Technical:
Category : Technical
Duration : 45 Days
Timing : Week Days: 2 hrs per day (OR) Weekends: 3 hrs per day
Method : Online / Classroom Training Study
Material : Would be Shared
System Access : For 2 Months
Job Assurance : 100% Placement Assistance
Extras : Interview Questions & Answers will be covered along with course
Course Snapshot
- MSCRM Basics
- MSCRM Introduction
- MSCRM Architecture, Layers and Technology
- MSCRM Basic Navigations
- Accounts, Contacts , Activities
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
Report Management
- Dashboard Creations
- Customizing Reports
- Import and Exports of Reports
- Customizing RDL files with Business Intelligence Studio (Basic)
Web services
- Plugin Registration Tools
- Writing and Registering Plugins
- Deregistration of Plugins
- Sy
ISV/Plugins
- Plugin Registration Tools
- Writing and Registering Plugins
- Deregistration of Plugins
- Sy
- Components Management
Microsoft Dynamics CRM 2011 Customization and Configuration (80294A)
Module 1: Business Units and Security Roles
- Business Units
- Managing Business Units
- Security Features
- Lab : Maintaining Business Units
- Lab : Copying and Creating Roles
Module 2: Configuring Users and Teams
- User Management Overview
- Adding and Maintaining User Accounts
- Team Configuration
- Lab : Managing User Accounts
- Lab : Managing Teams
Module 3: Customizing Microsoft Dynamics CRM Overview
- Customization Methodology
- Who can Customize Microsoft Dynamics CRM?
- Types of Customizations
- Types of Customizations - Solutions
- Lab : Creating a Solution
Module 4: Customizing Fields
- Customization Concepts
- Field Data Types
- Field Properties
- Creating Fields
- Creating Option Sets
- Lab : Creating a Custom Field
- Lab : Creating and Using a Separate Option Set
Module 5: Customizing Entities
- Entity Concepts
- Modifying Custom Entities
- Lab : Creating Custom Entities
- Lab : Modifying Entities
Module 6: Customizing Relationships and Mappings
- Types of Entity Relationships
- Creating Entity Relationships
- Entity Mapping
- Lab : Create a Manual N:N Relationship
- Lab : Create a 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
- Lab : View Customization
- Lab : Creating Charts
- Lab : Forms Design
Module 8: Configuring Field Security
- Field Security Scope
- Field Security and Other Security Methods
- Lab : Creating and Testing a Field Security Profile
- Lab : Modify Field Security
Module 9: Configuring Auditing
- Enabling Auditing
- Viewing Audit Data
- Managing Audit Partitions
- Lab : Configure Auditing
Module 10: Configuring Solutions
- Solutions Review
- Exporting and Importing Unmanaged Solutions
- Exporting and Importing Managed Solutions
- Lab : Unmanaged Solutions
- Lab : Exporting and Importing Managed Solutions
Microsoft Dynamics CRM 2011 Installation and Deployment (80296A)
Module 1: Microsoft Dynamics CRM Components
- Microsoft Dynamics CRM Components
- Microsoft Dynamics CRM Server
- Microsoft Dynamics CRM for Office Outlook
- Microsoft Dynamics CRM E-mail Router
- Microsoft SQL Server 2008
- Microsoft Dynamics CRM Reporting Extensions
- Microsoft Dynamics CRM Language Packs
- Microsoft SharePoint
- Internet Information Services
- Active Directory
- Internet Facing Deployment and Active Directory Federation Services
Module 2: Planning the Installation
- Planning the Microsoft Dynamics CRM Deployment
- Privileges for the Installation User
- Supported Server Technologies
- Hardware Requirements
- Software Requirements
- Active Directory and Microsoft Dynamics CRM 2011
- Securing Network Traffic
- Microsoft Dynamics CRM Offerings
- Microsoft Dynamics CRM 2011 Licensing Model
Module 3: Microsoft Dynamics CRM Server Installation
- Microsoft Dynamics CRM Server Architecture
- Components Installed During Server Setup
- Microsoft Dynamics CRM Website
- Required Installation Rights for Microsoft Dynamics CRM Server
- Install Microsoft Dynamics CRM 2011 Server
- Installation Troubleshooting
- Post-Installation Tasks
- Install Microsoft Dynamics CRM using the Command Line
- Sample Data
Lab : Istall Microsoft Dynamics CRM 2011 Server
- Lab : Load Sample Data
Module 4: Microsoft Dynamics CRM 2011 Reporting Extensions
- Microsoft Dynamics CRM 2011 Reporting Overview
- Microsoft Dynamics CRM Reporting Extensions
- Installing Microsoft Dynamics CRM Reporting Extensions
- Microsoft Dynamics CRM Reporting Authoring Extension
- Lab : Install Reporting Extensions
Module 5: Installing and Deploying the E-mail Router
- Understanding the E-mail Router
- Install the E-mail Router and Rule Deployment Wizard
- Configure the E-mail Router
- Set Up a Forward Mailbox
- Deploy Inbox Rules
- Approve E-mail Addresses
- Install the E-mail Router on Multiple Computers
- Troubleshooting
- Discussion - E-mail Router
- Lab : Install the E-mail Router
- Lab : Configure the E-mail Router
Module 6: Microsoft Dynamics CRM for Microsoft Office Outlook
- Microsoft Dynamics CRM for Outlook Overview
- Installation Requirements
- Deployment Methods
- Install Microsoft Dynamics CRM for Outlook
- Configure Microsoft Dynamics CRM for Outlook
- Configure User E-mail Settings
- Installing Microsoft Dynamics CRM for Outlook using the Command Line
- Using Microsoft Dynamics CRM for Outlook with Offline Capability
- Lab : Install Microsoft Dynamics CRM for Outlook
- Lab : Offline Capability
Module 7: Configure an Internet Facing Deployment
- Overview of Claims-Based Authentication
- General Requirements
- Certificates
- Install Active Directory Federation Services 2.0
- Configure AD FS 2.0
- Configure Claims-Based Authentication
- Configure Internet-Facing Deployment
Module 8: Upgrading to Microsoft Dynamics CRM 2011
- Upgrade Considerations
- Upgrade Process Phases
- Phase 1 - Prepare to Upgrade
- Phase 2 - Establish the Test Environment
- Phase 3 - Upgrade and Validate the Test Environment
- Phase 4 - Upgrade and Validate the Production Deployment
- Perform an In-place Upgrade of Microsoft Dynamics CRM 4.0 Server
- Perform a Migration Upgrade of Microsoft Dynamics CRM 4.0 Server
- Perform a Connect to Existing Deployment Upgrade of Microsoft Dynamics CRM 4.0 Server
- Upgrading the Microsoft Dynamics CRM 4.0 E-mail Router
- Planning the Upgrade of Microsoft Dynamics CRM 4.0 for Outlook
- Upgrading Microsoft Dynamics CRM 4.0 for Outlook
Module 9: Microsoft Dynamics CRM Deployment Manager
- Redeploying Microsoft Dynamics CRM
- Deployment Administrators
- Create a New Organization
- Manage Existing Organizations
- Importing Organizations
- Manage Servers
- Configure Access from the Internet
- Update Web Addresses
- View License Information
- Upgrade the Microsoft Dynamics CRM Edition
- Lab : Duplicate Adventure Works Cycles Organization
Module 10: High Availability Options
- Install Microsoft Dynamics CRM Server on Multiple Computers
- Network Load Balancing
- Clustering Microsoft SQL Server
- High-availability Options for Other Supporting Components
Extending Microsoft Dynamics CRM 2011 (80295A)
Module 1: Extensibility Overview
- Objectives
- Introduction
- Extensibility Platform and Features
- Security Model
- Business Model
- Business Logic
- Business Entity Components
- Data Access Components and Platform
- Helpful Skills
- Resources
- Summary
- Test Your Knowledge
- Quick Interaction: Lessons Learned
- Solutions
Module 2: Common Platform Operations
- Objectives
- Introduction
- WCF Web Services
- Discovery Service
- Early versus Late-Binding
- Early-Bound Entity Class
- Late-Bound Entity Class
- Organization Service
- Authentication and Authorization
- Entity Information
- Working with Data Types
- Using the Create Method
- Using the Retrieve Method
- Using the Update Method
- Using the Delete Method
- Using the RetrieveMultipleMethod
- Summary
- Test Your Knowledge
- Solutions
Lab : 2.1: Creating Leads
- Goal Description
- Need a Little Help?
- Step by Step
- Step by Step
Lab :2.1: Account Management Application
- Goal Description
- Need a Little Help?
- Step by Step
- Step by Step
Module 3: Querying Data and Executing Operations
- Objectives
- Introduction
- Querying in Microsoft Dynamics CRM 2011
- Query Expression
- QueryByAttitude
- LINQ Queries
- FetchXML
- Filtered Views
- OData
- Execute Method
- Requests and Responses
- Using the MetadataService Web Service
- Summary
- Test Your Knowledge
- Quick Interaction: Lessons Learned
- Solutions
Module 4: Implementing Business Processes
- Objectives
- Introduction
- Overview of Workflow
- Overview of Dialogues
- Setting up Custom Workflow Activity Assemblies
- Demonstration: Configuring a Custom Workflow Activity
- Creating Custom Workflow Activities
- Debugging Custom Workflow Activities
- Creating and Modifying Windows Workflow Foundation (XAML Workflows)
- Demonstration: Modifying an Existing Workflow in Visual Studio 2010
- Summary
- Test Your Knowledge
- Quick Interaction: Lessons Learned
- Solutions
Module 5: Plug-ins
- Objectives
- Introduction
- Overview of Plug-ins
- Event Framework
- Plug-in Isolation, Trusts and Statistics
- Developing Plug-ins
- Impersonation in Plug-ins
- Entity Classes and Plug-ins
- Register and Deploy Plug-ins
- Debugging Plug-ins
- Windows Azure Integration with Microsoft Dynamics CRM 2011
- Summary
- Test Your Knowledge
- Quick Interaction: Lesson Learned
- Solutions
- Lab : Creating a Plug-in
Module 6: Application Event Programming
- Objectives
- Introduction
- Using Jscript Libraries
- Form and Field Events
- Form Types
- Form Event Handler Execution Context
- Setting Event Dependencies
- Pass Parameters
- Using Best Practices in Writing Client-Side Code
- Debugging Client-Side Code
- Summary
- Test Your Knowledge
- Quick Interaction: Lessons Learned
- Solutions
Module 7: Client Extensions
- Objectives
- Introduction
- Customizing the Site Map
- Customizing the Ribbon
- URL Addressable Forms and Views
- Summary
- Test Your Knowledge
- Quick Interaction: Lessons Learned
- Solutions
Module 8: Web Resources
- Objectives
- Introduction
- Overview of Web Resources
- Web Resource Management
- Referencing Web Resources
- Test Your Knowledge
- Quick Interaction: Lessons Learned
- Solutions
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