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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