UrbanPro
true

MS Dynamics CRM Training

LIVE
27 Hours

Course offered by Manish Jain

0 review

 

Day

Topics To Be Covered


Day 1

·         What is CRM? 

·         How to Access CRM?

·         How to Activate 30 days CRM online trial version

·         Three Modules in CRM - Sales, Marketing and Services

·         CRM Records: 

  •   Owner of the record 
  •   Status of the record 
  •    Sorting 

·         CRM Online and on-premise Version 

·         User Creation and assign security roles 


2

·         Assigning and sharing records 

·         Search and Advanced find view 

·         ad-hoc query using advanced find view and download fetchXML

·         Using other Language in CRM (Language Pack) 

·         Options 

3

·         CRM Architecture

·         MS CRM Entity Model

·         Customization Concepts â?? Entity Types and Attributes

·         Creating Custom Entities and Attributes

·         Option set & Global Option Set

4

·         Types of Form â??

·         Quick Create Form

·         Quick View Form

·         Mobile form

·         Creating Multiple Main Form

·         Role based Form

5

·         Types of Relationships

·         Relationship Behaviors

·         Creating Entity Relationships

·         Editable Grid 

6

·         Default Solution

·         Managed Solution 

·         Unmanaged Solution

·         Managed Properties

7

·         Sales Life Cycle

·         Lead, Opportunity

·         Quote, Order

·         Invoice

·         Sales Literature

8

·         Business Rules

9

·         Unit Group and configure Units

·         Price List and associate price list with Product 

10

·         Discount List 

·         Product Family,

·         Product and Product Bundle configuration

11

·         Marketing Life Cycle:

·         Campaign, Quick Campaign,

·         Marketing list,

·         Campaign Activity,

·         Campaign Responses.

12

  • Service Life Cycle
    • Overview of service module
    • Service Management & Service Scheduling 
    • Case Entity 
    • Routing Rules
 

13

  • Queue: Private Queue & Personal Queue 
  • Add case to a queue: based on routing rule 
  • Knowledge Base Article: (a) Directly create (b) Create from Template 
  • Creating Subject for knowledge based Article 

14

·         SLA (Service Level Agreements) 

·         Type OF SLA: Standard SLA & Enhanced SLA

·         Business Scenario: implement SLA 

·         Entitlement 

·         Create an entitlement: From Template & from scratch

·         Define Entitlement Terms

·         Associate entitlements to cases

·         Business Scenario: Implement Entitlement 

·         Crating Service Level Agreement (SLA) with Entitlement 

 

15

  • Business Unit 
  • Team 
  • User
  • Security Model in CRM â??
    • Role Based Security,
    • Access rights and Privileges 

16

  • Implemented Security Model in CRM â??
    • Record Level Security
    • Field Level Security

17

·         Data Management

·         Duplication Detection Settings and Rules

·         Bulk Record Deletion

·         Data Maps and Imports

18

·         View

·         Personal View & System View

·         Charts

·         Personal Chart & System Chart

·         Dashboard

·         Personal Dashboard & System Dashboard

19

·         Business Rule

20

·         Business Process Flow

21

·         Overview of Workflow

Creating Workflows through Workflow Designer

22

·         Overview of Dialogs

·         Creating Dialog Pages, Prompt and Response

 

23

·         Plugin

·         Developing Plugins

·         Deploying Plugins

·         Debugging Plugins

24

·         Web Resources

·         I Frames

·         Reports

 

25

·         Ribbon Customizations

·         Creating & Hiding Ribbon Elements

·         Enabling & Disabling Ribbon Elements

26

·         Data Management

â?¢    Duplication Detection Settings and Rules

â?¢    Bulk Record Deletion

â?¢    Data Maps and Imports

About the Trainer

Manish picture

Avg Rating

0 Reviews

0 Students

1 Courses

Manish Jain

M.Sc

12 Years of Experience

I am working as a freelance MS Dynamic CRM trainer, with over 12.5 years of IT experience that includes over 4.5 years in MS dynamic CRM and from last 4 years I am also involved in on-line MS Dynamic CRM Training.

Students also enrolled in these courses

LIVE

Course offered by Abhay Sharma

0 review
LIVE
13 reviews
30 Hours

Course offered by Firoz Muhammed

14 reviews
LIVE
10 Hours
15,000 Group Class (max 10)
20,000 1-on-1 Class

Course offered by Amjad Khan

0 review
LIVE
3 Hours

Course offered by Preeti Vij Bathla

0 review

Tutor has not setup batch timings yet. Book a Demo to talk to the Tutor.

Different batches available for this Course

No Reviews yet!

Reply to 's review

Enter your reply*

1500/1500

Please enter your reply

Your reply should contain a minimum of 10 characters

Your reply has been successfully submitted.

Certified

The Certified badge indicates that the Tutor has received good amount of positive feedback from Students.

Different batches available for this Course

tickYou have successfully registered

MS Dynamics CRM Training by Manish Jain

Manish picture
LIVE

Class
starts in

01

Hour

01

Min

01

Sec

Select One

Register Now

Do you want to Register for this Free class?

Yes, Register No, not right now

Tell us a little more about yourself

MS Dynamics CRM Training by Manish Jain

Manish picture
LIVE

Class
starts in

01

Hour

01

Min

01

Sec

Please enter Student name

Please enter your email address.

Please enter phone number.

Verify Your Mobile Number

Please verify your Mobile Number to book this free class.

Update

Please enter 10 digit phone number.

Please enter your phone number.

Please Enter a valid Mobile Number

This number is already in use.

Resend

Please enter OTP.

Or, give a missed call and get your number verified

080-66-0844-42

This website uses cookies

We use cookies to improve user experience. Choose what cookies you allow us to use. You can read more about our Cookie Policy in our Privacy Policy

Accept All
Decline All

UrbanPro.com is India's largest network of most trusted tutors and institutes. Over 55 lakh students rely on UrbanPro.com, to fulfill their learning requirements across 1,000+ categories. Using UrbanPro.com, parents, and students can compare multiple Tutors and Institutes and choose the one that best suits their requirements. More than 7.5 lakh verified Tutors and Institutes are helping millions of students every day and growing their tutoring business on UrbanPro.com. Whether you are looking for a tutor to learn mathematics, a German language trainer to brush up your German language skills or an institute to upgrade your IT skills, we have got the best selection of Tutors and Training Institutes for you. Read more