Microsoft Dynamics CRM 2015 Course Content

Microsoft Dynamics CRM 2015

CRMOnce: Dynamics 365 CRM Training Course Content - Hyderabad,Chennai,Banglore,Pune 

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