Microsoft Dynamics CRM - BTS
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044 42 63 42 42 [email protected] 9500092050 Microsoft Dynamics CRM 2016/365Course Content Course Duration : 24 hours Functional Introduction to Microsoft Dynamics CRM Dynamics product Stack History of Microsoft Dynamics CRM Editions in Microsoft Dynamics CRM Deployment types & Licensing Options Comparison with other CRM’s in the Market XRM Framework Out of Box Features (OOB Concepts) Marketing Module Marketing Lists Campaigns Quick Campaigns Sales Literature Sales Module Lead Management Opportunity Management Product Management Quotes, Orders and Invoices Goal Management Service Module Case Management Queue Management Knowledge Base Contracts SLA Automatic record creation and updating rules Working with Dash Boards Working with Reports Process Driven UI Accessing CRM from Outlook Introduction to Interactive experience
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Transcript of Microsoft Dynamics CRM - BTS
044 42 63 42 42
[email protected] 9500092050
Microsoft Dynamics CRM 2016/365Course Content
Course Duration : 24 hours
Functional
Introduction to Microsoft Dynamics CRM Dynamics product Stack History of Microsoft Dynamics CRM Editions in Microsoft Dynamics CRM Deployment types & Licensing Options Comparison with other CRM’s in the Market XRM Framework Out of Box Features (OOB Concepts)
Marketing Module
Marketing Lists Campaigns Quick Campaigns Sales Literature
Sales Module
Lead Management Opportunity Management Product Management Quotes, Orders and Invoices Goal Management
Service Module
Case Management Queue Management Knowledge Base Contracts SLA Automatic record creation and updating rules
Working with Dash Boards
Working with Reports
Process Driven UI
Accessing CRM from Outlook
Introduction to Interactive experience
044 42 63 42 42
[email protected] 9500092050
Microsoft CRM Technical 2013/2015/2015 Update 1/2016/365
Administration, Settings & Configuration
CRM 2016 Online & On Premise Deployment
Adding Users Adding various Services License comparisons Office 365 Dashboard Deployment Manager
Administration & Security
Creating and managing Business Units, Users and Teams Privileges, Access Levels and Security Roles Positions & Hierarchies Creating and managing Security Roles Auto Numbering, Languages System Settings Auditing Themes
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 Subjects Connections
Data Management
Duplication Detection Settings, Rules and Jobs Bulk Record Deletion Data Maps and Imports
044 42 63 42 42
[email protected] 9500092050
Product Catalog Understanding the Product Catalog Unit Groups Adding Products Creating Price Lists Creating Discount Lists
MS CRM Entity Model
Customization Concepts – Entity Types and Attributes Creating Custom Entities and Attributes
Entity Customization
Form Customizations UI Customization Capabilities Form Customization – Working with Tabs, Sections, Fields and Iframes Introduction to Application Event Programming Using Form and Field Events Mobile Forms
Relationships
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 Web Resources
Workflows & Real Time Workflows
Business Process Flows
Business Rules
Dialogs
Mobile CRM
044 42 63 42 42
[email protected] 9500092050
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
Introduction to Solutions
Managed & Unmanaged Solutions Importing & Exporting Solutions Clone a patch Clone Solution Upgrade Solution
SDK & Developer Resources
Plugins The Event Execution Pipeline Developing Plugins Plugin Registration Tool Deploying Plugins Debugging Plugins
Custom Workflows
Developing Custom Workflow Activities Deploying Custom Workflow Activities
Microsoft CRM – Outlook Integration
Settings
Email Configuration
Email Tracking in CRM
Microsoft CRM – SharePoint Integration Settings List Component Server-Side Sync Document uploading from CRM to SharePoint SharePoint overview
044 42 63 42 42
[email protected] 9500092050
Tools
Ribbon work Bench tool
XRM Tool Box/Site Map Editor
CRM Data Detective
Role Based Views
North52
Server Troubleshooting Tips
Event Viewer
MSCRM services
IIS Manager
Recommended settings in server
IFD Introduction
Thank you
