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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
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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
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 in
MS Dynamics
CRM
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 – Extending
MS Dynamics
CRM
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
MS DOTNET 2.0
MS DOTNET 3.5
MS DOTNET 4.0
MS-PROJECT
MS DYNAMICS CRM
SQLSERVER DBA
SQLSERVER 2005
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