DASVM’s Microsoft Dynamics CRM training helps to build your skills and knowledge for a career as a Microsoft Dynamics CRM developer. As demonstrated by Microsoft, Customer Relationship Management passes on a widely inclusive point of view of each customer that enables the client standing up to delegates to settle on accelerated and compromise about indispensable attempts in the business, publicizing, and customer organization fields. You will gain in-depth knowledge of CRM application modules, customization, configuration, integration, deployment types, etc., and hands-on experience in building and customizing Dynamics CRM through real-life projects.
Objectives:
Upon completion of this course, you will be able to:
- Understand Entities Forms, Records and Fields
- Define Privileges and Permissions
- Execute Deployment methods
- Manage Security Hierarchy
- Work on Functionalities of Microsoft Dynamics CRM
- Configuring Emails and Managing Teams
Course content
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)
Installation and Deployment (MS CRM Administration)
- Microsoft Dynamic CRM Overview
- Different types of Deployment (Online, On- Premise and Partner Hosted)
- Hardware and Software Requirements
- Installation of Dynamics CRM
- Deployment Manager 6. Reporting Configuration
- Organization Import and database Restore
- Upgrade lower version to Higher Version
- Database Structure
- Language pack Installation
- Roll up Installations
Sales Module
- Lead Management
- Opportunity Management
- Product Management
- Quotes, Orders and Invoices
- Goal Management
Marketing Module
- Marketing Lists
- Campaigns
- Sales Literature
- Quick Campaigns
Service Module
- Services
- Service Calendar
- Case Management
- Knowledge Base
- Contracts
Microsoft Dynamic CRM Applications (MS CRM Functional)
- Overview
- Navigation
- Working with the Application
- Working with Records
- Quick Find and Multi-entity search
- Marketing, Sales and Service Overview
- Marketing, Sales and Service Life Cycle with different domains and real time examples
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
Customization and Configuration
- Create and configure a model-driven apps
- Create and configure entities
- Create and configure forms
- Create and configure views
- Create and configure fields
- Create and configure relationships
- Create and configure charts
- Create and configure dashboards
- Create and manage reports
- Configure auditing
- Configure calculated and rollup fields
- Configure hierarchical views
- Configure timer Control
- Create and configure (I frames, web resource, HTML and images )
- Configure settings to meet minimal capabilities
- Configure out of the box and custom items to meet minimal capabilities specified
- Design site map
- Configure apps by using App Designer
Configure visualizations Create Canvas Apps
- Configure a Canvas App
- Develop complex expressions
Microsoft Dynamics CRM 2016 – Service Management Details
- Identify available templates in Dynamics 365
- Create email templates
- Create Excel templates
- Create Word templates
- Create and configure article and campaign templates
- Create contact templates
- Create article templates
Manage entities and data
- Modify an existing data model
- Create new or modify existing entity(s)
- Create new or modify existing relationships
- Create new or modify existing fields
- Create new or modify existing views
- Manage accounts and contacts and other entities
- Create and configure Common Data Services
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
Import and export data (Data Management OOB)
- Import data by using the import data wizard
- Export data from Dynamics 365
- Create data templates
- Choose file types to upload into system
- Identify source fields to Dynamics 365 Fields mapping
- Save mappings to template
- Import field translations Manage data
- Perform data clean-up
- Configure bulk record deletion
- Configure duplicate detection setting
- Implement data encryption
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
- Filtered Views
- 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, 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
Implement security
- Configure security in Office 365
- Identify Office 365 Admin role assignments
- Add Users to security group administration Configure security settings
- Manage security roles
- Manage users
- Manage teams
- Create and manage field security profiles
- Configure hierarchy security
Integration with Microsoft Dynamics CRM
- MS CRM SDK (MS CRM Architecture, Assemblies, CRM Application Framework, WCF Web Service)
- SSRS Integration with MS CRM
- Net Integration with MS CRM
- CURD Operations
- Query Expressions
- Fetch Xml
- Query by Attribute
- SharePoint Integration with MS CRM
- Outlook Offline Client Integration with MS CRM
- SSIS Integration with MS CRM
- 3rd Party Integration with MS CRM 8. Data Migration with MS CRM
Plugins
- MS CRM Plugin Architecture
- Development
- Registration
- Debugging
- Shared Variables
- Images
- Plugin Messages
- Impersonation
- Plugin Constructors
- Offline Plugins
- Plugin Execution Order
- Handling Exceptions
- Synchronous vs. Asynchronous
Configure Power Automate
- Configure a Flow
- Configure actions to use Common Data Service connectors
- Develop complex expressions
Workflows
- Understanding Workflows Basics
- Understanding the trigger options with RT workflow
- Workflow Actions
- Real Time Workflows
- Asynchronous Workflows
- Child Workflows
- On Demand Workflows
- Custom Workflows
- Recursive Workflows
- Wait Conditions
- Extending Workflows with Code
Implement processes
- Create and configure business process flows
- Create and configure business rules
JavaScript
- Advance JavaScript
- Configure supporting components
- Create JavaScript
- Register an event handler
- Use the Web API from client scripting
- Apply business logic using client scripting
Business Rules
Ribbon Customizations
Site Map Customizations
Create and maintain solutions
- Configure solutions
- Import and export solutions
- Manage solution dependencies
- Distribute solutions and patches
To see the full course content Download now
Course Prerequisites
- Knowledge of Customer Relationship Management (CRM) basics is enough to learn MS Dynamics CRM.
Who can attend
The following job roles will get benefited from this training:
- Customer Relationship Management (CRM) Consultant
- Information Technology (IT) Consultant
- Software Consultant
- Data Analyst
- Senior Technical Consultant
Number of Hours: 40hrs
Certification
Key features
- One to One Training
- Online Training
- Fastrack & Normal Track
- Resume Modification
- Mock Interviews
- Video Tutorials
- Materials
- Real Time Projects
- Virtual Live Experience
- Preparing for Certification
FAQs
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- One to One Training
- Online Training
- Fastrack & Normal Track
- Resume Modification
- Mock Interviews
- Video Tutorials
- Materials
- Real Time Projects
- Materials
- Preparing for Certification
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