Build Your Expertise with Microsoft Dynamics 365 CRM

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 .