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.
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.
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.
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