Ms Dynamics Crm

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

Syllabus

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 â€" 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 â€"
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