Microsoft Dynamics CRM 365

Introduction to Microsoft Dynamics CRM
Introduction to Microsoft Dynamics CRM
  • What is CRM?
  • What is Microsoft Dynamics CRM 365?
  • History of Microsoft Dynamics CRM
  • Deployment types
  • Comparison with other CRM’s in the Market
  • Out of Box Features (OOB Concepts)

ADMIN Module

Sales Module
  • Lead Management
  • Opportunity Management
  • Product Management
  • Quotes, Orders and Invoices
  • Goal Management
Marketing Module
  • Marketing Lists
  • Campaigns
  • Sales Literature
  • Quick Campaigns
Service Module
  • Services
  • Service Calendar
  • Case Management
  • Knowledge Base
  • Contracts
Field Service Module
Project Services Module
Activity Feeds
Working with Dash Boards
  • Creating and publishing Dashboards
Working with Reports
  • Creating reports using reporting wizard
  • Creating reports using SQL Server Data Tools
  • Understanding the difference between Online and On-Premise reports
Process Driven UI
Accessing CRM from Outlook
Administration, Settings & Configuration
Administration & Security
  • Creating and managing Business Units, Users and Teams
  • Privileges, Access Levels and Security Roles
  • Positions & Hierarchies
  • Creating and managing Security Roles
  • Auto Numbering, Languages System Settings
  • Auditing
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
  • Product Catalog
  • Understanding the Product Catalog
  • Unit Groups
  • Adding Products
  • Creating Price Lists
  • Creating Discount Lists
Workflows & Real Time Workflows
Business Process Flows
Business Rules
Basic and Advanced Customizations in
MS CRM Entity Model
  • Customization Concepts – Entity Types and Attributes
  • Filtered Views
  • Creating Custom Entities and Attributes

CLASSIC (Development Module)

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
Relationships, Views and Advanced Views
  • Types of Relationships
  • Relationship Behaviour’s
  • 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
Extending MS Dynamics CRM
Processes (Workflows & Dialogs)
  • Overview of Workflow
  • Creating Workflows steps through Workflow Design
  • 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


Introduction to Solutions
  • Managed & Unmanaged Solutions
  • Importing & Exporting Solutions
  • 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
  • Ribbon work Bench tool
  • XRM Tool Box
  • Role Based Views Introduction

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