MS CRM Functional Course Content and Online Training

Functional:


Category                  :    
Functional
Duration                   :    30 Days
Timing                      :    Week Days: 1 - 2 hrs per day (OR) Weekends: 2 - 3 hrs per day
Method                     :    Online / Classroom Training Study
Material                    :    Softcopy
System Access      :    30 Days
Job Assurance       :    100% Placement Assistance
Extras                       :    Interview Questions & Answers will be covered along with course

MSCRM Basics
  • MSCRM Introduction
  • MSCRM Architecture, Layers and Technology
  • MSCRM Basic Navigations
  • Accounts, Contacts , Activities

Sales & Marketing  Management
  • Lead Management
  • Opportunity Management
  • Product Management
  • Campaign Management
  • Marketing List Management
  • Quotes, Order, Invoice Management
  • Competitors and Goal Management
  • Sales Literature and Marketing Materials

Service Management
  • Case Management
  • Service Management
  • Contract Management
  • Knowledge Base Article Management

Business Management
  • Fiscal Year, Business Closures
  • Goal Metrics
  • Facilities and Equipment’s
  • Queue management (Configuring POP3, SMTP, Gmail)
  • Resource Group
  • Quota, Sales Territories, Site Management
  • Subjects, Connection & Relationship Roles.

Administration
  • System Settings, Server Settings
  • Business Unit, Security Roles creations.
  • Field Security Profiles
  • Team, User Creation
  • Access and Privileges
  • Auto Numbering, Languages Settings

Database Management
  • Data Imports
  • Data Maps
  • Templates of Data Imports
  • Duplicate Detection Settings, Rules, Jobs
  • Bulk Deletion

Customization& Solutions
  • Customization of System Entity, Custom Entity
  • Entity Creation, Attribute Creations
  • Form Creation, Section, Tabs, I frames,
  • Relationship (1:N, N:1, N:N)
  • Views creation
  • Templates creation (Email, Contract, KB)
  • Understanding Solutions
  • Import & Export Customization

Document Management
  • Document Management
  • Share point Document Locations
  • Components Management

Report Management
  • Dashboard Creations
  • Customizing Reports

Import and Exports of Reports

Customizing RDL files with Business Intelligence Studio (Basic)

Goal Management
  • Goal Audit Settings
  • Entity and Field Audit Settings
  • Audit Log Management
  • Audit Summary

Workflow Creations
  • Process Creations
  • Process Triggers, Loops, Branch, Chain
  • Process Export, Import and Publish
  • Workflow Rules

Course Snapshots

Marketing Automation in Microsoft Dynamics CRM 2011(80290A)

Module 1: Introduction
  • Benefits of Closed Loop Marketing
  • Creating and Using Marketing Lists
  • Marketing Campaigns and Quick Campaigns
  • Quick Campaigns
  • Introduction to Marketing Campaigns
  • Creating a Marketing Campaign
  • Creating and Using Campaign Templates
  • Importing Leads

Module 2: Implementing and Managing Marketing Campaigns
  • Campaigns, Campaign Activities and Marketing Lists
  • Creating and Using Email Templates
  • Sales Literature, Products and Price Lists
  • Distributing Campaign Activities
  • Capturing and Viewing Campaign Responses
  • Working with Campaign Responses

Module 3: Analysis, Reporting and Goals
  • Analyzing Marketing Information with Lists, Views and Charts
  • Working with Reports
  • Creating and Managing Marketing Goals
  • Creating Charts
  • Customizing and Working with Dashboards
  • Sales Management in Microsoft Dynamics CRM 2011 (80291A)

Module 1: Introduction
  • Overview of the Sales Process in Microsoft Dynamics CRM
  • Core Records in the Sales Process
  • Tracking Competitors and Managing Sales Literature
  • Working with Leads
  • Working with Opportunities
  • Sales Processes, Workflows and Dialogs

Module 2: Working with the Product Catalog
  • The Product Catalog and the Sales Process
  • Unit Groups
  • Adding and Maintaining Products
  • Creating, Maintaining and Using Price Lists

Module 3: Sales Order Processing
  • The Microsoft Dynamics CRM Sales Order Process
  • Opportunities, Quotes, and the Sales Process
  • Working with Orders
  • Working with Invoices

Module 4: Analysis, Reporting and Goals
  • Analyzing Sales Information with Lists, Views and Charts
  • Working with Reports
  • Exporting Sales Information to Microsoft Office Excel
  • Creating and Managing Sales Goals
  • Creating Charts
  • Dashboards

Service Management in Microsoft Dynamics CRM 2011(80292A)

Module 1: Introduction
  • Getting Started with Service Management
  • Cases and the Service Management Process
  • Queues and Contracts in Service Management
  • Working with Cases in the Case Grid

Module 2: Working with Cases and Contracts
  • Creating Case Records
  • Working with Cases
  • Contracts and Contract Templates
  • Creating and Working with Contracts
  • Using Contracts with Cases

Module 3: Using the Knowledge Base
  • Article Templates
  • Creating, Approving and Publishing Articles
  • Using and Searching the Knowledge Base
  • Cases and Knowledge Base Articles

Module 4: Working with Teams and Queues
  • Introduction to Teams
  • Introduction to Queues
  • Creating and Managing Queues
  • Working with Queues and Queue Items
  • Using Workflows with Queues

Module 5: Analysis, Reporting and Goals
  • Service Management Reports
  • Service Management Charts and Dashboards
  • Goal Management for Service
  • Service Scheduling in Microsoft Dynamics CRM 2011 (80293A)

Module 1: Introduction
  • Service Scheduling Overview
  • Service Scheduling Scenarios
  • Service Scheduling Process
  • Working with Service Activities and the Service Calendar
  • Closing, Canceling, or Rescheduling a Service Activity
  • Using Charts and Reports to Analyze Service Activities

Module 2: Advanced Topics
  • Understanding the Service Activity Scheduling Engine
  • Resources, Services and Selection Rules
  • Incorporating Customer Preferences
  • Resource and Service Capacity Requirements
  • Understanding Sites and Same-Site Requirements

Microsoft Dynamics CRM 2011 Customization and Configuration (80294A)

Module 1: Business Units and Security Roles
  • Business Units
  • Managing Business Units
  • Security Features

Module 2: Configuring Users and Teams
  • User Management Overview
  • Adding and Maintaining User Accounts
  • Team Configuration

Module 3: Customizing Microsoft Dynamics CRM Overview
  • Customization Methodology
  • Who can Customize Microsoft Dynamics CRM?
  • Types of Customizations
  • Types of Customizations - Solutions

Module 4: Customizing Fields
  • Customization Concepts
  • Field Data Types
  • Field Properties
  • Creating Fields
  • Creating Option Sets

Module 5: Customizing Entities
  • Entity Concepts
  • Modifying Custom Entities

Module 6: Customizing Relationships and Mappings
  • Types of Entity Relationships
  • Creating Entity Relationships
  • Entity Mapping

Module 7: Customizing Forms, Views and Charts
  • Basic UI Customization Capabilities
  • View Customization Overview
  • Charts
  • Form Customization Overview
  • Other Form Objects
  • Creating New Forms

Module 8: Configuring Field Security
  • Field Security Scope
  • Field Security and Other Security Methods

Module 9: Configuring Auditing
  • Enabling Auditing
  • Viewing Audit Data
  • Managing Audit Partitions

Module 10: Configuring Solutions
  • olutions Review
  • Exporting and Importing Unmanaged Solutions
  • Exporting and Importing Managed Solutions

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