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Build Your Expertise with Microsoft Dynamics 365 CRM

This online Live Instructor-led Course will help you to develop the knowledge of Microsoft Dynamics 365 CRM ; This workshop is encircled with full hands-on sessions with installation, configuration, Features discussion, multiple business Application, Troubleshooting & use cases.

Beginner 5 (5 Rating) 36 Students enrolled
Created by KPI Consulting Last updated Wed, 26-Aug-2020 English
What will i learn?
  • Post this course, Learner can have the detailed application knowledge & can smartly able to deliver projects on Microsoft Dynamics 365 CRM

Curriculum for this course
0 Lessons 00:00:00 Hours
Requirements
  • Basic Programming language
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Description

Build Your Expertise with Microsoft Dynamics 365 CRM 


This online Live Instructor-led Course will help you to develop the knowledge of Microsoft Dynamics 365 CRM ; This workshop is encircled with full hands-on sessions with installation, configuration, Features discussion, multiple business Application, Troubleshooting & use cases.

Detailed Topics to be delivered 

Functional


Introduction to Microsoft Dynamics CRM 2016

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)

 

Marketing Module

Marketing Lists

Campaigns

Quick Campaigns

Sales Literature

 

Sales Module

 Lead Management

Opportunity Management

Product Management

Quotes, Orders and Invoices

 

Service Module

Case Management

Queue Management

Knowledge Base

Contracts & Entitlements


SLA

Automatic record creation and updating rules

Routing Rule sets

 

Working with Dash Boards

Working with Reports (Fetch XML)

Process Driven UI  

Accessing CRM from Outlook

Introduction to Interactive Service Hub

 

Microsoft CRM Technical 2016/2016 update 1/Dynamics 365 Administration, Settings & Configuration

CRM 2016 Online & On Premise Deployment

 Adding Users

Adding various Services

 License comparisons

Office 365 Dashboard

Deployment Manager

 

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

 Themes

 

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

 

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

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MS CRM Entity Model

Customization Concepts – Entity Types and Attributes

Creating Custom Entities and Attributes

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

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 Java Script

Working with Web Resources (HTML, CSS, JavaScript, PNG, JPEG, GIF, ICO, XML)


Workflows & Real Time Workflows

  Business Process Flows

  Business Rules

  Dialogs


Mobile CRM

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

 

Introduction to Solutions

 Managed & Unmanaged Solutions

Importing & Exporting Solutions

Clone a patch

Clone Solution

Upgrade Solution

SDK & Developer Resources (Software Development Kit)

 

Plugins (.Net/C#)

The Event Execution Pipeline

Developing Plugins

Plugin Registration Tool

 Deploying Plugins

Debugging Plugins

 

Custom Workflows (.Net/C#)

Developing Custom Workflow Activities

Deploying Custom Workflow Activities

Microsoft CRM – Outlook Integration


Settings

Email Configuration

Email Tracking in CRM

Microsoft CRM – SharePoint Integration


Settings

List Component

Server-Side Sync

Document uploading from CRM to SharePoint

SharePoint overview


Tools

Ribbon work Bench tool (Java Script)

XRM Tool Box/Site Map Editor (XML)

CRM Data Detective

Role Based Views



Server Troubleshooting Tips

Event Viewer

MSCRM services

IIS Manager

Recommended settings in server

IFD Introduction

 

Please note that this is not a certification course and  we are promoting this technology workshop amongst our clientele.

 *Kindly note that Pricing may vary depending on the no of students to be enrolled .

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About the instructor
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  • 28 Students
  • 54 Courses
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This workshop is delivered by one of top most industry-leading faculty with at least 10 to 15+ years of Industry as well as training experience

KPI Consulting is one of the fastest growing (with 1000+ tech workshops) e-learning & consulting Firm which provides objective-based innovative & effective learning solutions for the entire spectrum of technical & domain skills

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