MicroSoft Dynamics CRM

Course Overview :

Microsoft Dynamics CRM - Overview. Customer Relationship Management (CRM) is a system for managing a company's interactions with current and future customers. It often involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Course Content:

Introduction to Microsoft Dynamics CRM                                                                                                                                

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

 

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

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 the Deployment Manager

Redeploying Dynamics CRM

 

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 JavaScript

Working with IFrames

 

      Working with Web Resources

 

      Report Wizard, Scheduling and Exporting Reports

 

      Working with Dash Boards

  

      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

Working with Input Parameters in Dialogs

 

Ribbon Customizations

Creating & Hiding Ribbon Elements

Enabling & Disabling Ribbon Elements

 

Working with Site Maps

 

Introduction to Solutions

Managed & Unmanaged Solutions

Importing & Exporting Solutions

 

Advanced Client-Side Scripting

Working with OData

Working with REST

Working with SOAP

 

CRM Web Services

Introduction to Web Services

Query Expression & Query Attribute

Request & Response

 

 Plugins

The Event Execution Pipeline

IPluginExecutionContext Interface

Developing Plugins

Deploying Plugins

Debugging Plugins

 

 Custom Workflows

Developing Custom Workflow Activities

Deploying Custom Workflow Activities

Debugging Custom Workflow Activities.

 

 

Quick Enroll