Microsoft Dynamic CRM Training

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

1. Leads
2. Opportunities
3. Competitors
4. Products
5. Quotes, Orders and Invoices
6. Goals

• Marketing

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

• Service

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

• Service Level Agreements

PART II – Administration, Settings & Configuration

• Administration

1. Creating and managing Business Units, Users and Teams
2. Privileges, Access Levels and Security Roles
3. Creating and managing Security Roles
4. Auto Numbering and System Settings
5. Quick Find and Multi-entity search (Advanced Find)

• 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 and Quotas
7. Subjects
8. Connections
9. Data Management
10. Duplication Detection Settings, Rules and Jobs
11. Bulk Record Deletion
12. Data importing
13. Data Maps and Imports
14. Product Catalog
15. Understanding the Product Catalog
16. Unit Groups
17. Adding Products
18. Creating Price Lists
19. Creating Discount Lists

PART III – Basic and Advanced Customizations in MS Dynamics CRM

• Entity Customization

1. Entity Creation
2. Basic Form Customizations
3. Field Creation (all datatypes)
4. Calculated Fields
5. Rollup Fields
6. Basic UI Customization Capabilities
7. Form Customization – Working with Tabs, Sections, Fields and IFrames
8. Introduction to Application Event Programming
9. Using Form and Field Events
10. Customization Methodology
11. Who can Customize Microsoft Dynamics CRM?
12. Types of Customizations
13. Customization Concepts
14. Field Data Types
15. Field Properties
16. Creating Fields
17. Creating Option Sets
18. Entity Concepts
19. Modifying Custom Entities

• Configuring Auditing

1. Enabling Auditing
2. Viewing Audit Data
3. Managing Audit Partitions
4. Lab : Configure Auditing

• Configuring Field Security

1. Field Security Scope
2. Field Security and Other Security Methods
3. Lab : Creating and Testing a Field Security Profile
4. Lab : Modify Field Security

• MS CRM Entity Model

Customization Concepts – Entity Types and Attributes

1. Creating Custom Entities and Attributes
2. Form Creation , Section , Tabs and I Frames
3. Rollup fields
4. Calculated fields

• Relationships, Views and Advanced Views

1. Types of Relationships
2. Relation Ships (1:N,N:1 and N:N) and behaviors
3. Relationship Behaviors
4. Creating Entity Relationships
5. Entity Mapping
6. Sub Grids

• Views and Advanced Views

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

• Form Scripting

1. Web Resource
2. Client side scripting using Java Script
3. Using Jscript Libraries
4. Form and Field Events
5. Form Types
6. Form Event Handler Execution Context
7. Working with I Frames

• Business Rules

1. Web Services using JSCRIPT
2. Rest Services
3. Odata query designer
4. 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)

1. Overview of Workflow
2. Creating Workflows steps through Workflow Designer
3. Overview of Dialogs
4. Creating Dialog Pages, Prompt and Response

• Introduction to Solutions

1. Managed & Unmanaged Solutions
2. Importing & Exporting Solutions
3. Import and Export Customisations

• Ribbon Customisations

1. Adding Button to the Ribbon
2. Removing the Button
3. Customising the Button

• Web services

1. Plugin Registration Tools
2. Writing and Registering Plugins
3. Deregistration of Plugin

• ISV/Plugins

1. Plugin Registration Tools
2. Writing and Registering Plugins
3. Deregistration of Plugins
4. Components Management

• Custom Workflows

1. Developing Custom Workflow Activities
2. Deploying Custom Workflow Activities
3. Deregistration of Custom Workflows

• Site Map Editing

1. Hiding the main navigation modules
2. Adding custom modules to the main navigation tab
3. Working on real time scenarios