Course Syllabus :
Microsoft Dynamics
Applications in CRM Introduction to Microsoft Dynamics CRM
Chapter 1: Sales Process, Leads, Opportunities, Competitors, Products, Quotes, Orders and Invoices, Goals
Chapter 2: Marketing, Marketing Lists, Campaigns, Sales Literature, Quick Campaigns
Chapter 3: Service, Services, Service Calendar, Cases, Knowledge Base, Contracts Administration, Settings & Configuration
Chapter 4: 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
Chapter 5: 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 and Quotas, Subjects, Connections
Chapter 6: 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, Using Deployment Manager, Redeploying Dynamics CRM Basic and Advanced Customizations in MS Dynamics CRM
Chapter 7: 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
Chapter 8: MS CRM Entity Model, Customization Concepts - Entity Types and Attributes, Creating Custom Entities and Attributes
Chapter 9: Relationships, Views and Advanced Views, Types of Relationships, Relationship Behaviors, Creating Entity Relationships, Entity Mapping
Chapter 10: Views and Advanced Views, Public, Personal and System Views, View Customizations - Common Tasks, Advanced Views Customizations
Chapter 1: Form Scripting, Client side scripting using Java Script, Working with I Frames Working with Web Resources Report Wizard, Scheduling and Exporting Reports Working with Dash Boards Extending MS Dynamics CRM
Chapter 11: 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
Chapter 12: Ribbon Customizations, Creating & Hiding Ribbon Elements, Enabling & Disabling Ribbon Elements
Chapter 13: Working with Site Maps
Chapter 14: Introduction to Solutions, Managed & Unmanaged Solutions, Importing & Exporting Solutions
Chapter 15: Advanced Client Side Scripting, Working with ODATA, Working with REST, Working with SOAP
Chapter 16: CRM Web Services, Introduction to Web Services, Query Expression & Query Attribute, Request & Response
Chapter 17: Plugins, The Event Execution Pipeline, I Plugins Execution Context Interface, Developing Plugins, Deploying Plugins, Debugging Plugins
Chapter 18: Custom Workflows, Developing Custom Workflow Activities, Deploying Custom Workflow Activities, Debugging Custom Workflow Activities
Duration : Depends on Trainee and Trainer Training methodology