Training On Microsoft Dynamics CRM

TechnicalFiroz Muhammed

firozct@gmail.com

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 

PART I – Microsoft Dynamics CRM functionality

Sales Process • Leads 

• Opportunities 

• Competitors 

• Products 

• Quotes, Orders and Invoices 

• Goals 

MarketingIntroduction to marketing in Dynamics CRM  

• Marketing Lists 

• Campaigns and Quick Campaigns• Campaign Activities and Planning activities• Sales Literature 

• Quick Campaigns 

Services• Service Calendar 

• Cases 

• Knowledge Base 

• Contracts and Contract Lines• Entitlements • Service Level Agreements (SLAs)• Service Scheduling in Dynamics CRM

PART II – Administration, 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 

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 

Settings & Configuration …• Connections 

• Data Management 

• Duplication Detection Settings, Rules and Jobs 

• Bulk Record Deletion 

• Data Maps and Imports 

•

Managing Product Catalog• Understanding the Product Catalog 

• Unit Groups 

• Adding Products 

• Creating Price Lists 

• Creating Discount Lists 

• Using Deployment Manager 

• Redeploying Dynamics CRM 

PART III– Basic And Advanced Customizations

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 

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 

PART IV – Extending Microsoft Dynamics CRM

Extending MS Dynamics CRM Processes(Workflows & Dialogs) 

• Overview of Workflow 

• Creating Workflows steps through Workflow Designer 

• Overview of Dialogs 

 

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.

Thanks you..

Contact:

Firoz Muhammed

firozct@gmail.com