Microsoft dynamics crm technical trainig syllabus
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Transcript of Microsoft dynamics crm technical trainig syllabus
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Contents PART I – Microsoft Dynamics CRM functionality PART II - Administration, Settings & Configuration PART III - Basic Customizations in MS Dynamics CRM PART IV – Extending MS Dynamics CRM
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PART I – Microsoft Dynamics CRM functionality
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Sales Process • Leads
• Opportunities
• Competitors
• Products
• Quotes, Orders and Invoices
• Goals
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MarketingIntroduction to marketing in Dynamics CRM
• Marketing Lists
• Campaigns and Quick Campaigns• Campaign Activities and Planning activities• Sales Literature
• Quick Campaigns
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Services• Service Calendar
• Cases
• Knowledge Base
• Contracts and Contract Lines• Entitlements • Service Level Agreements (SLAs)• Service Scheduling in Dynamics CRM
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PART II – Administration, Settings & Configuration
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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
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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
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Settings & Configuration …• Connections
• Data Management
• Duplication Detection Settings, Rules and Jobs
• Bulk Record Deletion
• Data Maps and Imports
•
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Managing Product Catalog• Understanding the Product Catalog
• Unit Groups
• Adding Products
• Creating Price Lists
• Creating Discount Lists
• Using Deployment Manager
• Redeploying Dynamics CRM
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PART III– Basic And Advanced Customizations
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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
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Customizations Views, Reports And Dashboards• Public, Personal and System Views
• View Customizations – Common Tasks
• Advanced Views Customizations
• Report Wizard, Scheduling and Exporting Reports
• Working with Dash Boards
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PART IV – Extending Microsoft Dynamics CRM
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Extending MS Dynamics CRM Processes(Workflows & Dialogs)
• Overview of Workflow
• Creating Workflows steps through Workflow Designer
• Overview of Dialogs
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Plugins And Custom ActivitiesPlugins
Understand Plugins.
Develop and deploy plugins
Custom Activities
Understand basics of custom workflow activities
Develop custom activities
Debug and deploy custom activities.