Microsoft Dynamics CRM Online Training:


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Microsoft Dynamics CRM Online Training

MICROSOFT DYNAMICS CRM 2013 Online Training course details:

Microsoft Dynamic CRM 2013

Installation, Configuration, Deployment, Customization,Application and Extended CRM:


1. MSCRM Overview (What’s New Features in Dynamic CRM 2013)

2. Installation steps and CRM Admin

  • Hardware and Software requirements
  • Setting up CRM Server Steps
  • CRM Tools
  • Introduction On Primes, Online and Partner hosted

3. Configuration

A. CRM Securities

  • Roles
  • Privileges
  • Creating New Users
  • Setting Manager
  • Creating Business Unit
  • Team Management

B. Auditing, Duplicate Detection and Data Import and Export

  • Enable Auditing Globally in CRM 2013 System
    • How to Use Audit Trails in Microsoft CRM 2013
    • Duplicate Detection & Merging Records in Microsoft Dynamics CRM
    • Microsoft Dynamics CRM 2013 – Dynamic Worksheets in Excel
    • Microsoft Dynamics CRM Data Import

    C. Templates

    Email Templates

    Expert in Microsoft Dynamic CRM 2013 Feature

    • Contract Templates
    • Knowledge base Articles
    • Subject
    • User Personal Settings

    4. Application

    A. Marketing Automation

    • Marketing list
    • Marketing list Members Member
    • Campaign
    • Campaign Activity
    • Quick Campaign
    • Distribute the Campaign Activity
    • Open the Campaign Activity (Email Message)
    • Promote to Response
    • Convert Campaign Response to Lead
    • Lead Qualification
    • Create Account Contact and Opportunity
    • CRM Activities
    • Sales Literature

    B. Sales Force Automation

    • Product Catalog
    • Discount List
    • Unit Group
    • Product
    • Price List
    • Opportunity
    • Quotes
    • Order
    • Invoice
    • Competitor

    Expert in Microsoft Dynamic CRM

    • Sales Literature

    C. Service Automation

    • Contract Template
    • Knowledge base Articles
    • Service Calendar
    • Contract
    • Contract line
    • Case

    4. Customization

    A. Form Customization

    • New Forms
    • Design forms
    • Create attributes
    • Modify existing attributes
    • Validations
    • Editing Form Left Navigation items
    • Tabs
    • Sections
    • Headers
    • Footers

    Expert in Microsoft Dynamic CRM

    B. Views Customization

    • Advance find view
    • User Personal View
    • Associate View
    • Saved Query
    • User Query
    • Filters on Views
    • Connections in MS CRM 2013

    C. Relationships

    • 1:N (one-to-many) Relationship
    • N:1 (many-to-one) Relationship
    • N:N (many-to-many) Relationships
    • Relationship Types
    • Cascading Rules
    • Adding Sub-Grids to Forms
    • Filtered Lookup Approaches in CRM

    D. Multiple Forms and Security

    • Form level Security in Microsoft Dynamics CRM 2013
    • Determine Field Level Security Permissions in Microsoft Dynamics
    • Microsoft Dynamics CRM 2013 – Multiple Role Based Forms
    • Setting up CRM 2013 Mobile Express

    E. Workflows

    • Microsoft Dynamics CRM 2013 – Process Architecture
    • Defining Scope using Workflows in Microsoft Dynamics CRM 2013
    • Using the Workflow Process Step Editor in Microsoft Dynamics CRM
    • Creating Child Workflows in Microsoft Dynamics CRM 2013
    • CRM 2013 Using Workflows vs. Dialogs CRM 2011 2013
    • Expert in Microsoft Dynamic CRM

    F. Dialogs

    • Working with Dialogs in Microsoft Dynamics CRM 2013
    • Utilizing Dialogs in CRM 2013 for Record

    G. Dashboards and Charts

    H. CRM Out of Box Reports and Integrating with SSRS Custom Reports

    5. Extending CRM

    A. Integrations

    • MSCRM Outlook Client Integration
    • SharePoint Integration with MSCRM

    B. Plug-in

    • Introduction to the Event Framework
    • Plug-in Development
    • Write a Plug-In
    • Understand the Data Context Passed to a Plug-In
    • Handle Exceptions in Plug-Ins
    • Impersonation in Plug-Ins
    • Register and Deploy Plug-Ins
    • Debug a Plug-In
    • Register a Plug-in Using the Plug-in Registration Tool
    • Register a Plug-in Assembly
    • Register the Plug-in for an Event

    C. CRM SDK

    • Create
    • Update
    • Retrieve
    • Retrieve Multiple
    • Delete

    Expert in Microsoft Dynamic CRM

    • Data Migration

    D. Web Resources

    • Client Script Scripting using Java Script
    • Odata, JSon, REST Endpoint

    E. Ribbon and Sitemap Customizations

    6. Deployment – Solution Management

    • Managed Solution
    • Unmanaged Solution
    • CRM Project Deployment

    7. Certifications for Microsoft Dynamics CRM 2013