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MS DYNAMICS CRM

Microsoft Dynamics Overview :

A Customer Relation Management package developed by Microsoft, Microsoft Dynamics CRM is developed mainly to cater to the needs of sales, marketing and help desk areas.
Designed for server client application, this package supports web service interfaces extensively. For a sales professional or a business manager, it is quite precious to get a trained with Microsoft Dynamics CRM training.
Microsoft Dynamics CRM Course Contents

Module: 1

  • Sales Lifecycle
  • Marketing Lifecycle
  • Services Lifecycle
  • Functional Overview of whole CRM
  • CRM Architecture with the perspective of Developers Guideline

Module: 2

  • Organization entities
  • Plug-in
  • Solutions
  • Workflow
  • Ribbon Customization
  • JavaScript Rest & SOAP
  • New Features of CRM 2011

Module: 3

  • configure a Microsoft Dynamics CRM organizational structure
  • Manage business units
  • Create and maintain business units; disable and delete business units; transfer records
  • Identify and apply Microsoft Dynamics CRM architecture concepts
  • How to customize Microsoft Dynamics CRM; where to customize Microsoft Dynamics CRM
  • Configure system settings
  • Apply system settings to Microsoft Dynamics CRM environment
  • Manage solutions and properties
  • Create a new solution; identify the components of solutions; apply managed and unmanaged solutions; configure the properties of managed solution components

Module: 4

  • Manage users, teams, and security
  • Apply entity-based and task-based privileges
  • Differentiate between the two types of privileges
  • Apply the five types of access levels within the security roles
  • Differentiate between the five types of access levels
  • Create and configure new security roles
  • Copy privileges and access levels from existing security roles; apply security roles to specific business units; assign security roles to teams
  • Manage customization permissions
  • Identify the security rights necessary to customize Microsoft Dynamics CRM
  • Manage field security profiles
  • Create security profiles; manage field permissions
  • Create and maintain user accounts in Microsoft Dynamics CRM
  • Add single users; add multiple users; identify characteristics associated with each user licensing option; add users to roles
  • Create and maintain teams of users
  • Create teams; add users to teams

Module: 5 Customize attributes and entities

  • Manage options sets
  • Create options sets; configure options sets; delete options sets
  • Create and manage custom attributes
  • Select an attribute type; include types and dependencies; edit custom attributes; delete custom attributes; set attribute security
  • Create, configure, and delete custom entities
  • Create one-time only settings; identify entities that cannot be disabled; modify a custom entity; save a custom entity; configure security settings to control access to custom entities
  • Configure the properties of attributes and entities in a managed solution
  • Modify the display name; create new forms; create new charts; create new views
  • Manage different types of customizations
  • Differentiate between types of customizations; publish customizations; reuse customizations

Module: 6 Customize relationships and mappings

  • ¬†Differentiate between supported and unsupported entity relationships
  • Identify relationships that can link system and custom entities
  • Configure 1:N and N:N relationship behavior
  • Create a manual N:N relationship; create a native N:N relationship; implement cascading rules
  • Create and apply maps
  • Add mapping to relationships; use connections to implement relationships; manage connections and relationships

Module: 7 Configure auditing

  • Configure auditing
  • Identify actions that are audited; turn on auditing; set auditing at the field level; select entities to be audited; implement partitions
  • Audit data and permissions
  • Grant permission to configure auditing
  • Manage the audit log
  • Examine the log; test a customized form

Module: 8

  • Manage forms, views, and charts
  • Customize forms
  • Edit tabs; edit sections; edit fields; edit the navigation area; edit the header and footer; add a sub-grid; add a web resource
  • Create a new form
  • Create a main form; create a mobile form; create a preview form; assign roles to forms; order forms; parent/child forms
  • Create a customized view
  • Organize data in a view; add and maintain fields in a view; select a default view
  • Create and manage charts
  • Add charts to entities; select a chart type; apply advanced options; chart capabilities; import and export charts

Module: 9

  • implement a Microsoft Dynamics CRM solution
  • Implement, import, and export solutions
  • Managed solutions; unmanaged solutions; import errors; import logs; import and export appropriate system settings
  • Update a managed solution
  • Configure and implement managed properties in solutions