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Overview

Approx 153 Hours To Complete Ms Dynamics Crm in English Language

Learn ms crm dynamics online that covers all the important topics and subjects.
Gain some knowledge to know the concepts of customization and administration and also Know how to decide which business process option to choose from of the various available ones, and when.

Requirements

    Students should have basic computer skills.

FAQ

    Q. Who this course is for?

    A. who want to get started with Microsoft Dynamics CRM.

    Q. What you will learn here?

    A. You will get an idea about to create new entities that store various details for your business and build forms to ease up data management for users of the CRM

What you will learn

  • Course Outline
  • Module 1: Microsoft Dynamics CRM Overview
  • What is CRM?
  • How to Access CRM?
  • How to Activate 30 days CRM online trial version
  • Difference between CRM Online and CRM on-premise Version
  • Three Modules in CRM - Sales, Marketing, and Services
  • CRM Records:
  • Owner of the record
  • • Status of the record
  • • Sorting
  • • Assigning and sharing Record
  • • Views -System Views and Personal View
  • • Editable Grid
  • Search and Advanced find search
  • MS Dynamics CRM Architecture
  • Setting Personal Options
  • Module 2: Customizing Entities and Forms
  • MS CRM Entity Model
  • Customization Concepts – Entity Types and Attributes Data Type
  • Creating Custom Entities, Attributes and main form and Global Option Set
  • Form Customization Overview.
  • Create and Modify Forms.
  • Types of Forms in CRM -
  • • Quick Create Form
  • • Quick View Form
  • • Mobile form
  • Create and manage Multiple Main Form
  • Role-based Form
  • Module 3: Managing Relationships
  • Types of Entity Relationships
  • Relationship Behaviours
  • Creating Entity Relationships
  • Module 4: Solution Concepts
  • Default Solution
  • Managed Solution
  • Unmanaged Solution
  • Managed Properties
  • Module 5: Building a Security Model in Microsoft Dynamics CRM
  • Introduction to Business Unit
  • Team
  • User
  • Security Model in CRM –
  • • Role-Based Security, Access rights and Privileges
  • • Record Level Security
  • • Field Level Security
  • Auditing Overview
  • Module 6: Introduction to Sales Management
  • Sales Life Cycle
  • Convert Activity Records to Leads
  • Qualifying and Disqualifying Leads
  • Create Opportunities and Work with Opportunity Forms and records
  • Adding Line Items (Opportunity Products) to Opportunities
  • Quote Management
  • Working with Order
  • Working with Invoices
  • Create, Maintain, and Use Sales Literature
  • Module 7: Working with the Product Catalog
  • Unit Group and configure Unit
  • Adding and Maintaining Products
  • Price List and associate price list with Product
  • Discount List
  • Product Family,
  • Product and Product Bundle configuration
  • Module 8: Introduction to Marketing Management
  • Marketing Life Cycle:
  • Campaign and Quick Campaign,
  • Marketing list- Static and Dynamics Marketing list
  • Campaign Activity
  • Campaign Response
  • Module 9: Introduction to Service Management
  • Overview of the service module
  • Service Management & Service Scheduling
  • Case Entity
  • Routing Rules
  • Queue Management
  • • Private Queue & Public Queue
  • • Add case to a queue based on the routing rule
  • • SLA (Service Level Agreements)
  • • Type OF SLA
  • • Standard SLA & Enhanced SLA
  • • Using a business scenario to implement SLA
  • • Entitlement
  • • Create an entitlement: From Template & from scratch
  • • Define Entitlement Terms
  • • Associate entitlements to cases
  • • Using business scenario to implement Entitlement
  • • Using Service Level Agreement (SLA) with Entitlement
  • • Knowledge Base Article: (a) Directly create ( b) Create from Template
  • • Creating Subject for knowledge-based Article
  • Module 10: Reports
  • • Running Built-in Reports
  • • Creating and updating Report in CRM
  • • Grouping, Sorting, and Exporting Reports
  • Module 11: View, Charts, and Dashboard
  • • View
  • • Personal View & System View
  • • Charts
  • • Personal Chart & System Chart
  • • Dashboard
  • • Personal Dashboard & System Dashboard
  • Module 12: Email Functionality in Microsoft Dynamics CRM
  • ? Email Template
  • ? Configure Email
  • ? Folder level tracking
  • Module 13: Configuring Business Rules in Microsoft Dynamics CRM
  • ? Configure Business Rules
  • Module 14: Implementing Business Processes
  • • Overview of Business Process Flow
  • • Creating Business Process Flow with condition
  • • Overview of Workflow
  • • Creating Workflows through Workflow Designer
  • • Overview of Dialogs
  • • Creating Dialog Pages, Prompt and Response
  • • Working with Input Parameters in Dialogs
  • Module 15: Plugins
  • • Overview of Plug-ins
  • • The Event Execution Pipeline
  • • Deploying Plugins
  • • Debugging Plugins
  • Module 16: Application Event Programming
  • • Client-side scripting using JavaScript
  • • Working with IFrames
  • • Working with Web Resources
  • Module 17: Data management
  • • Duplication Detection Settings and Rules
  • • Bulk Record Deletion
  • • Data Maps and Data Imports
  • Module 18: Ribbon Customization
  • • Creating & Hiding Ribbon Elements
  • • Enabling & Disabling Ribbon Elements
  • • Working with Site Maps

About the instructor

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  • Mani MesonsTechnologies

    Skills :IT And Tech

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    Course Features

  • Lectures 153
  • Quizzes 0
  • Duration 153 hours
  • Skill level 2
  • Language English

Skills You Will Acquire

  • DynamicsCRM
  • MicrosoftDynamicsCRM