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Microsoft Dynamics CRM

Course Name        :   Microsoft Dynamics CRM
Duration                 :  40 hrs

STUDENTS ENROLLED

    PART I – Applications in CRM

    • Introduction to Microsoft Dynamics CRM
    • 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
      • Installing MUI Language Packs
    • 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 and 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
    • Understanding the Product Catalog
    • Redeploying Dynamics CRM

    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
    • MS CRM Entity Model
      • Customization Concepts – Entity Types and Attributes
      • Creating Custom Entities and Attributes
    • 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
    • Form Scripting
      • Client side scripting using Java Script
      • Working with IFrames
    • Working with Web Resources
    • Report Wizard, Scheduling and Exporting Reports
    • Working with Dash Boards

    PART IV – 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
      • Working with Input Parameters in Dialogs
    • Ribbon Customizations
      • Creating & Hiding Ribbon Elements
      • Enabling & Disabling Ribbon Elements
    • Working with Site Maps
    • Introduction to Solutions
      • Managed & Unmanaged Solutions
      • Importing & Exporting Solutions
    • Advanced Client Side Scripting
      • Working with ODATA
      • Working with REST
      • Working with SOAP
    • CRM Web Services
      • Introduction to Web Services
      • Query Expression & Query Attribute
      • Request & Response
    • Plugins
      • The Event Execution Pipeline
      • IPluginExecutionContext Interface
      • Developing Plugins
      • Deploying Plugins
      • Debugging Plugins
    • Custom Workflows
      • Developing Custom Workflow Activities
      • Deploying Custom Workflow Activities
      • Debugging Custom Workflow Activities
    • Integrating MS CRM with Silverlight
    • Integrating MS CRM with SharePoint
    • Working with SSRS in MS CRM

    Key Benefits:

    • Exposure to real time scenarios.
    • Job oriented training program.
    • Training in an enterprise highly focused in recruitment.
    • Resume Preparation and Interview Tips
    • Q & A
    • Mock Interview.

    Course Curriculum

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