Microsoft Dynamics CRM basics and some technical concepts

Topics Covered

Microsoft Dynamics CRM 2016 –Technical Course Content PART I – Applications in CRM Course Snapshot • MSCRM Basics • MSCRM Introduction • MSCRM Architecture, Layers and Technology • MSCRM Basic Navigations • Accounts, Contacts , Activities Introduction to Microsoft Dynamics CRM • MS CRM Basic Navigations • Accounts, Contacts and Activities • Sales Process • Leads • Opportunities • Competitors • Products • Quotes, Orders and Invoices • Goals ? Marketing • Marketing Lists • Campaigns • Sales Literature • Quick Campaigns ? Service • Services • Service Calendar • Cases • Knowledge Base • Contracts PART II – Administration, Settings & Configuration ? Administration • Creating and managing Business Units, Users and Teams • Privileges, Access Levels and Security Roles • Creating and managing Security Roles • Auto Numbering and System Settings ? 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 and Quotas • 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 PART III – Basic and Advanced Customizations in MS Dynamics CRM ? Entity Customization • Basic Form Customizations • Basic UI Customization Capabilities • Form Customization – Working with Tabs, Sections, Fields and IFrames • Introduction to Application Event Programming • Using Form and Field Events • Customization Methodology • Who can Customize Microsoft Dynamics CRM? • Types of Customizations • Customization Concepts • Field Data Types • Field Properties • Creating Fields • Creating Option Sets • Entity Concepts • Modifying Custom Entities ? Configuring Auditing • Enabling Auditing • Viewing Audit Data • Managing Audit Partitions • Lab : Configure Auditing ? Configuring Field Security • Field Security Scope • Field Security and Other Security Methods • Lab : Creating and Testing a Field Security Profile • Lab : Modify Field Security ? MS CRM Entity Model • Customization Concepts – Entity Types and Attributes • Creating Custom Entities and Attributes • Form Creation , Section , Tabs and I Frames ? Relationships, Views and Advanced Views • 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 • Charts ? Form Scripting • Client side scripting using Java Script • Using Jscript Libraries • Form and Field Events • Form Types • Form Event Handler Execution Context • Working with I Frames ? Report Wizard, Scheduling and Exporting Reports Report Management • Dashboard Creations • Customizing Reports • Import and Exports of Reports Working with Dash Boards • Dashboard creations • Customizing Report s • Import and Export Reports PART IV – Extending MS Dynamics CRM ? Processes(Workflows, Dialogs & Actions) • Overview of Workflow • Creating Workflows steps through Workflow Designer • Overview of Dialogs • Creating Dialog Pages, Prompt and Response • Overview of Actions ? Introduction to Solutions • Managed & Unmanaged Solutions • Importing & Exporting Solutions • Import and Export Customisations ? Ribbon Customisations • Adding Button to the Ribbon • Removing the Button • Customising the Button ? Web services • Plugin Registration Tools • Writing and Registering Plugins • Deregistration of Plugins • ? ISV/Plugins • Plugin Registration Tools • Writing and Registering Plugins • Deregistration of Plugins • Components Management ? Custom Workflows • Developing Custom Workflow Activities • Deploying Custom Workflow Activities • Deregistration of Custom Workflows ? Site Map Editing • Hiding the main navigation modules • Adding custom modules to the main navigation tab • Working on real time scenarios ? SSRS Report Generation

Who should attend

Anyone who are interested to do this course

Pre-requisites

Basic knowledge of c# and Java script

What you need to bring

Nothing"

Key Takeaways

Knowledge