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
- • Creating and managing Business Units, Users and Teams
- • Privileges, Access Levels and Security Roles
- • Positions & Hierarchies
- • Creating and managing Security Roles
- • Auto Numbering, Languages
- • System Settings
- • Auditing
2) Settings & Configuration
3) 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
- • Subjects
- • Connections
4) Data Management
- • Duplication Detection Settings, Rules and Jobs
- • Bulk Record Deletion
- • Data Maps and Imports
5) Workflows & Real Time Workflows
6) Business Process Flows
7) Business Rules
8) Dialogs
9) MS CRM Entity Model
- • Customization Concepts – Entity Types and Attributes
- • Filtered Views
- • Creating Custom Entities and Attributes
10) Entity Customization
- • Form Customizations
- • UI Customization Capabilities
- • Form Customization – Working with Tabs, Sections, Fields and Iframes
- • Introduction to Application Event Programming
- • Using Form and Field Events
- • Mobile Forms
11) Relationships, Views and Advanced Views
- • Types of Relationships
- • Relationship Behaviors
- • Creating Entity Relationships
- • Entity Mapping
12) Views and Advanced Views
- • Public, Personal and System Views
- • View Customizations – Common Tasks
- • Advanced Views Customizations
13) Form Scripting
- • Client side scripting using Java Script
- • Working with Iframes
14) Working with Web Resources
15) Report Wizard, Exporting Reports
16) Working with Dash Boards
17) 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
18) Ribbon Customizations
- • Creating & Hiding Ribbon Elements
- • Enabling & Disabling Ribbon Elements
19) Introduction to Solutions
- • Managed & Unmanaged Solutions
- • Importing & Exporting Solutions
20) Plugins
- • The Event Execution Pipeline
- • Developing Plugins
- • Plugin Registration Tool
- • Deploying Plugins
- • Debugging Plugins
21) Custom Workflows
- • Developing Custom Workflow Activities
- • Deploying Custom Workflow Activities
- • Debugging Custom Workflow Activities
22) Microsoft CRM – Outlook Integration
- • Settings
- • Email Configuration
- • Email Tracking in CRM
23) Microsoft CRM – SharePoint Integration
- • Settings
- • List Component
- • Server-Side Sync
- • Document uploading from CRM to SharePoint
24) Tools
- • Ribbon work Bench tool
- • XRM Tool Box
MS Dynamics CRM Functional Course Content
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