CRM


The aim of the MS Dynamics CRM Training course is to give you in-depth knowledge of various functional and technical modules of MS Dynamics CRM required for implementing successful customer relationship management program in your organization or for your clients.

It will be live online instructor-led training.

System prerequisites:

· 8 GB RAM, Windows Server 2008/2012, SQL Server 2008/12, Visual Studio-2012/2015/2017 and IE-10 or more, Chrome latest version for CRM On-Premise.

· 8 GB RAM, Windows 7/8.1/10, IE-10 or more, Chrome latest version, Visual Studio-2012/2015/2017 for CRM Online.

Duration: 60 hours


Course Topics:

1. Introduction to Dynamics CRM
            Dynamics product Stack
            History of Microsoft Dynamics CRM
            Editions in Microsoft Dynamics CRM
            Deployment types & Licensing Options
            Comparison with other CRM’s in the Market
            XRM Framework
            Out of Box Features (OOB Concepts)

2. Sales Module (Functional)
            Lead Management
            Opportunity Management
            Product Management
            Quotes, Orders and Invoices
            Goal Management

3. Marketing Module (Functional)
            Marketing Lists
            Campaigns
            Sales Literature
            Quick Campaigns

4. Service Module (Functional)
            Services
            Service Calendar
            Case Management
            Knowledge Base Articles

5. Administration, Settings & Configuration

5.1 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
            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
            Using Deployment Manager
            Redeploying Dynamics CRM

5.2 MS CRM Entity Model
            Customization Concepts – Entity Types and Attributes
            Filtered Views
            Creating Custom Entities and Attributes

5.3 Entity Customization
            Form Customizations
            UI Customization Capabilities
            Form Customization – Working with Tabs, Sections, Fields and Iframes
            Introduction to Application Event Programming
            Using Form and Field Events
            Mobile Forms
            Relationship

6. Introduction to SDK

7. Ribbon Customizations
            Creating & Hiding Ribbon Elements
            Enabling & Disabling Ribbon Elements

8. Introduction to Solutions
            Managed & Unmanaged Solutions
            Importing & Exporting Solutions

9. Plugins
            The Event Execution Pipeline
            Developing Plugins
            Plugin Registration Tool
            Deploying Plugins
            Debugging Plugins

10. Custom Workflows
            Develop Custom Workflow Activities
            Deploy & Debug Custom Workflow Activities

11. Processes

            Overview of workflow
            Workflow
            Dialog

            Action
            Business Process Flow

12. Web resources
            JavaScript
            HTML
            CSS

13. SSRS Report

14. Custom Application Integration

15. Use of Third Party Tools
            XRM Service Toolbox.
            REST Builder.
            Ribbon Workbench

Projects : We will be covering 3 projects as part of the complete course.

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