MICROSOFT TECHNOLOGIES

  • PART I – Applications in CRM
  • Introductionto Microsoft Dynamics CRM
      • Sales Process

 

  • Leads
  • Opportunities
  • Competitors
  • Products
  • Quotes, Orders and Invoices
  • Goals
      • Marketing

 

  • Marketing Lists
  • Campaigns
  • Sales Literature
  • Quick Campaigns
  • Service
  • Services
  • Service Calendar
  • Cases
  • Knowledge Base
  • Contracts

 

  • 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
  • Connections
    • 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
  • PART III – Basic and Advanced Customizations inMS DynamicsCRM

 

    • 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

 

    • MS CRM Entity Model
  • Customization Concepts – Entity Types and Attributes
  • Creating Custom Entities and Attributes

 

    • Relationships, Views and Advanced Views
  • Types of Relationships
  • Relationship Behaviors
  • Creating Entity Relationships
  • Entity Mapping

 

  • Views and Advanced Views
  • Public, Personal and System Views
  • View Customizations – Common Tasks
  • Advanced Views Customizations
    • Form Scripting

 

  • Client side scripting using Java Script
  • Working with I Frames
  •        v  Working with Web Resources

 

  •        v  Report Wizard, Scheduling and Exporting Reports
  •        v  Working with Dash Boards

 

  • PART IV – ExtendingMS DynamicsCRM
      • 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
    • Ribbon Customizations

 

  • Creating & Hiding Ribbon Elements
  • Enabling & Disabling Ribbon Elements
    • Working with Site Maps

 

    • Introduction to Solutions
  • Managed & Unmanaged Solutions
  • Importing & Exporting Solutions

 

    • Advanced Client Side Scripting
  • Working with ODATA
  • Working with REST
  • Working with SOAP

 

  • CRM Web Services
  • Introduction to Web Services
  • Query Expression & Query Attribute
  • Request & Response

 

    • Plugins
  • The Event Execution Pipeline
  • IPluginExecutionContext Interface
  • Developing Plugins
  • Deploying Plugins
  • Debugging Plugins

 

    • Custom Workflows
  • Developing Custom Workflow Activities
  • Deploying Custom Workflow Activities

 

  • Debugging Custom Workflow Activities