students can compare multiple Tutors and Institutes and choose the one that best suits their requirements. More than 6.5 lakh verified Tutors and Institutes are helping millions of students every day and growing their tutoring business on UrbanPro.com. Whether you are looking for a tutor to learn mathematics, a German language trainer to brush up your German language skills or an institute to upgrade your IT skills, we have got the best selection of Tutors and Training Institutes for you. Read more