Microsoft Dynamics

Duration : 30 Hrs

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. Out of the box, the product focuses mainly on Sales, Marketing, and Service (help desk) sectors, but Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it to meet many different demands.

Introduction to Microsoft Dynamics CRM
  • Sales Process
  • Leads
    • Opportunities
    • Competitors
    • Products
    • Quotes, Orders and Invoices
  • Marketing Lists
    • Campaigns
    • Sales Literature
    • Quick Campaigns
  • Marketing
  • Service
    • Services
    • Service Calendar
    • Cases
    • Knowledge Base
    • Contracts
  • 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
    • Installing MUI Language Packs
  • 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
  • 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
    • Entity Customization
  • Basic Form Customizations
    • Basic UI Customization Capabilities
    • Form Customization – Working with Tabs, Sections, Fields and IFrames
    • 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
    • Report Wizard, Scheduling and Exporting Reports
PART II – Extending MS Dynamics CRM Workflows
  • Overview of Workflow
  • The Workflow Designer
  • Creating Workflows through Workflow Designer
  • Creating Custom Workflow Activities
  • Debugging Custom Workflow Activities
  • Working with Site Map
  • Working with ISV. Config
  • Using the CRM Web Services
    • CRM Service
    • Discovery Service
    • Metadata Service
  • Advanced Platform Operations
    • Querying Data
    • Query Expression


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