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
- Service Level Agreements
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
- Quick Find and Multi-entity search (Advanced Find)
- 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 importing
- 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
- Entity Creation
- Basic Form Customizations
- Field Creation (all datatypes)
- Calculated Fields
- Rollup Fields
- 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
- Rollup fields
- Calculated fields
- Relationships, Views and Advanced Views
- Types of Relationships
- Relation Ships (1:N,N:1 and N:N) and behaviors
- Relationship Behaviors
- Creating Entity Relationships
- Entity Mapping
- Sub Grids
- Views and Advanced Views
- Public, Personal and System Views
- View Customizations – Common Tasks
- Advanced Views Customizations
- Charts
- Form Scripting
- Web Resource
- Client side scripting using Java Script
- Using Jscript Libraries
- Form and Field Events
- Form Types
- Form Event Handler Execution Context
- Working with I Frames
- Business Rules
- Web Services using JSCRIPT
- Rest Services
- Odata query designer
- CRUD operations
- Report Wizard, Scheduling and Exporting Reports
Report Management
- Report Creations
- Customizing Reports
- Import and Exports of Reports
Working with Dash Boards
- Dashboard creations
- CustomizingDashboards
- Import and Export Dashboards
PART IV – Extending MS Dynamics CRM
- Processes(Workflows, Dialogs& Business Process Flow)
- 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
- 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 Plugin
- 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
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