MS Dynamics CRM

Introduction to Microsoft Dynamics CRM

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

Sales Module

1. Lead Management
2. Opportunity Management
3. Product Management
4. Quotes, Orders and Invoices
5. Goal Management

Marketing Module

1. Marketing Lists
2. Campaigns
3. Sales Literature
4. Quick Campaigns

Service Module

1. Services
2. Service Calendar
3. Case Management
4. Knowledge Base
5. Contracts

Activity Feeds

Working with Dash Boards

Working with Reports

Process Driven UI

Accessing CRM from Outlook

Introduction to Social Listening
Administration, Settings & Configuration

Administration & Security

1. Creating and managing Business Units, Users and Teams
2. Privileges, Access Levels and Security Roles
3. Positions & Hierarchies
4. Creating and managing Security Roles
5. Auto Numbering, Languages
6. System Settings
7. Auditing

Settings & Configuration

1. Business Management
2. Sites, Sales Territories, Facilities and Resource Groups
3. Working with Multi Currency
4. System Queues and Custom Queues
5. Services and Business Closures
6. Fiscal Year Settings
7. Subjects
8. Connections
9. Data Management
10. Duplication Detection Settings, Rules and Jobs
11. Bulk Record Deletion
12. Data Maps and Imports
13. Product Catalog
14. Understanding the Product Catalog
15. Unit Groups
16. Adding Products
17. Creating Price Lists
18. Creating Discount Lists

Workflows & Real Time Workflows

Business Process Flows

Business Rules

Dialogs

Basic and Advanced Customizations in MS Dynamics CRM

MS CRM Entity Model

1. Customization Concepts – Entity Types and Attributes
2. Filtered Views
3. Creating Custom Entities and Attributes

Entity Customization

1. Form Customizations
2. UI Customization Capabilities
3. Form Customization – Working with Tabs, Sections, Fields and Iframes
4. Introduction to Application Event Programming
5. Using Form and Field Events
6. Mobile Forms

Relationships, Views and Advanced Views

1. Types of Relationships
2. Relationship Behaviors
3. Creating Entity Relationships
4. Entity Mapping

Views and Advanced Views

1. Public, Personal and System Views
2. View Customizations – Common Tasks
3. Advanced Views Customizations

Form Scripting

1. Client side scripting using Java Script
2. Working with Iframes

Working with Web Resources

Report Wizard, Exporting Reports

Working with Dash Boards

Extending MS Dynamics CRM

Processes(Workflows & Dialogs)

1. Overview of Workflow
2. Creating Workflows steps through Workflow Designer
3. Overview of Dialogs
4. Creating Dialog Pages, Prompt and Response
5. Working with Input Parameters in Dialogs

Ribbon Customizations

1. Creating & Hiding Ribbon Elements
2. Enabling & Disabling Ribbon Elements

Introduction to Solutions

1. Managed & Unmanaged Solutions
2. Importing & Exporting Solutions

Plugins

1. The Event Execution Pipeline
2. Developing Plugins
3. Plugin Registration Tool
4. Deploying Plugins
5. Debugging Plugins
6. Query By Attribute Class and methods in plugins
7. Query By Expression Class and methods in plugins
8. Fetch Xml Usage in Plugins.

Custom Workflows

1. Developing Custom Workflow Activities
2. Deploying Custom Workflow Activities
3. Debugging Custom Workflow Activities

Microsoft CRM – Outlook Integration

1. Settings
2. Email Configuration
3. Email Tracking in CRM

Microsoft CRM – SharePoint Integration

1. Settings
2. List Component
3. Server-Side Sync
4. Document uploading from CRM to SharePoint

Tools

1. Ribbon work Bench tool
2. XRM Tool Box
3. Role Based Views
4. Introduction to ADX Studio

Creating Portals For Dynamics CRM.
 WCF In Dynamics CRM
SSRS Reports.
 Data Migration and Data Integration in Dynamics CRM(SSIS).
Web API (JavaScript).
Installing On-Premise CRM.