Microsoft Dynamics CRM 2015 Course Content

Microsoft Dynamics CRM 2015

PART I – Applications in CRM

Ø  Introduction to Microsoft Dynamics CRM
                                                                                                                                
                                      Sales Process

·         Leads
·         Opportunities
·         Competitors
·         Products
·         Quotes
·         Orders
·         Invoices
·         Goals Management

                                       Marketing

·         Marketing Lists
·         Campaigns
·         Sales Literature
·         Quick Campaigns

                                                     Service
·         Services
·         Service Calendar
·         Cases
·         Knowledge Base
·         Contracts


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



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 Maps and Imports
·         Product Catalog
·         Understanding the Product Catalog
·         Unit Groups
·         Adding Products
·         Creating Price Lists
·         Creating Discount Lists
·         Using Deployment Manager
·         Redeploying Dynamics CRM

PART III – Basic and Advanced Customizations in MS Dynamics CRM

 Entity Customization

·         Basic Form Customizations
·         Basic UI Customization Capabilities
·         Form Customization – Working with Tabs, Sections, Fields and IFrames
·         Calculated and Roll Up fields.
·         Quick Create and Quick View Forms.
·         Introduction to Application Event Programming
·         Using Form and Field Events.

                        MS CRM Entity Model

·         Customization Concepts – Entity Types and Attributes
·         Creating Custom Entities and Attributes

                        Relationships, Views and Advanced Views

·         Types of Relationships
·         Relationship Behaviors
·         Creating Entity Relationships
·         Entity Mapping

 Views and Advanced Views
·         Public, Personal and System Views
·         View Customizations – Common Tasks
·         Advanced Views Customizations

 Form Scripting

·         Client side scripting using Java Script
·         Working with I Frames
·         Business Rules.

  Working with Web Resources

  Report Wizard, Scheduling and Exporting Reports

   Working with Dash Boards

PART IV – Extending MS Dynamics CRM

                                       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
·         Creating and working with Actions
·         Creating and Working with Business process flows.

 Ribbon Customizations

·         Creating & Hiding Ribbon Elements
·         Enabling & Disabling Ribbon Elements

 Working with Site Maps

 Introduction to Solutions

·         Managed & Unmanaged Solutions
·         Importing & Exporting Solutions

Advanced Client Side Scripting

·         Working with ODATA
·         Working with REST
·         Working with SOAP

 CRM Web Services

·         Introduction to Web Services
·         Query Expression & Query Attribute
·         Request & Response

 Plugins

·         The Event Execution Pipeline
·         IPluginExecutionContext Interface
·         Developing Plugins
·         Deploying Plugins
·         Debugging Plugins

                     Custom Workflows

·         Developing Custom Workflow Activities
·         Deploying Custom Workflow Activities
·         Debugging Custom Workflow Activities


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