MS Dynamics CRM Funcational & Technical Course

MS Dynamics CRM Technical Online Training Course Content

MS CRM Dynamics Technical Training by Industry Experts Training is a decisive component of every successful Online CRM deployment. No CRM service or application, no matter how feature-packed and powerful, is worth a dime if the employees can’t use it resourcefully. To help you organize CRM Online successfully, MS CRM Dynamics Technical Online training is offered to you. MS CRM Dynamics Technical Online training gives the companies an opportunity to engage with their expert CRM Dynamics Online instructors for the fraction of normal consulting rate. MS CRM Dynamics Technical Online training is a flexible & open-ended online training program that is used to train individuals. It delivers the training with specific emphasis, such as Sales area / Service area. However, the most advantageous MS CRM Dynamics Technical Online training incorporates your detailed processes into the training. It is really more about training the users how their multiple clicks fit into overall processes in your association including when & why your company requires the data. Get MS CRM Dynamics Technical Online training with some super skilled industry experts.

Course Duration 30 Days (Per Day 1 hour)

1) Administration & Security

  1. • Creating and managing Business Units, Users and Teams
  2. • Privileges, Access Levels and Security Roles
  3. • Positions & Hierarchies
  4. • Creating and managing Security Roles
  5. • Auto Numbering, Languages
  6. • System Settings
  7. • Auditing

2) Settings & Configuration

3) Business Management

  1. • Sites, Sales Territories, Facilities and Resource Groups
  2. • Working with Multi Currency
  3. • System Queues and Custom Queues
  4. • Services and Business Closures
  5. • Fiscal Year Settings
  6. • Subjects
  7. • Connections

4) Data Management

  1. • Duplication Detection Settings, Rules and Jobs
  2. • Bulk Record Deletion
  3. • Data Maps and Imports

5) Workflows & Real Time Workflows

6) Business Process Flows

7) Business Rules

8) Dialogs

9) MS CRM Entity Model

  1. • Customization Concepts – Entity Types and Attributes
  2. • Filtered Views
  3. • Creating Custom Entities and Attributes

10) Entity Customization

  1. • Form Customizations
  2. • UI Customization Capabilities
  3. • Form Customization – Working with Tabs, Sections, Fields and Iframes
  4. • Introduction to Application Event Programming
  5. • Using Form and Field Events
  6. • Mobile Forms

11) Relationships, Views and Advanced Views

  1. • Types of Relationships
  2. • Relationship Behaviors
  3. • Creating Entity Relationships
  4. • Entity Mapping

12) Views and Advanced Views

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

13) Form Scripting

  1. • Client side scripting using Java Script
  2. • Working with Iframes

14) Working with Web Resources

15) Report Wizard, Exporting Reports

16) Working with Dash Boards

17) Processes (Workflows & Dialogs)

  1. • Overview of Workflow
  2. • Creating Workflows steps through Workflow Designer
  3. • Overview of Dialogs
  4. • Creating Dialog Pages, Prompt and Response
  5. • Working with Input Parameters in Dialogs

18) Ribbon Customizations

  1. • Creating & Hiding Ribbon Elements
  2. • Enabling & Disabling Ribbon Elements

19) Introduction to Solutions

  1. • Managed & Unmanaged Solutions
  2. • Importing & Exporting Solutions

20) Plugins

  1. • The Event Execution Pipeline
  2. • Developing Plugins
  3. • Plugin Registration Tool
  4. • Deploying Plugins
  5. • Debugging Plugins

21) Custom Workflows

  1. • Developing Custom Workflow Activities
  2. • Deploying Custom Workflow Activities
  3. • Debugging Custom Workflow Activities

22) Microsoft CRM – Outlook Integration

  1. • Settings
  2. • Email Configuration
  3. • Email Tracking in CRM

23) Microsoft CRM – SharePoint Integration

  1. • Settings
  2. • List Component
  3. • Server-Side Sync
  4. • Document uploading from CRM to SharePoint

24) Tools

  1. • Ribbon work Bench tool
  2. • XRM Tool Box

MS Dynamics CRM Functional Course Content