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

Dynamics 365 CRM – Technical Course Content

PART I – Basic and Advanced Customizations in MS Dynamics CRM

How to start Development

·         Introduction Office 365 Administration

·         Installing the additional add-on solutions to D365 CRM

·         Setup Basic setting to start the Development

 Entity Customization

·         Basic Form Customizations

·         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

·         Business Rules.

Working with HTML Web Resources

·         Custom html pages development

·         Passing the values to Html page to CRM form and visa versa

Report Wizard, and Exporting Reports

·         Creating Reports

·         Uploading SSRS reports CRM

Working with Dash Boards

·         Creating Personal/system dashboards

·         Interactive Service Hub

PART II– 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 Web API

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

Custom Actions

·         Creating Actions and Using the Input/output Parameters

·         Registering Plugin on Action.

PART III – Dynamics 365 Features Explanation

Voice of Customer

·         Creating surveys

·         Designing the Survey Questions

·         Automation Distribution of send survey

Insights             

            

·          Organization Insights

·          Relationship Insights

PART IV – 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