Introduction to Microsoft Dynamics 365 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)
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
Activity Feeds
Working with Dash Boards
Working with Reports
Process Driven UI
Accessing CRM from Outlook
Introduction to Social Listening
Administration, Settings Configuration
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
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
Product Catalog
*Understanding the Product Catalog
*Unit Groups
*Adding Products
*Creating Price Lists
*Creating Discount Lists
Workflows & Real Time Workflows
Business Process Flows
Business Rules
Dialogs
Microsoft CRM Technical 2013/2015
Basic and Advanced Customizations in MS Dynamics CRM
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
Form Scripting
*Client side scripting using Java Script
*Working with Iframes
Working with Web Resources
Report Wizard, Exporting Reports
Working with Dash Boards
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
Ribbon Customizations
*Creating & Hiding Ribbon Elements
*Enabling & Disabling Ribbon Elements
Introduction to Solutions
*Managed & Unmanaged Solutions
*Importing & Exporting Solutions
Plugins
*The Event Execution Pipeline
*Developing Plugins
*Plugin Registration Tool
*Deploying Plugins
*Debugging Plugins
Custom Workflows
*Developing Custom Workflow Activities
*Deploying Custom Workflow Activities
*Debugging 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
Tools
*Ribbon work Bench tool
*XRM Tool Box
*Role Based Views
*Introduction to ADX Studio